Please navigate to the "AI behavior settings" to customize your Assistant's behavior and specify how it interacts with users on your website pages.
Then, follow these steps:
1. Choose a type for your chat
Select Default chat for all pages.
Or create a unique chat for a specific web page by clicking "+ Create new" button.
Example: Creating a Custom Behavior for a Pricing Page:
A pricing page behavior was created with a unique first message and conversation starters. It is designed to guide visitors toward contacting the business.
This behavior is explicitly applied to the noform.ai/pricing page.
The behavior is toggled on, meaning it is live and guiding the AI Assistant's interactions on the pricing page.
📝The default chat will be displayed on all pages unless a unique chat prompt is specified.
2. Specify the First message
This is the initial greeting that your Assistant sends to visitors. It helps to improve the interaction with the site visitors.
3. Specify a text for the Input placeholder
Enter text or questions to direct customers to where to type their message or question (e.g., "Enter your message," "Type your question here," etc.).
4. Specify Conversation Starters.
These preset questions encourage visitors to interact with the Assistant. You can add your website's main Call To Action (e.g., "Get a Quote" or "Book a Call", etc.) as a conversation starter.
📝You can toggle "Conversation Starters" on or off and modify them as needed. Also, you can add up to 5 conversation starters.
5. Add Contextual quick replies
Enable Contextual quick replies in the AI Assistant engagement section. They provide an efficient and user-friendly way for your site visitors or contacts to interact with your AI Assistant.
📝 Contextual quick replies are automatically generated based on the conversation's context and the previous message. And they don't depend on Conversation starters.
6. Set up AI instructions
These instructions guide how the AI responds to user inputs.
You can set up the following:
Lead attributes help the Assistant qualify a chat as a lead if added attributes (such as email or phone number) appear in the conversation.
Manual AI instructions are automatically generated based on your replies to our survey when you sign up; these can be edited.
💡We recommend following our article Best practices in writing AI Instructions to write your AI instructions.
7. Publish changes
Please click the "Publish changes" button to apply your AI Assistant Behavior settings.
This will save your settings and immediately implement them. This will save your settings and immediately implement them. After publishing, it's best to check the chat feature on your website to ensure that all customizations appear correctly and function as intended.
Remember that the changes you make can affect how users interact with your chat assistant, so consider testing the user experience to ensure it meets your standards and provides a seamless experience for your visitors.
📝If you decide not to keep your changes, click the "Discard" button. This will revert the settings to their previous state before you make any changes.
Why Use AI Behaviors?
By creating custom behaviors, you can:
Personalize interactions based on different pages or user intent.
Encourage specific actions, such as scheduling a call or requesting a demo.
Improve the user experience by aligning the assistant's tone, messaging, and instructions with the context of each web page.
This feature provides flexibility and ensures that the assistant delivers the most relevant information and engagement, depending on where the visitor is on the site.