AI across Rostery
Website chatbot
The chat assistant on your organisation’s website. It answers visitors’ questions from the knowledge you give your AI receptionist, and saves each enquiry as a web-chat lead for your team to follow up.
Step by step
- 1
Set what it knows in Settings → AI receptionist, under Knowledge & Training: your services, areas served, hours, intake process and anything else it should know.
- 2
Review the conversations it has had. Each web-chat lead has a Details tab and a Transcript tab.
- 3
Follow up the enquiries it captured, moving each lead from New to Contacted, Qualified, Converted or Not suitable.
- 4
To put it on your website, turn on Show the chat widget on your website under Website chat on the same settings page. It saves as soon as you switch it.
- 5
Copy the Embed code and paste it just before the closing </body> tag on your website. It only works while website chat is on.
- 6
In the lead list, filter by the Web chat channel and by score. Hot is 61 or more, and Warm is 31 to 60.
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