KNOWLEDGE
Case StudiesBlogsEventsSupport & Starting
Support Articles & HubSupport Videos (Youtube)Try Leadoo Free (Leadoo Lite)Partners & Careers
PartnershipsCareersSecurity & Privacy
Security at Leadoo AIGeneral Terms & ConditionsData & GDPRKNOWLEDGE
Case StudiesBlogsEventsSupport & Starting
Support Articles & HubSupport Videos (Youtube)Try Leadoo Free (Leadoo Lite)Partners & Careers
PartnershipsCareersSecurity & Privacy
Security at Leadoo AIGeneral Terms & ConditionsData & GDPRYou should always add Leadoo’s dynamic script to your website’s <head> tag.
The dynamic script enables the use of Leadoo’s conversion tools and the possibility to enable tracking. You can find your account’s dynamic script at the bottom of this page after logging in to Leadoo.
The dynamic script should fire on each page load regardless of the end-user’s cookie consent.
Additional information can be found here.
Next you should confirm that Leadoo’s tracking settings are set up correctly. Tracking settings can be found on the same page as your dynamic script. By default Leadoo settings should be:
Referrer tracking: start tracking after analytics enabled
User tracking: never
Company tracking: same as user tracking
Remember to click “save” at the bottom of this screen when changing any settings.
Leadoo won’t track any users by default, only after cookie consent has been given by the end-user.
There are two options to enable Leadoo’s tracking:
Option 1: Add a custom consent handling script to your website <head> tag, under Leadoo’s dynamic script. Those scripts check if the cookie consent has been given by the user on each page load to determine if Leadoo’s tracking should be force-enabled. So it’s important that this script loads on each page load. You can find ready made custom consent handling scripts from here: Leadoo – Custom consent handling scripts.
or
Option 2: Add the following script directly to CMP / Google Tag Manager. This code should fire only after a user accepts analytics cookies to force-enable tracking. If cookies are disabled, this script should be removed:
<script>
if (!window.ldanalytics) window.ldanalytics = [];
window.ldanalytics.push(function(a) {
a.toggleTracking(true, false);
});
</script>
There’s a useful video below and you can read more about how Leadoo tracking works here.
The Leadoo calendar node is a great way to create a sense of urgency within your visitors, leading to higher conversion rates and a better user experience. But how does it work?
The calendar node has two functions, first is a live calendar booking that syncs directly with your own calendar (Google, Outlook and Office365) so that prospects or customers can book in with directly. The second is a way for visitors to indicate a date and time that they would prefer, but it can also be great for asking about project start dates etc.
Let’s start with the live booking feature but before you add the calendar node make sure that you have connected your calendar in the platform, you can do this from the My Account area. Here’s an article to help you get connected. Now you’ve got your calendar linked, you’re ready to go!
To use the live booking function, simply add a calendar node to the canva and click on calendar booking, you’ll notice that this changes the settings. From here you’ll need to select which calendar you’d like to connect (you can choose multiple) and update the meeting title and details if you wish. The title, description, duration and location will all be pulled in from the settings in the My Account area so you normally don’t need to change these!
If you’re adding multiple calendars the default meeting details will use the first calendar you added but you can easily change this by toggling on the option to use unique meeting details for each calendar. This will allow you add another level of customisation for the meetings, you’ll be able to use variables to include personalisation options like name and company name etc.
Once you’ve done this you can preview the flow to make sure you’re happy! Here’s a few screenshots of what it will look it. You’ll see that the visitor is prompted to add their email to confirm the booking, but you can also ask for contact details before sending them to the calendar node and it won’t ask for their email again.
The other option when adding a calendar node is to use the offline scheduler which is essentially a date and time picker for the visitor to select. This is great when asking for times they prefer to the contacted, when their project is starting or when they could start a new job.
To get started you’ll need to decide on whether or not they can pick a time as well as a date. If you allow a time to be select you can customise the availablity to create set windows. For example you can allow 9am – 5pm everyday or create certain windows of availability on set days, check out the screenshots below for some inspiration.
If you’ve chosen to not allow a time to be selected, you’ll simply need to decide on which days you wish to be available.
Leadoo won’t track any users by default, only after cookie consent has been given by the end-user.
You’ll notice that with this option the visitor won’t need to give their email address to confirm because they are not booking directly into you calendar, so it’s generally a good idea to ask for their details before the calendar node!
And that’s all there is to it!
Leadoo isn’t just about creating super engaging bots to activate your website visitors! Oh no, it’s much more than that. Did you know that we help you identify anonymous website visitors? Using our unique tracking script we can identify visitors to your website and which company they belong to!
“The ability to reconnect with the majority of people who weren’t ready to convert upon their first interaction with your brand is what makes retargeting the most powerful piece of your digital marketing campaign.” – Forbes
Using the data you’ll get from Leadoo’s Company Identification tool is a great way to improve your campaigns and specifically digital ads, which can be a risky and expensive investment! By retargeting an already engaged audience you’ll see:
It couldn’t be easier, the hard work is all done in the background by having the Leadoo tracking script on your website. This will start tracking your anonymous website visitors and identify the companies they belong too! Now all you have to do is create a target list for your campaigns.
By creating persona-specific filters, such as company size, industry, which pages they’ve visited, etc., you can create a targeted list of potential prospects. Not only have these prospects visited your website, but you now have a clearer picture of who they are and what they are interested in.
Once you’ve created your filters, it’s time to export the data. By clicking on the export button it will automatically select all companies within your chosen filter. You can also choose either a CSV or XLSX format.
Once it’s ready to download you’ll be prompted to download now, the time for the file to be processed will vary depending on how many companies are in your filters.
To add a customer list in LinkedIn, you’ll be using the LinkedIn Ads Campaign Manager for uploading and creating Matched Audiences. This involves creating a new audience, selecting “Matched Audience” and then “Company” and finally uploading your list after downloading the appropriate template. Here’s a step-by-step breakdown:
Event tracking is a feature in Leadoo where you can see also other website events under Visitor profile and Company profiles. Basically it provides detailed insights into user website interactions by monitoring button clicks, link clicks, and form submissions.
Event tracking is based on visitor tracking so if you’re not familiar how it works you can read this article: https://leadoo.com/help/how-leadoo-tracking-works-how-to-set-it-up/
So to track other website interactions visitor tracking needs to be enabled.
You can enable event tracking from https://app.leadoo.com/insights/settings/tracking. If it’s greyed out, contact your Leadoo contact person who can enable it for you.
There are 3 different options in Event tracking setting:
Regardless of what you choose as your tracking option Leadoo automatically ignores all passwords.
After Event tracking is enabled, there is a slight delay before you see events in https://app.leadoo.com/insights/settings/event-mapping. From that page you can start mapping the events to either engagements or conversions.
After that mapped events will be visible under Visitor and company profiles. Events not mapped won’t be visible on any other page apart from the event-mapping page.
Hope you found this useful, why not get stuck in and try it yourself! Don’t forget if you need any advice or help just reach out to your Account Manager.
Exit intent is a way of triggering the Visual Bot to capture visitors who are just about to leave your site/page which creates great opportunities for lead capture. We tend to see success with this type of trigger when you’re offering something of real value to your visitors, e.g. brochure or case study download, event registration or everyone’s favourite, a discount!
With exit intent triggering you can:
First things first, you’ll need a visual bot to use this feature. You can either build one from scratch or use an existing one. In fact, if you’ve already got a product finder or event registration page but it’s static on the page then duplicating that and deploying it as a visual bot has the potential to generate some quick wins!
If you need help building a visual bot you can check this guide. For now, I’m going to assume you’ve got one ready to go.
Here we have a simple lead capture visual bot that’s offering visitors the chance to download the latest case studies before they leave. This is a good strategy if your visitors are still in the decision making phase.
Before we look at the exit intent trigger settings we need to make sure we’ve got the frame colour setup correctly. With exit intent’s the frame basically acts as an overlay on your website which helps the bot to stand out. We recommend using one of your brand colours and setting the opacity to around 60%
Here’s a nice client example to show you how this will look when it’s live!
Now it’s time to set the exit intent live! Assuming you have the Leadoo tracking script on your site then this will be very quick and easy because the exit intent is triggered by the same logic as the chatbot. If you don’t have the tracking script on your site yet (why not?!) then you can follow this video example of adding it to a WordPress site.
Once you’re in the triggers menu select the By Exit Intent option to get started. From here you’ll need to decide on how long to wait before triggering the exit intent, for some insight into this you should check out the Website Analytics area of the platform to see how long visitors stay on certain pages. We would recommend about half of the average time spent, e.g; if visitors tend to stay on your site for 4 minutes it would be a good idea to trigger the exit intent bot after 2 minutes.
Next up is where you want the exit intent to be shown, simply copy and paste in the URL of the page(s) that you would like it to appear on. This section works in the same way as our chatbot triggers, which you can learn more about here.
Let’s run through a few examples.
1. Adding the exit intent to your pricing page after 2 minutes. This is great for offering discounts and or showcasing ROI calculators. Simply add in the pricing URL and set the minimum time spent to 120s.
2. Adding the exit intent to all blog pages – this is great for capturing brochure download leads as the visitor will be in the research phase. In this example you’ll notice we’ve used some asterixis when adding a URL, using them allows you to add the exit intent to multiple pages without having to manually add them all. By adding /*blog* the exit intent will show on all our blog pages!
Hope you found this useful, why not get stuck in and try it yourself! Don’t forget if you need any advice or help just reach out to your Account Manager.
Leadoo AI elevates your existing chatbots with real-time, intelligent conversations. It’s trained on your website and documents, enabling it to instantly answer customer questions about your products or services—particularly in situations where manual mapping would be inefficient. Whether visitors are exploring if your offering suits their needs or looking for a specific product, Leadoo AI provides relevant, tailored responses.
It enhances structured journeys and supports more open-ended interactions, letting users navigate freely. Leadoo AI strikes the perfect balance between automation and live chatbot interaction, ensuring a smooth transition to human support when needed, improving user experience and increasing conversions.
Want to try it out? Discover some of the capabilities here: https://leadoo.com/ai/
Leadoo AI can be easily integrated into your Chatbot and InpageBot flows, just like any other node. Place it strategically where it can make the biggest impact, such as in areas with a broad range of offerings—like training courses—where it’s difficult to predict every possible question. Leadoo AI acts as an expert, guiding visitors through complex queries and driving them toward conversion
It also prevents dead ends by stepping in when predefined options don’t meet a visitor’s needs. Instead of waiting for live support, Leadoo AI instantly provides relevant answers, keeping the conversation flowing seamlessly
*This tool can be used in conjunction with Leadoo AI or with other chatbot functionality.
If Leadoo AI isn’t yet part of your subscription, simply contact your Customer Success Manager to explore how it can benefit your business.
For those already subscribed to Leadoo AI and looking to integrate it into your chatbots, check out the additional articles below for detailed step-by-step guides on building AI functionality into your bots and optimising its potential.
If you’re new to Leadoo AI jump over to this article to give you an overview of what it is and how you can use it in your Leadoo bots – Leadoo AI Overview: Understanding its Features and Integrating with Your Bots
If you’re looking for a step-by-step guide on how to use AI in your Leadoo bots, this is the place to start!
A knowledge base is Leadoo AI’s library of all the information it needs to know to answer your customer queries. This is where you train the AI on all the content and information you think will be most relevant.
You can train the AI using a combination of URLs and documents, and the AI can scan and train on your content in just a few minutes, making setup quick and easy!
Think of your knowledge bases as organised “buckets” of information. If everything is thrown together, it can be tricky for the AI to find the most relevant answers, which can reduce response accuracy. That’s why Leadoo AI gives you the option to create multiple knowledge bases and use them all within one AI node for more precise results.
For instance, if you run an e-commerce business, you might set up separate knowledge bases for “Product Details,” “Shipping & Delivery,” “Returns & Exchanges,” and “Account Help.” This way, customers get responses tailored to their specific needs—whether they’re looking for product specs, order tracking, or account support.
By giving each knowledge base a clear title and description, you make it easy for the AI to understand what information resides in each “bucket.” With this guidance, the AI can quickly search the right knowledge base and deliver accurate, relevant answers to your customers.
1. Navigate to AI in the left-hand menu, then click Create an AI knowledge base in the top-right corner.
2. Provide a name and description for your knowledge base. If you have multiple knowledge bases, including a clear description is important. Leadoo AI first reviews the descriptions of each knowledge base to determine which one to use to find the answer to the user’s question. After that, it examines the content of the selected knowledge base.
For example, on our knowledge base about embedding, this is the description that accompanies it:
This knowledge base contains information about how to embed Leadoo’s bots. This includes adding chatbot, CTAbot, InpageBot and VisualBot to websites.
3. Choose automatic rescanning frequency. If your website is regularly updated, it’s best practice to enable automatic rescanning to keep the AI’s knowledge fresh.
You can add multiple data sources:
Document Scanning: Useful for content stored outside public web pages, such as PDFs or spreadsheets with product details or FAQs.
Domain Scanning: Automatically search your website by including/excluding specific keywords. This method focuses on relevant content rather than scanning the entire site.
For example, to build a knowledge base on “Leadoo Insights,” set up the search using rules the rules below.
1. Select domain as the source type
2. Add your website URL: https://leadoo.com
3. Include rules: *insights*
The asterisk (*) acts as a wildcard in this case, allowing the crawler to search all URLs on leadoo.com that contain the word “insights” anywhere in the URL, regardless of what comes before or after it. If we only used *insights, the crawler would not include any URLs that had any other text after the word “insights.”
You can add multiple include or exclude rules by clicking on the plus button. This works as an OR condition e.g. scan all pages that include insights or conversion.
4. Select the maximum number of pages you want to scan.
5. Click Scan webpages. After a few minutes, you should see pages populating in the AI knowledge base section below.
Page Scanning: Manually add specific URLs by selecting the “Page” data source.
Text scanning: Manually input text for AI training.
As your data is scanned, sources will show statuses such as Scanning, Ready to Train, or Trained.
Once trained you can review the content by clicking the status label, which will display the information that has been captured.
If, for any reason, you’re unhappy with the content that the Knowledge Base has scanned and trained you can edit this directly. Simply click on the pencil icon before the page, document etc. This will allow you to make any changes without the need for recanning and training content.
Your knowledge base is now ready to use within your Leadoo bot! Remember you can add and remove sources from a knowledge base at any time.
1. Ensure you’ve adjusted the number of pages to scan
2. Ensure You Have a Public Sitemap
Domain scanning requires your website to have a public sitemap, which is also essential for SEO. To check if you have one, visit: https://[YOUR WEBSITE URL]/robots.txt. If this doesn’t work then contact your website developers for more information.
You should see something like this:
Try rescanning the source. Click the rescan icon on the right-hand side or, tick the box on the left-hand side of the source and click Sync Selected.
Occasionally, Leadoo AI may not capture all the content from your sources. This can occur due to certain webpage elements optimised for page speed or user experience that are incompatible with AI crawlers. These issues can also inadvertently affect your SEO. Understanding these problematic elements can help ensure that essential content remains accessible to the AI.
Elements That Can Cause Problems:
If you need help building your knowledge base, reach out to your Customer Success Manager or our support team at [email protected].
If you’ve already built your knowledge base it’s now time to create your prompt. If you haven’t built your knowledge base yet, refer to these articles first:
Creating the perfect AI chat experience starts with crafting the right prompts. A well-structured prompt can ensure that your AI chatbot delivers accurate, helpful responses that move visitors closer to conversion.
In this article, we’ll cover tips for writing an effective AI system prompt to work in conjunction with the other AI elements including the Knowledge Base, Dynamic Suggestions, Static CTAs, and Custom Intent mapping which we cover in other articles which you can find at the bottom of the page.
If you’re familiar with interacting with an AI chat, a prompt is a question or input that you provide the AI chatbot to get a helpful, relevant response. Whether it’s answering queries about products, guiding users through services, or offering solutions quickly, the prompt sets the conversation in motion.
A system prompt is essentially the brain behind your chatbot’s responses. It defines the rules and guidelines for how the AI should interact with users, ensuring the conversation flows in line with your business goals. This includes the chatbot’s tone of voice, the format of responses, and specific ways to handle frequent queries. By shaping the AI’s behaviour, a thoughtful system prompt can turn a casual conversation into a meaningful engagement that pushes visitors toward action.
Not sure where to start? Use our system prompt template to get started: AI Prompt Template
The ideal length of a prompt is 2k characters with a maximum limit of 4k characters, utilise your doc editor’s word count tool to keep an eye on this.
We’d also recommend keeping a master copy of your prompt on a document so you can easily review, edit and update the prompt within the Leadoo visual bot builder.
You can also build or optimise your prompt with our own GPT here: https://chatgpt.com/g/g-06v43eDwH-prompt-designer
Adding AI to your chatbot is a powerful way to improve user interactions, but it shouldn’t be your only tool for driving conversions. While an AI chat can help answer questions and guide users, it works best as part of a larger strategy to enhance user experience (UX), push people down the funnel, and ultimately convert them.
Your AI chat should complement other features in your bot—such as automated flows and clear call-to-actions (CTAs). AI chat is particularly useful for handling unstructured or complex queries, but for predictable journeys or key conversion points, a more structured flow might be more effective. By combining the strengths of AI and other engagement tools, you can create a seamless user journey that addresses a wide range of customer needs and nudges them closer to conversion.
AI chat isn’t meant to replace your current strategies, but rather to enhance them—giving your visitors instant, relevant information while your other tools keep them on track toward taking action.
To add AI to your bot, open it in the editor and add the AI node to your workspace in the same way you would any other node.
Don’t see the AI node available? You’ll only see this option if you have AI included in your Leadoo subscription. Reach out to your Customer Success Manager to find out how to upgrade.
Write an introductory message in the question area.
Select the Knowledge Base(s)
To ensure your website visitors receive the most accurate and relevant responses, we recommend two best practices:
Use knowledge bases at different points in the customer journey to answer questions about specific products or services, and/or
Select multiple knowledge bases for the AI to search across when retrieving information.
By using multiple, targeted knowledge bases with clear names and descriptions, you give Leadoo AI the best possible chance of delivering the right information every time. For more on setting up a knowledge base, plus our top tips, check out this article: Leadoo AI: What is a Knowledge Base and How to Build One | Leadoo – Conversion Platform
Copy and paste your system prompt
You’ll also be able to add some initial suggestions for visitors to ask the bot along with 1 or more static CTA buttons so they don’t get lost in a never-ending AI conversation!
More on that in this article – Leadoo AI: What are Initial and Dynamic Suggestions?
Test your bot!
Use the preview button at the top of the builder to see if the AI is responding in the way you want it to.
Testing is key to fine-tuning your AI chat. Use the preview button in the builder, and stress-test the bot with a wide range of potential questions. For example, a stress test might reveal that the AI struggles to handle complex product queries or misses key FAQs. By getting colleagues involved, you can spot gaps, refine your system prompt, and ensure a consistent user experience.
Fine-tuning your AI chatbot’s system prompt can transform your website interactions and lead to higher conversion rates. If you have any questions or need assistance in setting up or optimising your system prompt, don’t hesitate to reach out to your Customer Success Manager or our Support Team at [email protected] —we’re here to help you succeed!
If you’ve already built your knowledge base and written your system prompt, you’re ready to explore initial and dynamic suggestions. If not, refer to these articles first:
Initial suggestions are pre-set questions you present to customers when they first engage with Leadoo AI, helping them start the conversation. Think of them as starting points that encourage interaction.
When clicked, the AI answers the selected question, allowing the customer to explore further based on their needs. These suggestions should vary depending on the user’s stage in the journey. When you add an AI node to your bot, a few example suggestions are prefilled for your convenience, but customisation is key.
Dynamic suggestions take interaction further by helping customers ask relevant follow-up questions. After each AI response, the system generates possible follow-up queries based on the conversation but not based on the Knowledge Base. This means that the AI chat will not be able to create questions based on content within the Knowledge Base and so occasionally it may offer a suggestion that isn’t 100% relevant to your business. For example, if you’re an online course provider it may create questions for a course that doesn’t exist but could be seen as relevant based on the previous discussion. Let’s say a visitor asks about a marketing course, then it may suggest something like; “Do you offer courses in Creative Writing”
This keeps the dialogue flowing and reveals information the customer may not have initially considered.
However, limit dynamic suggestions to 2-3 options to avoid cluttering the chat window, ensuring the experience remains streamlined and user-friendly.
Enable dynamic suggestions by toggling them on in the AI node. When activated, the AI will display suggestions after each response. There is also an additional prompt field where you can guide the AI on how to approach these dynamic suggestions.
Once live, customers will see these suggestions after their initial interaction, which helps maintain an ongoing and engaging conversation.
Here’s a useful tip for the dynamic suggestion prompt:
If you need help building your AI bot reach out to your Customer Success Manager or our support team at [email protected].
In this guide, we’ll walk you through the Leadoo dashboard, helping you navigate the essential features of the platform with ease.
To start, here’s a short video on what you’ll find on the dashboard homepage:
Let’s dive into the details!
The dashboard menu provides quick access to all the main tools and insights. Here’s what each section offers:
You’ll receive an email notification each time a lead is captured, and if you’ve integrated with your CRM, a new contact will be created there as well. All leads are stored in this section, where you can view full conversation details and apply filters to locate specific leads.
This is where you can find and build all your bots, including:
Find key analytics in pre-built dashboards, covering the following:
Bot Triggers
Bot triggers are similar to impressions or page views—this figure represents how often a bot was displayed to website visitors.
Bot Discussions
Consider these engagements. Every time a visitor starts an interaction with a bot, it’s counted as a discussion.
Leads Per Day
This figure is based on the lead criteria set within your bots. For instance, if you’ve set it to require a name and email, a lead is counted once both fields are captured.
Identified Companies
This is based on data captured by the Company Identification tool, which identifies companies that have visited your site. Learn more about it here.
User Intent Identified
This metric shows the number of visitors who have engaged with a bot but have not yet converted—these are your potential future conversions!
You can adjust the date range on the right-hand side to view these metrics over different periods.
In the dashboard, you’ll find a snapshot of referral sources for your Leadoo conversions, along with an aggregated view of the customer journey. Delve deeper by filtering data by campaign, URL, or company details such as industry and location. This data is available under Source Insights, included with our Pro & Expert packages or as an add-on with other subscriptions.
For a closer look at Source Insights, watch the following video:
At the bottom of the dashboard, you’ll find a snapshot of companies identified as having visited your site, highlighting key companies that haven’t yet converted. Company Identification is available to all users and provides access to a targeted list of engaged prospects, complete with extensive filters so you can refine your visitor insights.
Learn more about Company Identification here.
Ready for more? Find more videos and guides in our Knowledge Base.
