In this article we will describe how to change your chatbot settings in TruCHAT. But first, let's figure out how to find them.
1. There are two ways to open chatbot settings. First is via the three-dot menu in the Chatbots section.
2. Second is by clicking the Settings tab on a certain chatbot page.
3. Your chatbot must be enabled in order to appear on the website and/or other channel. To enable your chatbot, click the toggle button.
4. You also create a name for your chatbot in the Settings section. The chatbot name will appear in the title bar of the Web widget. We suggest that you use a friendly and descriptive name, since it will represent your bot and its "personality".
5. The chat window or widget will display an avatar or image representing the personality of your chatbot. Giving your chatbot an image will convey its personality or brand image of your company.
6. To upload a new image, click Upload.
7. You can upload the image from your device or from the Internet.
8. Here it is!
9. Type in the job title for your chatbot.
10. Setting your chatbot to the proper time zone will ensure that reporting and routing are handled properly based on the time zone.
11. If your chatbot has any tags, they will be displayed here.
12. Enable the static menu to give your visitors an easy way to click to the most important actions in your chatbot.
13. Click Add Item.
14. New item has appeared. Static menu items are draggable and can be easily deleted. Click on the item to edit it.
15. Type its name.
16. Select its type (let's select Open Link to see how it works).
17. Enter URL to go to upon clicking this menu item.
18. Select preview size from the dropdown list.
19. Add another item.
20. Click on it to edit.
21. Enter its name.
22. Select Run Script as item type.
23. Select script to go to upon clicking this menu item.
24. You can assign working hours to chatbots, which lets you transfer chats automatically to a chatbot when no live agents are available, or after hours, etc.
25. First, check the day. Default working hours are 9 am - 5 pm.
26. Drag the sliders to increase or decrease working hours.
27. Check Night Shift to set working hours to 5 pm - 9 am.
28. Click Save.
29. Now let's preview our chatbot. It has a new avatar and a static menu (aka hamburger menu).
30. Click on the chatbot avatar to see its job title.
31. Click on the static menu to see the two items we set in steps 12 - 23.
Beautiful, isn't it? Now you now what some basic settings for your chatbot are, where to find them, how to change chatbot's name and image, set static menu and many other things. Have fun customizing your chatbot and adjusting it to your needs!
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