Features

No-code chatbot builder features, in plain English

What you actually get when you sign up: the flow builder you'll spend most of your time in, the 145 templates that mean you don't start from a blank canvas, the website widget that goes live with one snippet, and the integrations that hand the 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

This is the entire authoring surface. Drag a question, draw a connection, set a condition. Each node knows what variables came before it. The right-side config panel lets you edit copy, set required fields, and choose what happens when an answer matches a rule.

  • Vue Flow drag-drop canvas: pan, zoom, snap-to-grid
  • Three node types: question, conditional branch, action
  • Action nodes: send email, push to a CRM, schedule a callback
  • Per-node config panel on the right (live as you type)
  • Variables auto-populate downstream (ask once, reuse anywhere)
  • Test mode: run the conversation without saving
  • Templates load as starter graphs, never an empty canvas

Open the canvas and click around.

The flow builder is the single thing most owners touch. 14-day free trial, no card, your first bot live in 30 minutes.

/02 · 145 INDUSTRY TEMPLATES

145 industry chatbot templates

Every template is a starter graph written by an operator who's run that exact playbook: buyer qualifiers, intake forms, reservation flows, donor inquiries. Pick one, change the wording to your voice, publish. The whole library is on every paid tier, Starter through Enterprise.

  • 17 categories, 145 templates total
  • Hospitality (12), 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 (6)
  • Qualification (26), Booking (5), Retargeting (6)
  • Available on every tier, no upcharge 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 Gen6
Qualification26
Retargeting6
Customer Service2
Booking5
Hospitality12
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 out of your dashboard, paste it before the closing body tag, and the widget is live the moment the page reloads. No plugin, no SDK, no developer ticket. You decide how it looks, which pages it shows up on, and how it behaves on a phone.

  • Drop-in JS snippet, one line, no plugin to install
  • Works on WordPress, Squarespace, Wix, Shopify, or hand-built HTML
  • Custom widget colors, position, and opener copy
  • Mobile sizing that stays out of the way of your content
  • Choose which pages the widget appears on
  • Loads asynchronously, so it stays off your page-speed budget

Paste the snippet. Watch the first conversation roll in.

The website widget is live the moment the page reloads. No SDK install, no plugin, no Wordpress wrestling.

Integrations

Chatbot integrations: where the lead goes

The lead doesn't sit in Alma's inbox forever. It gets handed to the tool you already work in. Six handoff destinations, all built in, no Zapier-only workarounds.

SHEETS

Google Sheets

CSV-style row export to a sheet you own. Service-account auth, no fragile password integrations. Good for owners who want a single ledger of every lead and don't want a CRM yet.

ZAPIER

Zapier

Webhook-based: fires new_lead and lead_tagged events. Good when your workflow already runs through Zapier and you want Alma to be one more trigger in a chain you already own.

EMAIL

Email / SMTP

Notifications when a conversation completes, with a hot-lead priority flag for high-intent intents. Good for a solo operator who reads email all day and just needs the alert.

CNX+

CampaignCNX+ SMS

Push the lead into a CampaignCNX+ list and fire an SMS follow-up sequence the moment the conversation ends. Good when you want the text in front of them while their hand is still on the phone.

OS+

CoreCNX

Writes the contact and a timeline event to your unified CRM: the chatbot conversation becomes one row on the customer's history alongside texts, doors knocked, and emails sent.

HOOK

Generic outbound webhooks

Signed webhook to any URL you control. Good for engineering teams who'd rather pipe events into their own stack than use a packaged integration.

/05 · LEAD CAPTURE & HANDOFF

Qualified lead capture and CRM handoff

The conversation isn't a transcript dumped on you. It's a lead row with name, phone, intent, and timing already extracted. Notifications fire when the conversation completes; the data goes to the destinations you wired up. Nothing sits in a black box.

  • Qualified-lead row: name, phone, intent, timing
  • Email notification on completion (with hot-lead priority flag)
  • SMS notification on completion (where you've added a number)
  • Push to Google Sheets, Zapier, CampaignCNX+, CoreCNX
  • Live conversation rate stats per 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.

Wire Alma to the tools you already use.

Sheets, Zapier, CampaignCNX+, CoreCNX, your own webhook. The lead lands where you actually 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 completion rate per bot, total lead volume, the funnel (where people drop), and which flows are pulling their weight. Every number is per bot, so you can tell the qualifier that earns its keep from the one that needs different questions. Growth tier and up

  • Per-bot completion rate
  • Lead volume over time
  • Conversion funnel: drop-off at each step
  • Top-performing flows ranked by qualified-lead conversion
  • Message-volume trends

/07 The agency model

White-label chatbot for agencies: multi-client workspaces

If you're Casey Patel running Bright Loop Agency with five clients on five chatbots, the Agency tier is the shape that fits. Each client lives in a sub-account workspace; data is isolated per workspace; the widget wears your brand, not ours.

/A

Sub-account workspaces

One parent agency at the top, many client orgs underneath. Each workspace has its own bots, its own leads, its own settings. Conversations are isolated per workspace.

/B

White-label

Custom domain, custom branding on the widget. Your client sees your agency's name on the chat experience, and Alma stays out of the picture.

/C

REST API

Programmatic workspace creation and template deployment. Spin up a new client account, drop a starter template into it, all from your own onboarding script.

/D

Workspace-scoped billing

Each client workspace bills separately or rolls up to the parent. Your call. No accidental cross-workspace data leaks; the data plane is isolated per workspace.

Run five clients, fifty, or one. Same product.

Agency tier adds sub-accounts, white-label, and the REST API. Starter and Growth tiers run a single workspace.

What you get vs. the typical chatbot tool

Alma vs. typical chatbot tools for small business

The typical SaaS chatbot tool is built for a 200-person sales org with a six-figure CRM contract. Alma is built for the four-chair salon and the campaign field office. Here's what shows up differently when you sign up.

Topic
Typical chatbot tool
Alma
Starting point
Empty canvas. "Here are some example flows in the docs."
145 industry templates that load as starter graphs. Pick one, edit copy, publish.
Where the lead goes
Their inbox, with a Zapier-only handoff if you pay extra.
Sheets, Zapier, your CRM, CampaignCNX+ for SMS, CoreCNX for unified timeline. Built in.
Pricing
"Talk to sales." Custom quote. Annual commit.
$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.
Owner-operators, agencies running multiple clients, and campaign teams.
Getting it live
An SDK install, a plugin, and a developer ticket that sits for two weeks.
One line of JavaScript on your site. Live the moment the page reloads.
Growing with you
A point tool. Pull in three more vendors when you outgrow it.
Alma is one piece of the CNX Suite: CampaignCNX+ (SMS), Beacon (field), CoreCNX (CRM) wire in when you need them.

Start free

Try every no-code chatbot feature free for 14 days

Sign up, browse the 145-template library, drop a flow into your site. The drag-and-drop canvas, the live preview, the conversation log, and the lead inbox are all there from minute one. No demo gate, no sales call.

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