Form flow

This article will guide you via different types of questions and configurations that can be utilized in the chat flow.

Dynamic form design

This article will provide you an understanding about the design settings.

Loan calculator

Article coming soon!

Dynamic form

This article will help you get started with forms.

Mailchimp

This currently supports adding a new contact to a Mailchimp list.

How do I add a new contact to a Mailchimp list? What are the requirements for integrating Mailchimp with Serviceform? How do I generate an API key in Mailchimp? Where can I find the API key creation option in Mailchimp? How do I retrieve the List ID in Mailchimp? What steps are involved in finding the Audience ID in Mailchimp? How can I integrate Mailchimp with my Serviceform tools? Where do I navigate in the Serviceform dashboard to connect Mailchimp? How do I name my Mailchimp integration in Serviceform? What options do I have for selecting the tool in Mailchimp integration? What is the difference between All flows and Single flow in the integration process? How do I set up the trigger and event for the Mailchimp integration? What should I enter for the API Key and List ID in the integration? How do I test the Mailchimp integration in Serviceform? Where can I check the new contacts added in Mailchimp? How do I ensure the API key is stored securely? What should I do if I lose my Mailchimp API key? How can I keep track of my Mailchimp audience list? What happens after I complete the Mailchimp integration? How does integrating Mailchimp streamline adding new contacts?

Google chat

Send leads, Flex events or live chat conversations to a Google chat space

What is a Google Chat webhook? How do I send leads to a Google Chat space? What are the requirements for setting up a Google Chat webhook? How do I create a Google Chat space? What steps are involved in setting up a Google Chat webhook? How do I add a webhook to my Google Chat space? How can I integrate Serviceform tools with Google Chat? Where do I find the webhook URL in Google Chat? How do I access the integrations section in the Serviceform dashboard? How do I connect Google Chat with Serviceform? What tools can I select to send leads to Google Chat? How do I choose between single flow and all flows for lead sending? What is the process to map messages in Google Chat integration? How do I test the integration between Serviceform and Google Chat? What should I do after testing the Google Chat integration? Can I send CRM event notifications to Google Chat? Are there limitations for sending live chat requests to Google Chat? How can I keep my team updated with real-time notifications? What information can be included in the message mapping for Google Chat? How does integrating Google Chat streamline my workflow?

Integrations overview

This article provides an overview of all the integrations.

Serviceform dashboard Integrations management Active integrations Integration settings Edit integrations Basic integration options Advanced integration settings Specific integration details API key management Integration logs Lead tracking Integration status Email notifications Tool selection management Integration triggers Event selections Total leads generated Seamless communication Integration efficiency Platform integration How do I find integrations in the Serviceform dashboard? Where can I manage my active integrations? What are the steps to edit an integration? What options are available for basic integration settings? How can I change the integration title in Serviceform? How do I view the endpoint URL for an integration? Can I manage tool selection for integrations? What flow types can I select for my integrations? How do I configure triggers for an integration? What specific details can I update in the integration settings? How do I manage API keys for my integrations? What information can I find in the integration logs? How can I track total leads generated by my tools? What does the "Integrated" status mean for leads? How do I handle leads generated before integration was set up? What should I do with leads that have not yet been integrated? How can integrating my platforms boost efficiency? What are the benefits of seamless communication across tools? How do I toggle email alerts for lead notifications? What are the advanced settings available for integrations?

Public API

Our API documentation provides all the tools and information you need to seamlessly integrate with our platform.

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 joining live chats, 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.

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

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.

How to create a chatbot Generic chatbot how to create a generic chatbot how to create a normal chatbot simple chatbot how to create a simple chatbot How to build a small chatbot How to create a chatbot in Serviceform Serviceform chatbot builder Building a chatbot with Serviceform Serviceform drag-and-drop chatbot No-code chatbot creation Steps to create a chatbot in Serviceform Serviceform chatbot customization Setting up chatbot flow in Serviceform Serviceform chatbot design guide Creating chatbot interactions in Serviceform Serviceform Tools page chatbot Serviceform chatbot tutorial Serviceform chatbot creation walkthrough Visual guide to creating chatbot in Serviceform Serviceform chatbot interface Serviceform chatbot setup instructions Adding chatbot to Serviceform account Personalizing chatbot in Serviceform Serviceform chatbot flow map Saving chatbot in Serviceform Previewing Serviceform chatbot Installing Serviceform chatbot on website Serviceform chatbot elements Serviceform chatbot start tour

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

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.

datalayer 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.

datalayer 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.

datalayer 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.

How to add videos into chat flow how to add videos into flow how to add video into flow how to add videos in chat flow how to add videos into chatbot how to add videos into bot Adding videos to Videoform How to add videos to chatbot flow Videoform video integration Uploading videos to Videoform Serviceform video stream ID Videoform aspect ratio setup Embedding videos in Videoform Video background setup in chatbot Customizing Videoform with videos

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

Chatbot 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.

Serviceform AI tools Enable AI in Serviceform AI customer service 24/7 lead generation AI Train AI with prompts Chat GPT training Serviceform AI assistant ID setup Custom AI training Serviceform AI optimization Serviceform Dynamic AI in Serviceform Serviceform AI assistant Using CSS selectors in AI AI prompts for chatbots PDF integration with AI Open AI playground assistant ID AI responses customization AI statistics review Improving AI efficiency AI training for better responses Serviceform AI features Enhance customer experience with AI AI chatbot setup AI lead generation tools Optimizing AI performance Serviceform AI guide how to setup ai how to integrate chatgpt chatgpt how to create chatgpt how to enable ai how to enable chatbot ai how to setup dynamic ai how to create dynamic ai creating ai creating chatbot ai create ai create chatbot ai create chatgpt bot

WhatsApp Meta account

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

green tick how to get whatsapp business verification how to verify whatsapp business account WhatsApp Business setup Meta account creation WhatsApp Business verification Facebook admin access Disable two-factor authentication Creating Meta app Webhook setup WhatsApp API setup Adding terms and privacy policy User role creation WhatsApp chatbot integration Facebook developers page Business manager account Callback URL setup Verification token setup Business account details Business profile setup Phone number verification App settings configuration System user creation Token generation WhatsApp Business permissions Access token ID Business ID and phone number ID WhatsApp Business integration