How to create a human-agent service for a website

Chat personally with a website visitor/customer using Conversation Management. Learn to create an inbox, generate a script, embed it into a web page, and chat live with customers.

Conversation Management is a conversation tool that lets you create a human-agent service as well as chatbots that create a live user experience, answer queries using AI in real-time, and clear all the doubts of a user while visitors exploring your website. Excited? Then, let’s take a tour of how to create a human-agent service that embeds with a website and makes communication simpler.

Creating a human-agent service

‌To create a human-agent service, sign in to your Conversation Management account with your registered email ID and password. If you don't have an account yet, click on the Create new account link and create one:

Once you have signed in, you will be taken to the Conversations dashboard as shown here:

To create a human-agent service, click on the Settings tab on the left-hand side panel and click the Inbox Settings tab. Then, click the Add New Inbox button. You will get a list of channels that Conversation Management support. It supports the following channel options:

  • Website: This is used to create a human-agent service/chatbot for a designated website. It will create a live website chat widget through which visitors can interact with the agents and bots.

  • Multichannel: This is used to create a human-agent service/chatbot for a designated website and social media channels such as Facebook, WhatsApp, LINE, Slack, etc:

Since we are creating a human-agent service for a website, select the Website channel option:

The next step is to customize your inbox. In the Customize Inbox tab, you'll see a form-like page where you need to enter the details of your human-agent service. Here are the input fields to be filled:

  • Widget Name: The name of the chatbot widget. E.g., Food expert human-agent service. This widget will get embed at the bottom right-hand side corner of the website.

  • Website Domain: The URL or domain of the website to which you want to integrate your human-agent service. You can also deploy a local HTML file on the web browser such as file:///C:/Users/kashmira/Desktop/Samplewebsite.html.

  • Widget Color: Select the color for your website widget as per the theme of the website.

Click the Continue button. You'll be taken to the Add Agents tab where you can add one or more agents to this inbox as per your requirement:

Click the Continue button. You'll be taken to the Finish Setup tab where you can see a Messenger Script of the human-agent service:

Now, open the website code in an editor of your choice and paste this script within the head tag:

Save the code and launch it on a web browser. You'll see a chat widget embed on your website on the right-hand side corner of your screen. When you'll click the widget icon, a chat window will pop up and is now ready for your assistance:

Executing the human-agent service

Send a message, say Hello, to the chat window. As soon as a message hits the chat window, a notification can be seen on the Conversation Management dashboard under the Conversations tab. Select the Food expert human-agent service inbox by clicking the conversations icon and click on the user chat to view the conversation. If you still face the issues to see the conversation, select the All option from the filter drop-down menu:

Here, the name of the user who has sent a message gets a dummy name i.e. Spring-Dawn-515. You can edit this name and other information by clicking the Edit icon under the Personal Information section.

Now, you or an agent can start the conversation with the user by typing the message in the text field, say How may I help you? Please enter your email address for verification:

As soon as you send a response, the user will get a message in real-time on the chat window as shown here:

In this way, a human-agent service by Conversation Management not only helps to streamline the conversation but also looks into lead enrichment as it records the information of each user or visitor reaching you via your web portal.

Last updated