Short answer
In the Public Interface screen, go to the User Interaction tab. From there, you can edit the welcome message, add sample questions, and optionally create visitor requirements that users must complete before chatting with your Project.
Full explanation
The User Interaction tab in the Public Interface lets you design how your chatbot greets visitors and guides their first questions. You can adjust the opening text, add sample prompts to inspire engagement, and even collect basic information before users begin chatting.
To customize your chatbot:
Open the Public Interface for the Project you want to edit.
Select the User Interaction tab at the top of the screen.
In the Welcome Message field, type the message you want visitors to see first.
Example: “Hello there, how may I help you?”
Under Sample Questions, add up to five suggested prompts.
These appear beneath the chat box to help users get started.
Example: “What does this policy cover?” or “Show me the latest report.”
Under Visitor Requirements, toggle Yes if you want visitors to answer questions before chatting.
You can use this to collect basic information such as name, department, or topic of interest.
Review your changes in the Live Preview panel on the right to see exactly how the chatbot will appear when embedded on a website.
Click Save Changes when finished.
Your customized welcome message, sample questions, and visitor requirements are saved immediately and will appear whenever someone interacts with your embedded chatbot.
Tips
Write a friendly and clear welcome message that tells visitors what they can ask.Use sample questions that reflect real-world topics or frequent user needs.
Enable visitor requirements to collect key details for internal tracking or routing.
Test your chatbot in the Live Preview to make sure the flow feels natural.