With Custom Bots, you can replace website forms with engaging, customizable bots. Your customers will trigger a Custom Bot by clicking a button, so you can provide them with a faster and more personal experience.

For example, you could:

  • Replace your contact form with a bot that quickly identifies customers and assigns their conversation to the right team.
  • Automatically qualify and assign leads who click ‘Chat to sales’ on your pricing page.
  • Collect customer feedback by triggering a bot on a “Send us feedback” button.
  • Generate more newsletter subscriptions from blog’s ‘Subscribe’ button.

Here’s how to get started:

First, design your bot

Go to Custom Bots, and select ‘From a button’:

Then, click ‘New Custom Bot’:

You can choose to create a bot from scratch, or start quickly with a template:

Next, design your Custom Bot’s paths. For example, if you’re using a bot on a ‘Chat to us’ button, you might create separate paths for new leads and current customers:

Or, if you want to trigger a bot from a ‘Subscribe’ button, you could create a path to capture their email address:

Once captured, you could follow up by closing the conversation, and add a tag that automatically adds them to your subscriber campaign:

Next, choose a website button

Once you’ve designed your bot, you can easily select a button on your site to trigger your bot on. Just choose ‘Select element on your site’:

Then, choose the website domain where you’d like to add your Custom Bot: 

You’ll be brought to your website in a new window. In the menu at the bottom of the page, choose ‘Navigate’ to go the page that contains the button you want to trigger your bot on:

Once you’re on the page you want to use,  choose ‘Select’ on the menu to choose a button or website element:

It’s easy to choose a website element to trigger your bot on. Just hover over any element and click on it. 

Once you’ve selected the right element, hit ‘Save and close’:

Lastly, set your bot live

Once you’ve saved your website element, you’ll be brought back to your Custom Bot. To set it live on the button you’ve chosen, click ‘Set live’:

Now, when visitors or users click that element on your site, your bot will engage them so they can take the right actions automatically.

Once live, you can also quickly check out how your bot is performing:

Note: You can use Custom Bots from buttons on desktop and mobile sites. They don’t work in mobile apps. Custom Bots from buttons will trigger for visitors/users every time they click on the button.

What’s next?

Here are more ways you can use Custom Bots to provide a personalized customer experience at scale:

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