Setting up your website’s chatbot features can be a game-changer in managing customer inquiries and converting leads. This guide will walk you through configuring the Birdeye Chatbot AI widget, including customizing the pre-chat form for better lead capture. You’ll also learn how to review and respond to unanswered questions in the Chatbot FAQ section, ensuring no customer query goes unresolved, creating a seamless experience for your visitors, and helping you capture genuine leads effortlessly.

Configure Pre-chat Form

Navigate to ‘Settings,’ go to the ‘Inbox’ tab and click ‘Chatbot AI.’

Hover over the the widget name, click ‘Actions,’ and select ‘Edit.’

Navigate to the ‘Chat window’ tab

Toggle the switch to enable the lead capture form.

IMPORTANT:

Enabling the lead capture form disables Live chat and Chatbot until user information is collected. This helps in converting genuine inquiries to leads
and removes friction in the conversion process by seeking contact details later in the conversation. Disabling the lead capture form will collect the user's email and phone number after the chatbot's first response. Conversations without contact details will be recorded as anonymous chat in the Inbox.

You can preview the ‘Lead capture form’ on the right side of your screen.

You can enable or disable it for ‘During or Outside business hours.’

FAQs For Unanswered Questions

Go to ‘Settings,’ navigate to the ‘Business info’ tab and click ‘FAQs.’

Click ‘Three vertical dots’ and select ‘Unanswered questions.’

Answer questions that the Chatbot hasn’t answered. Enter your response in the textbox and Click ‘Add.’

You can view the added questions under FAQs.