Step 1: Accessing Chat Interactions
Navigate to Chats Tab:
Go to the "Chats" tab in your chatbot management interface.
Step 2: Viewing Submitted Forms
Submitted Form Section:
This section shows all clients who have submitted their information for quotes, estimates, or callbacks.
Filter by Date Range:
Specify the date range to view submissions within that period.
View Submitted Information:
Fields collected from clients (e.g., name, email, phone number) are displayed here.
Download CSV:
You can download the client information as a CSV file to upload to your CRM.
Step 3: Reviewing and Improving Conversations
Open Thread:
Click on "Open Thread" to view the full conversation between the chatbot and the client.
Training Better Responses:
If the chatbot's response was off or could be improved, click on "Train Better Response."
Example:
Question: How much does it cost?
Improved Response: "Each home is different, and we would love to give you a free estimate that is firm and fair."
Save Changes:
After editing the response, hit "Save" to update the chatbot’s training data.
Step 4: Viewing Other Chats
Other Chats Section:
This section shows interactions where clients interacted with the chatbot but did not submit their information.
Review Conversations:
See the date and time of interactions and the content of the conversations.
Example: A client asking for service prices without submitting the form.
Train Responses:
Improve chatbot responses by training it within these interactions.
Search and Delete Chats:
Search for specific conversations by date and time.
Use the trash can button to delete old or unwanted chat records.
Step 5: Additional Training and FAQs
Add More FAQs:
Update or add new FAQs in the setup section to improve chatbot responses.
Alternatively, train responses directly within conversations as needed.
Support
Contact Us: If you have any questions or need further assistance, reach out to our support team.