Automated webinar planning
In this article, we’ll walk you through the entire process of planning and setting up an automated webinar — from concept to launch. Automated webinars have become a crucial tool in effective online marketing: they save time, increase reach, and consistently attract new leads. Our platform provides a powerful, flexible set of tools to help you build not just webinars, but high-converting, engaging automated sales funnels. Whether you're running your first automated webinar or you're an experienced pro, you’ll find step-by-step guidance here to help you succeed.
To get started, go to the Calendar tab and click the Create Automated Webinar button:
In the new window, you can set a title, upload a video, choose the date, and add messages, bots, call-to-action buttons, and more. Let’s go through each step. First, add a webinar title:
Next, pick a date for the webinar:
Then, choose the video that will serve as the core content of your automated webinar:
You can select a recording of a past webinar or upload a video directly to our platform.
Note: The length of the automated webinar will match the duration of the video you choose.
You can also schedule a series of webinars by toggling this option and selecting multiple dates:
In the other tabs — General, Access, Emails, Moderators, and Attendees — you’ll find the same settings as in a live webinar. Adjust them as needed. For more information about live webinars, check out our article: Webinar planning
Go to the Bots tab. Here, you can add virtual attendees (bots) who appear in the participant list, helping simulate a busy room. You can add them manually or by importing a file. To add a bot manually, click New Bot:
Enter the bot’s name and select a country:
The bot will then appear in the participant list. To add bots in bulk, prepare a list in .CSV or .XLSX format:
Click the import button:
Select the columns with names and countries:
Click import and your bots will be added to the list:
That’s it — your virtual audience is ready.
Note: Virtual attendees are not chat bots. They don’t interact with the host or send messages — they simply enter and leave the room at various times to create a realistic sense of engagement and activity.
To simulate live interaction, go to the Chat tab and click New Message:
Set the message time, select the bot type (moderator or viewer), choose a country, and enter the message. For example, «Hello!» sent by Andrew at the 25-second mark. To speed up the process, you can also import messages:
Upload a file or paste data into the input field:
After importing, assign the appropriate columns:
Your messages will now appear in the chat timeline:
You can set both relative and absolute times:
Relative time is counted from the webinar start.
Absolute time is counted back from the webinar start. For example, -00:05:00 means 5 minutes before the start (e.g., 5:55 PM for a 6:00 PM start).
This is useful if you allow early access to your webinar.
If you’ve run a live webinar and want to convert it into an automated one, you can export the chat and import it into the new setup. We’ve added a toggle that formats the export for automated webinars.
Go to Analytics > Chat for the webinar you want to reuse. Select the date first (if using a webinar room):
Then toggle the Prepare for Auto Webinar option:
Use the exported file during import — your chat will look and feel natural and authentic.
Tip: Creating CTA buttons, live attendees, and moderators works the same way as with regular webinars. For more information about live webinars, check out our article: Webinar planning
If you have any questions, feel free to reach out to our support team — we’re here to help you build your perfect webinar!
How to Schedule an Automated Webinar
To get started, go to the Calendar tab and click the Create Automated Webinar button:
In the new window, you can set a title, upload a video, choose the date, and add messages, bots, call-to-action buttons, and more. Let’s go through each step. First, add a webinar title:
Next, pick a date for the webinar:
Then, choose the video that will serve as the core content of your automated webinar:
You can select a recording of a past webinar or upload a video directly to our platform.
Note: The length of the automated webinar will match the duration of the video you choose.
You can also schedule a series of webinars by toggling this option and selecting multiple dates:
In the other tabs — General, Access, Emails, Moderators, and Attendees — you’ll find the same settings as in a live webinar. Adjust them as needed. For more information about live webinars, check out our article: Webinar planning
Adding Virtual Attendees
Go to the Bots tab. Here, you can add virtual attendees (bots) who appear in the participant list, helping simulate a busy room. You can add them manually or by importing a file. To add a bot manually, click New Bot:
Enter the bot’s name and select a country:
The bot will then appear in the participant list. To add bots in bulk, prepare a list in .CSV or .XLSX format:
Click the import button:
Select the columns with names and countries:
Click import and your bots will be added to the list:
That’s it — your virtual audience is ready.
Note: Virtual attendees are not chat bots. They don’t interact with the host or send messages — they simply enter and leave the room at various times to create a realistic sense of engagement and activity.
How to Add Chat Messages
To simulate live interaction, go to the Chat tab and click New Message:
Set the message time, select the bot type (moderator or viewer), choose a country, and enter the message. For example, «Hello!» sent by Andrew at the 25-second mark. To speed up the process, you can also import messages:
Upload a file or paste data into the input field:
After importing, assign the appropriate columns:
Your messages will now appear in the chat timeline:
You can set both relative and absolute times:
Relative time is counted from the webinar start.
Absolute time is counted back from the webinar start. For example, -00:05:00 means 5 minutes before the start (e.g., 5:55 PM for a 6:00 PM start).
This is useful if you allow early access to your webinar.
Exporting Chat from a Past Webinar
If you’ve run a live webinar and want to convert it into an automated one, you can export the chat and import it into the new setup. We’ve added a toggle that formats the export for automated webinars.
Go to Analytics > Chat for the webinar you want to reuse. Select the date first (if using a webinar room):
Then toggle the Prepare for Auto Webinar option:
Use the exported file during import — your chat will look and feel natural and authentic.
Tip: Creating CTA buttons, live attendees, and moderators works the same way as with regular webinars. For more information about live webinars, check out our article: Webinar planning
If you have any questions, feel free to reach out to our support team — we’re here to help you build your perfect webinar!
Updated on: 26/03/2025
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