ChatOnce

Articles

 Getting started with ChatOnce
There's so much you can do with ChatOnce, but here's a quick rundown of the most important things you should know as you're getting started. This guide shows you the main steps needed to take ChatOnce live on your website.  Info ...
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...
Creating and managing your bots
On the Bots page, you can create an unlimited amount of new bots and manage the ones you have. These code-free, intelligent bots to engage and qualify visitors on your website.  Ask your visitors questions, provide them with messages, and rout...
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 bot. Can include one or two interactions. ...
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...
Chat live with your visitors
If you want your high-quality leads to get in touch with you as soon as possible, live chat can provide the experience your visitors desire while reducing your time to engagement.  Once you qualify visitors through the chatbot conversation, yo...
Creating Live chat teams
Using live chat 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...
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...
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 bot conversations . Once you've done that, you're ready to target audiences with specific bots.  Target an audience with bots Once you&...
Offer scheduling with your bot
Your bot 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, product ...
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 with ChatOnce. 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. S...
Add a pop-up chatbot to your website
Pop-up 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 the...
Contacts in ChatOnce
Every website visitor who engages with your bot 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.  ChatOnce keeps this information in mind ...
Assigning a conversation to an owner
On the Assignment page, you define who you'll assign the conversations for all bots on your website.. There are three options for distributing the conversation assignment: If you offer scheduling, you can assign the conversation to the team...
Sync contacts with your CRM
You can sync contacts and bookings from ChatOnce and FormOnce to Salesforce.  Note Our integration from ChatOnce and FormOnce to Salesforce is a separate connection than our integration from ScheduleOnce to Salesforce. If you'd like to...
Receiving ChatOnce 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
ChatOnce provides 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 ChatOnce to fit your organization's privacy an...
Adding ChatOnce bots to your Squarespace website
Adding a ChatOnce bot to your Squarespace website is quick and easy. You have three different options: Standalone bot :   Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot wit...
Adding ChatOnce bots to your Wix website
Adding a ChatOnce bot to your Wix website is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot with a simp...
Adding ChatOnce bots to your Wordpress website
Adding a ChatOnce bot to your Wordpress website is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot with ...
Adding ChatOnce bots to your ClickFunnels website
Adding a ChatOnce bot to your ClickFunnels website is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot wi...
Adding chatbots to your Hubspot website
Adding a chatbot to your Hubspot website is quick and easy. You have three different options: Standalone chatbot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your chatbot with...
Adding ChatOnce bots to your GoDaddy website
Adding a ChatOnce bot to your GoDaddy website is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot with a ...
Adding ChatOnce bots to your Weebly website
Adding a ChatOnce bot to your Weebly website is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot with a s...
Adding ChatOnce bots to your Unbounce landing page
Adding a ChatOnce bot to your Unbounce landing page is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot w...
Adding ChatOnce bots to your Leadpages landing page
Adding a ChatOnce bot to your Leadpages landing page is quick and easy. You have three different options: Standalone bot :  Don't want to fuss with code and installation? No problem! Send your customers and leads straight to your bot ...