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Prerequisites

Before creating chatbots, ensure you have:

  • Access to Studio
  • An active Chatbot subscription
  • Website access for deployment

You have to whitelist the domain of your website in the organization settings to use the chatbot.

Follow these steps to create and configure a chatbot:

1

Get Started

Navigate to the website-chatbots page in Studio and click “Create New Chatbot”.

2

Configure Content

Configure your chatbot’s content across different screens:

Select a Screen and configure its content

3

Configure Behavior

Set up your chatbot’s AI behavior and responses:

Quick-start with tested behavior templates that you can customize:

4

Configure Style

Customize your chatbot’s appearance:

Quick-start with pre-built style templates:

You have the option to enable or disable branding for your chatbot.

5

Edit Chabot Settings

Edit the chatbot settings:

  • Enable or disable the chatbot on mobile and desktop
  • Require Login to chat
  • Manage lead capture settings
  • AutoOpen chatbot on mobile and desktop with a delay
6

Integration

Add your chatbot to your website:

  • Publish your chatbot to enable integration.

Users on the Free plan cannot integrate the chatbot. Please upgrade your plan to enable these features.

Place this code in the <head> tag of your website.

7

Preview and Share

  • Preview on multiple devices
  • Share chatbot preview - Share this link with your customers to let them preview your chatbot.

Users on the Free plan can create up to 1 chatbot. Upgrade your plan to create more chatbots and access additional features.

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Next Steps

Return to Overview

Back to Chatbots overview