How to set up Chatbot on a customers website
When someone signs up for Chatbot, assign the ticket to yourself.
In the ticket, create a task and comment the following:
Tag Development
chatbot code request
CID ### - Company Name
DO NOT INCLUDE THE WORDS CID, JUST THE ACTUAL NUMBER
After that assign the task to Development
While dev is working on setting up the chatbot code on their end, you can get the tools set up in the customers CID.
Find the customer and click Edit Login Apps.
Give the customer the following apps:
Chat Transcripts
ChatBot QnA
ScheduleConnect-Client
Sign into the CID that is getting Chatbot.
Click Communications then click ScheduleConnect-Client
In Settings, make the following changes:
- Email - Put the customers email address that was provided in the ticket for the signup
- Reminder Email - ALWAYS put 007@online-access.com
- Service Area Radius (miles) - fill in what customer provided in form
- Locations - SKIP
- Time Zone - Double check and make sure it's correct
- Reminder Offset (minutes) - SKIP
- Customized Maintenance Program Name - SKIP
- Existing Customer Inside Service Area - SKIP
- Club Member Inside Service Area - SKIP
You can skip over Services and scroll down to Office Hours.
Make sure the office hours match what is on their website. If they are incorrect, get confirmation from customer by calling and update in Customer Hub hour section.
Next, click Additional Settings at the top to take you to fill out more settings.
Skip the first three entires and make sure you check off Chatbot only?
Fill out the following information (If customer leaves blank, skip it):
- Greeting Message - Fill in what the customer filled out on the form.
- Bot Name - Fill in what the customer filled out on the form.
- Company Phone - Companies phone number
- Emergency Phone - Fill in what the customer filled out on the form.
- Warranties & Guarantees - Link to customers Warranties or Guarantees page (use full link: EXAMPLE https://www.advancedenergyconcepts.com/guarantees)
- Financing - Link to customers Financing page (use full link: EXAMPLE https://www.advancedenergyconcepts.com/financing)
- Employment Inquiry - Link to customers Employment Inquiry or Careers page (use full link: EXAMPLE https://www.advancedenergyconcepts.com/employment)
- Email Us - Link to customers Contact page (use full link: EXAMPLE https://www.advancedenergyconcepts.com/contact)
- Hours & Location - Link to customers Contact page (use full link: EXAMPLE https://www.advancedenergyconcepts.com/contact)
- Coupons Page - Link to customers Coupons page (use full link: EXAMPLE https://www.advancedenergyconcepts.com/promotions)
- Maximum Safe Temperature (fahrenheit) - Fill in what the customer filled out on the form.
- Minimum Safe Temperature (fahrenheit) - Fill in what the customer filled out on the form.
- Estimates Response - Fill in what the customer filled out on the form.
- Are you insured? - Fill in what the customer filled out on the form.
- Do you sell parts? - Fill in what the customer filled out on the form.
- Do you have offer maintenance plans? - Fill in what the customer filled out on the form.
When done, click the green Save button
Copy the following code onto a test page into the customers CID and hit save.
Once you hear back from Dev, replace the data-guid with the new code.
Customize the chat bot by changing it's color and adding a logo for the image.
When done, hit save and send to the customer so they can review.
If the customer requests any changes to it, address them.
Once approved by the customer, take the code off the test page.
Create a content block called Chat Bot and paste it in there and hit Save.
Copy the content block and paste it into the Header/Footer scripts and hit Save
Inform the customer that the chatbot is now live with a link to the website and close the ticket.