Configuring your Chatbot

Welcome to the guide on customizing your chatbot. This feature is the first point of contact between your chatbot and your site visitors, setting the tone for their experience. Follow the steps below to make your chatbot's welcome message both inviting and helpful.

Accessing Chatbot Settings

Log in to your Inline Help Dashboard.

Navigate to Site > Settings > Chatbot.

You will be presented with various options to customize your chatbot's initial interaction with users.

Customizing the Welcome Message

In the Welcome message box, craft a message that will automatically greet your users when they activate the chatbot. This could be a simple welcome or an invitation to ask questions. Use the following format to insert special commands like 'Explain This':

Ask me any question or you can use [explain_this:Explain This] to show me what do you need help with on the page.

Replace the text within the brackets to change the command text and the 'Explain This' part to alter the clickable text the user sees.

Icon Settings

Use default icon: Select this if you are satisfied with the standard chatbot icon.
Upload custom icon: Opt for this if you have a custom icon that matches your brand.

Additional Chatbot Options

Enable AI indicator: Check this to let users know they are interacting with an AI-powered chatbot. This helps set user expectations about the types of interactions they may have.

Display sources: If your chatbot uses external data to answer questions, you can choose to display the sources of this information. This is optional and can be beneficial for transparency.

Saving Your Settings

After you've made your customizations:
Click the Save button to apply the changes to your chatbot.

It's recommended to test the chatbot to ensure that the welcome message appears as expected and that any commands work correctly, you can do so in the Playground.

Conclusion

Personalizing your chatbot is key to enhancing user engagement and providing a seamless support experience. With a friendly and informative welcome message, you can encourage users to interact with your chatbot confidently. For more advanced customization options or assistance, reach out to our support team.