Signing up for a SME Bot account (Webchat)

Learn how to sign up for an SME Bot account on Webchat. Webchat is the recommended base channel for to train and test your SME Bot. You can add other channels later once your chatbot design is finalized or when you're ready to launch on those platforms.

7 steps

Set up "General" settings in SME Bot

Learn how to configure the General settings in SME Bot to optimize your SME Bot’s functionality. Set a Default Reply for unrecognized inputs, define a Target Country for valid phone numbers, and assign a Default Language and Timezone for contacts with unknown settings. Customize the Brand Color for visual consistency, enable Development Mode to restrict access while building, and understand that deleting your account removes all data within 24 hours unless canceled.

11 steps

Rename Account and Change Account Logo in SME Bot

Learn how to rename your Account in SME Bot to better organize and identify your SME Bot, especially when managing multiple bots, and see the updated name reflected in the Webchat Widget Header. Additionally, discover how to change your Account Logo to customize your bot’s persona, ensuring it appears consistently in the Webchat Widget for a more branded and engaging user experience.

8 steps

Configure or Add Admins/ Roles and the Permissions

Learn how to configure or add admins and roles with their allocated permissions in SME Bot. This is essential if you have a team, such as additional Admins, Salespeople, Customer Support, Automation Experts/ Consultants, Operations Managers, Analysts, or HR managers. By assigning specific roles and permissions, you ensure each team member has the appropriate access and control, boosting efficiency, security, and collaboration within your SME Bot account.

11 steps

Add Team Inbox

Learn how to add a Team Inbox in SME Bot. This setup enhances inbox management by grouping team members based on skills, departments, and support levels, enabling streamlined collaboration and efficient conversation handling.

14 steps

Duplicate Flow

Learn how to quickly duplicate a flow in SME Bot to speed up your build process.

9 steps

SME Bot- Get code to embed Webchat

14 steps