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AI Chatbot Script Template

A conversation script template for designing an AI chatbot that greets, qualifies, and routes users while staying on brand and on message.

By Sitebard TeamUpdated February 26, 2026Notion / Google Docs / PDF

A good chatbot feels less like a form and more like a helpful first responder. This template gives you the conversation flows that matter most, from the opening greeting to qualifying questions and graceful fallbacks. It keeps the bot on brand and makes sure users can always reach a person when they need one.

What's included

  • A greeting and intent-capture flow to open conversations
  • Qualifying question sets for support and sales paths
  • Fallback responses for when the bot is unsure
  • A human handoff flow with context passed along
  • A tone and brand-voice guide to keep replies consistent

Template preview

Preview

Greeting and Intent

  • Welcome message that sets expectations for what the bot can do
  • A short menu of the most common reasons people reach out
  • An open prompt for users who do not fit a menu option
  • A privacy note for any information collected

Qualifying Questions

  • Are you looking for support, sales, or general information
  • Which product or plan are you asking about
  • What outcome are you hoping for today
  • Is this time-sensitive or can we follow up by email

Fallback and Handoff

  • A polite response when the bot cannot understand a request
  • An offer to rephrase or choose from suggested options
  • A clear path to connect with a human agent
  • A summary of the conversation passed to the agent

Frequently asked questions

The script is platform-agnostic. You can adapt the flows for a website widget, a help desk bot, or a messaging-channel assistant.

The template includes a clear scope, fallback responses, and a handoff path to a human, so the bot stays helpful and knows when to step aside.

Yes. The qualifying questions and routing logic work for lead capture, while the FAQ flows handle common support queries.

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