Introduction

Nowadays chatbot technologies are steadily capturing the IT market, and for everyone who wants to lead an up-to-date business this is a great opportunity to keep in touch with customers and save the budget on many human agents doing pretty much the same thing. This article will provide insights into what chatbots are, why you need to use them, and how to create your first chatbot on the TruCHAT platform. If you are completely new to the platform, please check out the article Getting Started With TruCHAT. And if you are ready to dive into the chatbot building, let's start! We will learn the following topics:

What Is A Chatbot

A chatbot is an AI software application that holds a conversation with your current or potential customers answering their questions and all in all helping them make their decision on a product or a service they want to buy. It may also collect their personal information to replenish your contact database and make it easier to segment your audience for better targeting. Below you can see an example of a chatbot (see Figure 1). Our TruCHAT Smart Support Bot offers you to read some articles related to the page you are currently on and encourages you to continue the conversation by asking a question, submitting a ticket, etc. This chatbot is supposed to help you throughout your journey and provide you with a great experience using the platform.

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Figure 1. TruCHAT Smart Support Bot

 

Steps To Create A Chatbot

Give Name

First, decide on your chatbot name (see Figure 2). It will help you remember what this chatbot can do. Make sure your chatbot name is short enough to be displayed without truncation but descriptive at the same time.

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Figure 2. Giving Chatbot A Name

 

Choose Type

There are various types of chatbots, each serving a different purpose and working best in different areas: websites, landing pages, social media, or messengers. Most commonly chatbot appears as a pop-up on a website. This option is selected by default.

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Figure 3. Choosing The Chatbot Type

 

Choose Template

Filter By Language

Templates can be filtered by language to ease the search. The English language is selected by default. You can also select Russian. To filter templates by language, click on the downward arrow next to the word Languages and select the desired language (see Figure 4).

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Figure 4. Filtering Templates By Language

 

Filter By Category

Another way to organize templates is filtering them by category. There are plenty of categories to meet your every need and fit any case. To filter templates by category, just pick a category from the list (see Figure 5).

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Figure 5. Filtering Templates By Category

 

See Details

You can preview a template to see it working in real time. To do this, hover over its thumbnail and click on the Details button which will appear in its center (see Figure 6). The selected template will open in a new tab.

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Figure 6. Seeing The Details Of A Template

 

Add To Favorites

Templates that you like most or use most often can be added to the Favorites section. To add a template to Favorites, just click on the heart icon in its upper right corner (see Figure 7). To remove a template from Favorites, click on the heart icon again.

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Figure 7. Adding Templates To Favorites

 

Select

When you finally make up your mind on the template, you will want to select it and proceed to the next step in the wizard. To select a template, hover over its thumbnail and click anywhere in the template area except for the Details button and the heart icon. A green tick will appear in its upper left corner indicating that the template is selected (see Figure 8).

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Figure 8. Selecting A Template

 

Install Your Chatbot

Once your chatbot is created, you need to integrate it into your website (see Figure 9). Click Copy Code and paste the copied code into your web page script. Then click Finish.

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Figure 9. Installing Your Chatbot

 

What You Can Do With The Created Chatbot

Preview

To preview the chatbot, click Preview in the upper toolbar under the main menu. Chatbot Preview Options pop-up will appear, where you will need to select the chatbot start trigger, and whether it will start from the very beginning or from the point where it last stopped. Once you've decided on all of these, click Launch Preview (see Figure 10).

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Figure 10. Previewing Your Chatbot

 

Publish

To make your chatbot fully operational, you need to publish it. To publish the chatbot, click Publish in the upper toolbar under the main menu. Then click OK in the confirmation pop-up (see Figure 11).

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Figure 11. Publishing Your Chatbot

 

Conclusion

Now you know how to create a chatbot using the TruCHAT built-in wizard. We learned how to configure the chatbot name and type, how to select templates, and how to organize your templates in several different ways. This was a process of creating a chatbot from a template. If you are ready for challenges and want to create your own chatbot from scratch, see the article Creating Your First Script On The TruCHAT Platform.