--- title: "Bot modules and blocks" description: "Before you build a qualification bot for a client, it helps to know what you're actually building." canonical_url: https://chatfuel.com/docs/for-agencies/bot-modules-and-blocks markdown_url: https://chatfuel.com/docs/for-agencies/bot-modules-and-blocks.md last_updated: 2026-09-08 lang: en site: https://chatfuel.com/docs llms_txt: https://chatfuel.com/llms.txt --- # Bot modules and blocks Before you build a qualification bot for a client, it helps to know what you're actually building. Before you build a qualification bot for a client, it helps to know what you're actually building. In Chatfuel, the bot isn't a flowchart you draw on a canvas — it's an AI agent assembled from five modules: what it knows, what it asks, where and when it answers, when it hands over to a human, and which channel it lives on. Get those five right and the funnel works; when something breaks, it's always one of the five. In the product, those modules live in two places. What the bot *knows* is the **Knowledge Base**. Where and how it *behaves* is [Automations](https://chatfuel.com/docs/ai-features/automations) — at **Fuely AI** → **Automations**, one automation per traffic source, each with its own settings. You can configure every module either right there in the dashboard or by describing what you want to the [AI Co-Worker](https://chatfuel.com/docs/for-agencies/interface-tour-for-agencies) in chat — both edit the same setup, so use whichever is faster for the change at hand. ## The five modules [#the-five-modules] | Module | What it controls | Where it lives | | ------------------------ | -------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------ | | **Knowledge Base** | Everything the bot knows: the client's company profile, catalog of services or products, FAQ | The **Knowledge Base** | | **Qualification fields** | The handful of things the bot finds out from every new lead — budget, timeline, service wanted — and how it asks | **Collect contact info** + **Additional instructions** on the automation | | **Reply settings** | Where the bot answers (which sources are on) and when (always, or only outside working hours) | The per-source automations and their **When AI replies** setting | | **Human handoff** | The rule that moves a chat to the client's team once the lead is qualified — plus a push notification in the Chatfuel mobile app | **Switch to human** on the automation | | **Channel** | Where the bot talks: the client's WhatsApp, Instagram, Facebook, TikTok, or website widget | Channel connections in **Settings** | ### Knowledge Base — what the bot knows [#knowledge-base--what-the-bot-knows] The single biggest quality lever. It holds the client's business profile (name, hours, address, contacts, payment options), a catalog of what they sell, and an FAQ. A thin Knowledge Base produces a vague bot; a well-fed one answers like the client's best salesperson. This is where most of your setup time should go — [here's exactly what to feed it](https://chatfuel.com/docs/for-agencies/uploading-client-business-info). How the bot *talks* — its role, tone, house rules — is behavior, not knowledge: that goes into **Additional instructions** on the automation, on Main bot for everywhere or per source where a client wants a different voice for a different audience. ### Qualification fields — what the bot asks [#qualification-fields--what-the-bot-asks] Usually three fields, chosen for the client's niche: a real estate bot asks district, budget, and timeline; a clinic bot asks service, main concern, and preferred date. The fields themselves live in the automation's **Collect contact info** setting; the conversational style — one question per message, not a form — is wired into its **Additional instructions**. The AI weaves the questions into a natural conversation and tracks the answers on the lead's profile. [How to pick the right fields](https://chatfuel.com/docs/for-agencies/lead-qualification-questions-and-logic). ### Reply settings — where and when [#reply-settings--where-and-when] Two decisions, both made per automation: * **Where.** Every traffic source has its own automation, and enabling it is what turns the bot on there. "Answer leads from ads but not direct messages" isn't a special mode anymore — it's just the ads source on and the DM source off. On comment and ad sources you can go further with [custom automations](https://chatfuel.com/docs/ai-features/how-to-create-a-custom-automation): named rules for specific keywords, posts, or ads — a comment funnel for the client's launch post, a different one for the discount reel. To target a rule at a particular ad, paste its ID from Meta Ads Manager — or just paste the full Ads Manager URL and Chatfuel extracts the ID itself. * **When.** Each automation's **When AI replies** setting: **Always**, or **Outside working hours**. For a lead-gen funnel the usual answer is "always" — [but there are cases for the other mode](https://chatfuel.com/docs/for-agencies/after-hours-and-24-7-replies). ### Human handoff — where the bot stops [#human-handoff--where-the-bot-stops] The bot's job ends when the lead is qualified. The **Switch to human** setting then moves the chat to the client's team inbox, with the collected answers summarized on the lead — and the Chatfuel mobile app pings the phone the moment it happens. That's the "lead" at the end of your [ads → bot → qualification → lead pipeline](https://chatfuel.com/docs/for-agencies/how-the-agency-funnel-works): a warm, pre-qualified conversation a human picks up mid-flow. ### Channel — where the bot lives [#channel--where-the-bot-lives] Each connected channel in the client's company — [WhatsApp](https://chatfuel.com/docs/for-agencies/connect-the-clients-whatsapp), Instagram, Facebook, TikTok, the website widget — feeds its conversations to the same AI agent. Connect a second channel and the same Knowledge Base and the same Main bot defaults apply there too: you configure the brain once, then override individual settings per source only where the client needs different behavior. **Note:** one sentence still sets up all five. Tell the Co-Worker **"Set up WhatsApp"** and it walks you through every module in one guided session: it learns the business, proposes qualification fields tailored to the client's niche, turns the AI on, arms the handoff, and lets you [test the bot in the Test chat](https://chatfuel.com/docs/ai-features/how-to-test-your-automation) before anything reaches a real lead. The channel-connection step at the end is the only part you finish by hand.