Becoming a Pro Guide to Adding an AI Chatbot to Your Website
You'll need to complete the following 3 simple steps:
Customize your Knowledge Base
Put elements in your Live Chat
Install chat for logged-in users
Enable Data Tracking
Step 1: Customize your Knowledge Base
Customize the appearance of your Knowledge Base to make it match your brand.
To set this up, select the Knowledge Base option, and find the Settings.
Under the Style option, you can customize
the color,
logo,
favicon,
titles
and description,
and some other additional details in your Knowledge Base.
Once you're ready with the setup, click on Save changes. To check it out live, click on the Visit website button to see what it looks like for everyone.
Step 2: Put elements in your Live Chat
In your Inbox Settings, you can find your Chat style. On the left, you can see the different elements that you can add to your live chat.
Important Message
The important message element is for displaying any key information you want to share with your customers. You can also add a call to action button with any link you want to lead your audience to.
Knowledge Base
You can also add your Knowledge base to the live chat. This way, your customers can browse the Knowledge Base from here, search for the information they need, or see the most frequently visited articles instantly.
Recommended Articles
And finally, with the recommended articles element, you can display specific Knowledge Base articles to users based on the web pages they are currently visiting. For example, if the customer is on the product page where they can purchase them, you can display an article in the live chat about how they can pay for the specific product or an article about why this product would be beneficial for them.
Basically, you can target the right people, with the right message, at the right time by creating rules for these recommended articles. Set up the rules for who you want to display the article for and the website they are currently on, then select the Knowledge Base article you want them to see if they open the live chat.
Step 3: Install the Live Chat for logged-in users
Please note that you might need the assistance of a technical specialist to complete the following steps.
You have to install a different type of script on your website. You'll find this in your Inbox Settings, under the Installation Guide. Here, click on the Chat + CRM option and copy the script at the bottom. Then paste this code snippet before the closing body tag on every page when a customer is logged in to your application to load SAAS First's chat.
However, please remember to replace all variables based on your customers' details. Then, you'll have a live chat that can send information about contact data, which you can check out in your CRM later.
To find out more about how you can install the live chat, please visit this article.
Step 4: Enable Data Tracking
Now that the live chat is on your website, all you have to do is enable data tracking. Go to your Workspace settings, select the Events Tracking option, and activate the tracking options and event contents. And that's it. Now you're collecting data on your customers which you can later turn into valuable reports and analytics.
