The General tab in ChatNode’s settings allows you to manage essential settings for your chatbot, including its name, sharing permissions, live chat options, user information collection, and advanced features like auto-retraining. Here’s a breakdown of each section.
1. Bot Name
In the General tab, you can set or edit the name of your bot. This name will be displayed to users, helping them identify the bot's purpose. For example, naming it “ChatNode.AI Customer Support” clearly indicates its role in customer support.
2. Sharing Options
The Sharing section controls where your bot can be displayed:
- Allowed URLs: You can specify URLs where this bot is permitted to appear. This feature is ideal if you want to restrict the bot’s availability to certain websites or pages.
- Enable Everywhere: Toggle this option to allow the bot to be accessible across all URLs if restrictions aren’t necessary.
- Bot ID: Each bot has a unique ID, which you can use when integrating or sharing the bot in various environments. You can copy the Bot ID directly from this section.
3. Live Chat
The Live Chat feature enables your bot to hand off conversations to a live agent when certain criteria are met. This handoff can occur in the following scenarios:
Enable the Live Chat toggle to activate this feature and seamlessly connect users with real people when needed.
4. User Information Collection
In the User Info section, you can collect specific information from users before they start chatting:
- Collect Name: Enable this option to ask users for their name. You can customize the label for this field (e.g., “Name”).
- Collect Email: Collect user emails by enabling this option, which can be useful for follow-up purposes.
- Collect Phone: This option allows you to request the user’s phone number.
- Submit Button Label: Customize the label on the submission button (e.g., “Start Chatting”) to fit your brand's voice.
There’s also an option to enable the Privacy Policy / GDPR toggle, ensuring compliance with data privacy regulations.
5. Auto Retrain
The Auto Retrain feature keeps your chatbot’s responses up-to-date. When enabled, the chatbot will automatically refresh its data every two weeks, allowing it to remain accurate and relevant without manual updates. This is particularly useful for bots that handle frequently changing information.
6. Delete Chatbot
At the bottom of the General tab, you have the option to Delete Chatbot. This option will permanently remove the chatbot and all associated data, so use it carefully if you decide the bot is no longer needed.
The General tab provides a wide range of customization options that allow you to configure your bot’s accessibility, manage live chat handoffs, collect user data, and ensure the bot remains up-to-date. By exploring these features, you can create a more tailored and effective chatbot experience for your users.
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