company logo

Help center

All collectionsCustomer HubToDosTo-Do: Setup AI Chatbot

To-Do: Setup AI Chatbot

To-Do: Setup AI Chatbot

The Plan

This task creates an AI Chatbot that is installed on your website to capture more leads and increase visitor conversion through 24/7 automated responses. The chatbot provides information, pre-sells your services, and captures leads from visitors who may not be ready to call.

Why This Matters

Many website visitors browse outside business hours or prefer chat before calling. A chatbot engages these visitors instantly, answers their questions, qualifies their intent, and captures their contact details — converting passive traffic into active leads at all times.

How the AI Chatbot Differs from the AI Voice Agent

The AI Chatbot handles website visitors through text-based chat. The AI Voice Agent handles inbound phone calls when you do not answer. Both operate on different channels and can run simultaneously depending on your plan.

Required Fields

Voice & Language

Voice Preference: Select Female or Male for the chatbot persona.

Agent Language: Select the language used when engaging your website visitors. Available options include English, Spanish, French, German, Portuguese, Italian, Dutch, Arabic, Hebrew, Mandarin, Japanese, and Korean.

Knowledgebase Training (Optional)

Additional Training Content: Additional context beyond your website to improve response accuracy. This can include FAQs, service details, pricing guidelines, sales talking points, or specialized terminology.

Guardrails (Optional)

Guardrails: Topics or information the chatbot should avoid discussing or committing to. Examples:

  • Do not discuss refund policies directly

  • Do not commit to specific appointment times

Website Access

Website Login URL: The URL of your website's admin or backend login page.

Username / Email: The admin username or email you use to access your website backend.

Password: Your admin password. All credentials are encrypted at rest. The chatbot is not installed until you provide final approval after testing.

What Happens Next

  1. The team builds your AI Chatbot using the submitted information.

  2. Build and quality assurance typically take approximately one week, including human testing.

  3. The chatbot is shared with you for testing and feedback before installation.

  4. The chatbot is installed on your website only after you provide final confirmation.

Frequently Asked Questions

What happens if the chatbot provides incorrect information?

The Knowledgebase Training and Guardrails fields are designed to reduce this risk. Training improves accuracy, while guardrails restrict sensitive or uncertain topics.

Is testing available before installation?

Yes. You can test the chatbot and provide feedback before installation. It is only installed after you give final confirmation.

Did this answer your question?
😞
😐
😁