Chatbot settings
Understand Your Chatbot Settings
Know what each setting changes before you save: live status, hours, greeting, logo, buttons, privacy, promotions, and themes.
Change settings without accidentally confusing customers.
Start with whether customers can open the chatbot
Live status controls whether customers can open the customer-facing AI chat. If it is off, do not treat the chatbot as a public customer channel.
Automatic business hours add a schedule on top of live status. Use it when the chatbot should only be available on certain days or times. Check the time zone before saving.
Set what customers see first
The AI name and first greeting shape the first impression. Keep them short and useful.
Tell customers what they can ask about, such as hours, menu, price, booking, parking, delivery, support, or product details.
Use brand images only when they help
A logo or business card image can make the chatbot feel connected to the real business.
After choosing a motion theme or image-heavy theme, test it on a phone. Make sure the image is clear and does not hide the chat.
Add buttons for the next action
Use quick buttons for booking, phone, email, address, website, or any official page customers need.
If booking matters most, put the booking link first. If visits matter most, make the address or map easy to find. Use official HTTPS links when possible.
Use private mode only when it has a clear purpose
Private mode is useful for staff, partners, VIP customers, events, internal demos, or limited campaigns.
For QR codes on signs, menus, packages, flyers, or social profiles, public mode is usually easier unless you have a clear reason to limit access.
Keep limits and blocked words practical
Daily message limits and per-session question limits can reduce waste, but limits that are too low can stop real customers too early.
Blocked words should be simple and specific. If you block common words, customers may think the chatbot is broken.
Test the customer link after saving
After saving, open the customer-facing AI chat in a new browser or private window.
Check the greeting, quick buttons, private mode, business hours, theme, logo, and three common customer questions.
Quick checklist
- Does live status match how you want customers to access the chatbot?
- Are automatic business hours set to the right time zone?
- Is the first greeting short and useful?
- Do booking, phone, email, address, and website buttons use official links?
- Is private mode used only when access should be limited?
- Are limits and blocked words unlikely to stop normal customers?
- Did you test the customer-facing AI chat after saving?