Add a chatbot to your website

Transcript

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1. 0:01

   This follows Choose which account each kind of message uses. Customer chats reach your Inbox through a chatbot, and a website chatbot is the quickest start: it needs no WhatsApp or Instagram account.

2. 0:23

   In the Communications settings, under Chatbots, open Chatbots. It lists every assistant your company has, whatever channel it answers on.

3. 0:33

   Click Add chatbot, choose the type Web chat, and give it a name. Only your team sees the name.

4. 0:40

   A web chatbot answers in a chat window on your website, so it needs no profile. Click Add chatbot, and its page opens.

5. 0:49

   Open the Instructions tab. The AI agent is the service that writes the replies, and the model is left empty so it uses the default. If a No API key warning ever shows here, the chatbot cannot reply until one is added.

6. 1:05

   The public instructions are what the chatbot may tell anyone who writes. Replace the starter text with your opening hours, delivery times and tone of voice. Default instructions fills in a starter text whenever the box is empty, and the private instructions below cover what only known customers or staff may be told.

7. 1:28

   Finally, switch the chatbot On. Every change saves by itself, so wait until it says All changes saved. The chatbot now shows as Answering.

8. 1:38

   Your chatbot now knows what to tell visitors. When it cannot help, it passes the chat to one of its agents, so next you add yourself. The next video is: Choose who takes over and test your chatbot.