FlairSuite video tutorial
Put the chat window on your website
Copy your chatbot's one line of code into your website, set its greeting and colour, choose the websites it may appear on, and see it in the live preview.
Transcript
Select a time to play the video from that moment.
This follows Choose who takes over and test your chatbot. Visitors can only start a chat once your chatbot's chat window is on your website, so let's put it there.
In the Communications settings, open Chatbots, find your website chatbot by its name, and click it.
Open the Website tab. This one line is all your website needs: copy it and paste it into every page that should show the chat, or send it to whoever looks after your site.
Now decide how the window looks. Write the greeting visitors read first, and pick a colour that matches your brand.
Under Websites it may appear on, list your own website. Left empty, any site could show your chatbot, so adding yours keeps it to you.
Click Save. Your website picks up the change by itself; the line you pasted stays the same.
On the right is the live preview: exactly what your visitors will see, with your greeting and colour. Nothing typed here is sent anywhere.
Your chat window is set up and its code is ready for your website. When a visitor writes, the chat lands in your Inbox. The next video is: Answer your first customer chat in the Inbox.
Keep learning
More crm, customers and support videos
Length 1:30Add your client
Save your client as a contact, so the booking screen can pick them for an appointment.
Length 1:43Book the appointment
Reserve a time for your client and service, inside your opening hours.
Length 1:22Set how long the service takes
Give your service its length, so the booking screen knows which time slots to offer.
Length 1:37Set your opening hours
Add the days and hours you take appointments, so the booking screen has times to offer.
Length 2:07See your bookings on the calendar
Check your day on the appointment calendar and find a booking in the appointments list.
Length 2:09Add the contacts you will email
Add the people your email campaign goes to, each with an email address and a contact category.
Ready to run this in your company?
FlairSuite brings accounting, VAT, HR and payroll, inventory, POS and CRM into one ERP. Book a free demo with our local team.