A chat flow is a set of nodes (messages) grouped together in sequential order. Once the chatbot is created, we’ll create the chat flow. Create Text Nodes to Collect Lead Details We will set the display name in a later step.ĥ.
CHATBOT API FOR WEBSITE HOW TO
We recommend you use this article to understand how to create a chatbot.īegin by creating a chatbot. There are multiple ways in which you can set up the chatbot to achieve the same use case we’ve illustrated. Note: The set-up process we’ve followed is for demonstration purposes only. On this node, we’ve also given the lead an option to call the admission office from the chatbot. Create a Final Interactive Node where the appointment confirmation is sent to the lead.
CHATBOT API FOR WEBSITE CODE
If required, the lead can change their pin code in this step. Create a Go To Node, and re-direct the lead back to the Ask Pin Code Node where the lead enters their pin.Create an Interactive Node to confirm lead’s location.Create an API node using an external API to display the locations under the pin code entered.Create a Text Node to ask for the lead’s pin code.Create an Image/Document/Video Node to share marketing material with the lead.For this article, we’re using the Create a Lead API as an example to demonstrate how to create an API Node. Before you do this, ensure you’ve added LeadSquared APIs to the chatbot.Set up validation to validate the Email Address captured in the previous step.Create an API Node to capture the lead details in your LeadSquared account.Create a Text Node to ask for the lead’s Email Address.Set up validation to validate the phone number captured in the previous step.Create a Text Node to ask for the lead’s First Name.Create a Text Node to ask for the lead’s Phone Number.Create a bot by providing a name and description.The steps we’ve followed to create the chatbot for the above use case are – Once the lead confirms their admission center, the flow comes to an end, with the chatbot informing the lead that someone will soon get in touch with them to schedule an appointment. Then, the chatbot captures the lead’s pin code to show the nearest admission office to the lead (for which we’ve integrated an external API), where the lead can schedule an appointment with the admission officer. Along with these links, the chatbot also sends a campus walkthrough video to the lead. For the selected courses, the chatbot sends website links where the students can learn more about the course. From the given options, students select the courses they’re interested in. Once these details are captured, the chatbot sends a list of courses that are available. Through the chatbot (by integrating the Create a Lead API), we’ll capture the student’s phone numbers, names and email addresses, and use these details to create a new lead in our LeadSquared account. In this article, we’ve covered a scenario where new leads interact with the chatbot on an education portal/website. While you can create chat flows to cover multiple use cases, in this article, we’re looking at how you can create a flow for education institutes to display their courses and other offerings to potential students on their website/portal.Įxample Use Case – Student Assistant Chat Flow
To enable it on your account, contact your account manager, or write to You might come across a few terms for the first time in LeadSquared, so it’s important to familiarize yourself with the Glossary list for the Chatbot.
CHATBOT API FOR WEBSITE INSTALL
You must install the Chatbot connector.You can use this article as a reference to build your Chatbot integration with WhatsApp. The steps to integrate the Chatbot with WhatsApp are also similar (unless stated otherwise). Note: This article helps you create a chatbot flow that can be integrated with a website.
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