Configure Your Chatbot

Customize everything from chatbot appearance to messaging, targeting, and email capture.

In this article

• Access configuration settings

• Control where your chatbot appears

• Style your bot

• Setup Greeting & Rating Messages

• Capture emails

• Create Custom Journeys

Access configuration settings

1. In the left sidebar, go to the Bots section

2. Click into the chatbot you want to edit

3. At the top, click the Configuration tab

Control where your chatbot appears

• Display on URLs: Choose the specific pages where the chatbot should appear
• Blacklist URL Patterns: Exclude the chatbot from specific pages by entering URL patterns

Style your bot

Check out this article for a full rundown of styling options including the avatar photo & size, chatbot color & name, and bot positioning.

Setup Greeting & Rating Messages

Check out this article for tips on setting pre-chat greetings, welcome messages, fallback messages, and more.

Capture emails

Check out this article for steps to setting up email capture so you can follow up with users or gather leads.

Create Custom Journeys

Check out this article for tips on creating page-specific experiences.