Onboarding
Onboarding Steps
At Step 1, you will be needed to enter and select some basic information such as App Name, Picking the Widget Color and Language. You can see the preview of the widget on the right side of the page.
You can select the color of the widget by clicking the brush on the Pick a color section. In this case, you can customize the widget by entering HEX code for coloring.
At Step 2, you will be prompted to give account information such as Website that is needed to be whitelisted to run the widget, Timezone and a Conversation Template if you want to go live with a predefined AI Bot.
We have 3 predefined Conversation Templates:
Get more leads
Chat with your leads
Qualify your leads
You can select one of them to start your AI Bot immediately.
At Step 3, you will have final instructions to install the widget on your website.
Either you can place the code just before the closing </body> tag at every pages on your website or you can enter your developers email address for us to send the proper instructions.
Once you complete these steps, you can move on to the Dashboard.
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