Marketing & engagement

Chat & AI chatbot

The website chat widget, plus training a bot on your content, capturing leads and handing off to humans.

• See what your widget captured, and where each value came fromHow to read what a bot gathered in a conversation, and try a goal out in the live preview before visitors see it.
• Widget leads: what counts, where they're kept, and getting them into your CRMWhen a chat becomes a lead, the Leads tab and CSV export, and the Widget lead automation trigger.
• Give your bot a goal: gather details while it chatsList what the bot should find out, drag it into the order it asks, and see where the answers go.
• Choose who answers: AI, humans, or AI when you're offlineThe four answering modes, how the bot steps aside for a live agent, and how to take over or hand a conversation back.
• Organise knowledge into bases and choose what each bot can readCreate separate knowledge bases, give each its own website, choose which bots read them, and what happens when you delete one.
• Show the real agent's photo and name in the chat widgetHow the widget picks whose profile photo to show, what visitors see when a bot or the queue has the conversation, and how to turn it off.
• Train your AI chatbotAdd FAQ answers and articles, give the bot a personality, and put it on a widget.
• Test your botWrite down the questions your bot must keep answering, and know the day an edit breaks one.
• Import your website into the knowledge baseScan your site so the bot answers from what it already says — one website per knowledge base, kept in step when you rescan.