The Visitor Chatbot is an AI-powered assistant that helps unauthenticated visitors get information about your services, locations, and service areas. This guide covers how to enable, configure, and monitor the chatbot for your brand.
Visitor Chatbot Guide
Overview
The chatbot appears as a floating button in the bottom-right corner of your website. When visitors click it, they can:
- Ask questions about your services
- Check if you service their ZIP code
- Find office locations and hours
- Search your website content
- Submit lead information
- Request conversation transcripts via email
Enabling the Chatbot
Site Admin and Root Admin only:
- Navigate to Brand Editor from the user menu
- Find the Chatbot Enabled toggle switch
- Turn it ON to enable the chatbot for your brand
- Click Update Brand to save changes
The chatbot will immediately appear on all public pages for your brand once enabled.
Chatbot Capabilities
The chatbot uses AI tools to help visitors:
- Check Service Area: Visitors can ask 'Are you in my area?' with a ZIP code to check coverage
- Search Services: Find information about services you offer (roofing, siding, windows, etc.)
- Find Locations: Get addresses and hours for your physical offices/showrooms
- Search Content: Search published website content and blog posts
- Create Leads: Capture visitor information when they're ready to request service
- Email Transcripts: Send conversation history to visitor's email
Viewing Conversations
Site Admin and Root Admin: Access conversation data through two interfaces:
**Conversations List:**
- Navigate to Conversations from the Leads section in the user menu
- View all visitor conversations in reverse chronological order
- See visitor information (location, device, referrer)
- Click any conversation to view full message history
- Filter and search conversations
**Conversations Dashboard:**
- Navigate to Conversations Dashboard from the Leads section
- View metrics: total conversations, active conversations, conversion rate
- See geographic distribution of visitors on a map
- Track trends over time with charts
- Export data as JSON for analysis
Conversation Details
When viewing a conversation, you can see:
- Message History: Full conversation transcript with timestamps
- Visitor Information: IP address, geolocation, device type, browser
- Traffic Source: Referrer, UTM parameters, landing page
- Status: Active or Ended
- Associated Lead: If the conversation resulted in a lead submission
Conversations are automatically linked to leads when visitors submit their information through the chatbot.