Chatbot Funnel – Getting Started
Create your first chatbot in just a few minutes:
- Click “All Funnels” in the sidebar
- Click the “+ Create Funnel” button
- Select “Chat Funnel”
- You’ll see the chatbot creation wizard
Step 1: Setup
- Name & Language
- Assistant name
- Field: Enter the name you want for your chat assistant.
- Example: “Ava,” “Nova Assistant,” or any preferred name.
- Language
- Field: Choose the primary language for the assistant.
- Current selection: English
- Change if needed: Select a different language from the dropdown/menu.
- Choose Agent Avatar
- Options:
- Upload new avatar
- Click “Upload new avatar” to add a custom image from your device.
- Supported formats: common image types (e.g., PNG, JPG, GIF).
- Tip: Use a clear, friendly image with good contrast for readability.
- Default/avatar picker (if available)
- If you have a gallery or presets, choose an avatar that matches your brand tone.
- Upload new avatar
- Header color
- Custom
- Field: Pick a header color that aligns with your brand.
- Suggestions:
- Brand primary color (HEX or color picker)
- High-contrast option for readability (ensure text over the header is legible)
- Tip: Use a color with good contrast to the header text and controls.
- Scheduling Appointments (Optional)
- Scheduling Integration
- Scheduling Appointments toggle: Enable this if you want the assistant to schedule appointments.
- Select calendar provider
- Choose your calendar service (e.g., Google Calendar, Microsoft Outlook, etc.).
- Note: You may need to authorize access to your calendar during setup.
- Integrations management
- “Refresh integrations” button: Re-scan available integrations after changes.
- “Clear selection” button: Clear any chosen calendar integration to start fresh.
- Save & continue
- After configuring all desired options, click “Save & continue” to apply settings and proceed.
Best practices and tips
- Consistent branding: Use a name and avatar that reflect your brand voice (friendly, professional, playful, etc.).
- Accessibility: Ensure the header color offers sufficient contrast with text and controls.
- Scheduling privacy: If you enable scheduling, review permission scopes to share only necessary calendar data.
- Preview: If there’s a preview option, use it to verify how the assistant appears and behaves before saving.
Step 2: Agent Personality
Here’s a ready-to-use configuration for defining how your chatbot should interact with visitors. You can copy/paste and adjust as needed.
- Personality Type
- Professional
- Formal, business-like
- Friendly
- Warm, approachable
- Casual
- Relaxed, conversational
- Enthusiastic
- Energetic, positive
- Empathetic
- Understanding, supportive
- Custom Personality Prompt (Optional)
- You are a friendly and helpful sales assistant for [Your Company].
- You are knowledgeable, professional, and enthusiastic about our products.
- Always be polite and patient with customers.
- Describe your chatbot’s personality (e.g., You are a friendly assistant who helps visitors find the right product…)
- Professional
- Conversation Guidelines
- How to greet visitors
- Start with a warm greeting and ask how you can help
- What information to prioritize
- Focus on understanding the visitor’s needs first
- When to ask qualifying questions
- Ask qualifying questions naturally during conversation
- How to handle objections
- If asked about pricing, explain our value before revealing costs
- When to escalate or offer human contact
- If visitor seems frustrated, offer to connect them with our team
- Response style
- Keep responses concise (2-3 sentences max)
- Use bullet points for lists
- Never make up information – if unsure, offer to connect them with our team
- How to greet visitors
- Response Length
- Concise
- 1-2 sentences (fast, direct)
- Balanced
- 2-3 sentences (recommended)
- Detailed
- 3-5 sentences (thorough)
- Concise
Step 3: Display Rules
Use these settings to decide which pages display the funnel and how the chat widget shows up. You can start with a broad approach and then tailor funnels to specific pages for better conversation rates.
Chat widget position
- Choose where the chatbot button/widget appears on the page:
- Bottom left
- Bottom right
Display strategy
- Display on all website pages
- Pros: Consistent presence across your site
- Cons: May feel intrusive on some pages
- Recommendation: If you go this route, consider personalizing the messaging based on the page context (see “specific pages” below) to improve relevance and conversions
- Display on specific pages
- Pros: Highly targeted conversations aligned with page content (services, products, offers)
- Cons: Requires setup for each page
- Recommendation: Use specific pages to tailor funnel messaging for each page, service, product, or offer
What to set up (recommended approach)
- Start with Display on all pages for a quick, consistent presence
- Then add Display on specific pages to optimize high-value pages (e.g., product pages, pricing, checkout)
- For each specific page, customize:
- Welcome message or banner text
- Primary goal (e.g., schedule a demo, capture lead, provide pricing)
- Page-specific triggers or prompts
Examples of page-specific funnels
- Product page (Product A)
- Widget: Bottom right
- Message: “Looking for details on Product A? I can compare features or help you choose the right option.”
- Pricing page
- Widget: Bottom left
- Message: “Want a quick quote or a personalized plan? I can tailor pricing to your needs.”
- Checkout page
- Widget: Bottom right
- Message: “Need help with checkout or found a discount? I can assist or escalate to a human agent.”
Step 4: Call-to-actions (CTAs)
Goal: Present a clear, attention-grabbing CTA as the first message to initiate engagement. You can define a primary CTA and create AI-generated variations for A/B testing.
What to provide
- Write your custom CTA
- Create a compelling first message that invites interaction.
- Include a clear value proposition or offer.
- Keep it concise (1–2 sentences) and action-oriented (e.g., “Ask me for a free quote,” “Schedule a demo,” “See features in 60 seconds”).
- Preview
- Review how the CTA will appear to visitors as the initial message.
- CTA variations for A/B test
- Enter CTA content for A/B test with a targeted message different from the primary CTA.
- Example goals: highlight a promo, guide to product comparison, offer quick support.
AI-generated variations
- Create CTA variations with AI
- Add call variations to capture attention in different ways
- Time interval between variations: 1 second
- Time options: 1s or 100s (choose a reasonable cadence like 1s or 2s for testing)
- Visibility
- Only visible for admins during the setup or testing phase. Normal users will see the primary CTA.
Recommended approach
- Primary CTA (default, broad appeal)
- Example: “Hi there! Looking for the best solution? Tell me your needs and I’ll guide you to the right option.”
- Variation A (value-focused)
- Example: “Want a personalized quote in minutes? Tell me your budget and goals.”
- Variation B (offer-focused)
- Example: “New here: get a 10-minute product tour or a quick demo—which would you prefer?”
- Variation C (support-focused)
- Example: “Need quick help? I can connect you with a specialist or answer questions now.”
Implementation plan (suggested)
- Set primary CTA text.
- Generate 2–3 variations for A/B testing.
- Configure the cadence to switch variations every 1 second during the testing window if you’re using an automated rotating CTA. Otherwise, rotate per user session.
- Restrict visibility to admins during setup or testing, then roll out publicly.
Questions for you
- What is your primary goal with CTAs (lead capture, demos, support, pricing inquiries)?
- Do you have any brand voice constraints (formal, friendly, playful)?
- Do you want a specific time cadence (e.g., variations rotate every 2 seconds) or keep it at 1 second?
