Communications
Chatbot
/chatbot7 stepsThe chat widget on your public website, which answers visitors' questions using your AI receptionist's knowledge and saves each enquiry as a web-chat lead. Admins switch it on and add it to the site, and office staff follow up the leads.
Step by step
- 1
Configure what it knows in Settings, AI Receptionist, under Knowledge & Training. Website chat uses the same knowledge as the phone receptionist, so you update it in one place.
- 2
Review conversations and the leads they produced. Website chat in the sidebar opens your web-chat leads, in All leads filtered to Web chat when you also have the AI receptionist.
- 3
Switch on Show the chat widget on your website. It saves as soon as you switch it, and your embed code appears once it is on.
- 4
Click Copy code and paste the script just before the closing body tag on your website, or send it to whoever manages your site.
- 5
Open a web-chat lead to read the summary and Support needs on Details, and the whole conversation on Transcript.
- 6
Follow up each enquiry by phone or email. In AI Receptionist, set the lead's Status and Assigned to so the team can see who is handling it.
- 7
Switch the widget off in the same place if you need to take it down. The embed code only works while website chat is on.
The screen
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