Welcome to Predictive Sales AI Help Center!

Start with our step-by-step tutorials, troubleshooting guides, and top FAQs, or submit your own questions for Support.

New to Predictive Sales AI? We’ll help you get started with our training webinars Learn more

Articles in this section

See more

In this article

     

    Creating a new site conversion tool is the first step toward using that source to generate leads. Follow the instructions below to create any of the five site tools available in PSAI: Quote Form, Weather Widget, Chat, SMS/Texting Number, and Facebook Business Chat.

    1. Go to "Site Tools"

    Log into your PSAI admin and click "Site Tools" from the left-hand toolbar.

    Click_site_tools_.jpg

    This will bring you to the Site Conversion Tools dashboard shown below.

    New_site_conversion_tools_dashboard.jpg

    2. Click + Create Tool

    In the upper right-hand corner, click the button that says "+ Create Tool."

    Click_create_tool.jpg

    3. Choose the Tool

    After clicking the button to create a new tool, you'll choose the site tool you'd like to create.

    Lead_conversion_tool_modal.jpg

    4. Complete the Steps

    From this point forward, the exact set-up screens will vary based on which tool you are creating. Simply follow the steps provided until you reach the final step to "Create Tool."

    final_screen_-_create_tool.jpg

    You can follow along with the instructions for each site tool by viewing the resources below:

    • How to Create a New Quote Form - link coming soon!
    • How to Create a Weather Widget - link coming soon!
    • How to Create a New Chat Bot - link coming soon!
    • How to Create a New Phone Number - link coming soon!
    • How to Create a Facebook Business Chat - link coming soon!

    What's next? After you've created your site tool, it's ready to use! If it's a Quote Form, Weather Widget, or Chat Bot, then the next step will be to add the site tool to your site.

    Related articles