How to create a SmartlyQ Assistant Chatbot

In SmartlyQ, you can create your own AI Chatbot, train it with your own knowledge base, and embed it on your website.

To find the Chatbot Module, navigate to the TOOLS section of the left-hand menu and select "Chatbot".

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Once inside, you can:

  • Create New Chatbot: Create and configure a chatbot that interacts with your users.
  • View Conversations: Explore recent conversations from your users.
  • View/Edit Existing Chatbots

Create a new chatbot

Click on the button "Add New Chatbot" to begin creating a new chatbot on your account.

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You will be taken to the Customizer screen, which consists of 5 steps:

Step 1: Configure

In the first step, you will Configure Your Chatbot. 

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You can add a:

  • Chatbot Title
  • Bubble Message
  • Welcome Message
  • AI API Provider
  • AI Model
  • Chatbot Instructions
  • Select the bot type that you want (Assistant, Booking, WooCommerce)

Note: On the right side, you can see a preview of your chatbot and can interact with the bubble to preview your changes in real time:

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-Choose Assistant type bot

To create an Assistant specialized bot, make sure to select "Assistant" from the Bot Type options:

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When ready, press "Next Step" to proceed to the next step.

Step 2: Customize

In the second step, you will Customize Your Chatbot and Personalize its appearance to match your brand identity.

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You can:

  • Upload a Logo - will appear next to the Chatbot Title
  • Add a Footer Link
  • Choose or add a Profile Photo/Avatar
  • Select a color for the chatbot window
  • Choose to Show Logo
  • Choose to Show Date and Time under each message
  • Remove the "Powered by SmartlyQ" watermark

Note: On the right side, you can see a preview of your chatbot and can interact with the bubble to preview your changes in real time.

When ready, press "Next Step" to proceed to the next step.

Step 3: Customize

In the third step, you will Train Your Chatbot by providing training data from various sources.

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Note: You can also skip this step altogether if you want to, by simply pressing the button "Skip" at the top.

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You can train your bot using 4 methods:

  1. Website Scraping
  2. File Upload
  3. Text Prompt
  4. Create Various Q&As

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When ready, press "Next Step" to proceed to the next step.

Step 4: Whitelist

In the fourth step, you will specify which domains are allowed to access and interact with your chatbot.

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Type your domain. You can add multiple domains by separating them with a comma, eg, example.com, example2.com, and press "Save Chatbot" to finalize the chatbot and generate an embed script. Please wait while the chatbot is being saved.

Step 5: Embed

In the final step, you will get an embed script so you can embed the chatbot on your website(s). Make sure that the website(s) you embed it in match the whitelisted domains you added in Step 4!

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Press the "Copy to Clipboard" button to copy it to your clipboard, and then you can paste it into your website(s) of your choice.

Note: Make sure you embed it either in the <body> tag or the <footer> of your website(s).