Lesson info

This is a short guide on how to set up your customized chatbot. We'll as well discuss chatbot avatar best practices.

Lesson transcript

In this video we’ll learn how to create your very own chatbot. As you already now, there are some useful chat features you can use to take care of your visitors in the background or even when you or your support agents are not online. You can for example set an autoresponder, or set up an email prompt which collects email addresses from anonymous visitors. However, chatbots give you many more possibilities of engaging and nurturing your users, personalizing chat conversations and collecting different data pieces! In addition, you can use chatbots to take on some of your support or sales agents’ workload like for example prequalifying leads, upselling another product or even giving pieces of advice! But let’s start with technical aspects. Before taking care of creating automation paths defining how our chatbot works, we need to take care of chatbot basic settings which are its name and avatar. I’m going to Settings -> App settings and then “Additional” and “Chatbot”. In the first input field I need to specify my chatbot’s name. You can either go with something neutral like “Chatbot” or combine a name of your company and a word “chatbot” - in my case it’d be for example “GreatCompany Chatbot” or “GreatBot”. You can as well come up with a funny name like “Chatty” or use a real human name like “Susie” or “Mark”. Using real names as a chatbot name, along with a real person picture as its avatar, may help to make a bot more humanized, but on the other hand - if you make it looking as a real agent while some processes will remain automatic, your users may feel a bit deceived as at the end they can find out that a given avatar is a bot. It all depends on your strategy. I’ll go here for “GreatBot” and in the title field I’m typing in “Your Personal Guide at GreatCompany”. If you don’t like to add a title, just leave it empty. And then an avatar - I’m uploading an icon of a smiley robot, which brings positive emotions but at the same time makes clear to users that they deal with a bot and not with a human being. And after saving, let’s see how our bot looks like! So we see now that our chatbot’s avatar has been added to my support agents in the chat widget. When we create our first chatbot automation, the chat widget will looks like that. So, we’ve just covered the basic chatbot configuration. Thanks for listening!