Step 3 - Power-ups

This section will guide you through setting up Live Agent Takeover,  lead generation, customizing your AI chatbot's URL, and placing a calendar link on your AI chatbot. Capture valuable user information, such as email addresses and other contact details, with a lead generation form directly through your AI chatbot. The lead generation form can appear at the start of the interaction or after a specific event. When you enable this feature, you will build a database of potential customers over time. We’re here to help you streamline your lead generation so you can easily follow up with users and drive engagement and conversion. Let’s get started.

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How to turn on the Live Agent Takeover

The Live Agent Takeover feature is a valuable addition to your AI chatbot as it integrates AI with human support, transforming it into an all-in-one customer support platform. This ensures that your end users can experience a personal touch when they need support from a human. 

The Live Agent Takeover option is only available on the Advanced, Pro and above plans.

To turn on the live agent, in the main AI Chatbots view, click on Open Chat for the chatbot you want to customize, then select Power-ups from the Customize drop-down menu, and then toggle on Live Agent Takeover.

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For more details on how to customize your live agent takeover, read Customizing your Live Agent Takeover.

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How to enable the lead gen form in your AI chatbot

To activate the lead gen form, in the main AI Chatbots view, click on Open Chat for the chatbot you want to customize, then select Power-ups from the Customize drop-down menu, and then toggle on Lead gen form.

For more details on how to customize your Lead Gen form, read Customizing your Lead Gen form.

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How to personalize your AI chatbot’s URL

A personalized URL can enhance your brand’s visibility and make it easier for users to access your AI chatbot. You can replace the dante-ai.com URL with a custom URL, such as "chat.yourcompany.com", to make it more memorable and on-brand.

Please note that the personalized URL must be one that you own and manage separately through a domain registration platform.

To personalize the URL of your AI chatbot, follow these steps:

1. In the main AI Chatbots view, click on Open Chat for the chatbot you want to customize, then select Power-ups from the Customize drop-down menu, and then toggle on Personalize URL.

1. Input the custom URL that you want to direct your AI chatbot to.
2. To make the page of your AI chatbot search engine friendly, edit the page title and description using your keywords.
3. Click Add Favicon to choose an icon that will appear in the browser tab for your AI chatbot's page.
4. Click Save

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How to use your AI chatbot to book meetings

Enable your AI chatbot to book meetings directly with users, streamlining your scheduling process and facilitating direct human connections. This powerful feature makes it easier for clients to schedule appointments with you or your team.

To book a meeting through your AI chatbot, follow these steps:

1. In the main AI Chatbots view, click on Open Chat for the chatbot you want to customize, then select Power-ups from the Customize drop-down menu, and then toggle on Calendar link.

2. Insert your Calendly link (or any other calendar link). 
3. Describe in natural language when you want to give users the option to book a meeting.
4. Alternatively, you can give users the option to book as soon as they interact with your AI chatbot by selecting Show ‘Book a Meeting’ button at start. 
5. Click Save

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Next steps: Adding Custom CSS to your AI chatbot

Congratulations— Now that you’ve customized your AI chatbot, click Next if you wish to apply custom CSS. If you are ready to share your AI chatbot then follow the steps in Sharing your AI chatbot.

For additional support and to connect with other users, join our Discord community. 

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