How to Create, Add/Install, and Remove Concierge Bots to/from your Site

Create a New Concierge

Create and manage up to 100 web concierges that can live on any web page that you'd like.

  1. Click the settings icon in the left navigation menu
  2. Expand the Concierge menu under the Chat Interfaces section and select Concierge Bots
  3. Hit the Add button in the upper right-hand corner
  4. Enter in the Concierge Name and hit Create

Activating & Adding/Installing a Concierge to Your Web Page

The tools needed to activate a Concierge and copy the code you will need to add it to your page are located in the upper right-hand corner of the Concierge Settings page.

  1. The On/Off toggle represents the Concierge Bot's activated/deactivated status. If a Concierge is deactivated, it will not render on your page. To turn it on, make sure the toggle is set to the green ON position.
  2. Hit the Copy Script icon to automatically copy the JavaScript snippet of code to your clipboard and allow you to then place that on the web page where you'd like the Concierge appear.
    1. To install the Concierge on every page of a website, put the JavaScript in a universal element such as the Footer.


You also have the option to see what the concierge looks like on your website before adding it live in production using our Bookmarklet feature.  To do this, follow these steps:

  1. Save your website as a bookmark in your browser's saved bookmarks
  2. Copy the Bookmarklet link in Capacity
    1. Navigate to Settings>Concierge Bots and choose the bot you want to test
    2. Navigate to the upper right-hand corner and hover over the "{-}" symbol.  Click the symbol to copy it.  
  3. Navigate to your saved bookmark in your browser's Bookmark Manager and click edit
  4. Replace the URL in the URL box from your website link to the Bookmarklet link and save it
  5. Open your website and click the updated saved bookmark from your bookmarks list or bar, and you'll see the chatbot show up on your site in the bottom right-hand corner

Please note, if you refresh your website page or navigate away from the specific page that you opened the updated bookmark in, then the bot will disappear. If you want it to show up again, you will need to reactivate it by clicking the updated bookmark again.

Removing a Concierge from your Webpage

To remove a Concierge from your webpage and/or from your account, you can remove the code from your website, but also within the Capacity console you can either delete or deactivate the Concierge.

Deactivating a Concierge

Deactivating a Concierge is a good option if you want to retain the bot to allow for the future possibility of reactivating without having to rebuild the bot. To deactivate a Concierge Bot, simply navigate to the Concierge by going to Settings > Chat Interfaces > Concierge > Concierge Bots and click on the Concierge you wish to deactivate. From that page, simply click on the ON/OFF toggle in the upper-right corner and set it to the OFF position. 

Concierges that are deactivated will not render on a web page.

Deleting a Concierge

Deleting a Concierge is a more permanent way to remove a Concierge from your account. This will remove the Concierge and all of its settings from your account. If the code is still copied on any pages, the Concierge will no longer render. Deleted Concierges cannot be restored.

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