Configure AI Chatbot
This tool can answer questions, provide support and generate leads in your Gleantap inbox, social media messaging platforms and can be added to your website as a Chatbot Widget.
Last updated
Was this helpful?
This tool can answer questions, provide support and generate leads in your Gleantap inbox, social media messaging platforms and can be added to your website as a Chatbot Widget.
Last updated
Was this helpful?
To edit your AI Chatbot in your account, navigate to the top right of your account and click Configure AI.
You will be taken to this screen, where you will set up the Basic Instructions.
Before switching the 'Enable AI Agent' toggle on, be sure to set up the Basic Instructions, Train AI, Custom Intents and Tools.
Name: Assign your AI Chatbot a name. It can be any name you'd like!
Instructions to your AI Agent: Here you will give your AI Agent basic instructions and a personality. You can be as general or descriptive as you see fit.
Greeting Message: This is the message the AI Agent will start the conversation to your customer with.
Closing Message: This is the message the AI Agent will end the conversation to your customer with. The closing message will be sent after there is no contact from the customer for a certain number of minutes. In the example above the client's Agent, Mattie, will send their closing message after 30 minutes.
Deploy AI to Channels: Select the channels you'd like AI to function on. Here, Mattie will be functioning on the website Chatbot Widget, and Facebook messenger.
AI Assign Time: All day means AI will respond to messages 24 hours a day. This is very helpful if you or a team member will not be monitoring your Gleantap inbox to respond to messages at all times.
Transfer to Human: Toggle this on if you would like the AI Agent the capability to transfer the conversation to you or a team member to take over. Add the message for the Agent to respond with. Enter the human working hours you will be available to take over the conversation for your AI Agent. Add the message for your Agent to respond with if there is a request to speak with a human outside of those working hours.
Once these are all configured, visit the following articles to complete the configuration process and embed the widget onto your website:
