FAQs in this section
Can I add the Vtiger CRM bot in Google Chats?
Why should I use the Vtiger CRM bot in Google Chats?
Should I be a Vtiger user to use the Vtiger CRM bot?
Is the Vtiger CRM bot available in the Sales Starter edition?
How can I use the Vtiger CRM bot in Google Chats?
How can I add the Vtiger CRM bot as a chat?
How can I add the Vtiger CRM bot in chats and rooms?
How can I remove the Vtiger CRM bot as a chat?
How can I remove the Vtiger CRM bot in chats and rooms?
Which commands should I use for Vtiger CRM bot in Google Chats?
Can I get a list of all the commands to be used in Vtiger CRM bot in Google Chats?
Can I get a record from any module in the Vtiger CRM bot in Google Chats?
Can I change the pattern of the command in the Vtiger CRM bot in Google Chats?
Why am I seeing only a few results in the Vtiger CRM bot in Google Chats?
Can I use the Vtiger CRM bot even if I am not a Vtiger CRM user?
What is a Chatbot?
What is Natural Language Processing (NLP) in Chatbot?
What is the role of Artificial Intelligence (AI) in Chatbot?
Where do I find the Chatbot?
How do I use or interact with the Chatbot?
What are the components of the Chatbot feature?
How do I create a Chatbot for an Organization?
What is a Chatbot Dictionary?
What is a Chatbot Training?
What are the three options based on which the Chatbot screen will be available on the website screen?
How do I add FAQs in the FAQ editor?
How do I configure the Chatbot?
What is Mishit Count in Chatbot?
What are the components of the Chatbot feature?
How do I create a Chatbot for an Organization?
What is a Chatbot Dictionary?
What is a Chatbot Training?
What are the three options based on which the Chatbot screen will be available on the website screen?
What is Mishit Count in Chatbot?
How do I use or interact with the Chatbot?
Where do I find the Chatbot?
What is the role of Artificial Intelligence (AI) in Chatbot?
What is Natural Language Processing (NLP) in Chatbot?
What is a Chatbot?
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:
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:
- Log in to the CRM.
- Click the User Profile on the top right corner of the screen.
- Click Settings.
- Go to Websense.
- Select Widgets. The Widgets settings page opens.
- Enter or select the following information:
- Select Tracker: Select Tracker from the drop-down.
- Select Widget: Select the widget from the drop-down.
- Click the Chatbot tab.
- Go to the Chatbot Basic Information section.
- Chatbot Availability: Enable one of the below options:
- Never Show
- Show Always
- Show only when agents are offline
- Chatbot Name: Type the name you want to appear on the Chatbot screen.
- Mishit Count: Type the number of counts for the message to appear.
- Welcome Message: Type the welcome message you want to appear on the Chatbot screen.
- Returning Welcome: Type the Returning welcome message you want to appear on the Chatbot screen.
- Sorry Message: Type the Sorry message you want to appear on the Chatbot screen.
- Chat with Agent Label: Type the Agent Label you want to appear on the Chatbot screen.
- 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.
- No Agent Available Message: Type the message you want to appear on the Chatbot screen when an agent is not available.
- Transfer to agent Utterance: Type the message you want to appear on the screen when the Chatbot transfers a query to an agent.
- Chatbot Image: Enable the Chatbot image you want to appear on the Chatbot screen.
- Click Save.
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