With the AI Assistant in Web Chat, you can customize how it interacts with users to better suit your brand and customer needs. Here’s how you can configure its behavior:
Accessing Chatbot Settings
- Navigate to Inbox Settings > Web Chat Configuration > AI Assistant.
- Locate the setting labeled Additional Instructions.
From here, you or your clients can define specific instructions to customize the flow of conversations and the chatbot's behavior.
What Can You Customize?
Conversation Flow and Link Redirection
- Define when the AI Assistant should share specific links, such as for booking a meeting or accessing support.
Additional Qualifying Questions
- Ask targeted questions, like whether the user is within a specific service area or details about their project.
AI Tone and Personality
- Adjust the chatbot’s tone and personality to align with your brand’s voice and values.
Localization Preferences
- Adapt language preferences, such as using British English instead of American English.
Contact Information Fields
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Specify how the AI gathers contact details:
- Choose to ask for a phone number, email address, or both.
- Customize the order in which these fields are requested.
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Include additional contact details to enhance lead information. The AI can collect:
- First Name, Last Name
- Phone Number, Email Address
- Address, City, State/Province, Zip/Postal Code, Country
Getting Started
Personalize the chatbot to create a seamless experience for your customers while maintaining alignment with your brand. These customizations empower you to tailor conversations and ensure the AI Assistant meets your unique business needs.