🤖 NexLvL Chatbot Setup (Video)

NexLvL Chatbot Setup Creation Guidelines

This guide outlines the steps to setup a new NexLvL Chatbot using the provided platform. By following these guidelines, you can setup a chatbot tailored to your specific requirements and preferences

NexLvL Chatbot Setup steps:

Step 1: Access the AI Chatbot section

1. Log in to the platform using your account credentials.

2. Click on "AI Chatbot" in the left menu bar to access the chatbot management section.

Step 2: Create a new chatbot

1. Click on the "Create New Chatbot" button at the upper right corner to start the process.

Step 3: Provide chatbot details

Fill in the required information for your chatbot:

1. Company Name: Put in your company name.

2. Bot Name: Choose a unique and descriptive name for your chatbot that represents its purpose and functions.

3. Website URL: Paste the URL of the website where you plan to deploy the chatbot. This will help the platform associate your chatbot with the correct domain.

4. Settings: Click add new and paste your OpenAI API Key.

5. Create New OpenAI API Key:   Enter your API Key from your OpenAI account and click the "Create" button. Once done, a pop up green button will appear at the upper left corner confirming that your API Key is created.
   
   TIP: If you don't have an OpenAI API Key you can create your own API Key by hitting the "Click Here" button. This will launch the OpenAI website, just scroll down and select the "+Create New secret key" button and create a name for your key. This will automatically generate the URL, copy and paste it on the "API Key" section.
   
   

6. Select the OpenAI API Key you created and it will automatically generate the message of what will the bot says when asked a question its not trained on.
   >This message can be customize depending on what your preffered message.
   >You can toggle as well the "Speak With Agent" button to transfer the conversation to a human or your live chat representatives.
   
   TIP: Make sure you have your billing information connected to secure your connection. If not follow the steps provided below.
   >Go to left side tab and select "Billing/Payments" to open your Billing overview section
   >Select "Payment Methods"
   
   

7. Click "SAVE" button on the upper left corner once done.

Step 4: Bot Training Data

Here you will see that your bot is trained and you will also see your Traininhg Data where you can see your Website URLs with the green checkbox status, this means that it is in good condition and you can also check your Website URLs by hitting the "pages processed" that is highlighted in green.

Step 5: Test your Bot

To test your bot jut go back to the "Bot Settings" tab, at the right side you will see a chat box where you can type a message to test your bot and you will see that the bot will respond base on the skills and you can customized some of the follow ups question based on the queries of the users. You can also asked several questions and informations where your bot will respond based on the data learned found on your website.

The AI Chatbot offers core skills that can be utilized to enhance its capabilities and provide a tailored experience to users. These skills are:

1. Small Talk: This feature equips the AI chatbot with the ability to engage in casual and friendly conversations with users. It can discuss everyday topics, share jokes, provide light-hearted responses, and create a more natural and relatable interaction experience, similar to chit-chatting in casual conversations.

2. Q&A: The Q&A skill enables your chatbot to answer user questions by drawing from a predefined set of questions and answers. This skill is particularly useful for providing users with general information, FAQs, or support on specific topics. To leverage this skill, you can create and organize a list of common questions and their corresponding answers, and train your chatbot to match user queries with the appropriate responses.

3. Lead Capture: The Lead Capture skill focuses on collecting user information and converting visitors into leads or potential customers. This skill can be used to gather contact information, qualify leads, or schedule appointments. To implement this skill, create conversation flows that guide users through the process of providing their information, and train your chatbot to understand and capture relevant user inputs.

4. Human Rollover: This function allows customers to request a transfer from the AI chatbot to a human agent. When a user seeks more complex assistance or prefers human interaction, the chatbot seamlessly hands off the conversation to a live customer support representative, ensuring a smooth transition and continued personalized assistance.

5. SMS Channel: This skill enables an AI chatbot to automatically respond to incoming text messages on your behalf. The chatbot processes the received messages and generates appropriate replies, allowing for efficient and timely communication without manual intervention.

6. Negative Topic: With this feature, you can provide the chatbot with specific topics to avoid. If a user brings up any of these sensitive subjects, the bot recognizes its limitations and redirects the conversation to a human operator, ensuring appropriate handling of delicate or complex issues.

7. Send Notification on Form / Lead Capture: This function allows you to receive notifications whenever the chatbot successfully generates a new lead or captures important information through a form. Stay informed about potential business opportunities or valuable customer interactions in real time.

8. Form/Lead Capture: With this capability, the AI chatbot engages customers by asking them targeted questions to gather important information. By initiating conversations and obtaining specific details, the chatbot helps capture potential leads, enabling businesses to acquire valuable data for follow-up and conversion purposes.

9. Send Conversation Summaries: This capability enables you to receive regular notifications summarizing the details of each conversation the chatbot engages in. Stay up-to-date on the interactions between the bot and users, including key points discussed, ensuring you're aware of the ongoing communication and can step in if needed.

By utilizing these three skills and configuring your chatbot accordingly, you can create a versatile and effective chatbot that caters to users' needs, provides relevant information, and helps you achieve your business goals.

Step 6: Adding a New Data for your Bot

To add a new data for your bot to learn just go to "Bot Training Data" tab.

1. Click blue "+Add" button along the Training Data section

2. Fill in the details needed.

3. You can choose between different type of training data that you want to make your bot more smarter and unique for your business. You can choose either a content, URL, file or a basic Q&A about your business.

4. Click "Save" and it will automatically add a new training data for your bot.

5. The new added training data will show a "blue check box" status which means that the bot is not trained yet.

6. Train your bot for the new data you added by hitting the blue "Start Training" button and it will automatically refreshed the training session of your bot which will include all the training data you listed in the "Training Data" section.

Step 7: Adding a New Data for your Bot

For your logo and Chatbot photo you can upload a photo that you want by going to "Bot settings" tab.

1. Widget Icon: This section is for your company/business logo.

2. Agent Avatar: This section is for yor Chatbot display photo.

By following these guidelines, you can setup a customized and effective AI chatbot that meets your requirements and provides a valuable service to your users.