⚙️Configure Chatsimple - AI Nav

Set up Chatsimple AI Nav in simple steps.

00:01 Create the AI Agent 00:48 Mock representation of AI Agent on your website 01:47 Dashboard I Insights I Statistics I Response/Message Used I Set response limit 03:14 Deploy Chatsimple on websites I Wordpress I Wix I General I Webflow 03:59 Manage teams and members with read, write and admin permission 04:48 Customize the AI Agent look and feel I See AI Nav vs Widget 06:17 Change prompt questions or suggested questions 07:37 Lead capture /contact form optimization I Delay contact form pop-up 09:01 Filter visitor based on condition. Is the visitor A or B? 09:18 Customize your main Call To Action (CTA) button 10:17 Remove Chatsimple Branding I Whitelabel Add On

00:01 Try the AI Agent 00:12 Clear previous conversation for internal testing 00:42 Train the AI agent with your knowledge base. URLs, PDFs, CSV, DOC, TXT and Sitemap 02:40 Automatic daily retraining of URLs if you have dynamic content 03:59 Train with text for quick content updation 05:11 Set business goals and objectives. Funnel the conversation toward your business goals 08:05 Get lead qualification insights. Understand your website visitors better 10:03 Disable the contact form when collecting leads info through conversation 11:12 Email follow up on your website leads and lead them to take an action

Advanced Customization

Note: Only use advanced customization for a strong intent. Most of the advanced customization features are not for general purposes.

To enable advanced customization, you need to directly change the embed script. To access the embed script, visit Chatsimple Dashboard (https://app.chatsimple.ai). In the “Add to Website” section of the dashboard, click the “Copy” button to copy the script to your clipboard.

After copying, you will see the script looks like this:

<chat-bot 
platform_id="YOUR_PLATFORM_ID"
user_id="YOUR_USER_ID"
chatbot_id="YOUR_CHATBOT_ID"
...
>

<a href="https://www.chatsimple.ai/?utm_source=widget&utm_medium=referral">[chatbot]</a></chat-bot>
<script src="https://chatsimple-widget.s3.us-east-2.amazonaws.com/chat-bot-loader.js" defer></script>

The code you copied will not include ... shown in the snippet above. This ..., is where you can configure any advanced customization for your chat widget.

For example, after advanced customization, your script may look like this:

<co-pilot 
platform-id="YOUR_PLATFORM_ID"
user-id="YOUR_USER_ID"
chatbot-id="YOUR_CHATBOT_ID"
timeout-text="Hey, the agent is currently unavailable. You can reach us at abc/comtact.com!"
>

<a href="https://www.chatsimple.ai/?utm_source=widget&utm_medium=referral">[chatbot]</a></co-pilot>
<script src="https://chatsimple-widget.s3.us-east-2.amazonaws.com/chat-bot-loader.js" defer></script>

If using GTM to Embed, below is how a configuration edit might look like

<script type="text/javascript">
  (function() {
      
      var chatBotEl = document.createElement('co-pilot');
      chatBotEl.setAttribute('platform-id', '3e90cc75-59a1-4ff6-a810-2f11sdfsdf70b4');
      chatBotEl.setAttribute('user-id', '73656437-0fae-4f87-897b-09dfs37fdb');
      chatBotEl.setAttribute('chatbot-id', '4150d0cf-7f35-47cd-b871-7fdf04f1');
      
      
      
      /// This was added. Equivalent to 'show_popup_on_mobile="true"
      chatBotEl.setAttribute('timeout-text', 'Call us at 514-248-8888');
      
      
      
      var chatbotLink = document.createElement('a');
      chatbotLink.href = 'https://www.chatsimple.ai/?utm_source=widget&utm_medium=referral';
      chatbotLink.innerHTML = 'chatsimple';
      chatBotEl.appendChild(chatbotLink);
      document.body.appendChild(chatBotEl);
      var cs = document.createElement('script');
      cs.src = 'https://chatsimple-widget.s3.us-east-2.amazonaws.com/chat-bot-loader.js';
      document.body.appendChild(cs);
  })();
</script>

This is a table of advanced customization properties you can add:

Properties	Values	Description
timeout-text	A string message. Default: “There was a problem while answering that question, sorry!”	Controls the default message in cases where the agent is unable to generate an answer for example If the user's internet connection is too slow. To note: In the conversations page, when you see the agent gave no response then in essence this is the response that would've been given. Since there was a lapse in connection though, the response wasn't recorded.