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:
Personalizing the Welcome page can create a welcoming and informative experience. This article covers the following:
• Enable/Disable the Welcome page
• Enable/Disable the Avatar
• Customize the Header/ Subtitle
• Adding content to the Welcome page
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.
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