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  5. How to Create a New Site Tool

In This Article

    How to Create a New Site Tool

    Site_tools_dashboard_create_new_tool.jpg

    Creating a new site conversion tool is the first step toward using that source to generate leads and flow them into your PSAI Com Portal. For all PSAI site tools, you'll follow the same general steps:

    1. Go to Site Tools in PSAI
    2. Click + Create Tool
    3. Choose Your Site Tool Type
    4. Follow the Guided Set-Up Process
    5. Finished and Ready to Put on Your Site (If Needed)

    Get more detailed instructions for each type of site tool by viewing the resources below:

    • How to Create a Quote Form
    • How to Create a Weather Widget
    • How to Create a Chatbot
    • How to Create a New Phone Number
    • How to Set Up Facebook Business Chat

    Articles In This Section

    How to Customize Your Sunlight Financial Site Tool
    How to Set Up Facebook Business Chat
    How to Create a Sunlight Financial Site Tool
    How to Create a Chatbot
    How to Customize Your Weather Widget
    How to Create a Weather Widget
    How to Create a Quote Form
    How to Edit PSAI Phone Number Settings
    How to Create a New Phone Number
    How to Turn Off Facebook Messenger's Automated Greeting
    How to Update SMS and Email Notifications on PSAI Apps
    How to Create a New Site Tool
    How to Customize a Site Tool
    How to Add a Site Tool to Your Website
    How to Identify and Remove Competing Facebook Chatbots
    How to Flow PSAI Site Tool Leads to a CRM
    How to Customize Your Chatbot
    How to Customize a Quote Form
    How to Share Site Tool Code with a Developer or Team Member

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