How to Customize Your ChatlyDocs AI Chatbot

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🛠️ ChatlyDocs Customization Guide

How to Personalize Your AI Chatbot for a Seamless User Experience

ChatlyDocs allows you to customize your AI chatbot to match your brand, improve user experience, and provide the best support. This guide will walk you through the customization options available and how to configure them.

🔹 1. Welcome Message

Set a custom greeting for users when they first interact with the chatbot.

How to Customize:

  1. Go to Settings in your ChatlyDocs chatbot panel.
  2. Enter your custom welcome message in the provided field.
  3. You can use HTML formatting (e.g., bold, links) to enhance the message.
  4. Click Save to apply the changes.

📌 Example:

Welcome! I’m here to help. Ask me anything!

🔹 2. Starter Questions

You can define up to 3 common questions to guide users.

How to Customize:

  1. In Settings, enter up to three frequently asked questions.
  2. These will appear as clickable buttons for users to select.
  3. Click Save to apply the changes.

📌 Example Starter Questions:

  • "Who are you?"
  • "What services do you provide?"
  • "How do I get started?"

🔹 3. Notes & Disclaimers

You can add custom notes for users, such as disclaimers or important information.

How to Customize:

  1. In Settings, enter any custom notes or warnings.
  2. Click Save to apply.

📌 Example Disclaimer:

AI can make mistakes. Please verify important details.

🔹 4. Embedding the Chatbot on Your Website

You can embed your ChatlyDocs chatbot on any website using the provided embed code.

How to Embed:

  1. Copy the embed code from your ChatlyDocs dashboard.
  2. Paste it into your WordPress, HTML, or CMS platform.
  3. Save and publish your changes.

📌 Example Embed Code:


var chatbot_base = 'https://chatlydocs.com';
var chatbot_document = '9e634fac-0266-4841-bea5-2af868b81fe7';
var chatbot_params = { buttonBgColor: '#007bff' };
function chatbot_loadScript(t){
   var e=document.createElement('script');
   e.type='text/javascript',e.src=chatbot_base+'/embed.js',
   e.onload=function(){t()},
   document.head.appendChild(e)
}
chatbot_loadScript(function(){
   createChatbotEmbed(chatbot_base+'/chat/?iframe=true&document_id='+chatbot_document,chatbot_params);
});

Customization Options for Embedding:

Feature Parameter Example Value
Button Color buttonBgColor '#ff6600' (Orange)
Chatbot Position position 'right' or 'left'
Button Text (Future) buttonText 'Ask Me Anything'

🔹 5. Customizing Chatbot Appearance

You can modify the chatbot’s button color, placement, and more.

Customization Parameters:

🔹 Change the chatbot button color:

var chatbot_params = { buttonBgColor: '#ff6600' }; // Orange button

🔹 Modify chatbot positioning (left/right):

var chatbot_params = { position: 'right' };

🔹 Customize button text (if supported in future updates):

var chatbot_params = { buttonText: 'Chat with Us' };

🔹 6. Sharing & Direct Link Access

ChatlyDocs provides a direct link to your chatbot, allowing you to share it anywhere.

How to Get the Direct Link:

  1. Go to the Sharing section in your ChatlyDocs dashboard.
  2. Copy the direct chatbot link.
  3. Share it via email, social media, or internal channels.

📌 Example Direct Link:

https://chatlydocs.com/chat/?document_id=9e634fac-0266-4841-bea5-2af868b81fe7

🔹 7. Viewing Insights & Analytics

You can track chatbot interactions and improve responses using the built-in analytics tool.

How to Access Analytics:

  1. Navigate to the Insights section in your ChatlyDocs dashboard.
  2. View user questions, interaction trends, and performance metrics.
  3. Use the data to refine chatbot responses for better accuracy.

📌 Key Metrics You Can Track:

  • Most frequently asked questions.
  • Where users drop off in conversations.
  • Accuracy of chatbot responses.

🔹 8. Future Customization Possibilities

🔸 Dark Mode & Custom Fonts – To match website themes.
🔸 Upload a Custom Chatbot Avatar – Branding improvement.
🔸 More Starter Questions – Increase from 3 to 5+.
🔸 Advanced Button Styling – Rounded vs. square buttons.

💡 If you have suggestions for customization features, let us know! 🚀

🚀 Get Started with ChatlyDocs Today!

ChatlyDocs makes AI chatbot customization easy—whether you need a quick FAQ bot or a full knowledge base chatbot.

✅ No coding required – Set up in minutes.
✅ Works on any website – Just copy & paste the embed code.
✅ AI-powered responses – Extracts and understands content instantly.
✅ Insightful analytics – Track user behavior and optimize knowledge-sharing.

📌 Want to customize your own chatbot? Start now!
👉 Try ChatlyDocs