Operational Details

  • 3.18.3 Operational Details
    • Usage Instructions:
      • Accessing the Channel Integration – Website Module:
        • Navigate to Bot Space -> Channel Integration -> Website from the sidebar menu.
      • Configuring Theme and Branding:
        • Enable Domain Whitelisting:
          • Locate the Enable Domain Whitelisting toggle switch.
          • Enable: Toggle the switch to ON to activate domain whitelisting.
          • Disable: Toggle the switch to OFF to deactivate domain whitelisting.
          • Domain Input: If enabled, enter the domain(s) that need to be whitelisted in the provided input field.
        • Set Bot Name (Header):
          • Locate the Bot Name (Header) input field.
          • Enter or modify the bot’s name as desired.
        • Select Chat Widget Style:
          • Locate the Chat Widget Styles options.
          • Choose between Style 1 (bot icon on the left) or Style 2 (bot icon at the center) based on preference.
        • Choose Font Style:
          • Locate the Font Style dropdown or input field.
          • Select the desired font style for the chatbot text.
        • Select Bubble Style:
          • Locate the Bubble Style options.
          • Choose from the four available bubble styles to define the appearance of chat bubbles.
        • Configure Maximized Window Appearance:
          • Locate the Maximized Window options.
          • Choose between Style 1: Curved Edge or Style 2: Normal Edge to define the chatbot’s full-window appearance.
        • Configure Minimized Window Appearance:
          • Locate the Minimized Window options.
          • Choose between Style 1: Rectangle or Style 2: Circle to define the chatbot’s minimized appearance.
        • Customize Chat Header Properties:
          • Color Type:
            • Select either Solid or Linear Gradient for the chat header background.
          • Background:
            • Use the color picker to choose the desired background color.
          • Font Color:
            • Use the color picker to select the font color for the chat header text.
        • Customize Chat Bubble Properties:
          • Bot Bubble Color: Use the color picker to select the bot’s bubble background color.
          • Bot Bubble Font Color: Use the color picker to select the bot’s bubble text color.
          • User Bubble Color: Use the color picker to select the user’s bubble background color.
          • User Bubble Font Color: Use the color picker to select the user’s bubble text color.
          • Agent Bubble Color: Use the color picker to select the agent’s bubble background color.
          • Agent Bubble Font Color: Use the color picker to select the agent’s bubble text color.
        • Customize Button & Font Properties:
          • Outline Button Color: Use the color picker to select the border color of outline buttons.
          • Outline Button Font: Choose the font style for text on outline buttons.
          • Solid Button Color: Use the color picker to select the background color of solid buttons.
          • Solid Button Font Color: Use the color picker to select the font color for text on solid buttons.
          • Button Hover Color: Use the color picker to select the background color of buttons when hovered over.
          • Button Hover Font Color: Use the color picker to select the font color for button text when hovered over.
        • Generate Short URL and QR Code:
          • Generate QR Button:
            • Click the “Generate QR” button to create a QR code associated with the chatbot.
            • Display: Upon clicking, the QR code is displayed in the preview section.
            • Short Code Alias: Provide an option to create or edit a short code alias for the QR code to customize its appearance or tracking.
          • Generate Code Button:
            • Click the “Generate Code” button to obtain the integration script.
            • Display: Upon clicking, a script snippet is displayed that can be embedded into any website to integrate the web chatbot seamlessly.
        • Preview Changes:
          • Observe the Preview Section on the right side of the page to see real-time updates as you make changes to the customization fields.
        • Save Configurations:
          • After completing all desired customizations, click the “Save Settings” button to apply the changes.
          • Note: Ensure that all required fields are filled correctly to avoid validation errors.
      • Post-Configuration Actions:
        • Verification: Test the chatbot on the website and mobile app to ensure that all customizations are applied correctly.
        • Adjustments: Modify the customization settings based on user feedback and visual assessments.
        • Further Customizations: Explore other integration modules or functionalities to enhance the chatbot’s capabilities.
    • Short URL and QR Code Generation:
      • Description: Generate short URLs and QR codes to facilitate easy access and sharing of the chatbot.
      • Functionalities:
        • Generate QR Button:
          • Action: Clicking the “Generate QR” button displays a QR code associated with the chatbot.
          • Short Code Alias: Users have the option to create or edit a short code alias for the generated QR code.
        • Generate Code Button:
          • Action: Clicking the “Generate Code” button displays a script that can be embedded into any website to integrate the web chatbot seamlessly.
          • Script Details: The generated script includes all necessary configurations to embed and initialize the chatbot on external websites.

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