Channel: Web Chat

Connect your AI Assistant to your website

In the Chat Flow creation process, after selecting your AI Chatbot in "Step 1: AI Assistant," select "Web Chat" in "Step 2: Select Channel" to start the Web Chat creation process.

After Select Channel > Web Chat, you will be taken to the Configure Web Chat view. This is where you will set up your Chatbot to make it compatible with your website.

SUMMARY

Creating a Web Chat as a Chat Flow involves these steps:

1. Choose Web Chat: In Step 2: Select Channel, choose "Web Chat." This brings you to the Configure Web Chat window.

2. Add preset text: Use the Text Options to modify the Web Chat's public name and default message.

3. Add colors: Use the Color Options to change the overall color palette of your Web Chat.

4. Change images: Use the Image Options to personalize your Web Chat further with images, logos, and headers.

5. Set a schedule: Use the Working Hours to select times of the day and days of the week that the Web Chat will be active.

6. Copy the Web Chat Embed Code: The Embed Web Chat will provide a working code that you can give to your web administrator for implementation in your website.

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Configure Web Chat

Text Options

A Web Chat is edited through the "Configure Web Chat" page. The "Text Options" lets users edit the basic components of the Web Chat before it's interacted with by customers.

in Text Options, you can customize the basic text that appears with your Chatbot once it becomes a Web Widget or an In Page bot. This portion has the following components:

• Title: This is the "main greeting" that the AI Chatbot will provide before starting a conversation.

• Group Name: This is the "public name of the Chatbot. You can name this after yourself, your team, or your company. In the image above, its name is "Captivate Chat Test Widget

• Widget Text Description: This is the invitational message your Chatbot reveals when users click it for the first time.

Color Options

"Color Options" under the "Configure Web Chat" page lets users customize the Web Chat's basic color palette assigned to its visual components. This doesn't contain the icons and uploadable assets of the Web Chat.

In Color Options, you can customize how your AI Chatbot appears in your website using a wide array of color options:

• Primary Color

• Bubble Background (User, Bot, Agent)

• Chat Text (User, Bot, Agent)

• Chat Buttons (Background, Text)

Fit your Web Widget colors to your branding!

Switch up your Web Widget colors to match your branding. Select the square icon beside the hexcodes to open a color palette where you can choose your preferred colors.

Image Options

In "Configure Web Chat" page, the "Image Options" is the place where users can upload assets and icons for their Web Chat.

In Image Options, customize your Chatbot further with options that add "personality" to them. These include:

• AI Chatbot Avatar: This is how your Chatbot appears in the Web Widget.

• Widget Icon: This is how your Chatbot appears as an icon before expanding into a chat box. It can be the same icon as your AI Chatbot Avatar.

• AI Chatbot Business Image: This represents the icon or logo of your branding or business.

• AI Chatbot Chat Header Image: This is the unique background that comes with your AI Chatbot Avatar.

Use high-quality resources

Since your Chatbot is an extension of your branding, it's important to use high-quality resources such as images for elements such as your AI Chatbot Avatar and Business Image.

Other Options

In "Configure Web Chat" page, the "Other Options" tab lets you add more customization options to your Web Chat, such as what text to put on certain cues and buttons in your Web Widget or In Page bot.

The Other Options section allows you to customize your Web Chat even further with other labelling and text options for other components of the Web Widget or In Page bot's appearance. These mostly deal with the text to appear for functionalities that state:

• Text sent by: Text to appear to indicate who sent the message.

• Text download transcript: Text to appear on the hyperlink that users will click to download the transcript.

• Text today: Text to appear to state the date today.

• Text chat to person: Text to appear on the hyperlink that initiates the Live Chat process.

• Text send a message: Text to appear on the button that sends the message.

• Text start: Text that appears to start the conversation.

• Text is always active: Text that appears to indicate the bot is always active.

• Text is processing: Text that appears to indicate the bot is processing a response.

There are also checklists where you can set the Web Chat to:

• Hide AI Chatbot Avatar

• Hide File Attach Button

• Hide Business Image

• Hide Emoji Button

• Enable Full Screen

Working Hours

In "Configure Web Chat" page, the "Working Hours" section lets users assigns days of the week and hours of the day that the Web Widget will be active and available for interaction.

In Working Hours, determine your Chatbot's working hours. You can choose its Start Time and End Time, and specific days of the week you want it to function. Here are your main considerations:

• Disable Working Hours: Toggling off means the Web Widget won't follow a schedule and provide 24/7 coverage. This is perfect if your Web Widget is designed solely to answer questions and not connect users with live agents.

• If you want your Chatbot to connect users to Live Agents, try to set the Chatbot's schedule to match that of your team's for a more seamless experience.

You can keep your Web Widget live 24/7 even with work hours toggled

If you don't want to toggle "Enable Work Hours," you can still keep your Web Widget live indefinitely. You can do this by adjusting the "Start Time" and "End Time" to 00:00.

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Embed Code

After modifying all options in "Configure Web Chat" page, users will see "Embed Web Widget." This has the code that Web Administrators need to put in the user's website for the Web Chat to appear as a Web Widget or In Page.

After configuring your Web Chat, it becomes available for deployment with code provided in the Embed Code section. It has two variants:

• Web Widget: This is the traditional form of AI Chatbots in websites, where you click an icon that expands into a conversation window.

• In Page: This is an alternate version of the AI Chatbot deployment where you can use it directly from within your website.

Embed as Web Widget

Pasting the code from the "Embed Web Widget" stage of the "Configure Web Chat" page into your HTML will give your webpage a Web Widget AI Chatbot. You have to click their icon on the lower-right portion of the screen for the interface to appear.

Using the HTML code from the "Embed Web Widget" stage will give your webpage access to a traditional web widget. This takes the form of an icon on the lower left of your screen that transforms into a chat when clicked.

These traditional web widgets are often used as customer assistants in most websites that provide products and services.

The Embed Web Widget section has this code:

Traditional Embed Web Widget HTML Code:

<script src="https://widget.prod.captivat.io/captivate.min.js"></script> <script> function callWidget(data) { Captivate.init({ apiKey: "YOUR_API_KEY_IS_HERE", )} } callWidget(); </script>

Please take note that apiKey: "YOUR_API_KEY_IS_HERE" contains your Web Widget's API Key, which you can use in other Captivate Chat features such as full screen embeds and potential future additions.

In Page

To access a full screen version of the AI Chatbot, add the desired Web Widget API key into the full screen iframe code from the "Full Screen Embeds" section of the Captivate Chat Manual.

Alternatively, users can also insert their Web Widget Chat Flows into their websites as full screen embeds. Unlike traditional web widgets that take the form of an icon that expands into an AI Chatbot, a full screen embed takes up the size specified in a special <iframe> code.

Full screen embeds are perfect for websites that want to have a dedicated page where users can interact with AI Chatbots.

To transform your Web Widget Chat Flow into a full screen embed, simply copy this code:

Full Screen Embed HTML Code:

<iframe src="https://your-deployed-url/?apiKey=YOUR_API_KEY" width="100%" height="100%" frameborder="0" allow="clipboard-write" ></iframe>

When modifying this <iframe> code, take note of these things:

1. Replace your-deployed-url with the link of the webpage where you want to deploy the full-screen widget.

2. Replace YOUR_API_KEY_HERE with the API key of your Web Widget, as seen in the "Embed Web Widget" stage of the "Configure Web Widget" page.

3. Ensure the allow="clipboard-write" attribute is included if you need to enable clipboard functionality within the widget.

4. Ensure the width and height attributes are at 100% to fit the widget into your layout appropriately.

Give your HTML embed code to your Web Administrator

Make sure that your embed is pasted before the closing </body> tag on pages of your website where you want the AI Assistant to show up. Your Web Administrator should know how to make this work.

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You're all set!

Doing all the steps above should get your Chatbot ready to be used with a Web Widget.