Customizing your chatbot is key to ensuring it aligns with your brand and effectively engages your visitors. Below are the details of each field you will encounter on the settings page and how to best utilize them for optimal performance.

Assistant Name:

Name your chatbot will use during interactions. For example: "Mark".

Company Name:

Your business name as you want it to appear in the chatbot interactions, e.g., "Hachly AI".

Website URL:

Your main website address where the chatbot will be active, like "https://www.hachlyai.com/".

Allow Live Calls:

Enable to allow real-time calls through the Google Meet. NOTE: Meetings might conflict with one another if you have 2 or more visitors that requested a live call during any given moment. That might happen on website with high traffic.

Allow Scheduled Calls:

Enable to allow users to schedule calls via an your calendar link (like Calendly).

Allow Lead Magnet:

Allow the chatbot to offer lead magnets to visitors, such as eBooks

Company Description:

Brief description of your company, e.g., "AI SDR for inbound sales". Not more than 150 characters.

Meeting Purpose:

Define the primary goal of meetings scheduled through the chatbot, such as "Introduction Meeting". A few words are sufficient.

Lead Magnet:

Details about lead magnets offered, for example, a "list of eBooks". A few words are sufficient.

Ideal Customer Profile:

Describe your target demographic, such as "Companies". A few words are sufficient. Do not go into details.

Visitor Ignore Profile:

Define which visitor types to exclude, like "Job seekers, students, advertisers, and recruiters". A few words are sufficient.

Chatbot Settings:

Customize chat behavior with options like "Tab Notification for New Messages" which specified if the tab name is going to change to "New Message" everytime a new message is received and "Dynamic Messages" which specified the amount of context-aware messages that will be sent to user. The number must be 1 or 2..

Colour:

Set the primary color of the chatbot interface, such as "#2563eb".

Schedule Link:

Link to your scheduling tool (e.g., Calendly) where visitors can book appointments. This makes interactions more actionable and can drive conversion.

Google Meet Link:

Direct link to a Google Meet room for immediate video calls.

Allow URL (Regex):

Regex pattern to restrict URLs where the chatbot can be activated.

Exclude Countries:

Option to block chatbot access from specific countries.

Include Countries:

Option to allow chatbot access exclusively to specified countries.

Buttons:

Change the buttons that are shown in the chatbot interface. You can include up to 3 buttons.

Update Chatbot Knowledge:

Refresh the chatbot’s data from the website.

Zapier API Key:

Use this key to integrate your chatbot with Zapier for enhanced automation capabilities. See the "Integration" section for more info.

Installation Code:

JavaScript snippet to embed the chatbot on your website. Simply copy and paste it into your site's HTML.

Completing these fields accurately will help your chatbot serve as an effective digital representative of your brand, enhancing user interaction and satisfaction.

Introduction

Installation Guide

Chatbot Configuration

Zapier Integration

Available Triggers

Data examples