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    AI Features

    AI Chat Assistant

    Ai Features

    AI Chat Assistant

    The AI Chat Assistant is a conversational bot that can be deployed on your website, funnels, and landing pages. It engages visitors in natural conversation, answers their questions using your knowledge base, qualifies leads by asking the right questions, and can book appointments directly.

    Setting Up Your AI Chat Assistant

    Step 1:Navigate to Sites > Chat Widget from the left sidebar.
    Step 2:Click "Create New" or edit your existing chat widget.
    Step 3:Enable the AI Bot toggle to activate AI-powered responses.
    Step 4:Configure the bot personality including its name, greeting message, and conversation tone.
    Step 5:Select which knowledge base the bot should use for answering questions.
    Step 6:Set the escalation rules for when the bot should hand off to a human team member.
    Step 7:Save and deploy the widget on your website or funnel.

    Configuring Bot Behavior

    • Greeting Message: The first message visitors see when the chat opens. Make it welcoming and action-oriented.
    • Conversation Tone: Choose between professional, friendly, casual, or custom tone settings to match your brand.
    • Response Length: Set whether the bot gives concise or detailed responses to questions.
    • Lead Qualification: Define what information the bot should collect from visitors (name, email, phone, project details).
    • Appointment Booking: Connect a calendar so the bot can check availability and book appointments during the conversation.
    • Human Handoff: Set triggers for when the bot should transfer the conversation to a live team member.

    Deploying on Your Website

    After configuring the bot, deploy it by copying the embed code and adding it to your website. For funnels and websites built within Lead Fuel CRM, the chat widget can be enabled directly from the page editor without any code.

    Tip: Start with a focused scope for your AI Chat Assistant. It works best when it has clear knowledge about specific topics rather than trying to answer everything. You can expand its capabilities over time.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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