Configuring your chatbot

Articles

Offering Scheduling in Your Chatbot
Including scheduling within your Chatbot enables you to qualify your guests and ensure they schedule the appropriate type of meeting or connect with the correct host based on their specific needs. This feature not only improves meeting accuracy but ...
Offering Live Chat with Your Chatbot
Including live chat within your Chatbot enables you to qualify your guests and ensure they connect with the correct user based on their specific needs. Benefits of Offering Live Chat within a Chatbot Integrating scheduling into your Chatbot pro...
Offering Instant Video Calls with Your Chatbot
Including instant video calls within your Chatbot enables you to qualify your guests and ensure they connect with the correct user based on their specific needs. Benefits of Offering Instant Calls within a Chatbot Integrating scheduling into yo...
Setting Up Alerts in Your Chatbot
Adding alerts to your Chatbot can help keep your team informed when important interactions occur. For instance, if a visitor reaches a specific part of the bot or answers a key question that suggests they are a strong lead, you can trigger an inte...
Updating The Status of Contacts Captured Through Your Chatbot
When using Contact Statuses in OnceHub, you can dynamically update a contact's status based on their interactions with your Chatbots. This enables you to track a contact's journey and categorize them effectively based on their actions, such as sch...
Assigning Contacts Captured Through Chatbots to Users
This guide explains how to assign contacts captured via Chatbots to specific users. By following these steps, you can ensure your contacts are distributed efficiently and accurately to the right team members. How to Assign Contact Captured T...
Mapping Chatbot Questions to Global Fields
Each Question in your Chatbot can be mapped to a Contact field to save their responses within a OnceHub Contact, as well as use it to send the data to third party integrations such as CRMs and Zapier. For information on creating Contact Fields, p...
Enabling Slack Notifications for Live Engagements in Chatbots
When a guest requests a live chat or instant call, you can receive notifications in Slack via webhooks.  Key Benefits of Slack Notifications for Live Engagements Real-time Alerts:  Get instantly notified when guests request live assistanc...
Enabling Microsoft Teams Notifications for Live Engagements in Chatbots
When a guest requests a live chat or instant call, you can receive notifications in Microsoft Teams via webhooks.  Key Benefits of Microsoft Teams Notifications for Live Engagements Real-time Alerts:  Get instantly notified when guests re...
Enabling Google Chat Notifications for Live Engagements in Chatbots
When a guest requests a live chat or instant call, you can receive notifications in Google Chat via webhooks.  Key Benefits of Google Chat Notifications for Live Engagements Real-time Alerts:  Get instantly notified when guests request li...
Contacts
Every website visitor who engages with your chatbot has a contact record. This record stores data in fields you've defined in OnceHub, along with system default fields such as name, email, and company.  OnceHub keeps this information in mind as rep...
Scheduling and live engagements with chatbots
Your chatbot can offer scheduling to your visitors. They can schedule with any available team member with the right skillset. Alternatively, you can route them to book with a specific member suited for their audience, whether based on region, prod...
Legal and compliance
Chatbots provide the resources you require to gather consent from your visitors and, if relevant, follow their behavior with a cookie. These settings help you customize your messaging and tailor chatbots to fit your organization's privacy and comp...
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