How to Setup the Chatbot for Website

You can formulate smart conversation flows depending on the intent, and give your customers the best experience you can. Be it customer support queries, lead generation, feedback collection, you can automate the entire conversation using Factoreal’s conversation bot.

You can have 2 types of chatbots –

  • Website
  • API – The latter will be available for assignment between the SMS channel or the WhatsApp channel

To build the chatbot, perform the following steps:

  1. Login to Factoreal and click Conversations.
  2. Click Launch Bot Portal.
  3. The Conversation bot creation page will open in a new tab. Click on New Bot in the conversation bot creation page.
  4. You can choose between a chatbot for Website (can embed on website) or one based on API. The API-based chatbot will be available for SMS and WhatsApp channels only. Here we’ll select Website.
  5. The bot editor is the place where you will create the conversation workflow. You can select from various types of nodes, such as, multiple choice, free text, no reply, phone number, email, and many more. Based on the user-intent you can then drive the user down a suitable path in your workflow.
  6. Let’s start by adding a multiple choice node. Click +Node, from the right panel, select Multiple Choice.
  7. Greet the user by entering a welcome message and provide with the user with options that you think they would like to perform.
  8. Once you’ve entered all the options, select the “Add Node” button.
  9. Now to add a new node, select the +Node button under the multiple choice node we have just added. This will show the “Add a node” menu for your new node.
  10. Now choose a node type from the right side menu.
  11. Let’s say we are adding a free text node. This means that the bot will ask a question and then wait for the user to respond before proceeding. Type in the question for which you want your user to respond to in “Ask a question” input box.
  12. Once you’ve entered all the options, select the “Add Node” button.
  13. Now say you wish to collect contact information from your users. To do that, click +Node, select Email Address node type.
  14. Now choose an email address node type from the left side menu.
  15. Ensure that the bot tells the user that it’s looking for an email address in response. So type a question which informs the user that they’re expecting an email id in response in “Ask a question” input box. For example, “That seems like a better question for our support team. Can you provide your email so someone can follow up with an answer?”
  16. Repeat the steps to add a new node.
  17. Save and publish the bot.

Now, once you’ve published the bot, you need to go to Factoreal and configure channels for the published bots. Note that channel assignment is for SMS and WhatsApp channel (as we mentioned above).