vcita AI Chat Receptionist and AI Chat Website Widget

Take control of website engagement by learning how to use the AI Chat Receptionist to answer client questions and automate business actions.

The AI Chat Receptionist functions as a pop-up chat window on your website. It allows visitors to ask questions about your business, services, availability, and pricing. It also enables users to perform specific actions like scheduling appointments or taking a payment.

Accessing the AI Chat Receptionist

1. Open the platform.
2. In the navigation menu, click Leads Capture.
3. Click AI Chat Receptionist.

Managing Conversations

The "Completed chats" tab provides a complete history of how the chat interacts with your visitors.

1. Open the platform.
2. In the navigation menu, click Leads Capture.
3. Click AI Chat Receptionist.
4. Under the "Completed chats" tab, review the "Chat history."

Configuring Channels and Chat Widget Appearance

The "Channels" tab allows you to manage where the chat appears and how it looks to your visitors.

1. Open the platform.
2. In the navigation menu, click Leads Capture.
3. Click AI Chat Receptionist.
4. Click the Channels tab.
5. Click on the settings icon next to "Web AI Widget" to access Channel settings.
6. Set the Style and Content you want your widget to have available.
7. Click on the chat icon to test how the chat will look to your clients.
8. Save your changes.
9. Click Get Embed Code.
10. On the Embed Code tab, click Copy.
11. Follow the Instructions tab to add the widget to your side.

Setting Up the Knowledge Base

The "Knowledge" tab defines the information the chat uses to answer visitor questions.

1. Open the platform.
2. In the navigation menu, click Leads Capture.
3. Click AI Chat Receptionist
4. Click the Knowledge tab.
5. Click the settings icon next to the setting you want to change.
6. Adjust the settings, and click Save.
7. Add additional details such as FAQs or other important business information.
8. Toggle on the relevant settings for your business.

Lead Capture Format

The "Lead Capture" tab helps you qualify visitors by gathering specific information based on their needs.

1. Open the platform.
2. In the navigation menu, click Leads Capture.
3. Click AI Chat Receptionist.
4. Click Lead Capture.
5. Select the contact information a visitor must provide to count as a lead.
6. Under "Additional info to collect," add the info the AI should try to collect, with a note on when to ask for each piece of information.
7. Click Save changes

Enabling Client Actions

The "Actions" tab allows you to integrate Call to Action buttons and Client Portal features directly into the chat window.

1. Open the platform.
2. In the navigation menu, click Leads Capture.
3. Click AI Chat Receptionist.
4. Click the Actions tab.
5. Select which Client Portal actions to make available, such as booking a service or making a payment.
6. Click Save Changes

Frequently Asked Questions

Q: Where can I find the code to add the chat to my website?

You can find the embed code under the Channels tab within the AI Chat Receptionist page. This section also allows you to test the chat behavior before you go live.

Q: What kind of actions can a visitor perform through the chat?

Visitors can book services, make payments, provide their contact details or addresses, and upload documents. You manage these options in the Actions tab.

Q: How does the AI know my business hours and policies?

The AI uses the information you provide in the Knowledge tab. You can list your services, booking policies, business hours, and FAQs there to ensure the chat provides accurate answers.

Q: How can I see what happened during a past chat conversation?

Navigate to the Completed chats tab to view the "Chat history." This section displays the date, time, client details, and a summary of the interaction outcome.

Q: Can I customize what information the chat collects from new leads?

Yes, you can define required contact information and specific details for different intents in the Lead Capture tab. You can also add notes for the AI on when to collect additional information.

Q: Is it possible to test the chat before I put it on my website?

Yes, the Channels tab includes a simulation tool. You can use this tool to test out conversations and see how the chat behaves before embedding the code.