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.  How C...
Identifying an audience with bots
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...
Offer scheduling with your bot
Your bot can 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...
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&...
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...
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 ...
Going live with your bot
This article will describe how add your website in ChatOnce, customize your bot widget's display to match your website branding, and grab the relevant code to install the bot widget on your website. Add your website to ChatOnce You can m...
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...