Activating and Previewing Chatbots

Once you've created and customized a chatbot workflow, you're ready to activate and test it out.

This article will detail how to activate and preview chatbot workflows, in addition to how user inputs and conversations are stored.

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Article Contents

• Activating Chatbots
• Previewing Chatbots
• Tracking User Input and Conversations

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Chatbot

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons
Jr. Salespersons

Activating Chatbots

Once you have completed creating and modifying your chatbot workflow, you will need to activate the chatbot.

Important: You must have the tracking code option enabled on your site in order to activate your chatbot.

To activate the chatbot, do the following:

1. Click Chatbot in the left toolbar.
2. Create or open a chatbot.
   
   
3. Click the Activity toggle.
   
   
4. Click Activate.
   
   

Chatbots set to Active will be live on your site and will interact with visitors.

Chatbots set to Inactive will not be live on your site and will not appear.

Previewing Chatbots

Previewing Chatbot Actions

You can click a chatbot action to preview how its message will appear in the main chatbot window. This lets you see how your message text is formatted.

To preview chatbot messages, do the following:

1. Click Chatbot in the left toolbar.
2. Create or open a chatbot.
   
   
3. Click the text of a chatbot action. You'll see the textbox enlarge and show how the text will appear with formatting.
   
   

Previewing Chatbots in the Builder and on Websites

You can preview how the chatbot will appear in the main chatbot window. This lets you see if your workflows are functioning as expected.

If you would prefer to see how your chatbot appears on your website, you can preview it in real time. This lets you see if your workflows are functioning as expected.

To preview chatbots, do the following:

1. Click Chatbot in the left toolbar.
2. Create or open a chatbot.
   
   
3. Configure the chatbot workflow, then click one of the following:
   •   Preview in builder
   •   Preview on webpage
     
     
4. Test the chatbot.
   • Note: Pop-up blockers may prevent the chatbot from loading on your website. Disable pop-up blockers to see your chatbot.

Preview in Builder:

Tracking User Input and Conversations

When a site visitor does not reach the end of your workflow and abandons a conversation, lead information will be updated with the chatbot conversation event fifteen minutes from when the conversation was abandoned. If there is no lead information available, or if lead information cannot be updated, Lead Gen & CRM will instead store the collected information.

Site visitors have the option to restart chatbot conversations at any time. When a site visitor does not reach the end of your workflow and restarts the conversation, the conversation event information is collected and will be part of the visitor's Life of the Lead information. However, when a user has already entered information and chooses to restart the conversation, Lead Gen & CRM will not collect that information again unless the chatbot has reconfirmation enabled.