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Using the Website Chatbot

Written by Ryan Pillsbury
Updated today

The Website Chatbot is an AI-powered chat widget you can add to your website. It greets visitors, answers questions about your business, and collects service request details automatically, 24/7.

This helps you capture more leads and respond to customers instantly, even when your team is unavailable.


What the Website Chatbot Does

The chatbot acts as a virtual assistant for your website visitors.

It can:

  • Greet customers when they land on your website

  • Answer common questions using your company information and FAQ library

  • Collect customer details such as name, phone number, and service address

  • Create a service request your team can follow up on

  • Notify your team by email or SMS when a new request comes in


Accessing Chatbot Settings

You can configure and manage the chatbot inside Breezy.

Go to:

Agents Hub → Website Chatbot

From this page you can customize the chatbot’s identity, greeting messages, behavior, and appearance.


Customizing Your Chatbot

Chatbot Identity

These settings control how the chatbot appears and communicates with customers.

Setting

Description

Agent name

The name the chatbot uses during conversations. Example: Alex

Agent title

A short label shown under the name, such as Virtual Assistant

Description

Background information about the agent that helps shape its personality

Communication style

Defines how the chatbot speaks. Options include friendly and casual, plain and professional, or short and direct


Greeting Messages

Greeting messages determine how conversations begin and end.

Message Type

Description

Preview message

A small pop-up bubble that appears before a customer opens the chat

Greeting message

The first message sent when a conversation begins

End-of-chat message

The message displayed when the chatbot finishes collecting information

Example preview message:

Hi! Need help booking a service?

Example end-of-chat message:

Thanks! We'll be in touch shortly.


Chatbot Appearance

You can customize how the chatbot looks on your website.

Setting

Description

Bubble color

Choose the color of the chat button to match your brand


Lead Fields

Lead fields are the pieces of information the chatbot collects from customers during a conversation.

By default, Breezy collects:

  • Name

  • Phone number

  • Service address

You can also add custom fields based on your business needs.

Examples include:

  • Preferred appointment date

  • Equipment brand

  • Type of issue

  • Best time to call


Behavioral Rules

Behavioral rules give the AI instructions on how it should behave in specific situations.

You can write rules in plain language.

Examples:

  • Always ask for the customer's ZIP code before collecting other details.

  • If the customer mentions a gas leak, instruct them to call emergency services immediately.

  • Do not discuss pricing.

  • Ask customers if they are new or existing customers.

Rules can also be ranked by priority if needed.


AI Disclosure

You can choose how the chatbot identifies itself to customers.

Option 1: Announce as AI
The chatbot clearly tells customers it is an AI assistant.

Option 2: Act as an employee
The chatbot presents itself as a team member using the name you configured.

Choose the option that best fits your company’s communication style.


Enabling or Disabling the Chatbot

At the top of the Website Chatbot settings page, you will find a toggle to turn the chatbot on or off.

  • Turning it on activates the chatbot on your website.

  • Turning it off hides the chatbot without removing the embed code.


Adding the Chatbot to Your Website

Once you finish configuring your chatbot, you can install it on your website.

Step 1
Click Get Embed Code.

Step 2
Copy the code snippet provided.

Step 3
Paste the code into your website’s HTML, typically just before the closing </body> tag.

If you are unsure how to do this, send the snippet to your web developer or whoever manages your website. Installation usually takes only a few minutes.


Testing Your Chatbot

Before launching the chatbot publicly, it is recommended to test it.

Use the Preview panel in the chatbot settings page to simulate conversations with your AI agent.

Testing allows you to:

  • Verify greeting messages

  • Check communication style and tone

  • Confirm that lead fields are collected correctly

  • Ensure behavioral rules work as expected


Frequently Asked Questions

Can the chatbot answer pricing questions?

The chatbot can answer questions using your FAQ library. If you prefer not to discuss pricing, add a behavioral rule instructing the AI not to provide pricing information.

What happens if a customer leaves mid-conversation?

Any information collected before the customer leaves is saved as a partial service request so the lead is not lost.

Can I have multiple chatbots?

Currently, one chatbot can be configured per account and will appear on your website.

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