AI Chatbot Setup

Creating Your First Chatbot

To get started, click the plus (+) icon to create an AI chatbot. You’ll be able to access your dashboard to manage all your chatbots. To configure your bot, navigate as follows: from the main dashboard, choose the chatbot you want to configure, then click on “Build” in the centre of the header and finally select “Bot Setup.”

Basic Configuration

After creating your project, you’ll go through some basic configuration steps. This includes setting up your chatbot’s name, purpose, and initial greeting messages.

• Bot Name: You can give a friendly name to your bot that is more engaging and relatable for your audience.
• Language: The chatbot can be configured in four languages: English, German, Spanish, and French.
• Usage Limit: This is the maximum number of messages you can send and get replies to from the AI per user per hour. By setting this usage limit, you can prevent server overload and fraudulent misuse of the bots.

• Reply Length: You can set the reply length of your AI bot so that its answers are of a length short (25 words), medium (50 words), or long (100 words). 
• Configuration: You can configure three OpenAI models GPT 3.5, GPT 3.5 – Turbo, and Text – Davinci. More models for integration are under development and releasing soon.
  • GPT 3.5 – allows enhanced language understanding and gives accurate, coherent responses;
  • GPT 3.5 Turbo – improved response speed leading to faster interactions;
  • Text DaVinci – contextual language understanding and more insightful answers.

Conversation Flow Setup

Before diving into the technical aspects, it’s crucial to plan your chatbot’s conversation flow. Consider the following:

• Identify the main purposes of your chatbot (e.g., customer support, lead generation, information provision)
• Start with a welcome message that sets the tone and expectations
• Add suggested questions which lead to a satisfactory conclusion or next step
• Include fallback options for when the chatbot doesn’t understand the user’s input

Bot Setup can be accessed from the ‘Build’ tab in the top header.

Build > Bot Setup

Chatbot Tone

You can set a tone for the chatbot – friendly, professional, informative, urgent and more. Your chatbot’s tone helps you create a consistent first impression. How the chatbot communicates affects how users feel about your brand and how engaged they become. 

Bot Description

You can set a description for your bot according to your target audience or how your business should interact with the audience. You can provide detailed descriptions about your business, the bot and the purpose that this bot has to serve.

Describe the Users

You can give a detailed description of your users’ interests and specify what they are looking for. Then, customize the chatbot to provide the proper assistance. Knowing your users well lets you optimize the chatbot’s performance and ensure it helps your target audience effectively.

Initial and Fallback Messages

A conversation initiation message is key to starting the interaction. It shows proactive support, invites users to engage, and sets a helpful tone, leading to a positive user experience.

• How can we assist you with our products or pricing?
• Are you looking for specific information or have any particular questions?

Welcome and Fallback Messages can be accessed from the ‘Build’ tab in the top header in the Bot Setup section.

Build > Bot Setup

Welcome Message

A welcome message is crucial because it sets the tone for the conversation and makes users feel acknowledged. It also encourages users to engage with the chatbot.

Fallback Scenario

You can give a Fallback Scenario message as an alternative when the chatbot doesn’t understand or can’t provide an answer.  

Additional Conversation Features

Additional conversation features, such as lead details and nudge messages, can be accessed from the ‘Build’ tab in the top header of the Bot Setup section. However, scroll down a bit to reach there.

Build > Bot Setup (Scroll Down)

Collect Lead Details

When creating a chat with an AI chatbot, questions that gather basic user information or understand the visitor’s intent are generally more effective. Here are a few examples that can be asked at the beginning and end of the chat:

• Please provide us with your email address.
• Did that solve your problem? 
• Would you like to Sign-Up for our newsletter?

Using the existing buttons for email address and phone number will prompt users if they enter invalid data. You can always change what text to show.

You can choose to add a lead message after a previous message or set it on a time interval. Additionally, you can make a question mandatory and rearrange existing questions.

Nudge Message

Nudge messages are subtle prompts in chatbot conversations to engage users. They’re handy when users go silent, nudging them to chat.

You can set up the nudge message on the Bot Setup tab by adding an Initial Activity Check message and a Final Activity Check message. A time interval can also be set up to check user availability.

In e-commerce, they can recover abandoned shopping carts and suggest more products. On websites, they can recommend related articles or videos. They can also be used for feedback requests.

Suggested Questions

Including a suggested question at the beginning of a chatbot conversation can be useful when users might need guidance or have a common initial query. It helps them start the conversation more smoothly.

Suggested questions are in a separate section under the Build tab on the header.

Build > Suggested Questions

To set up Suggested Questions, you must first add an overview message. Once done, you can add, reorder, edit, or delete the subsequent questions and answers.

This approach can save time and improve the user experience by immediately addressing a frequently asked question or directing users to relevant information.

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