Conversion Contract

Last updated: June 1, 2026

This guide walks through setting up a Conversation Contract in JakBot, which transforms your chatbot into a structured, guided interview that collects visitor information through a defined sequence of questions. By the end, you’ll have a fully configured contract that can qualify leads, process bookings, or gather support details.

Understanding Conversation Contracts

A Conversation Contract replaces open-ended chat with a structured interview process. The bot asks questions one at a time, collects answers, and cannot proceed until all required fields are completed. This works well for lead qualification, booking requests, support intake, and quote requests.

Accessing Contract Configuration

  1. Navigate to the Bot Edit page in your JakBot dashboard.
  2. Locate the Conversation Contract section.
  3. Check the Enable Contract Mode checkbox to activate contract functionality.
When contract mode is enabled, the Role Description completely replaces your bot’s regular System Prompt. Write all persona and purpose information in the Role Description field.

Configuring Core Contract Settings

Setting the Role Description

  1. Write a 2-4 sentence description of who the AI is and what its job is in this conversation.
  2. Include the business name or context if relevant.
  3. Be specific about the bot’s persona and purpose.
You are a friendly intake assistant for Coastal Dream Rentals, a luxury vacation rental company in Florida. Your job is to collect information from visitors who are interested in booking a property. Be warm, conversational, and helpful.

Defining the Tone

  1. Enter a single line that describes how the AI should speak (not what it should say).
  2. Focus on voice and style rather than content.
  3. Keep it brief and descriptive.
Friendly Florida local, warm and relaxed.

Configuring Search on Complete

  1. Check Search on Complete if you want the bot to recommend specific content based on collected data.
  2. Ensure your site content is indexed in JakBot → Embeddings before enabling this feature.
  3. Leave unchecked for simple lead capture without content recommendations.

Creating Contract Steps

Each step represents one turn in the conversation. Configure them in the order you want the bot to follow.

Adding Data Collection Steps

  1. Enter a Label — a short, human-readable name like Travel Dates or Contact Info.
  2. Set a unique Field Key using lowercase letters, numbers, and underscores (e.g., travel_dates, email).
  3. Select data_collection as the Type.
  4. Write a Prompt Hint describing what the bot should ask or collect.
Ask the visitor for their desired travel dates — both arrival and departure.
The Prompt Hint is not the exact question. The AI will phrase questions naturally based on this hint and the overall tone.

Adding a Confirmation Step

  1. Set the Label to Confirmation.
  2. Leave the Field Key blank.
  3. Select confirmation as the Type.
  4. Write a Prompt Hint instructing the bot to summarize collected information and ask for confirmation.
Summarize all the collected information — dates, guests, budget, preferences, and contact details — and ask the visitor to confirm everything looks correct.

Adding the Completion Step

  1. Set the Label to Complete.
  2. Leave the Field Key blank.
  3. Select completion as the Type.
  4. Write a Prompt Hint describing the closing message the bot should deliver.
Thank the visitor warmly. Let them know the team will review their request and reach out within 24 hours with available properties.
Every contract must have at least one completion step. Without it, the contract will never reach complete status and lead emails will not fire.

Example: Complete Vacation Rental Contract

Here’s a working example that collects travel details and contact information:

Step Label Field Key Type Prompt Hint
1 Travel Dates travel_dates data_collection Ask the visitor for their desired travel dates — both arrival and departure.
2 Guest Count guest_count data_collection Ask how many guests will be staying. Include adults, children, and any pets separately.
3 Contact Name contact_name data_collection Ask for the visitor’s first and last name.
4 Email email data_collection Ask for their email address so the team can send options.
5 Confirmation (blank) confirmation Summarize all collected information and ask for confirmation.
6 Complete (blank) completion Thank the visitor and let them know the team will follow up within 24 hours.

Testing Your Contract

  1. Save your contract configuration.
  2. Visit your website where the JakBot is embedded.
  3. Start a conversation and verify the bot follows your defined sequence.
  4. Complete the entire flow to ensure all steps work correctly.
  5. Check that lead notification emails are received at completion.

Common Pitfalls to Avoid

  • Never leave Field Key blank on data_collection steps — the collected value will be lost.
  • Ensure all Field Keys are unique across all steps.
  • Write Prompt Hints as directives, not conversational questions.
  • Always include a completion step to properly end the contract.

Summary

You have successfully configured a JakBot Conversation Contract that will:

  • Guide visitors through a structured interview process
  • Collect specific information in a defined sequence
  • Optionally confirm details with visitors before completion
  • Save collected data and send lead notification