Home  >   FAQs   >  How do I configure the Chatbot?
FAQs in this section

How do I configure the Chatbot?

Table of Contents
To configure the Chatbot, you must have the Calculus AI and the Live Chat add-on installed from the Extension store. Once these are installed, you can configure the Chatbot on the Settings page. 

By configuring the Chatbot in the CRM Settings page, you can save information that you want to appear on the Chatbot screen.

Follow these steps to configure the Chatbot:
  1. Log in to the CRM.
  2. Click the User Profile on the top right corner of the screen.
  3. Click Settings.
  4. Go to Websense.
  5. Select Widgets. The Widgets settings page opens.
  6. Enter or select the following information: 
    1. Select Tracker: Select Tracker from the drop-down.
    2. Select Widget: Select the widget from the drop-down.
    3. Click the Chatbot tab. 
    4. Go to the Chatbot Basic Information section.
    5. Chatbot Availability: Enable one of the below options:  
      1. Never Show
      2. Show Always
      3. Show only when agents are offline
    6. Chatbot Name: Type the name you want to appear on the Chatbot screen.
    7. Mishit Count: Type the number of counts for the message to appear.
    8. Welcome Message: Type the welcome message you want to appear on the Chatbot screen.
    9. Returning Welcome: Type the Returning welcome message you want to appear on the Chatbot screen.
    10. Sorry Message: Type the Sorry message you want to appear on the Chatbot screen.
    11. Chat with Agent Label: Type the Agent Label you want to appear on the Chatbot screen.
    12. Transfer to Agent Message: Type the message you want to appear on the Chatbot screen when you want to transfer the chat to an agent. 
    13. No Agent Available Message: Type the message you want to appear on the Chatbot screen when an agent is not available.
    14. Transfer to agent Utterance: Type the message you want to appear on the screen when the Chatbot transfers a query to an agent. 
    15. Chatbot Image: Enable the Chatbot image you want to appear on the Chatbot screen.
  7. Click Save.
Once saved, you will see the saved information reflected on the Chatbot screen.

 
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.