AI Chatbot for Your Website: A Simple Setup Guide
A good website chatbot answers the questions people ask every day, captures their details and books them in. A bad one gives vague answers and frustrates visitors. Here is how to set up the good kind.
1. Decide what the bot should do
Pick a small number of jobs:
- Answer common questions (services, areas, opening hours, how it works)
- Collect name, email and phone from people who want help
- Book a call or appointment
- Pass the chat to a person when needed
2. Give it the right knowledge
Train the assistant on your own content: service pages, FAQs, prices you are happy to share and your policies. Write clear answers to the ten questions you hear most. If the answer is not in the knowledge, the bot should say so and offer to connect the visitor with your team.
3. Write clear rules
- Stay on topic and keep answers short
- Never invent prices, promises or medical, legal or financial advice
- Ask for contact details before the visitor leaves
- Hand over to a person for complaints, complex questions or anything sensitive
4. Connect it to your CRM
Every chat that includes contact details should create a contact in your CRM, with a tag and a summary of the conversation. Then your follow-up starts automatically.
5. Test with real questions
Ask the bot the questions real customers ask, including awkward ones. Read the answers carefully and fix the knowledge or rules where it goes wrong.
6. Review and improve
Read a sample of chats every week at first. Add missing answers and adjust the tone. Most improvement comes in the first month.
Be open with visitors
Tell people they are chatting with an AI assistant and make it easy to reach a person. Trust matters more than clever answers.
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