Preset Messages

Guide to Set Up Preset Messages for your Chatbot

Preset messages are automated messages that your chatbot sends after a user has asked a certain number of questions. This feature helps you proactively provide information, guide conversations, or prompt specific actions at strategic moments.

Step 1: Navigate to Dashboard > Edit Chatbot > General Settings.

Dashboard > Edit Chabot

Navigate under "General" tab and scroll down

Step 2: Scroll to the Chat Message Settings section.

Find the Preset Messages field in the Chat Message Settings area.

Step 3: Configure your preset message.

Message Content

Enter the message you want your chatbot to send automatically. For example:

• "Feel free to reach out via email at [email protected] for more detailed assistance!"

• "Did you know we offer a free consultation? Book yours here: [link]"

Timing

Set after how many user messages the preset should appear:

• You can set this between 0-10 messages

• Example: Setting "5" means the preset message will appear after the user sends their 5th message

Step 4: Add multiple preset messages (optional).

Click Add Preset Message to create additional presets:

• You can have up to 8 different preset messages

• Each preset can be triggered at different message counts

• This allows you to create a sequence of helpful messages throughout the conversation

Examples of Multiple Presets:

• After 0 messages (displays at the beginning of the chat): "By chatting with us, you agree to our terms of services as outlined in the link in the footer"

• After 3 messages: "Did you know we offer a free consultation? Book yours here: [link]"

• After 5 messages: "For complex inquiries, our support team is available at [email protected]"

• After 8 messages: "Thank you for chatting! Would you like to subscribe to our newsletter for updates?"

Step 5: Click 'Save' or 'Update' to confirm your changes.

Remember to scroll down and click on "Save" to save changes

How preset messages will appear in your chatbot

Tips for Using Preset Messages

• Guide users toward valuable resources: Use preset messages to direct users to documentation, support channels, or special offers

• Time them strategically: Not too early to be intrusive, not too late to be missed

• Keep messages concise and actionable: Provide clear next steps or valuable information

• Test different timings: Monitor user engagement to find what works best for your use case

• Consider your user journey: Place preset messages at natural breakpoints in the conversation

Important Note

Preset messages are sent automatically and cannot be disabled by users during the chat session. Use them thoughtfully to enhance rather than interrupt the user experience.

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If you have any more questions, feel free to reach out to us at [email protected]