Overview
The SmartDreamers AI Chatbot is a fully integrated, AI-powered conversational assistant designed specifically for career websites. Unlike generic chatbot tools, it is built from the ground up for recruitment marketing, combining a structured, flow-based conversation engine with a powerful AI backend trained on your company's own content. The result is a chatbot that feels like a knowledgeable member of your talent acquisition team, available 24/7, on any page, in any language.
Why the SmartDreamers Chatbot Is Different
Most chatbots deployed on career sites fall into one of two traps: they are either too rigid (a simple decision tree with canned answers) or too generic (a general-purpose AI that gives vague, off-brand responses). The SmartDreamers Chatbot solves both problems.
It combines structured flows with a trained AI agent. You define the core conversation paths, job search, talent community sign-up, company information, and the AI handles everything else, drawing exclusively from content you provide: your EVP documentation, interview process guides, employer branding materials, and your live careers website. The AI never improvises from public knowledge; it stays grounded in what your organization has explicitly shared.
It is built for lead capture, not just conversation. Every interaction is an opportunity to capture a candidate's details into the SmartDreamers CRM. The Chatbot includes configurable lead capture forms that save contacts directly into your talent community audiences, enabling follow-up nurturing campaigns without any manual work.
It is page-specific and fully customizable. You can deploy different chatbot flows on different pages of your careers website, a specialized flow for your Engineering page, a different one for your Graduate programs page, and another for your general homepage. Each flow can have its own questions, its own forms, its own AI knowledge base, and its own branding.
Key Features
AI Agent powered by your content - trained on uploaded documents and crawled website pages
Visual flow builder - drag-and-drop conversation design with no coding required
Lead capture forms - directly integrated with the SmartDreamers CRM and audience management
Job search inside the chat - candidates can discover and filter open roles without leaving the conversation
Talent Community sign-up - frictionless enrollment into job alert audiences
If/then branching logic - intelligent routing based on candidate responses
Fully branded design - custom colors, avatar, icon, placement, and personality
Page-specific targeting - different chatflows for different pages or visitor segments
Visitor rules - show or hide the chat based on country, device, browser language, or referral URL
GDPR-ready - built-in cookie consent and data processing consent options
Easy embed - a single script snippet added to your website's HTML
How the AI Agent Works
The intelligence behind the SmartDreamers Chatbot comes from a dedicated Knowledge Base that you build and maintain for each chatflow. This is what makes the AI's responses accurate, on-brand, and genuinely useful.
Training the AI on Your Content
There are three ways to provide content to the AI agent:
1. Upload documents. You can upload PDF files such as your Employee Value Proposition (EVP) book, interview process guidelines, onboarding materials, FAQs, benefits summaries, or any other document that candidates might ask about. Once uploaded, the AI reads and indexes these documents so it can reference them when answering questions.
2. Crawl your careers website. By entering your careers website URL and clicking "Crawl website," the AI automatically reads and indexes the publicly available content on your site. This means answers about your company culture, team structure, locations, and open roles can all be drawn directly from your existing web presence.
3. Write a custom prompt. For nuanced guidance, such as how the AI should handle sensitive topics, what tone to use, or specific instructions about what to say or avoid, you can write a freeform prompt in the Knowledge Base settings. This acts as a standing instruction set for the AI agent.
How the AI Responds
When a candidate asks a question that is not covered by a predefined flow step, the AI agent takes over. It searches its knowledge base, your uploaded documents and crawled website, and formulates a specific, grounded answer. If the AI cannot find a relevant answer, it escalates gracefully: you can configure a custom escalation message that directs the candidate to a human contact (for example, an email address or a link to a contact page).
The AI personality is also configurable. You can set the agent's tone to Friendly, Professional, Neutral, Casual, Formal, or Enthusiastic, ensuring the chatbot voice aligns with your employer brand.
Rate Limiting
To prevent spam and protect chatbot performance, you can configure rate limiting, for example, a maximum of 10 messages per minute per visitor. This is especially important for high-traffic career sites.
Understanding the Flow Builder
The Flow Builder is the central workspace where you design how your chatbot behaves. It works like a visual map: each step in the conversation is represented as a block, and you connect blocks together to create a coherent candidate journey.
The Starting Trigger
Every chatflow begins with a trigger: "When a candidate visits a page." This is automatic - as soon as a visitor lands on a page where the chatflow is active, the chat widget appears (or a launcher button is shown, depending on your display settings).
Flow Blocks
Each block represents one step in the conversation. The following block types are available:
Message - Send a text message to the candidate. You can add quick reply buttons (predefined response options the candidate can tap) and URL buttons (links to specific pages, such as an interview guide or a benefits page). Each message can have an emoji, rich text, and attachment links.
Let AI Agent Answer - Hand the conversation over to the AI. The AI will continue responding from this point, using the knowledge base you have configured. This is ideal for open-ended questions where you cannot anticipate every possible query.
Collect Data via Form (Lead Capture Form) - Display a form inside the chat to collect candidate information. You can add any number of input fields (name, email, phone number, etc.), mark fields as mandatory, set the field type (text, email, phone), and map each field to a contact property in the SmartDreamers CRM. You can also configure a Terms & Conditions message for GDPR compliance, and specify follow-up messages for both form submission and form dismissal.
Quick Reply Buttons - Present a set of clickable options to guide the candidate to the next step. Each button connects to a different downstream block, enabling branching conversations.
Go to Other Action - Jump to a specific block elsewhere in the flow. Useful for creating loops or connecting distant parts of a complex flow.
If/Then Branch - Add conditional logic. When a specific condition is met, the workflow routes the candidate down one path; otherwise it follows the default "else" path. This is powerful for personalizing the experience β for example, routing graduate candidates differently from experienced professionals.
End the Workflow - Gracefully close the conversation.
Search Jobs - This is a unique block type specific to SmartDreamers. It connects directly to your jobs library and displays relevant open positions to the candidate inside the chat, based on their stated interests. You can configure which job variables are shown (job title, location, category), how many results to display, and what message to show if no matching roles are found. A fallback URL button (such as "Subscribe to job alerts") can be configured to convert candidates even when there are no immediate matches.
Block Naming
Every block has an internal name that is only visible to you (the administrator). Naming your blocks clearly - for example, "Welcome - Homepage" or "Job Search - Engineering" - keeps complex flows easy to manage and audit.
Setting Up a Chatflow: Step by Step
Step 1: Create a New Chatflow
Navigate to Website β Chatbot in your SmartDreamers dashboard, then click Create flow. Give the chatflow a descriptive internal name (e.g., "BP Careers β Global Homepage 2025").
Step 2: Configure Settings
In the Settings tab, you configure three key areas:
Show chat rules - Define which pages the chat widget will appear on, using Website URL rules. You can use "is," "contains," or "starts with" conditions. Add multiple rules to include several pages, or use exclusion rules to suppress the chat on specific pages (for example, the application confirmation page).
Visitor information - Optionally restrict who sees the chatflow based on attributes such as Country, Device type, Browser language, or Referral URL. This is useful for launching localized chatflows, for example, showing a French-language flow only to visitors from France.
Session timed out - Set how long before an inactive chat session resets. The default is 1 day, but you can adjust this based on your visitor behavior patterns.
Generic error message - Customize the message shown if a technical error occurs. This ensures even error states feel on-brand.
Data privacy and consent - Enable "Consent to collect chat cookies" and "Consent to process data" to comply with GDPR requirements. For each consent toggle, you can write a custom consent text that appears to the visitor. Cookie consent is particularly important: if a visitor has not accepted your site's cookie banner, the chat session will not persist as they navigate between pages. Enabling cookie consent within the chatbot itself ensures a continuous experience.
Step 3: Build Your Flow
Switch to the Flow tab and start building. A best practice is to begin with a Welcome block that presents 2-4 quick reply options covering the most common candidate intents (e.g., "I'm searching for a job," "Join the Talent Community," "Learn more about [Company]"). Each button then connects to the appropriate downstream block.
For the job search path, add a Search Jobs block. For talent community sign-up, add a Lead Capture Form block. For open-ended questions, connect a Let AI Agent Answer block. Use If/Then branching to create more sophisticated routing where needed.
When you have a button that has no connected next block, the flow builder will surface a validation error. Make sure every button is connected before attempting to preview or publish.
Step 4: Configure the Knowledge Base
Switch to the Knowledge base tab and:
Enter your careers website URL and click Crawl website to index your existing content.
Upload relevant PDF documents (EVP book, interview guides, etc.).
Optionally write a custom Prompt with specific instructions for the AI agent.
Set the Personality (Friendly, Professional, etc.).
Configure Rate limiting (e.g., 10 messages per minute).
Set the Message if escalated - this is shown when the AI cannot resolve a candidate's query and needs to direct them to a human contact.
Also, configure the Jobs library in this tab if you want the AI agent mode to be able to reference and display open positions.
Step 5: Design the Widget
Switch to the Design tab to brand the chat widget:
Set the AI Agent name (the name displayed in the chat header, e.g., "Fin from bp").
Choose Chat color, Buttons color, Buttons font color, Quick reply color, and their respective border colors using hex codes. This allows the chatbot to match your employer brand exactly.
Upload a custom Chat icon (the launcher button) and a Chat avatar (the profile image shown in the chat window).
Select Placement: right, left, or website responsive.
Configure Desktop chat behaviour: whether the chat widget pops open automatically, shows only a launcher button, or appears based on a trigger (exit intent, time on page, or scroll percentage).
Step 6: Install the Widget
Switch to the Website widget tab. Copy the generated JavaScript snippet and paste it into the <head> or <body> section of your careers website's HTML. The snippet is unique to your chatflow and loads the widget automatically on the pages you have configured.
If you encounter any issues during installation, contact the SmartDreamers Customer Success team at [email protected].
Step 7: Preview and Publish
Click Preview to test your chatflow in a simulated environment before going live. The flow builder will alert you to any errors (such as unconnected buttons) via the Fix errors dialog. Once you are satisfied, click Publish changes to activate the chatflow on your careers site.
Lead Capture and CRM Integration
One of the most powerful aspects of the SmartDreamers Chatbot is its native integration with the SmartDreamers CRM. Every candidate who submits a lead capture form inside the chat is automatically saved as a contact, without any manual export or import.
Configuring the Lead Capture Form
Within any Collect data via form block, you can:
Add as many input fields as needed (name, email, phone, etc.)
Set each field as mandatory or optional
Map each field to a specific contact property in the CRM (e.g., the "Email" field maps to the Email contact property)
Display a Terms & Conditions message for GDPR compliance
Configure success and dismissal messages (e.g., "Thanks, [First Name]! You have successfully registered to our Talent Community." / "No hard feelings! You can always subscribe another time.")
Saving to Audiences
In the lead capture form settings, you can select which CRM Audience the contact should be added to upon form submission. You can also create a new audience directly from this interface. This means that from the moment a candidate submits the chatbot form, they are automatically enrolled in the right audience and eligible to receive job alert emails or nurturing sequences you have configured in SmartDreamers.
Managing Multiple Chatflows
SmartDreamers supports an unlimited number of chatflows, each independently configured for different pages, audiences, or campaigns. The Chatbot section of your dashboard lists all flows with their name, creation date, and last updated timestamp.
For each flow, you can:
Edit - open the flow builder
Clone - duplicate the flow as a starting point for a new variation
Move - organize flows into folders
Rename - update the internal name
Delete - remove the flow permanently
This makes it straightforward to maintain specialized chatflows for different business units, geographies, hiring campaigns, or page types - all from a single dashboard.
Example Use Cases
Global enterprise careers site - Deploy a default chatflow on the homepage with broad quick replies (job search, talent community, company info). On dedicated team pages (Engineering, Finance, Sales), deploy page-specific flows with tailored messaging and relevant job filters pre-applied.
Graduate recruitment campaign - Create a flow specifically for a graduate landing page, with a branch that routes undergraduate versus postgraduate candidates to different message paths and different lead capture forms that tag contacts appropriately in the CRM.
Location-specific flows - Use visitor country rules to show a localized chatflow (in the local language, referencing local offices and hiring managers) to visitors from specific countries, while a default flow handles all other visitors.
Event-driven capture - On a careers event landing page, deploy a lightweight flow that captures registrations directly in the chat, confirms attendance, and adds contacts to a specific event audience for post-event follow-up.
Frequently Asked Questions
Does the AI give generic answers? No. The AI agent is trained exclusively on content you provide - your uploaded documents and your crawled website. It does not draw on public internet knowledge, which means answers are always grounded in what your organization has explicitly defined.
What happens if a candidate asks something the AI cannot answer? The AI will trigger the escalation message you have configured (e.g., directing the candidate to an email address or a contact page). You can customize this message for each chatflow.
Can I use the chatbot without the AI agent? Yes. You can build entirely flow-based chatbots using the structured block types (Message, Quick reply, Lead capture form, Job search) without enabling the AI agent at all. This is suitable for highly controlled, predictable conversation paths.
Is the chatbot GDPR-compliant? Yes. The platform includes built-in cookie consent and data processing consent options, both with customizable consent text. You can also include a Terms & Conditions message in every lead capture form. That said, you are responsible for ensuring your specific consent texts and data handling practices comply with applicable regulations in your jurisdiction.
Can the chatbot display open jobs in real time? Yes. The Search Jobs block connects directly to your live jobs library in SmartDreamers. Job results shown in the chat always reflect the current state of your open positions.
Is there a limit to how many documents I can upload to the knowledge base? There is no hard limit documented in the current release. For best performance, focus on uploading the most relevant and current documents rather than large volumes of generic content.
What languages does the chatbot support? The AI agent can respond in the language the candidate uses, provided your knowledge base content covers that language. The flow interface and quick reply labels are set by you in whatever language is appropriate for each chatflow.
Tips for Getting the Most Out of the Chatbot
Keep your welcome message short and action-oriented. Candidates should immediately understand what they can do. Three to four quick reply options is the sweet spot β enough choice without overwhelming.
Train the AI with your best content. The quality of the AI's answers is directly proportional to the quality of the content you provide. A well-written EVP document and a thorough interview guide will produce far better AI responses than a raw, unformatted PDF.
Re-crawl your website regularly. If your careers website is updated frequently, set a reminder to re-crawl it in the Knowledge Base settings so the AI stays current.
Use the "If/Then" branch after job search. When no jobs are found, branch to a lead capture form or a talent community sign-up step. This converts an empty result into a pipeline opportunity.
Name your blocks clearly. In complex flows with many branches, descriptive internal block names (visible only to admins) save significant time when editing or troubleshooting.
A/B test your welcome message. Small changes to the opening quick reply labels can have a meaningful impact on engagement rates. Use SmartDreamers analytics to compare performance across flow versions.
Match the widget design to your employer brand precisely. Candidates notice inconsistency. Use your brand's exact hex color codes and upload a custom avatar that reflects your employer brand identity.
Getting Help
If you have questions about setting up or optimizing your chatbot, the SmartDreamers Customer Success team is here to help.
Email: [email protected]
You can also explore other Help Center articles for guidance on CRM audiences, job feeds, analytics, and the full SmartDreamers platform.



