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Create / Edit Bot

You can deploy chatbots either as a shortcode or as a widget.

Follow the steps below to create or edit a bot.

Creating a Shortcode​

  • Go to the Dashboard - Chatbot tab.
  • Click the Create New Bot button.
  • A shortcode will be automatically generated at the top of the page.
  • Copy the shortcode and insert it into your desired pages.

Creating a Widget​

Site-wide Widget​

  • Go to the Dashboard - Chatbot tab.
  • You will see a Site-wide Widget option with a toggle next to the Edit button.
  • Toggle the switch to activate or deactivate the widget across the entire site.

Page-Specific Widget​

To create a widget for specific pages:

  • Turn off the Site-Wide Widget.
  • Click the Create New Bot button.
  • Under General Settings, find the Bot Type radio group.
  • Change the bot type from Shortcode to Widget.
  • Three additional fields will appear:
    1. Position: Choose whether the widget will appear on the bottom left or right of the screen.
    2. Page / Post ID: Enter the IDs of the pages or posts where you want the widget to appear, separated by commas.
    3. Delay: Set the delay time in seconds (e.g., enter "5" to automatically show the widget after 5 seconds).

Editing an Existing Bot​

  • Go to the Dashboard - Chatbot tab.
  • Find the bot you want to edit and click the Edit button to modify its settings.

Other Actions​

In the Dashboard - Chatbot tab, you will find additional actions for managing your chatbots.

  • Above the bot list, there are three options accessible by clicking the Settings icon on the right:
    1. Delete All Bots: Remove all chatbots in one action.
    2. Export All Bots: Download a file containing all your chatbot configurations.
    3. Import: Upload a file to import chatbot configurations.

In the Actions column of the bot table, you have the following options for each bot:

  • Eye Icon: Preview the chatbot.
  • Trash Icon: Delete that specific bot.
  • Duplicate Icon: Clone the bot, creating a copy with the same settings.
  • Export Icon: Export that specific bot's configuration.