No developer needed. If you can copy and paste, you can do this. And if you'd rather not, we'll install it for you.
Part 1Create your assistant
Enter your business name and website address. The assistant reads your pages and learns your services, hours and service area, so it answers like your business, not a template. Give it a moment to finish.
Before customers see it, ask it what they'd ask. Open the Playground in your dashboard and try a few:
If an answer is wrong or missing, correct it in plain English. While you're there, set your colors, logo and greeting.
Part 2Put it on your website
Go to Chatbot in your dashboard and click Copy next to the embed snippet. It's one line, and it's unique to your business. You don't need to understand it, just like you don't need to know how phones work to dial a number.
<script src="https://myprospectportal.com/chatbot.js?client_id=YOUR-ID"></script>Where it goes depends on what your site is built with. Pick yours:
</body> tag and save.</body> tag and deploy as usual.Forward the snippet to whoever does. Or click Let us install it for you on the Chatbot page, and we'll reach out to set up access with you directly. We never ask for your website password in the dashboard.
Back on the Chatbot page, click Verify My Chatbot Is Live. Until it's verified, your account is limited. Verifying unlocks everything else:
Now open your website. You should see a small chat bubble in the bottom corner. Ask it something to be sure.
Part 3Optional extras a few minutes each, from Integrations
Sign in with Gmail or Outlook, and customer emails show up in your inbox next to your website chats. Replies go out from your own address.
Email integration details →When a call rings out, the caller gets a text from your business within seconds. You keep your number.
Using your personal cell? Add friends and family to your never-text list so they're skipped.
Missed-call text-back details →Make sure you saved and published. Wix, Webflow and Squarespace changes don't show until you publish. Check the code is in the footer or end-of-body area for all pages, not just one. Then reload in a private window, since browsers sometimes show an old copy of your site.
Run the same checks as above, and make sure you pasted it on the same website you entered when you signed up. Still stuck? Send us your web address and we'll look.
Forward them your snippet from step 4. Most web designers can add it in a few minutes. Or use Let us install it for you on the Chatbot page.
Yes, any time, from your dashboard. You don't need to touch the code on your website again.
That's on us to fix, not you. Tell us where you got stuck and we'll sort it out.