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Creating a Chatbot

Set up a text chatbot widget for your website.

Set up a text chatbot widget for your website.

Steps

Start from My Agents

A chatbot is a text-chat widget you embed on your website. Let's create one. Open the Create Agent menu.

Choose Chatbot

Choose Chatbot to build a website chat widget.

Name it — the Identity tab

The chatbot is set up across a few tabs. On Identity, start with a name.

The widget title

Set the title and greeting your visitors see at the top of the chat window.

Connect a pathway — Routing

On the Routing tab, connect the chatbot to a pathway — that's the conversation flow it follows. This one is required.

Brand it — Appearance

The Appearance tab lets you match the widget to your brand — template, colors, and fonts.

The launcher — Bubble

On the Bubble tab, choose the launcher icon and where it sits on the page.

Create the chatbot

Click Create Chatbot. After it's created, you'll get an embed snippet to paste into your site.

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