Setup Your First Chat Bot!


By Jitta Rao

updated 4 months ago

Gist makes interacting with your site visitors easy, simple and automated! Using Gist, you can setup Chat Bots that have a number of different uses. In these examples, we will set up a Chat Bot that qualifies leads and books meetings 24/7 for your sales team so they can connect with those who are most likely to buy.

Setting up a ChatBot is straight forward, and fun. So let's dive in and get your first Chat Bot online!

Step 1: Creating Your Goals.

What is it that we want our ChatBot to do? That’s what we answer right here.

In our example we are going to have the ChatBot send a calendar to the site visitor that it is interacting with, the ChatBot will ultimately set up a meeting for us.

On the New Goal page, in the Title prompt, we’ll call this Chat Bot “Meeting Bot”, toggle the button next to “Send calendar”, then click “Save”.

Step 2: Choose Your Display Conditions.
The second thing we need to do is choose the display conditions. Where and when will our Chat Bot appear?

Go to the left-hand side of the page and click display conditions.

Go down under Trigger Conditions, toggle “Show everywhere”, click “Save”.

Our Bot will now show on every page.

Step 3: Build Your Chat Bot

Let’s create a simple Chat Bot that will schedule meetings for us.

 When our Chat Bot is online, it will ask three questions and then send a calendar to schedule a meeting.

4. Test Your Chat Bot

Let’s test your Chat Bot, and go through the prompts that we set up.

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