Features

No-code chatbot builder features, in plain English

What you get when you sign up: the flow builder, where you arrange your chatbot's questions; 145 templates, so you never start from a blank canvas; the website widget, the chat window that goes live from one snippet of code; and integrations that send each qualified lead to the tools you already use.

/FEATURES · 7 PILLARS · 145 TEMPLATES

The Alma flow builder with a new patient intake flow on the canvas: a start node offering three choices, branches for booking and insurance, a condition node for urgent cases, a collect input step for the phone number, and an add tags step that writes the lead out.

/01 · THE FLOW BUILDER

Drag-and-drop chatbot flow builder canvas

You build the whole chatbot on this screen: drag in a question, connect it to the next step, and set when that step runs. Each step can use earlier answers. The panel on the right lets you edit the wording, mark fields as required, and choose what happens when an answer matches a rule.

  • Drag-and-drop canvas built on Vue Flow, with pan, zoom and snap-to-grid
  • Three node types (kinds of step): question, conditional branch, action
  • Action steps: send an email, send the lead to a CRM (customer records software), schedule a callback
  • Settings panel for each step on the right, updated as you type
  • Ask once and reuse the answer anywhere
  • Test mode: run the conversation without saving
  • Templates open as ready-made starting flows, so you never begin with an empty canvas

Open the canvas and try it yourself.

The flow builder is the main tool most owners use. The free trial lasts 14 days and needs no card, and your first bot can be live in 30 minutes.

/02 · 145 INDUSTRY TEMPLATES

145 industry chatbot templates

Every template is a starting flow written by someone who has done that exact work, such as buyer qualifiers, intake forms, reservation flows and donor inquiries. Pick one, change the wording to suit your business, and publish. The whole library is on every paid tier, from Starter through Enterprise.

  • 15 categories, 145 templates total
  • Hospitality (11), E-commerce (14), Healthcare (10)
  • Fitness & Wellness (12), Home Services (10), Education (10)
  • Political Campaigns (10), Professional Services (10)
  • Agency Ops (12), Internal Ops (15), Lead Gen (5)
  • Qualification (17), Booking (1), Retargeting (6), Customer Service (2)
  • Available on every tier, at no extra charge for the library
The Alma template library at 145 ready-to-use templates across 15 categories, grouped by job: lead generation, qualification, booking, retargeting and support.
Lead Gen5
Qualification17
Retargeting6
Customer Service2
Booking1
Hospitality11
E-Commerce14
Healthcare10
Home Services10
Fitness & Wellness12
Education10
Professional Services10
Political Campaigns10
Agency Ops12
Internal Ops15
The Alma chat widget open on a dental practice website, answering a visitor who asked about after-work appointments and whether the practice takes Cigna.

/03 · THE WEBSITE WIDGET

Your chatbot on your website, live from one snippet

Copy the one-line JavaScript snippet from your dashboard, paste it before the closing body tag, and the widget is live once the page reloads. No plugin, software kit or developer is needed. You choose its colors, position and opening message. It appears on every page where you paste the snippet, and it adjusts to fit a phone screen.

  • One line of JavaScript, with no plugin to install
  • Works on WordPress, Squarespace, Wix, Shopify, or hand-built HTML
  • Your own widget colors, position, and opening message
  • Mobile sizing that stays out of the way of your content
  • Appears on every page where you paste the snippet
  • Loads after your page content, so it does not slow your page

Paste the snippet, and your first conversations can begin.

The website widget is live once the page reloads, with no software kit, plugin or WordPress setup.

Integrations

Chatbot integrations: where the lead goes

Alma sends each lead to the tool you already work in and books appointments into your calendar. These six connections are built in, so you do not need Zapier for every one.

CAL

Google and Outlook calendars

When a visitor books an appointment in the chat, the booking is added to your connected Google or Outlook calendar, and reminders go out before the visit. Good for owners who take appointments.

ZAPIER

Zapier

Zapier connects apps to each other. Alma sends new_lead and lead_tagged events through webhooks (automatic messages to another system). Good when your work already runs through Zapier and you want Alma to start the next step.

EMAIL

Email / SMTP

A notification when a conversation is complete, with a hot-lead priority flag for visitors who show strong interest. Good for an owner who reads email all day and only needs the alert.

CNX+

CampaignCNX+ SMS

Alma adds the lead to a CampaignCNX+ list and starts a series of follow-up texts when the conversation ends. Good when you want the first text to arrive while the visitor still has their phone in hand.

OS+

CoreCNX

Alma adds the contact and a timeline entry to CoreCNX, the suite's CRM, so the chatbot conversation appears in the customer's history alongside texts, door knocks and emails sent.

HOOK

Generic outbound webhooks

A signed webhook to any web address you control, on the Agency tier and up. Good for technical teams who prefer to send events into their own systems.

/05 · LEAD CAPTURE & HANDOFF

Qualified lead capture and CRM handoff

Lead capture means Alma collects each visitor's details during the chat. Instead of a raw transcript, you receive a lead record with the name, phone number, intent and timing filled in. Notifications are sent when the conversation is complete, and the data goes to the destinations you set up.

  • Qualified-lead record: name, phone, intent, timing
  • Email notification on completion (with hot-lead priority flag)
  • Notifications sent to the email address you set in your integration settings
  • Send to Zapier, CampaignCNX+ or CoreCNX
  • Current conversation rate for each bot
  • CSV export from any inbox view
The Alma leads inbox, showing captured leads with the name, the bot that captured them, email and phone, the tags the flow set, and when they were last active.

Connect Alma to the tools you already use.

Alma connects to Zapier, CampaignCNX+, CoreCNX and, on the Agency tier and up, your own webhook, so each lead arrives where you already work.

The Alma analytics view for one chatbot, showing total subscribers, conversations, messages in and out over thirty days, plus a conversations-over-time line and a new-subscribers bar chart.

/06 · ANALYTICS

Chatbot analytics dashboard: completion rate and funnel

You see each bot's completion rate, total leads, the funnel (where visitors stop answering), and which flows perform best. Because every figure is per bot, you can tell which qualifier works and which needs different questions. Growth tier and up

  • Completion rate for each bot
  • Lead volume over time
  • Funnel: where visitors stop at each step
  • Flows ranked by qualified leads produced
  • Message volume over time

/07 The agency model

Chatbot builder for agencies: multi-client workspaces

The Agency tier suits an agency such as Bright Loop, a fictional example agency in which Casey Patel runs five chatbots for five clients. Each client has its own sub-account workspace with separate data, and our team turns on the workspaces when the account is set up.

/A

Sub-account workspaces

One agency account at the top, with client accounts underneath. Each workspace has its own bots, leads and settings, and conversations stay separate.

/B

Widget settings for each client

Set each client bot's name, welcome message, colors and position so the chat window matches the client's website. Every widget shows a small "Powered by Alma" line. Contact us about removing Alma branding.

/C

REST API

Create workspaces and add templates from your own software. Your onboarding script can set up a client account and add a starter template automatically.

/D

One bill for every workspace

Every client workspace is covered by the agency's plan and bill, and the plan's bots, subscribers and messages are shared across workspaces. Data is kept separate for each workspace, so it cannot pass between clients by accident.

The same product works for one client or fifty.

The Agency tier adds sub-accounts, outbound webhooks and the REST API. The Starter and Growth tiers include a single workspace.

What you get vs. the typical chatbot tool

Alma vs. typical chatbot tools for small business

Many chatbot tools are built for a 200-person sales department with a six-figure CRM contract. Alma is built for a four-chair salon or a campaign field office. The table shows the differences.

Topic
Typical chatbot tool
Alma
Starting point
An empty canvas, with example flows in the documentation.
145 industry templates that open as ready-made flows. Pick one, edit the wording and publish.
Where the lead goes
The tool's own inbox, with a Zapier connection only if you pay extra.
Email, Zapier (and through it, your CRM), CampaignCNX+ for texting and CoreCNX for one contact timeline, all built in.
Pricing
"Talk to sales," a custom quote and an annual contract.
$29 / $79 / $199 / Enterprise, listed on the pricing page. 14-day trial, no card.
Who it's for
Mid-market sales teams with a Salesforce admin.
Business owners, agencies running multiple clients, and campaign teams.
Getting it live
A software kit, a plugin, and a request to a developer that can wait two weeks.
One line of JavaScript on your site, live as soon as the page reloads.
Growing with you
A single-purpose tool, so you add three more vendors when you outgrow it.
Alma is part of the CNX Suite. CampaignCNX+ (texting), Beacon (door-to-door canvassing) and CoreCNX (CRM) connect to it when you need them.

Start free

Try the no-code chatbot builder free for 14 days

Sign up, browse the library of 145 templates, and put a flow on your site. The drag-and-drop canvas, live preview, conversation log and lead inbox are all available from the start. You do not need to book a demo or a sales call.

Trial
14 days, no credit card
Setup
30 minutes for most owners
Onboarding
Real person, not a chatbot