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Setting Up Your AI Sales Assistant – Website Chatbot

Your Website Chatbot allows visitors to engage with your business in real time, answer questions, and capture leads directly from your site. This guide explains each setting so you can confidently configure your chatbot’s appearance, behavior, and escalation options.

Chatbot Status

Use this setting to control whether the chatbot is active on your website.

  • Active: The chatbot is visible and available to customers on your site

  • Inactive: The chatbot is hidden and will not appear to visitors

Toggle this on when you’re ready for customers to interact with the chatbot.

Basic Information

These are the core settings required for deploying your chatbot.

Website Domain

Enter the domain where your chatbot will be deployed (for example, yourwebsite.com).

This ensures the chatbot is correctly associated with your website and loads only where intended.

Chat Widget Settings

Customize how the chat widget looks and behaves on your website.

Chat Title

The name displayed at the top of the chat widget.
This is typically your business name or brand.

Primary Color

Select the main color used for the chat widget theme.
This helps match the chatbot to your website’s branding.

Widget Position

Choose where the chat widget appears on your website:

  • Bottom Right

  • Bottom Left

  • Bottom Center

This controls the on-screen placement of the chat bubble and widget.

Session Timeout

Set how long an inactive chat session remains open before it expires.

  • Range: 1–1440 minutes

  • Shorter timeouts reset conversations sooner

  • Longer timeouts keep conversations open longer

Chat Bubble Text

The text shown in the chat bubble when the widget is closed.
This should be short and inviting to encourage engagement.

Auto-Open Widget

When enabled, the chat widget automatically opens when a visitor loads the page.

  • Enabled: Widget opens automatically

  • Disabled: Visitors see the chat bubble and can click to open the widget

Chatbot Behavior

Define how your chatbot interacts with customers.

Bot Objective

Select the chatbot’s primary goal. Available options include:

  • General Sales

  • Focus on Test Drives

  • Focus on Financing

  • Focus on Trade-Ins

This setting helps guide the chatbot’s responses and conversation flow.

Communication Tone

Choose how the chatbot communicates with visitors. Available tones include:

  • Friendly

  • Professional

  • Casual

  • Enthusiastic

The selected tone influences the chatbot’s language style and personality.

Custom Greeting

The first message shown when a customer opens the chat.
Use this to welcome visitors and set expectations for the conversation.

Human Escalation Settings

Configure how customers can reach a human if the chatbot cannot assist.

Escalation Method

Choose how customers are escalated to a human:

  • No Human Escalation

  • Phone

  • Email

Contact Information

If phone or email escalation is enabled, enter the appropriate contact details so customers know how to reach your team.

This ensures a smooth handoff when human assistance is needed.

Website Integration

To display the chatbot on your website, copy the provided script tag and add it to your website’s HTML where you want the chatbot to appear.

Once added, the chatbot will load automatically based on your saved settings.

Test Chat Widget

After adding the script to your website, test the chat widget to confirm:

  • The widget appears in the correct position

  • Styling matches your site

  • Conversations flow as expected

  • Escalation options work correctly

Be sure to save your chatbot settings after making any changes.