To configure the Chatbot, you must have the Calculus AI and the Live Chat add-on installed from the Add-on. 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:
- With the activated Chatflow ready, you can now configure the Chat Widget that will appear on your website.
- Log in to the CRM.
- Click the User Profile on the top-right corner.
- Click Settings. The Settings page opens.
- Go to Websense > Widgets. The Widgets page opens.
- Select the Tracker that you have created.
- Click Chatbot.
- Enter or select the following information:
- Chatflow Availability - Controls when the chatbot appears on your website.
- Never Show - The chatbot will not be displayed.
- Show Always - The chatbot will always appear on the website.
- Chatbot Name - The name displayed to users when the chatbot starts the conversation.
- Welcome Message - The first message the chatbot sends when a visitor opens the chat widget for the first time.
- Returning Welcome - A greeting shown to visitors who have previously interacted with the chatbot.
- Transfer to Agent Message - The message shown when the chatbot transfers the conversation to a live agent.
- No Agent Available Message - The message displayed when a visitor requests an agent, but no agents are available.
- Chatbot Image - The avatar or display image shown for the chatbot in the widget.
- Click Save.
Once saved, you will see the saved information reflected on the Chatbot screen.