The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:
To access the Welcome page settings, click on the Welcome Page tab in the Design section of the Chatbot builder interface. Refer to the following visual guide:
The Welcome page would be displayed when the users start interacting with the chatbot. By default, this feature would be enabled. If the Welcome page is disabled, the users would directly enter the chatbot conversation. You can always enable/ disable the Welcome page using this toggle in the Welcome page tab:
The Avatar adds a visual touch to the welcome page, making the chatbot's introduction more engaging and personable for first-time users. By default, this feature would be enabled. Here is how you can enable/ disable the Avatar using the toggle:
The Header and Subtitle displayed on the welcome page are customizable to suit individual needs. You have the flexibility to adjust these elements to enhance their appeal, align them with your brand's tone, and captivate users' attention effectively. Refer the guide below:
• Modifying the Header and the Subtitle Text and Position:
1. Navigate to the Welcome page Header and Subtitle section and change the Header and the Subtitle according to your preference.
2. Align the Header and Subtitle Position using the Center and Top Margin options.
• Changing the Background & Font color:
1. Navigate to the Background and Font color section in the Welcome Page settings and choose a preferred color or enter the hexadecimal code for the specific color you desire.
• Adding/ Changing the Background Image:
1. Navigate to the Background Image section in the Welcome Page settings.
2. Click and upload an image from your device or select one from other sources to serve as the background.
The Welcome page can be equipped with interactive elements to make it more engaging. You can find the following types of elements in the Popup item type under the Welcome page Content section:
• Live Chat Area:
Integrate a live chat area for real-time interactions with users.
• Button:
Include clickable buttons guiding users to specific flow elements.
Customize button titles, colors, font, and radius.
• Large Button:
Include large buttons which directs the users to specific flow elements.
Customize Button Title and Subtitle.
• Flow Button:
Add flow buttons to initiate predefined conversational flow paths.
• Video:
Add video links from YouTube or Cloud Flare to display visual content and information.
On click, the video title will open in a separate tab, redirecting users to the provided video link.
• FAQ:
Include FAQ section in the Welcome page. Here's how you can do it:
1. Navigate to Flex (xRM) and create a new space by clicking on "Add space".
2. Click on the Settings icon.
3. Switch the space to "Public (Un secure)" and click on "Add field".
4. Select Text field.
5. Enter a name for the field and click on "Save field".
6. Click on Save space.
7. Click on "Add item".
7. Enter the question in the title box and the answer in the description box. Click on "Save".
8. Copy the unique Flex space ID.
9. Navigate to the Welcome page section of your chatbot.
10. Select "FAQ" under Popup item type and paste the Flex space ID and preview the Welcome page. Users can search for FAQs by typing in the search box.
Note:
• By default, up to three contents (such as live chat, buttons, flow buttons, or videos) can be added. However, the number of contents can be adjusted based on the size and layout of the chatbot welcome page using CSS customization.
• Kindly remember to save and preview the chatbot. Also, do not forget to install the tool on your Website once you are done.
Serviceform starts for free and you can use it for free forever. If you want to generate more than 50 interactions per month, our plans start at,
Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.
The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.
You can sign up with just a single click through Google or Microsoft. Or you can enter your company email address and sign up. No credit card required and you can use Serviceform for free forever.
Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.
Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.
Yes, our conversion specialists are happy to help you do the setup. Simply book an appointment with our team and let them know what you want.
Yes, Serviceform tools can be integrated with more than 100 applications including, Hubspot, Salesforce, ClickUp, and even Google Sheets. Click here to learn more.
Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.
Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.
Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:
Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.
his may happen if:
Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.
Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.
Basic: Always try first—it’s less resource-intensive.
Advanced: Use if Basic doesn’t return results.
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