Dynamic tags

Learn how to make use of dynamic tags in your Chat flow.

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Live chat advanced settings

This guide will help you understand live chat leads, automatic replies, tagging chat conversations, auto team transfers, and chat review settings.

Live chat setup guide Setting up live chat teams Live chat business hours configuration Live chat notification settings Live chat interaction basics Advanced live chat features Live chat lead management Automatic replies in live chat Tagging live chat conversations Auto team transfers in live chat Live chat review settings Managing live chat tags Live chat tips and best practices Live chat troubleshooting Live chat integration with CRM

Live chat basics

In this guide, you will be able to learn about transferring chats, setting up quick replies, deleting and archiving chats.

How to transfer live chat to another user Transferring chats to teams and agents Setting up quick reply messages in live chat How to add and use quick replies Deleting unwanted chats in live chat Archiving and unarchiving chats Automatic chat archiving after lead submission Managing live chat conversations Live chat quick reply settings Handling chat transfers efficiently Steps to transfer chat in live chat interface Quick reply setup in Serviceform How to store frequently used chat messages Deleting chat conversations in Serviceform Archiving chat conversations Unarchiving chat conversations How to manage chat history Chat transfer requests in live chat Using quick replies to reduce chat handling time Organizing live chat inbox Automating chat archival process Steps to delete and archive chats in Serviceform

Quick start

This guide will help you the understand the basics of Live chat.

Live chat setup guide How to create a live chat team Configuring business hours for live chat Live chat notification settings Joining a chat in Serviceform Live chat configuration tips Setting up special opening hours for live chat Live chat team management Customizing live chat notifications Live chat sound and banner settings Managing live chat teams Live chat best practices Serviceform live chat tutorial Live chat setup steps Serviceform chatbot live chat integration Live chat support in Serviceform

Getting started

Serviceform will help you in increasing lead generation on your website and your conversion rates with its power-packed tools.

How to create a Serviceform account Serviceform sign-up options Creating a free Serviceform account Serviceform account setup guide Steps to sign up for Serviceform Email sign-up for Serviceform Google sign-up for Serviceform Microsoft sign-up for Serviceform Serviceform registration process Serviceform onboarding steps Serviceform account creation instructions Guide to Serviceform sign-up Starting with Serviceform tools Serviceform New Dashboard Creating a Serviceform account Serviceform signup Account setup Free Serviceform account Sign up with email Sign up with Google Sign up with Microsoft Serviceform dashboard Changing password Resetting password Password recovery Account language change Profile picture update Visual guide for signup Serviceform settings New dashboard features Multi-account login User account management Password change instructions Account recovery steps Language selection Profile image upload Email and password signup Account security Personal settings configuration

Create a team

Simple steps to create a team in your Serviceform account.

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Creating a chatbot

In just 5 minutes, you can have your very own chatbot up and running with the help of Serviceform's drag-and-drop, no-code chatbot builder.

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How to accept a team invitation

Send this to your team member to show how they can accept your invitation to join your team

Accept team invitation Team member invitation Join Serviceform team Accept invite email Team invitation email Serviceform team sign-up Create account from team invite Team member onboarding Invitation not received Accept invitation steps Joining a Serviceform team Serviceform team acceptance Troubleshooting team invites Team member account creation Serviceform invitation process Invitation email spam folder Team invite sign-up process Team invitation link How to accept team invites Setting up new team member account

Invite a team member

Simple steps to invite a team member to your team in your Serviceform account.

How to invite a team member in Serviceform Inviting team members to Serviceform Serviceform team member invitation Adding team members in Serviceform Steps to invite team members in Serviceform Serviceform team setup Serviceform user roles Serviceform team roles guide Sending team invitations in Serviceform Serviceform team management Serviceform invite new members Serviceform team member roles Serviceform invitation process Serviceform adding users Serviceform team invitation guide Serviceform user access roles Serviceform team roles and permissions Serviceform team invitation instructions Resending Serviceform invitations Serviceform team member setup

Design the Chatbot

This section guides you through customizing your chatbot's interface. Optimize design elements for a user-friendly experience with detailed instructions and visuals.

How to create an account Sign-up options Creating a free account Account registration process Account setup guide New user registration Creating an account step-by-step Account creation tutorial Setting up a user account Free account registration

Customize the Welcome page

The welcome page is the initial interaction point for users engaging with your chatbot.

Customize Serviceform Welcome Page Serviceform Welcome Page Settings Enable/Disable Serviceform Welcome Page Serviceform Chatbot Avatar Customization Customize Header and Subtitle in Serviceform Adding Content to Serviceform Welcome Page Serviceform Live Chat Integration Serviceform Button Customization Large Button Setup in Serviceform Flow Button Configuration in Serviceform Serviceform Video Integration Serviceform Welcome Page Design Tips Serviceform Welcome Page Elements Serviceform Chatbot Interaction Setup Serviceform Welcome Page Best Practices

WhatsApp Meta account

Learn how to setup and configure Serviceform's WhatsApp for Business.

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Google Analytics 4 (GA4)

Learn how to track and manage events generated by Serviceform tools with the use of Google Analytics, Google Tag manager and Data layer.

How to set up Google Analytics Integrating Google Analytics with Google Tag Manager Direct integration of Google Analytics with a website Setting up a Google Analytics account Creating a property in Google Analytics Google Analytics tracking ID Installing Google Tag on a website Using Google Tag Manager for analytics Adding Google Tag to website code Google Analytics data stream setup Creating a GTM account and container Configuring Google Tag Manager tags Linking Google Analytics to a website Google Tag Manager scripts in website code Data collection with Google Analytics Integrating Google Analytics with Serviceform tools Google Analytics for website performance tracking Setting up Google Analytics for mobile apps Choosing data sharing settings in Google Analytics Google Analytics property creation steps Google Analytics data stream for tracking Inserting GTM script in website head and body Google Analytics event tag creation Benefits of using Google Tag Manager for analytics

Sending custom data from Serviceform tools to GA4

Learn how to collect data from user interactions in Serviceform tools.

How to send custom data from Serviceform tools to GA4 Sending Serviceform events to Google Analytics Setting up custom events in Google Tag Manager Custom event tracking with Serviceform and GA4 Creating custom JavaScript events for GA4 Google Tag Manager custom triggers Serviceform custom event configuration Integrating custom data with Google Analytics Sending user interaction data to GA4 Setting up data layer events for custom tracking Custom event push to data layer Serviceform tool integration with GA4 custom events Advanced data tracking with Serviceform tools Monitoring custom events in Google Analytics Setting up Google Analytics 4 for custom events Using Google Tag Manager for Serviceform custom events Custom JavaScript for Serviceform event tracking Forwarding custom events to Google Analytics GA4 custom event reports from Serviceform tools Real-time custom event tracking with Serviceform Enhancing analytics with Serviceform custom events Step-by-step guide for custom event tracking Optimizing Google Analytics with Serviceform data Custom event setup for advanced analytics

Integrating Serviceform Tools with GA4

You will learn how to setup and start receiving data from Serviceform tool.

How to integrate Serviceform tools with GA4 Sending Serviceform events to Google Analytics Setting up data layer events for GA4 Creating triggers in Google Tag Manager Creating tags in Google Tag Manager Serviceform chat interaction event in GA4 Serviceform lead event tracking in GA4 Serviceform live chat event in GA4 Serviceform redirect event in GA4 Using data layer for Serviceform events Google Tag Manager custom events setup GA4 event tracking with Serviceform tools Serviceform and GA4 integration steps Monitoring Serviceform events in GA4 Tracking user interactions with Serviceform in GA4 Setting up Google Analytics 4 with Serviceform GA4 custom event configuration for Serviceform Adding Serviceform events to Google Tag Manager Serviceform tool integration with Google Analytics Advanced tracking for Serviceform tools in GA4 Google Analytics 4 and Serviceform event triggers Data layer setup for Serviceform and GA4 integration Implementing custom javascript events for GA4 Reviewing GA4 data from Serviceform events

Cookies

Get an insight about Serviceform's Cookies.

Serviceform cookies Website cookies Cookie policy Session cookies Functional cookies Statistics cookies Chatbot cookies Live chat cookies Cookie duration Cookie categories Cookie usage Privacy policy cookies Third-party cookies Tracking cookies Cookie management Cookie configuration Cookie-free usage Customer session identifier Popup display time Referrer tracking Chat continuation cookies Cookie descriptions Finnish cookie translation Legal advice disclaimer Turning off statistics cookies

Advanced settings

Learn how to configure the customer settings of the Chatbot.

Tool interactions

Learn about tool interactions.

Interaction calculation Serviceform interaction metrics Chatbot interaction definition Inline bot interactions Form interactions Popup interactions WhatsApp conversation interactions Email parser interactions Interaction tracking Unique visitor interactions Tool-specific interactions Chatbot user engagement Inline bot user engagement Form user engagement Popup window interactions Social inbox interactions Email interactions count Interaction types in Serviceform Visitor interaction tracking Business plan interactions Engagement metrics for Serviceform Calculate interactions for plans Interaction-based plans Interaction statistics Measuring user interactions

Pop up design

Learn how to configure the Pop up of your Chatbot.

Serviceform pop-up configuration Customize chatbot pop-up Types of chatbot pop-ups Design chatbot pop-up Pop-up timing settings Modify pop-up text in Serviceform Serviceform pop-up types: Regular, Minimal, Video, Write now Configure pop-ups for chatbots Chatbot pop-up design tips Serviceform pop-up animation options

Pixel installation

Learn how to install Serviceform pixel in your Website.

How to install Serviceform pixel Serviceform pixel installation guide Installing Serviceform tools on website Serviceform pixel code setup Serviceform website pixel integration Steps to install Serviceform pixel Serviceform pixel installation methods Serviceform pixel for HTML websites Serviceform pixel for Webflow Serviceform pixel for Google Tag Manager Serviceform pixel for Shopify Serviceform pixel for Squarespace Serviceform pixel setup instructions Adding Serviceform pixel to website Serviceform pixel installation tutorial Whitelisting URLs for Serviceform pixel Serviceform content security policy Serviceform pixel configuration Serviceform website setup guide Serviceform pixel integration steps Serviceform pixel support Serviceform pixel installation platforms Serviceform tools pixel installation Serviceform pixel security settings

Add videos into flow

Learn how to add videos into the conversational flow and get the stream ID.

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Creating a Videoform

Learn how to create and setup a Videoform(video chatbot).

Creating a Videoform Setting up a Video chatbot How to create a Videoform in Serviceform Serviceform Video chatbot setup Videoform creation tutorial Video chatbot design in Serviceform Adding videos to a chatbot in Serviceform Serviceform Videoform customization Step-by-step Videoform setup Videoform background image setup

Add videos into pop up

Learn how to add videos into pop up and resize the popup according to your need.

How to add videos into pop up how to add videos into chat bot how to add videos into chatbot how to add videos in pop up popup video video for pop up Adding videos to Videoform pop-up How to embed videos in Videoform pop-up Videoform pop-up customization Video stream ID for Videoform pop-up Resizing Videoform pop-up width Customizing pop-up with videos in Videoform Setting up videos in Videoform pop-up

Installing tools on your website

Learn how to install tools in your Website.

How to install Serviceform tools on website Simple rules for installing Chatbots and Live chats Advanced rules for tool installation on specific pages Whitelisting URLs for Serviceform tools Setting up Chatbots, Live chats, Pop-ups, and Lead bars on website Using simple and advanced rules for tool deployment Customizing tool installation with CSS selectors Optimizing website performance with Serviceform tools Configuring rules for sending leads and notifying teams

Chat flow

Learn how to customize and add elements into the flow.

Conversational flow settings Serviceform tool builder Adding elements to chat flow Serviceform flow elements Chatbot configuration Interactive chat elements Customizing chatbot messages AI question prompts Serviceform chat actions Lead generation via chat Chat flow jumps Text question setup Form customization File upload in chat Calendar element integration Webhook configuration Custom validation in chat Hidden tokens usage Setting visibility in chat flow Redirect action in chatbot

Statistics overview

Learn how to check the statistics of the Serviceform Tools and the website.

How to check Serviceform tool statistics Understanding website statistics in Serviceform Analyzing live chat performance Tools statistics overview Website performance metrics Checking interactions and leads Monitoring live chat statistics Analyzing tool views and interactions Tracking page views and unique visitors Understanding bounce rate and duration Filtering statistics by date range Checking tool performance metrics Live chat engagement insights Viewing missed chat statistics Tracking chat duration and waiting time Analyzing review scores for live agents Checking email and phone leads Viewing tickets created from chats Ranking website pages by views Optimizing user experience with statistics Filtering statistics by country, language, and device Understanding redirects and navigation paths

WhatsApp Bot

Learn how to create a WhatsApp bot to answer customer queries simultaneously.

How to create a WhatsApp bot WhatsApp bot setup guide Serviceform WhatsApp bot creation WhatsApp bot customer support Configuring WhatsApp bot flow Training AI for WhatsApp bot WhatsApp bot language selection WhatsApp Business account setup WhatsApp bot character limit Adding tools in Serviceform dashboard Editing WhatsApp bot flow Saving and deploying WhatsApp bot WhatsApp bot limitations and guidelines Using text questions in WhatsApp bot Setting up select one questions in WhatsApp bot Generating leads with WhatsApp bot WhatsApp bot conversational flow AI-enabled WhatsApp bot support WhatsApp bot options and configurations Serviceform tools for WhatsApp bot creation Meta WhatsApp Business account integration Effective WhatsApp bot design tips WhatsApp bot question formatting Managing WhatsApp bot interactions

WhatsApp configuration

Learn how to link Serviceform with WhatsApp Business.

WhatsApp Business integration How to link Serviceform with WhatsApp Business Basic WhatsApp setup guide Integrating WhatsApp bot with Business account Sending WhatsApp bot leads to email Phone number ID for WhatsApp setup Business ID for WhatsApp configuration Access token ID for WhatsApp bot WhatsApp bot pixel classification Assigning WhatsApp messages to teams Enabling 24-hour chat reset for WhatsApp Reset session after agent leaves WhatsApp Save WhatsApp configuration settings Enabling WhatsApp bot flow Specifying hours for chatbot resumption Setting language for WhatsApp bot Adding time zones for WhatsApp bot Initiating WhatsApp bot within time frame WhatsApp bot lead generation Emailing WhatsApp bot leads Configuring lead sending conditions Updating WhatsApp bot lead settings WhatsApp bot customer experience Creating WhatsApp template messages

WhatsApp Campaigns and pricing

Learn how to create WhatsApp business message templates and start campaigns.

Creating WhatsApp templates WhatsApp business message templates Initiating WhatsApp conversations Meta business account integration Sending WhatsApp template messages Template message approval process WhatsApp template message quality score Customizing WhatsApp templates WhatsApp template message policies WhatsApp marketing templates Bulk sending WhatsApp templates WhatsApp template message character limit Adding media to WhatsApp templates Verified business WhatsApp templates Unverified business template limits WhatsApp template message campaigns Managing WhatsApp conversations WhatsApp template engagement tracking Serviceform and WhatsApp integration WhatsApp template buttons and media WhatsApp template creation steps WhatsApp Business name verification Initiating chats with WhatsApp templates

WhatsApp for business

Learn how to setup and configure WhatsApp Business with Serviceform.

WhatsApp Business setup Configure WhatsApp Business Serviceform WhatsApp integration Create WhatsApp bot WhatsApp Business account setup Meta WhatsApp Business WhatsApp business profiles Automated responses WhatsApp WhatsApp messaging tools WhatsApp Business analytics WhatsApp customer communication WhatsApp Business features WhatsApp bot creation Setting up WhatsApp with Meta Integrate WhatsApp with Serviceform WhatsApp template messages WhatsApp Business campaigns WhatsApp platform charges Prerequisites for WhatsApp Business WhatsApp Business admin access Business phone number for WhatsApp Privacy policy for WhatsApp Payment method for WhatsApp Business Free WhatsApp service conversations WhatsApp chatbot configuration

AI

This article focuses on the AI functionality and how it can be used in Serviceform tools.

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