Let's do it together!
Step 1: Access Sites
Go to the left-hand menu and select Sites.
Step 2: Select Chat Widget
From the top menu, select Chat widget.
Step 3: Add New Widget
Click Add New to create a new chat widget.
Step 4: Choose Chat Type
Select Live chat from the options provided.
Step 5: Style Widget
Customize the widget by changing its name and style settings.
Step 6: Edit Messages
Edit the welcome message, custom greeting, and intro message as needed.
Step 7: Collect Information
Specify the information to collect, ensuring you require either an email or phone.
Step 8: Configure Chat Settings
Turn off the Live chat assigned option to ensure the AI works correctly.
Step 9: Set Additional Options
Set office hours and customize the powered by text and URL.
Step 10: Save and Get Code
Click Save to store your settings, then click Get code.
Step 11: Add Code to Dashboard
Go to the Smart Directory AI dashboard, navigate to Settings and then Custom code.
Step 12: Insert Widget Code
Delete any existing code and paste the new widget code, then click Save code.
Step 13: Preview Site
Preview your site to see the newly integrated AI chat widget in action.
