Chatbots
Articles
Getting started with chatbots
Here's a quick rundown of the most important things you should know about chatbots and how to create one. How chatbots work You can use chatbots for many things, but we think the best and most effective way to use chatbots are to engage ...
Creating and managing your bots
On the Chatbots page, you can create an unlimited amount of new chatbots and manage the ones you have. These code-free, intelligent chatbots engage and qualify visitors on your website. Ask your visitors questions, provide them with messages, and r...
Building a conversation
Conversations have three main components: Reaching out, the consent agreement, and the conversation body. Reaching out : The first interaction your visitor sees, prompting them to engage with your chatbot. Can include one or two interactio...
Routing your interactions
You can route your interactions by choosing conditions and deciding what your visitors should see next. Either create your next interaction as you route to it OR route to an interaction you've already created. You can route to the next interact...
Sharing your chatbot
Sharing your chatbot You can share your chatbot in 3 ways. To select a sharing method, go to the Share tab. Figure 1: Sharing your chatbot 1. Share as a link You can share your chatbot as a standalone page which requires no website. Sim...
Offer scheduling with your chatbot
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...
Chat live with your visitors
Live Chat with your website visitors. Learn how to Convert website visitors into high-quality leads with live chat. Start Live Chat with your visitors.
Creating teams for live engagements
Using teams, your visitors speak only to Users with the right training and qualifications to assist them. OnceHub identifies the ideal person for them to chat with, based on who they are and the rules you set. You can add every User to one or...
How do I enable Slack notifications for live chat?
When a visitor requests a live chat, you can receive notifications in Slack via webhooks. In Slack You'll create an incoming webhook that you can paste into OnceHub. On the Slack API page , create a new app. Select From scrat...
How do I enable Microsoft Teams notifications for live chat?
When a visitor requests a live chat, you can receive notifications in Microsoft Teams via webhooks. In Microsoft Teams You'll create an incoming webhook that you can paste into OnceHub. Open the channel where you want to receive notificati...
Creating your audiences
Using audiences helps you tailor the chat experience for each subset of visitors as they navigate through your website. You can segment website visitors into audiences and target them with relevant conversations. Throughout unlimited websites, you c...
How do I enable Google Chat notifications for live chat?
When a visitor requests a live chat, you can receive notifications in Google Chat via webhooks. In Google Chat You'll create an incoming webhook that you can paste into OnceHub. In the relevant chat space, open the menu and select M...
Targeting an audience with bots
Before the targeting step, first you should have identified your audiences and built your chatbot conversations . Once you've done that, you're ready to target audiences with specific chatbots. Target an audience with chatbot...
Going live with your targeted bot
This article describes how to: Customize your bot widget's display to match your website branding Grab the relevant code to install the targeted bot widget on your website Customize your bot's widget display You can customize the...
Send a link to a standalone bot
Standalone chatbots are the easiest way to get started. You can build one in a few minutes and then share it using a standalone link. They're great to use as campaign landing pages and there's no need to update your website. Simply create a...
Add a chatbot to your website that visitors can click to open
On-click chatbots will pop up after a visitor clicks a specific button or link on your website. This is useful for engaging with visitors in specific areas of your website, so you can learn more about them and qualify them further. Create t...
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 mi...
Assigning a conversation to an owner
On the Assignment page, you define who you'll assign the conversations for all chatbots on your website.. There are three options for distributing the conversation assignment: If you offer scheduling, you can assign the conversation to the ...
Sync contacts with your CRM
You can sync contacts and bookings from chatbots and forms to your CRM. Note This integration currently supports syncing contacts to Salesforce and Hubspot. Our integration from chatbots and forms to Salesforce is a separate connec...
Receiving chat notifications
As you build your conversation, you may add questions or other interactions that are significant to someone on your team. For instance, the visitor reached a certain part of the conversation or answered a question with a specific answer that indicat...
Legal and compliance
Chatbots provide the resources you require to gather consent from your visitors and, if relevant, follow their behavior with a cookie. The Privacy page helps you customize your messaging and tailor Chatbots to fit your organization's privacy and...
Adding chatbots to your Squarespace website
Adding a chatbot to your Squarespace website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your web...
Adding chatbots to your Wix website
Adding a chatbot to your Wix website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your website. En...
Adding chatbots to your Wordpress website
Adding a chatbot to your Wordpress website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your websi...
Adding chatbots to your ClickFunnels website
Adding a chatbot to your ClickFunnels website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your we...
Adding chatbots to your Hubspot website
Adding a chatbot to your Hubspot website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your website...
Adding chatbots to your GoDaddy website
Adding a chatbot to your GoDaddy website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your website...
Adding chatbots to your Weebly website
Adding a chatbot to your Weebly website is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your website....
Adding chatbots to your Unbounce landing page
Adding a chatbot to your Unbounce landing page is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your w...
Adding chatbots to your Leadpages landing page
Adding a chatbot to your Leadpages landing page is quick and easy. You have three different options: Widget on click OR lightbox on click : A chatbot that pops up after a visitor clicks a specific button or link on your ...