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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