Getting started with AI chatbot

Building AI Chabot for website and social media

With the power of AI and natural language processing (NLP), Chatbots are becoming indispensable tools for enhancing user experiences across various platforms. In this instructional guide, we’ll walk you through the process of creating and implementing your AI-powered Chatbot, customized to your specific needs and integrated seamlessly into your digital ecosystem.

Installing the AI Chatbot Assistant add-on

Option 1: Use your Own API account

1- Add the AI Chatbot Add-On:

Go to the add-on section and purchase the “Multi-channel AI ChatBot [OPENAI Key Required] ” Add-On. This add-on will unlock the capabilities needed to create and manage your AI-powered Chatbot.

2-Connect Your OpenAI Account:

Navigate to the Connection Center and connect your OpenAI account.

Option 2: Use the platform API with limited number of messages

Go to the add-on section and purchase the “Multi-channel AI ChatBot – x Messages” Add-On. Using this add-on, you will be limited by the number of messages the chatbot can receive.

Create AI Chatbot

Once the add-on is installed, a new tab labeled “AI Chatbot” will appear in your account dashboard. Follow these steps to create your Chatbot:

Go to the AI Chatbot tab, and click on Create AI Chatbot.

1- Inputs:

Choose the data sources your Chatbot will gather information from. Options include RSS feeds, webpage content, YouTube video transcripts, or uploaded files. Specify the refresh rate to ensure your Chatbot’s learning process stays up-to-date.


2- Actions:

Design and configure your Chatbot’s appearance and behavior. Give your bot a name, subheading, and avatar. Customize the chat bubble icon and theme color to align with your brand identity. Provide instructions for how the bot should respond to queries, set a default prompt for initiating conversations, and define responses for unanswered questions.

You can add a form to collect user data in your chatbot by navigating to the Form Configuration and enabling this option. For more details, please check this link.

3- Outputs:

Determine where your Chatbot will be deployed. Options include Messenger Bot for Facebook Messenger, Instagram Bot, Twilio SMS Bot for SMS integration, Website Bot for embedding on your website, and Landing Page Bot for dedicated landing pages.

Note: In case of a Landing Page Bot, the Chatbot needs to be activated on the landing page tracker settings.

Once your Chatbot setup is complete,  Click on “Publish” to make it live.

Example of Chatbot added on a landing page:


Monitor the performance of your Chatbot by accessing the Analytics section under AI Chatbot. Track metrics such as the number of conversations, unique users, and bot usage to measure engagement and effectiveness.

Analytics using your own API account

Chatbot analytics using a limited number of messages.

You can check the Chatbot activity from the lead profile.

Get Started