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 ChatOnce works
The main purpose of ChatOnce is to engage with visitors on your website and qualify them to schedule meetings with your team.
We understand that personalization leads to better engagement in your visitors' website experience. For this, we’ve created Audiences. You can tailor your visitor’s experience to their identified audience, whether that’s as a first-time visitor, returning visitor, someone from Europe, the marketing campaign they came from, landing page, or anything else you can imagine based on the parameters you define.
You can target an audience with specific, personalized bots, based on these parameters:
- The current page they’re visiting
- How long they’ve been on the website
This smart connection between your audience and the bot they see allows you to customize their experience seamlessly, providing the most effective messaging for that specific audience under the given circumstances. This raises the likelihood of identifying the right prospects for your team to engage with as high-quality leads.
Quick ChatOnce walk-through
In four minutes, acquaint yourself with all the main sections of ChatOnce and all the main things you need to know.
Step 1: Identify your audiences
Learn nearly everything about audiences in a couple minutes:
You can access Audiences by going to Setup -> ChatOnce Setup -> Audiences -> Identification tab.
To define who sees your bots, you can identify your audiences based on rules.
Step 2: Create a ChatOnce bot
Here's a quick video that introduces your bot, conversation, and more in under four minutes.
You can create as many bots as you like for all kinds of conversations.
Start from scratch: You'll start building your bot conversation with a blank canvas.
Use a template: The right template saves time by providing an example bot you'll adjust according to preference.
Build a conversation
To start, drag an interaction to the Reaching out section. For instance, here's a single select interaction:
You can drag and drop other interactions into the Conversation section, in the order you prefer.
As you click on each, you'll be able to define any relevant bot responses.
If they select "Yes" instead, you can route that to another interaction you'd like them to see.
You have many interaction options for your conversation, allowing you to:
- Ask questions to qualify visitors
- Offer scheduling to qualified visitors, based on their answers
- Send messages to personalize the experience further
Routing your interactions
In a couple minutes, learn the most popular routing options:
You can route your interactions by choosing conditions and deciding what to jump to next.
You can get really specific about the routing logic you want. The logic can depend on how your visitor answers the current question or a previous one. You can also base the logic on a contact attribute ChatOnce already saved to their contact record (for instance, the Company size field).
Offer scheduling with your bot
In three minutes, you can learn all about offering scheduling through your bot:
Your conversation can identify the people your team should speak to further and offer scheduling to them.
The entire scheduling experience takes place in the widget, during the conversation.
You can add scheduling from the Actions tab.
Preview your interactions
At any time as you're building your conversation interactions and their routing, you can preview everything as your audience would experience it.
Publish your bot
Once you're happy with your interactions and routing, you can publish your bot by toggling it on.
Step 3: Target your audiences with bots
Now that you've identified your audience and created a bot for that audience, you can target your audience with that newly-created bot.
If you like, you can show a specific bot to everyone in your defined audience or create rules based on the page they're visiting, the amount of time they've spent on that page, or both. Use one bot or multiple different bots throughout the website, based on the rules you create.
For more information on targeting audiences with bots, see the video in step one above (Identify your Audiences).
Step 4: Assign a user to receive the bot's conversations
On the Assignment page, you have a couple options for assigning the bot's conversations. This means they'll be the owner of that conversation in their Activity stream.
1) If you offer scheduling, you can assign the conversation to the team member who received the booking.
2) Assign to a specific team member. If you select multiple people, they'll be assigned a conversation based on round robin distribution.
Step 5: Customize the widget display to match your branding
You can customize the appearance of the widget you'll install on your website. It's easy to select exactly your exact preferences for the bot widget's color, icon, bot name, and more.
Step 6: Install the widget and go live
In less than a minute, learn how to customize your branding, install the bot widget on your website page, and go live:
In the left sidebar, go to Installation. Choose whether to install it yourself or send to a teammate.
Once you or your teammate has the code, you can copy it and paste it in the admin area of your site, on whichever page(s) you'd like the widget to appear.