With a little practice you will become a veritable bot artist, skilled at creating bots that truly compliment your website, engage your visitors, effectively address questions, and drive traffic. Consider the right-hand panel to be your artist's palette. Whatever you might want in your bot script, you can find in the right-hand panel. If you want a text line just drag the box or button tool labeled "Text" from the right-hand panel into the center panel. When you do this a field will appear in the right-hand panel where you can enter your text line or an emoji. As you type your message it will simultaneously appear in your script in the center panel. Click Save and your text line is complete; your palette of tools will reappear in the right-hand panel.
Drag Text button:
Type your message in the right-hand panel and then click Save:
Hover near the text bubble to expose the edit, duplicate and delete icons:
You can enter as many text lines as you like, and then rearrange them by dragging and dropping them in the center panel as you see fit. You can edit your text line by clicking the edit icon to the right of each message in the center panel or by clicking on the message itself, which will again transition the tool palette in the right-hand panel to a customization panel. You can delete your text line by clicking the delete button adjacent the text line in the center panel or by clicking the delete button in the right-hand panel (which appears after you click on the text bubble in the center panel). You can also duplicate the text line by clicking on the duplicate icon adjacent the text bubble. This will create a duplicate bubble directly below the text bubble you copied. You can then drag this new text bubble where ever you like in your script. This duplicate functionality is especially useful to avoid extra typing when you are creating Quick Replies with multiple branches including repetitive text.
All of the button tools in the right-hand panel can be placed in your center panel bot script and customized using the options appearing on the right-hand panel in the same way. The button tools in your right-hand panel tool palette are organized in four sections.
The upper Bot Message Options section includes button tools used to create left side messages from your bot to your website visitor, e.g., text lines, images, videos, giphy. The Visitor Reply Options section includes buttons or tools used to allow your website visitor to respond to your bot, e.g., Quick Replies, Multiple Choice options, Buttons, Polls, Surveys, Email and user Text Fields, all of which appear on the right side of your bot messaging window, consistent with conventional messaging. The Organization Tools section includes buttons or tools to help you organize your bot script, e.g., Jump Bucket. The Bot Actions section includes bot action button tools. Use one of these button tools when you want your bot to do something such as close the bot, send an email or webhook, jump to a different part of the bot script, or if you want to tag the conversation or contact based on an action by the visitor.
Below are instructions as to how to utilize each of the button tools in the right-hand panel palette to create your bot script.
RIGHT-HAND PANEL TOOL PALETTE "BOT MESSAGE OPTIONS" UPPER SECTION:
TEXT - As detailed above, drag the Text box into the center panel and the right-hand panel will transition from a palette of script tools to a panel with text customization options. A field appears in the right-hand panel where you can type your bot script text and also add one or more emojis. You can also add fields into your text. For example, if you collected a visitor's first name you could personalize your text by clicking on the blue First Name field below the text window, e.g, "Hi {First Name}". Learn more about fields, here. Clicking Save on the bottom of the right-hand panel saves your bot script with your new text line in it and restores your right-hand panel tool palette.
IMAGE - Similar to Text and Video, dragging the Image button in the right-hand panel allows you to add an image to your bot script. You can upload a photo, by selecting an image from your file directory or dragging an image into the dashed box, or search free stock photos, which option is selected by default. You can select any of the popular images prepopulating the right hand panel or search for images by typing a keyword. Click your desired image and then click Save, your bot script will be updated to include your uploaded image and the right hand panel will again show your tool palette.
ANIMATED GIF - Drag the Animated GIF button in the right-hand panel to the center panel and the right-hand panel will transition from a palette of script tools to a panel, prepopulated with popular gifs, with a Giphy search field. Click on whatever gif your heart desires and click Save to update your bot script and restore your right-hand panel tool palette. Warning: Giphy tends to be rather addictive...
VIDEO - Similar to Text, dragging the Video button to the center panel allows you to add a video to your bot script. You can specify the url of a particular YouTube or Vimeo video or search for videos, which option is selected by default. You can select any of the popular videos prepopulating the right-hand panel or search for a video by typing a keyword. You can click on the play button in a search result so as to facilitate your decision as to which video to incorporate into your script. Click on the video of your choice and then click Save, your bot script will be updated to include your video and the right-hand panel will again show your tool palette.
ORDER STATUS (for Shopify users only) - This button enables your bot to automatically address customer order status inquiries. Drag the Order Status button into your script and when this portion of your script is reached your bot will ask your customer to enter his or her order number or email and will return the order status of the customer's purchase. It's that easy! For more detail regarding Order Status, click here.
RIGHT-HAND PANEL TOOL PALETTE "VISITOR REPLY OPTIONS" SECTION:
QUICK REPLIES - Use the Quick Replies functionality to present your website visitor with multiple button options, e.g., in response to a question, and create branches to your bot script for each of the options presented. Drag the Quick Replies button from the right-hand panel into the center panel. Add as many branches as you like and then populate each branch with script elements by dragging buttons from the right-hand panel directly into the rectangle in the center panel representing each branch. Learn more about Quick Replies here.
GALLERY - Gallery is similar to Quick Replies except that this option allows you to include as a choice a Giphy or an image manually uploaded or chosen via Gobot's Pexel and Giphy integrations. For Shopify users, you can also use product images for your choices. For each image you can opt to include a caption overlaying the image and/or a label directly below the image. Your image choices are displayed via a carousel in the bot chat window but appear side-by-side in the center build panel.
PRODUCT(S) (for Shopify users only) - You can easily drag one or more products from your Shopify store into your bot script. Simply drag the Product button in your script where ever you want the product to appear. In the right hand panel select the product you want to share with visitors. Learn more about the Product(s) functionality here.
BUTTON - Drag the Button box from the right-hand panel to the center panel, wherever you want the button to appear in your bot script, and the right-hand panel will transition from a tool palette to a panel with button customization options. The first field allows you to customize the text appearing inside your new button. You can also choose a custom color for your button and your button text. Making our way down the right-hand button customization panel, next you need to choose exactly what happens when/if your website visitor clicks the button you are adding to your bot script. A button click can (i) bring your website visitor to a different URL or (iii) close Gobot. You can also opt to pause your bot script until the button is clicked.
By way of example, if you first create a text line saying "Would you like to see your next new car?", you can follow up with a button that says "Absolutely!". Upon click of the "Absolutely!" button the visitor will be brought to a url including a photo of the new car. It's that simple. If you want your bot to follow your visitor to this new url, however, make sure to enable your bot for this url in the Bot Settings popup (click Bot Settings in bot build mode to revisit and add url under General tab).
When you are done with your button customization, click Save on the bottom of the right-hand panel to update your bot script and restore your right-hand panel tool palette.
EMAIL FIELD - Use this field to collect your website visitor's email addresses. Drag the Email Field button from the right-hand panel to the center panel, and the right-hand panel will transition from a tool palette to a panel including a number of email field customization options. The first field allows you to edit the placeholder language inside the Email request field. As Gobot allows you to export email addresses to a spreadsheet via CSV, the second field allows you to name the spreadsheet column header. The third field allows you to choose an email service you might care to integrate with for your email marketing campaign, e.g., MailChimp, AWeber, Constant Contact, etc.
All email addresses collected by your bot are also visible when clicking on the Analyze tab and then on the View All Responses. When you are done with your email field customization, click Save on the bottom of the right-hand panel to update your bot script and restore your right-hand panel tool palette.
COLLECT REPLY - Use this field to collect input, e.g., first name or telephone numbers, from your website visitors. Drag the Collect Reply button from the right-hand panel to the center panel, and the right-hand panel will transition from a tool palette to a panel including a number of Collect Reply customization options. Starting from top to bottom, the right-hand panel includes a pull down menu allowing you to choose the type of text you are collecting. Below the pull down menu you can edit the placeholder language inside the Collect Reply field and below that you can name the field you are collecting. This name will also serve as the spreadsheet column header (for export of your collected data). Click here for more information about using fields to personalize your bots and emails. When you are done with your Collect Reply customization, click Save on the bottom of the right-hand panel to update your bot script and restore your right-hand panel tool palette.
LIVE CHAT (coming soon) - You can include in your bot script an invitation to chat live. Users typically place the live chat element after a button or a quick reply choice labeled "Chat live". Upon click of the button the script progresses to the live chat element and routes the conversation to a live agent.
SEARCH Q&A - Use the Search Q&A field to allow a visitor to search your Gobot Q&A knowledge base. Dragging the Search Q&A button from your tool palette in the right-hand panel into the center build panel positions the Search Q&A field in your bot chat script and transitions the right-hand panel into editor mode. The right-hand panel is where you can customize the Q&A search field query.
Choose the Gobot knowledge base you want searched and select a Q&A search field display mode for your chat. Enter the text you want to appear in the search field in your chat. For more detail about the Q&A functionality and the different display modes click here.
0-10 Survey - Surveys are very useful to solicit easy-to-process feedback on your site. A 0-10 survey, for example, represents an 11 option multiple choice with each option representing a score between 0 and 10. Drag the 0-10 Survey button from the right-hand panel to the center panel, and the right-hand panel will transition from a tool palette to a panel including a number of survey customization options. You can choose between a scale of 0-10, 0-5, and an emoji scale. You can also choose between a pre-populated survey or a blank survey that you can customize to your liking. Assuming you choose a pre-populated 0-10 survey, 10 boxes will appear in the center panel, one for each possible score. Above the survey will be some text lines introducing the survey to your website visitor and soliciting a score entry. Each box represents a different branch to the bot script. Within each box is template language specific to each score, which can be edited at your leisure by clicking the edit button to the right of each text line. Upon bot load on your website, your website visitor will be presented with eleven circular buttons arranged horizontally and labeled 0-10. If you opt for the 0-5 survey scale your website visitor will be presented with 6 numbered circular buttons. If you opt for the emoji scale, your visitor will be presented with 6 emoji buttons, each emoji representing a different score.
SOCIAL SHARE - Gobot is a great tool to increase your social presence by soliciting follows, likes, and shares. Drag the Social Share button from the right-hand panel to the center panel, and the right-hand panel will transition from a tool palette to a panel including a number of social share customization options. As a first step, choose between the available social network options, e.g., Facebook, Linkedin, Twitter, etc. Next, choose the type of button action you are looking for. In other words, decide whether you want a visitor's click on your Social Share button to trigger a follow, like, or share.
For a follow, you need to provide your social media profile url.
For a share, you need to select whether you want to share your website url (where the bot is running) or another url.
For a like, you need to specify whether you want your website url liked (where your bot is running) or a different url.
In all cases, you also have the option to pause the conversation for a desired amount of time after the Social Share button is clicked. You can use this delay, for example, to give your visitor an opportunity to complete the steps necessary for the follow/like/share action, e.g., logging into their social media account, etc.
When you are done with your Social Share button customization, click Save on the bottom of the right-hand panel to update your bot script and restore your right-hand panel tool palette.
POLL - Use polls to solicit website visitor input and to share poll results with website visitors. Drag the Poll button from the right-hand panel to the center panel, and the right-hand panel will transition from a tool palette to a panel including a number of poll customization options. First, name your poll. The poll name you assign will appear in the poll header. Next, choose your poll result display options. You can opt to hide the poll results from your website visitors or display them as soon as a poll option is chosen. You can opt to show vote count only, count and percentage, percentage alone, or no results. Next, enter your poll options as you would like them displayed to your website visitors. Click on the Add Another Choice button to add as many poll options you desire.
When you are done with your poll customization, click Save on the bottom of the right-hand panel to update your bot script and restore your right-hand panel tool palette.
SCHEDULE - Use the scheduling feature to easily schedule calls and book meetings with your website visitors. Drag the Schedule button from the right-hand panel to the center panel, and the right-hand panel will transition from a tool palette to a panel including schedule customization options. Gobot currently does not have a built-in calendar functionality, it relies on its integration with independent scheduling tools such as Calendy. Therefore, as a first step you need identify your Calendy page url (or the url of another calendar tool you use). If you are using Calendly, log into your Calendy account at https://calendly.com/ and click on the settings icon in the upper right-hand corner. Choose the Share your Link option from the drop down menu, and then click on the copy icon for Copy your Link. Go back to Gobot and paste this link in the right-hand panel field requesting your Calendy page url. Next, choose the text you would like to appear in your scheduling button, the default is "Schedule time". Next, you can customize the color of your button and your button text. You can also opt to pause your bot script until the schedule button is clicked.
When you are done with your Schedule button customization, click Save on the bottom of the right-hand panel to update your bot script and restore your right-hand panel tool palette.
Note: Once your bot is live, a website visitor that clicks on the schedule button in your bot script is presented with a number of available meeting times and asked to choose one that is convenient. The meeting times presented are times your calendar shows you as open. Once your website visitor choose from your available time slots, both your calendar and your visitor's calendar will be updated to reflect your meeting time.
RIGHT-HAND PANEL TOOL PALETTE VISITOR ORGANIZATION SECTION:
This section includes tools you can use to help organize your bot script. Include portions of your script that you expect to repeat inside a Jump Bucket and then use the Jump tool throughout your script to jump to the Jump Bucket and back as needed.
Jump Bucket - Bots with many different branches often repeat script elements, which makes your bot script unnecessarily long and harder to follow. For example, if your bot has a branched multiple choice with 10 options and you plan to ask your website visitor for contact information in the first 5 of the branches, you should seriously consider creating a Bucket (named Contact Info, for example) in the first branch and jump to this Bucket in each of the other 4 branches. To learn more about Jump Buckets click here.
Start by dragging the Bucket element from the right-hand panel into the center panel. The Bucket looks similar to a Multiple Choice branch. Next, name your bucket in the right-hand panel and click Save. As you will be jumping to your Bucket later it is helpful that you choose a name representative of the Bucket's function, i.e., Contact Info. Next, place chat elements inside the Bucket as you would in a Multiple Choice branch. In our Contact Info example, you might want to include an Email Field for email addresses and multiple Text Field's for first name, last name, address, telephone number, etc. Now that your Bucket is complete you can jump to it at any point of your script where you might want to solicit contact information (without having to repeat all of this scripting!). For this you will need to rely on the Jump tool discussed below.
Persistent Menu - Coming soon!
RIGHT-HAND PANEL TOOL PALETTE BOT ACTIONS SECTION:
Jump - Use the Jump tool to jump and out of buckets in your script. In the above example, you would drag the Jump button from the right-hand panel into your second multiple choice branch, and then in the right-hand panel indicate the particular Bucket you want to jump to (in this case called Contact Info). You will want to do this for each of the other multiple choice branches where you want to solicit contact information. Once the script reaches the Jump in the second multiple choice it will jump to the script elements in the Contact Info Bucket and then return to second branch of the multiple choice right after the Jump element and continue with any remaining chat elements in that branch. Learn more about the Jump and Jump Bucket buttons here.
Tag - Use the Tag tool to tag a conversation or contact. Simply drag the Tag button tool from the right-hand panel to anywhere in your bot script in the center panel. When your bot reaches this point of the script it will tag your conversation or your contact engaging with your bot. You can then filter your bots and contacts using your tags in Chats mode (click on the Chats button adjacent the bot title on the bot dashboard or in the bot build mode). By way of example, you might consider tagging contacts for follow-up when they leave a question or request a call back. Learn more about the Tag button here.
Send Email - Use the Send Email button tool to have your bot send your visitors an email or an email sequence. Drag the Send Email button from the right-hand panel to anywhere in your bot script in the center panel. Select the email you want sent in the right hand panel. When you bot reaches this point of the script it will automatically send your visitor whatever email you chose. Note that you must first create emails in Email mode before you can have your bot send an email. Learn more about Gobot's email functionality here.
Send Webook - Use the Send Webhook button to have your bot send data collected by your bot to a third-party app. Drag the Send Webhook button from the right-hand panel to anywhere in your bot script in the center panel. Identify the fields collected by your bot that you want to send in the right-hand panel, as well as the URL where you want this data sent. If you opt to use Zapier to pick up Gobot's webhook, go to Zapier.com and copy Zapier's webhook trigger url and paste it in the Webhook URL field in the right-hand panel. Learn more about Gobot's Send Webhook functionality here.
Close Bot - Use the Close Bot button to either close or minimize your bot chat window. Drag the Close Bot button from the right-hand panel to the center panel anywhere in your script where you want your bot to close or minimize.
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