Customizing your Bot & Call to Action

ℹ️ Updates to your embed code generally happen immediately, but it may take up to an hour to update for everyone across the entire internet. If you need help installing your embed code on your website, check out this page: Installing your Bot

Overview

You have complete control over the visual design and position of your chatbot on your website.

Embed Name

This is the name you give to this specific embed. This is for internal use only. Oftentimes, you’ll want to treat desktop and mobile users differently, which requires separate embeds. This is where naming them comes in handy.

Header Title

This is the text that will be displayed at the top of the chat window. i.e. "Questions? Chat with us"

Dot Title

This is used only when the Collapsed Type is set to "Dot". When a user hovers over the Chat Dot, this is the text that will be displayed. i.e. "How can we help?"

Collapsed Type

Dot - This is a circle/dot that shows your avatar. When a user hovers over the Chat Dot, the Dot Title text will appear. Customers often choose this because it's the least obtrusive.
Bar - This is a bar that displays the full Header Title. When a user hovers over the Bar, it slides up / over slightly to let the user know they can open it. Customers often choose this when they want people to notice the chatbot & provide the ability to read the Header Title.

Start on Quest

Use this to start the embed on a specific quest We recommend leaving this on the default value. This will send users to the router which is preferred.

Positioning

We offer five positions for your bot. Simply select the option you want, and the location will update live.

East
Southeast
South
Southwest
West

Other Settings

CTA (Call to Action)

This feature allows for an alert message to be displayed after a set amount of time. This can be useful to alert your customers of a special deal or company announcement.

ℹ️ Make sure to turn on the CTA toggle for the embed you want to use. This will open up the CTA section, where you can customize the text and image for your Call to Action

The “CTA Delay” setting is the time from initial load to displaying the pop-up. We recommend at least 5 seconds, but don’t wait too long.

For the image, you will need to host the file on a public server (Amazon S3, WordPress, Etc.) and paste the URL into the field. We recommend a size of 240 x 100 and a PNG or JPG.

Feel free to use our default CTA image

Avatar

This is the image that will be displayed for your digital agent in the chat embed (chat dot and bar designs). We recommend a PNG image at 150 x 150 pixels.

After you select a Color Theme, click “Generate New Avatar.” The system will then automatically create an avatar using your Brand’s primary color.

Theme

You can customize pretty much any color of your embed design. Feel free to poke around and play with it. You'll be able to see changes immediately in the preview on the right. Just remember that any changes made here will be live immediately for that embed.

Examples

Here are a few examples of how customers use the embed builder: