ZipLeads makes it easy to add chat widgets and set up Conversation AI right inside the funnel and website builder. You can add an existing widget or create a new one. You can also automatically train an AI agent on your funnel content and connect it to your widget, with no custom code. This helps you launch AI-powered conversations faster, while keeping full control over your agent's settings.
Overview of the AI & Chat Widget Element
The AI And Chat Widget element combines chat widget placement and Conversation AI setup into one workflow. You can create or select a chat widget, automatically set up an AI agent, train it on your funnel content, and connect it to the widget, all without custom code.
With Scan & auto-configure, ZipLeads scans the pages in your funnel, picks out your business information, and automatically creates an AI agent with:
Knowledge Base: Content collected from your funnel pages to answer visitor questions.
Personality: A communication style and tone based on your business.
Goals: Objectives that guide the agent's conversations.
Instructions: Behaviour guidelines and relevant business details, such as opening hours.
Opening Message: An automatically generated greeting for visitors.
Once setup is complete, the agent is connected to your selected chat widget. You can also connect an existing Conversation AI agent instead of creating a new one.
How to Add a Chat Widget and Set Up Conversation AI
The AI And Chat Widget element lets you add chat widgets and set up Conversation AI without leaving the funnel or website builder. ZipLeads finishes setting up the agent in the background, so you can keep editing while it runs.
Open your funnel or website in the builder and go to Add Elements → AI And Chat Widget.
Under the Chat widgets tab, select an existing widget to add it to the page. Or click Create new chat widget and select Live Chat to create a widget for Conversation AI. To remove a selected chat widget from the page, click it again.
Open the AI agents tab and click Setup Conversation AI. If you already have a Conversation AI agent, you can connect it instead of creating a new one with Scan & auto-configure.
Review the detected funnel pages and click Scan & auto-configure to create a new agent.
ZipLeads will set up your agent in the background. You can go back to the builder and keep editing your funnel while the setup finishes.
Once Conversation AI is live! appears, click Manage agent to review the automatically generated setup.
Review the agent's settings, save any changes, and publish your funnel or website.
Managing Your Conversation AI Agent
After setup, you can review and customise your new agent to make sure it represents your business accurately. From Manage agent, you can update its personality, goals, instructions and knowledge base content.
You can also test the agent's responses before you publish your funnel or website, and update its trained content as your business information changes.
