Features
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
/01 · THE FLOW BUILDER
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.
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
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.
/03 · THE WEBSITE WIDGET
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.
The website widget is live once the page reloads, with no software kit, plugin or WordPress setup.
Integrations
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
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 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.
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+
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+
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
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
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.
Alma connects to Zapier, CampaignCNX+, CoreCNX and, on the Agency tier and up, your own webhook, so each lead arrives where you already work.
/06 · ANALYTICS
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
/07 The agency model
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
One agency account at the top, with client accounts underneath. Each workspace has its own bots, leads and settings, and conversations stay separate.
/B
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
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
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 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
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.
Start free
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.