The Gia chat bot is one of five site tools that you can create in PSAI and easily drop onto your website. Gia gathers lead information 24/7 and seamlessly sends leads to the Com Portal, where your team can follow up phone, SMS, or email.
To create a chat bot in PSAI, follow the instructions below.
1. Go to Site Tools
After logging into your PSAI platform, go to Site Tools from the left-hand navigation bar.
2. Click "Create Tool"
From the Site Conversion Tools page, click Create Tool in the upper right corner.
3. Choose Chat
From the site tool menu that appears, choose the option for Chat. Then click Next.
4. Add URLs
Add the URLs on which this chat bot app will appear. By default, the URL associated with your PSAI account will be automatically populated for you; you can add additional URLs if needed.
Please note that your chat app will only work on the URLs listed here. You can always come back to edit these settings later if needed.
5. Set Lead Notifications
On the next screen, enter the email addresses and/or phone numbers of anyone on your team who should get notified when a lead interacts with your chat bot. This might be an office manager, a sales rep, etc.
At least one email address is required.
You won't have to remember your staff's email addresses or phone numbers, either! PSAI will suggest them to you based on the information saved to your PSAI user profiles.
Not seeing the right staff? Learn how to add contact information for auto-suggestion purposes.
6. Name the Tool and Create It
On the final screen, give your chat bot a name. (Please note that this is an internal name for your chat bot app, not the name of the bot itself. Her name is Gia and cannot be changed.) Then click Create Tool.
When naming your chat bot, keep in mind that the name will appear in the Com Portal as a label for leads (as shown below). We recommend choosing something short, simple, and easy to recognize.
7. Customize Your Chat Bot
After you've saved your chat bot, you're ready to customize it! Once you click "Create Tool," you'll be brought to the Settings tab. From here, click into the Customize tab to make any edits you'd like:
- App display style: floating button or auto pop-up
- Button color
- Background color
- And more!
Want some assistance editing your chat bot's appearance? Get more tips on customizing your chat bot.