Customise a Web-Bot

Customising a bot in Geta.ai allows you to personalise its appearance and conversation settings to align with your brand and improve user engagement. This guide provides a step-by-step walkthrough for customising your bot.

Steps to Customise a Bot-

Access the Customisation Section

• Log in to your Geta.ai dashboard.

• Navigate to the Bot Builder module and select the bot you want to customise.

• Click on the Manage button under the selected bot to access the customisation options.

Customization Sections

The customisation section is divided into two parts:

1. Widget Appearance
Customise the visual elements of the bot interface to match your brand identity.

• Look and Feel:

  • Upload a company logo.

  • Set a chatbot avatar.

  • Customise the chat and hover background colours.

  • Choose a font family and set font sizes for the chat interface.

• Callout Settings:

  • Configure the Popup Position (e.g., bottom-right, bottom-left).

  • Set the Popup Text to attract user attention.

• Notification Sound:

  • Enable and adjust the notification sound.

  • Set the volume range for notifications.

2. Conversation
Enhance the bot’s interaction settings to improve the user experience.

A. Set Notification Block:

• Choose an Icon Style.

• Configure Call to Actions:

• Upload an image.

• Add a title and description.

• Set a button title and URL.

• Add footer text.

B. Add Quick Menu:

• Choose a Display View: Lists or Blocks.

• Configure Button Actions:

  • Add a link or link the button to a specific bot flow.

  • Set the button title and URL.

C. Add Banner:

• Upload a banner in image or video format.

• Set Button Actions:

  • Add a link or connect the banner to a bot flow.

  • Add a banner link for further interaction.

D. Quick Replies

Allow users to instantly trigger specific bot flows with predefined buttons.

• Enable the Quick Replies toggle.

• Enter the Button Title (e.g., “Hello”, “Start Here”).

• Select a Flow from the dropdown.

• Select a Node where the user should be directed.

• Click Create to add it.

• Created quick replies will appear at the bottom of the chat.
  

Next Steps

• Preview the Customisations: Use the preview feature to see how the bot looks and behaves.

• Test the Bot: Interact with the bot to ensure the customisation settings are functioning correctly.

 

This guide provides a comprehensive overview for customising bots on Geta.ai, ensuring your bots reflect your brand and deliver optimal engagement.