Concierge Set Up
On this page you'll find:
Add a New Concierge
Add a Concierge to a Web Page
Remove a Concierge
Add a New Concierge
Create and manage up to 100 web concierges that can live on any web page that you'd like.
- Click the settings icon in the left menu bar.
- Select Concierge under Chat Interfaces.
- Hit the Add button in the upper right-hand corner.
- Complete the field Concierge Name (this is the internal name for your concierge).
- Click Save Changes in the top right corner.
- Activate the Concierge by clicking on the Off toggle to enable it to On.
- Hit Copy Code, and add the Javascript to the web page you'd like the concierge to appear.
Add a Concierge to a Web Page
- Click the Settings icon in the left menu bar.
- Select Concierge under Chat Interfaces.
- Click the Concierge you want to add to a web page.
- Click Copy Code in the top right corner.
- Install the Javascript snippet on the web page.
To install the concierge on every page of a website, put the Javascript in a universal element such as a Footer.
Concierge Branding
Use the Theme tab to choose the chatbot name, logo, color, and location the concierge will sit on the page.
- Add a Concierge Name. This is the internal name for your concierge.
- Create a Bot Name. This is the external name for the bot users will see when chatting.
- Add a Company Logo. This logo is displayed along the top bar of the concierge. Use a PNG file with a height that scales to 60px (120x,240x). The width can vary.
- Add an Avatar Icon. This avatar icon is displayed next to the Bot Name. Use a PNG file that scales to 40x40 (80x80, 400x400).
- Choose a Color Theme by adding a hex number. This color will appear on the top bar behind your logo, chat bubble, and background of the user's chat.
- Page Position determines where your bot will reside on the web page.
- Default: The concierge will be closed behind the chat bubble in the bottom right corner upon page load.
- Pop up: The concierge will be open in the center of the page upon page load.
- To use this concierge in your Admin Console, click the check box at the bottom of the theme tab.
Removing a Concierge
To remove a concierge, you can either delete or disable the concierge.
Delete a concierge
To delete the concierge from your web page follow the steps below.
- Click Settings.
- Click Concierge.
- Hover over the concierge you wish to delete. A trash can icon will appear on the right side.
- Click the trash can icon.
- Remember to remove the Javascript snippet from your web page.
Disable a concierge
To disable the concierge while keeping the Javascript snippet in place on the web page, follow the steps below:
- Click Settings.
- Click Concierge.
- Select the Concierge you wish to disable.
- Click the On toggle in the top right corner to Off. Your concierge will not appear on your page.