This course is going to be a hands-on experience with our conversational design platform, so, first of all, you will need to create Activechat account. Hopefully, you already have one and were redirected to this course from our Manuals section. But in case you came here from somewhere else – here’s how to sign up and log in.
1. Go to https://app.activechat.ai/signup (or click “Open App” in the top right corner of our website)
3. Open the e-mail that we’ve sent you and click the confirmation link in it.
Basically, this completes your “create Activechat account” task, but there’s more to be done yet!
4. Choose your first bot template to play with.
These are simple templates that demonstrate some of the features Activechat has. You will definitely want to customize it further, or maybe even build a bot from scratch – we’ll get to that in detail soon!
4. Now you can customize your bot with Welcome Message (the one that will be displayed to every new user in your chatbot) and some Keywords (the bot will reply with specific messages if any of these keywords are detected in user’s input). Default Reply will be displayed if none of the keywords are detected (i.e. the bot did not understand what user said).
Feel free to skip this part for now – you will be able to change it later from your dashboard.
5. Congratulations! Your first bot is live (you can test it right in the widget on the left of your screen) and ready to be connected to your Facebook page, Telegram bot or Twilio SMS phone number.
You can continue with setting up communication channels (click “Go live”) or skip to your dashboard to start customizing the conversation.
6. If you want to connect the bot to your Facebook page, click “Go live” and “Login with Facebook”. Don’t forget to check every page that you may want to connect your bot to and give necessary permissions. Again, this can be changed later from your dashboard.
7. Select which page your bot should be connected to.
Keep in mind that each bot can be connected to a single page only. If you need the same bot to work on different pages, create copies of this bot in your dashboard.
8. Connect your website!
Now it’s time to set up tracking pixel and chat widget on your website. Chat widget will display a neat communication box in the bottom right corner of your site, where users will be able to communicate with your bot. Installing a pixel will let your bot react to users’ actions throughout your website (for example, display different messages on specific pages and many more).
Type your website address and click “Validate”. You will get the code that needs to be inserted into your site’s HTML code.
9. Click “Check installation” to see if the pixel was installed correctly. It will tell you when your website was last active.
10. Select which type of chat widget to use.
Activechat supports both native HTML chat widget and Facebook chat widget (if you’ve connected your bot to Facebook page on previous steps).
Both have their pros and cons. The Facebook chat widget will require Facebook authentication for your bot users to be able to talk to your chatbot. Not everyone likes this, but once your bot starts a conversation on your website, it will be able to continue on Facebook Messenger even after the user leaves your site. Actually, you get lead data with every new conversation and you will be able to broadcast marketing messages later.
Native Activechat widget does not require any authentication, but messages will be delivered only while your users are on the website. The conversation is persistent, i.e. it will continue when the same user visits your website again (it’s cookie-based, so will depend on the browser and device).
We’ll discuss working with different widgets later in more detail.
Awesome! You’re all set! ✅
Now you can use Log In button to authenticate with your account.
Now when you’ve learned how to create Activechat account it’s time to create your first bot!