Contents
Overview
Concours Pro lets you integrate the Website Live Chat Widget with Conversation AI V2 Chatbot in your workflows. This powerful combo allows your business to engage website visitors in real time, even when your team is busy or after hours.
By automating responses through live chat, you can keep leads interested, answer their questions instantly, and guide them towards your goals, like booking appointments or making enquiries.
How It Works
In Concours Pro, you can set up workflows to trigger the Conversation AI V2 Chatbot when a new message arrives via the Website Live Chat Widget. This means your chatbot can handle initial customer interactions, ask questions, and provide answers based on your business data and FAQs.
You can customise the chatbot’s responses, set timeouts for unanswered messages, and create branches to handle specific topics or actions, like connecting a lead to a team member. It’s a seamless way to keep conversations flowing without manual effort.
Setting Up Live Chat in Workflows
Here’s how to configure live chat with Conversation AI V2 Chatbot in your Concours Pro account:
- Create a new workflow in the Workflows section.
- Set a trigger, such as Customer Replied, to start the workflow when a new message is received.
- In the trigger settings, apply a filter to ensure the Reply Channel is set to Live Chat. This ensures the workflow only activates for live chat messages.
- Add a Conversation AI action to the workflow. In the action settings:
- Choose Live Chat as the channel to enable the chatbot for live chat interactions.
- Write the initial question the chatbot will ask, e.g., “Thanks for reaching out! What can we help you with?”
- Set a Timeout period to handle cases where the customer doesn’t respond.
- Optionally, tweak advanced bot settings to fine-tune the chatbot’s prompts for more accurate responses.
- Create custom branches to handle specific customer queries:
- Add conditions based on keywords, e.g., “repair” or “booking,” to direct the conversation.
- For each branch, set actions like sending a tailored Live Chat Message, assigning the lead to a team member via Assign User, or sending a Notification to your team (e.g., “New lead interested in bookings”).
- Include default branches for cases where no conditions are met or the timeout is reached, ensuring the workflow handles all scenarios.
- Save the workflow and test it to confirm it works as expected.
This setup lets you automate live chat conversations while directing leads to the right team members or actions based on their needs.
Testing Your Live Chat Automation
To ensure your live chat workflow runs smoothly, test it in your Concours Pro account:
- Go to your website or funnel where the Website Live Chat Widget is embedded.
- Start a new chat and send a test message, e.g., “Hi, I need help with a service.”
- Check that the chatbot responds with the initial question you set, addressing the customer as “Guest” if no name is available.
- Reply with a keyword tied to a custom branch, e.g., “I need a repair,” and verify the chatbot sends the correct response, like connecting to a specialist.
- Review the workflow’s Execution Logs to confirm actions like user assignment or notifications were triggered correctly.
- If needed, refine the workflow by adding more questions or branches to gather additional details from leads, making it easier for your team to follow up.
Testing helps you fine-tune the automation, ensuring it captures leads effectively and provides a smooth experience for your customers.