Guide

1. AI sales agent for your website

   Empower sales and support with Chatsimple's simple, no-code AI chatbots.

2. Start by entering your website URL, and click on Fetch Links.

3. You can set the color theme of your AI agent based on your brand colors and hit Create.

4. You will see a preview of the AI agent on your website on the right.

5. Now you can customize your AI agent's appearance.

6. For example: Add a suggested question to help your visitors decide what to ask.

7. Play with CTA and button texts like: Use "Talk to Sales" and link it to your sales team's calendar.

8. You can also define your Business Goals by finding it on the left sidebar

9. Set clear objectives for your AI agent (e.g., booking meetings and product purchases).

10. Use "if-then" statements to create conditions and actions. (Example: "If users show interest in Marketing Hub, request a scheduling meeting.")

11. You can also go to the Qualify Leads to create questions to gather essential customer information (e.g., phone model, budget).

12. Save and Activate..

13. Your AI Sales agent is now ready! You can click on the generated link to view it.

14. You can now see the AI agent deployed. You can start interacting and testing the agent.

15. Test the agent by selecting one of the suggested questions. You can also ask any question in the text field.

16. The AI Agent provides a clear answer and also gives relevant next steps for your visitors.