Leadoo AI Support:
How to set up Leadoo Live Chat
Adding Live Chat to your Leadoo AI bot ensures that website visitors can seamlessly connect with live agents when available, or continue through automated pathways when agents are offline.
Step-by-Step Setup in the Visual Bot Builder
- Bot Type: Live Chat can only be added to ChatBot types (the pop-up bot situated in the bottom right corner of your website).
- Adding the Live Chat Node: In the Visual Bot Builder, drag and drop the LiveChat & Messaging node from the left-hand menu into your dialogue flow, or drag a connection line from a decision node and select LiveChat & Messaging.
- Configure the Connection Message: Enter the message visitors will see when connecting to Live Chat (e.g., “Connecting you with an available agent…”).
- Select a LiveChat Category: Assign a specific category (such as Sales, Technical Support, or General) to direct incoming chats to the right agents or team members.
- Alternative Trigger (SingleChoice Toggle): You can also enable Live Chat within a SingleChoice node by toggling on the Connect to LiveChat option and selecting a category for that specific answer choice.
- Fallback Automation: Always keep automated bot nodes connected after the Live Chat node. If no agent is online, the bot will automatically skip the live chat step and continue the automated conversation.
Managing LiveChat Categories & Predefined Messages
- Setting Up Categories: Navigate to LiveChat > LiveChat Settings > Livechat Categories to add or edit categories. Assigning agents to specific categories ensures they only receive relevant chat requests.
- Predefined Messages (Quick Replies): In LiveChat Settings > Predefined Messages, you can create template responses for frequently asked questions, greetings, or goodbyes. These templates save time for agents and ensure consistent company messaging.
Watch the video tutorial above for a full step-by-step walkthrough, or reach out to your Customer Success Manager if you need help configuring your setup!