Building your aNinja Chatbot Playbook

Building your aNinja Chatbot Playbook is an easy yet tricky thing to do. Our team is available to assist you with building it.

Let’s have an overview of a Chatbot.

What’s a Chatbot

A Chatbot is a live chat program that you can embed on your website. It answers the website visitor’s simple questions. A lead is added to your aNinja account with every chatbot conversation.

The conversations in the Chatbot take the form of questions & answers. You define the questions according to the frequently asked questions about your website. You can also choose to show a brief introduction and guidance on your website. All this is defined in the chatbot playbook.

We recommend that you write down the sequence of the questions before you start to create the steps in the playbook.

Creating a Chatbot in aNinja

Creating the steps of the Playbook

  • From the left sidebar, go to Marketing > Chat Bots
  • On the right side next to the chatbot name, click on Edit Playbook.

  • Toolbar options:
    • Manage Step Templates: This is where you create the steps of the playbook.
    • Preview the steps created to test how the playbook runs.
    • Save the Layout every time you add a step.
    • Reset the Layout: This resets the design of the Layout to default (in case you dragged and relocated steps).

Note!

If you hit Reset the Layout without saving your changes, it will be reset to the last step saved.

Managing the step templates

  • On the right side next to the chatbot name, click on Edit Playbook.
  • Choose “Manage Step Templates“. Here you create all the steps of the playbook to be used in the layout.

  • Click “Create Step Template” to create a step.
  • Types of step templates:
    • The display messages: Type a message to link it to a step in the playbook.
    • The Inputs is a field where the user enters his answer to the chatbot question, which could be a text, an email, a phone number, a domain name, or a contact name.
      • Questions are considered Inputs as we expect an input or reply from the user.
      • The questions can have one or multiple choice answers.

Example:

  • Message:

Hello, My name is bot.

  • Input – Multiple choice question:

How can I help you?

– Need a CRM

– Technical question

– Contact Support

  • Input – Capture Email: Chatbot doesn’t execute the step linked to this input before the user enters a valid email address.

Building the Layout / Graph

To access the layout, click “Edit Playbook” from the right side next to the chatbot name.

  • The Start button indicates the beginning of the playbook.
  • To add a step, click on the + plus sign.
  • Choose a step template and +Add Selected Step.
  • The added step will show in the layout linked by an arrow to the previous step.
  • Keep on adding the steps to the playbook according to the sequence you want the conversation to follow.
  • You can drag the steps to relocate them for a better view of the layout.
  • To delete a step, click on the X that’s on its border.
    • If a step is deleted, the steps linked to it will remain in the graph. You can either link them to any step in the layout or delete them.
  • To change a step in the Layout, click on “change” that’s on its border.
    • You can only change a step with a similar type (change message with a message type).
  • In the Layout, to link steps to each other, hover over the step you want to link. When the little white cross appears, drag it towards the step you want. Then, an arrow links the 2 steps together.

  • We recommend you Save the Layout after each step you add to prevent losing the changes.

Previewing the Chatbot

  • Click on Preview from the toolbar to test the playbook.
  • It will open a new page. Click on “clear cache and reload” to reset the chatbot in case you have tested it before.
  • The chatbot icon starts running the steps created in the playbook.
  • Click on “back to chat bot” to leave this page.

When the playbook is tested and approved to go live, you can embed the chatbot on your website.

Where do the Chatbot Conversations appear in aNinja

After adding the Chatbot that you created in aNinja to your website, as a result, after every chatbot conversation, a new lead is created into your aNinja account with the info captured in the conversation.

If the lead closed the chatbot conversation before your reply, your message will appear in a bubble next to the chatbot on the website:

You can see these conversations:

  • In your inbox. Just select Chatbot from the All types drop down.
  • And in your Dashboard widget “Chatbot Conversations”. If you can’t see this widget, just enable it from the little gear on the top right of the dashboard.

Why is the Chatbot message popping-up on the first visit only

The chatbot pop-up gets triggered only for the first user visit to your site. It doesn’t automatically re-pop up on their subsequent visits, mainly because it gets annoying for repeat users. However, they can see that it’s in the bottom right section.

If you wish, we can customize this option for you.

Need help in building your aNinja Chatbot Playbook? Please leave us an email at support@aninja.com. We will happily assist you.

Marketing features

aNinja marketing features are Forms and Chat bots that you embed on your website to collect leads from your website visitors who use the form or the chatbot.

aNinja Forms

Create your aNinja forms and embed them on your website. Instantly, new leads are automatically created into your aNinja account from the visitors who used this form.

Chat Bots

Chatbot is a live chatting box. When you embed it on your website it answers your visitors’ simple inquiries (like scheduling a demo) at any time they visit your website.

Also, Chatbot notifies you on the visitor’s question so you follow up with them.

Automatically, the system injects new leads into your account from the website visitors who get in contact with your Chatbot.Have any specific questions about the aNinja Marketing features? Just leave us an email at support@aninja.com. Our support team will happily assist you.

Find your aNinja Forms Embed Code

Find your aNinja Forms Embed Code. You need this code to embed the forms that you’ve created in aNinja on the website.

Find your aNinja Forms Embed Code

  • On the left sidebar, click on Marketing > Forms
  • Select and copy the Embed Code For WebsiteFind your aNinja Forms Embed Code
  • We’ve added a data attribute inside this code that allows you to manage the Bootstrap design in the form. Set it to True or False to either skip or include the Bootstrap design in the form.
  • Paste this Javascript code on your website to add the aNinja form.
  • If you need assistance with embedding your aNinja form on your website, just leave us an email at support@aninja.com. Our Support team will happily assist you!

 

Creating a Chatbot in your aNinja account

aNinja Chatbot

Chatbot is a chatting widget that you embed on your website to answer your website visitors questions. Creating a Chatbot in your aNinja account and embedding it on your website also allows you to collect leads and inject them into your aNinja account.

What’s a Chatbot

A Chatbot is a live chat program that can be embedded in your website to answer the website visitor’s simple questions. The system injects a lead into your aNinja account with every chatbot conversation.

Creating aNinja Chatbot

  • Log in to your aNinja account
  • On the left sidebar, click on Marketing icon.
  • Click on Chat Bots
  • Then, choose Add Chat Bot
  • Click Add a Chatbot
  • Here, enter the business name and the virtual chatbot name.
  • If you choose to set your Chatbot off, it will indicate the message “Chatbot currently offline” to users.
  • Once you enable here the “Help Page Url”, it will expose the Knowledge base button in the chatbot for active users. This typically opens up in an iframe inside the chatbot the website of a knowledge base.

  • You can also type and enable an “Away message” and set the timeout to automatically send a message if no reply was sent back to the client.
  • Lastly, hit Save
  • Chatbot has now been added!
  • Then, you can see this info about your chatbot:
    • Name
    • Status (online/offline)
    • Total Conversations
    • Leads Generated
    • Conversations Rate
    • Created Date
    • Actions you can perform on this Chatbot:
      • Edit Playbook: This option allows you to create the steps of the Playbook.
      • Preview: This option allows you to see how your chatbot runs and test it before it goes live on the website.
      • View Conversations: You can view all the conversations initiated in this chatbot and join them too.

Editing a Chatbot

Now that you’ve created the Chatbot, you can still edit the information at any time.

  • Click on the edit pen next to the chatbot you want to edit.
  • Do the adjustments you want.
  • And click Save.

Cloning a Chatbot

You can create multiple scenarios of chatbots to run on different events on your website.

  • Click the clone icon next to the Chatbot name.
  • This creates a copy of the Chatbot and its playbook.
  • Go ahead and edit it and do the wished changes.

Deleting a Chatbot

Once you delete a chatbot, it’s no longer retrieved.

To delete a chatbot:

  • Click on the edit pen next to the chatbot you want to delete.
  • And hit the recycle bin icon.

  • Lastly, click OK on the pop-up message “Are you sure you want to delete this step?”.
  • Your chatbot and its playbook are now deleted.

Viewing the Chatbot Conversations

  • When a user initiates a Chatbot conversation on your website, you receive a notification by email.
  • The Chatbot conversations can also be viewed from the Dashboard widget “Chatbot Conversations”.

Joining a Chatbot Conversation

You can join the chatbot conversation and directly assist the user.

  • Joining the Chatbot conversation from the email:
    • Open the email and click on the link “View / Join the conversation“.
    • It opens your aNinja account > the lead view where you can join the conversation.
  • Joining the Chatbot conversation from the Dashboard Widget “Chatbot Conversations”:
    • Click on the lead name “chatbot xxxx“. And you’re redirected to the lead view where you can join the conversation.

Where do the Chatbot Conversations appear in aNinja

After every chatbot conversation, a new lead is created into your aNinja account with the info captured in the conversation.

If the lead closed the chatbot conversation before your reply, your message will appear in a bubble next to the chatbot on the website:

You can see these conversations:

  • In your Inbox. Just select Chatbot from the All types drop down.
  • And in your Dashboard widget “Chatbot Conversations”. If you can’t see this widget, just enable it from the little gear on the top right of the dashboard.

Why is the Chatbot message popping-up on the first visit only

The chatbot pop-up gets triggered only for the first user visit to your site. It doesn’t automatically re-pop up on their subsequent visits, mainly because it gets annoying for repeat users. However, they can see that it’s in the bottom right section.

If you wish, we can customize this option for you.

For any clarifications about creating a Chatbot in your aNinja account, just leave us an email at support@aninja.com. We will happily assist you!

Creating aNinja Forms

For integrating forms data into aNinja, you can:

  1. Use aNinja forms: These are created inside aNinja. You simply drop the Javascript code on your site and they render and automatically push the lead data into aNinja.
  2. Use your existing forms (in this case we can adapt some Javascript code to push the lead into aNinja on form submission).
  3. If your site is a WordPress or similar, we also have plugins for those cases (Gravity forms, Contact Form 7, Hubspot Form).

In aNinja, you can create your forms and customize the content. When you embed those forms on your website, a lead is automatically injected into your aNinja account with every form submission.

Creating aNinja Forms

  • On the left sidebar, go to Marketing > Forms
  • Click on Add Form
  • Label your form and select its status (draft, live, or archived)
  • You can either select the Contact Us template or just drag fields from the list to create your own form.aNinja Forms
  • You can add a “hidden input” that does not appear to the users when they fill up the form on your website.
    • A hidden input has a name and a value.
    • name: e.g. Custom_Form
    • value: e.g. aNinja contact form (or any title relevant to the form).
    • The custom field injected after the form submission will be: Form: aNinja contact form.
  • If you’re intending to use multiple forms on your website, to each form you can assign a different name and value for the hidden input. Then you map it to aNinja’s Custom field. So every form submission creates a lead that has this input’s name and value among his custom fields.
  • Insert a “Button” of type “Submit” at the bottom of your contact form for the form submission.

  • Lastly, click Save.
  • You can preview with Standalone link (optional)

Embed the form on your website

  • Go to Marketing > Forms
  • Copy the embed form code, to be able to embed the code snippet on your website.
  • We’ve added a data attribute inside this code that allows you to manage the Bootstrap design in the form. Set it to True or False to either skip or include the Bootstrap design in the form.
    • If it is set to True, then it skips aNinja’s design and uses the Bootstrap used in your website.
    • If set to False, then it uses aNinja’s Bootstrap design for the form.

Fields to include in the form

It’s very important to add the “Input names” in the form fields, which basically are:

  • Name: that’s a required field and it will be mapped to the aNinja field: contact_name
  • Phone: to be mapped to the aNinja field contact_phone1
  • Email: to be mapped to the aNinja field contact_email1
  • If in your form you’ve added other fields (e.g. Source), these are considered Custom Fields. When mapping them to the aNinja fields, just add this prefix Custom_ (Custom + Underscore). (e.g. Custom_Source).

Where does the imported data appear

After the form submission, a lead is automatically injected into your aNinja account.

You can search your aNinja CRM for the imported leads. You can also search for any custom field, opportunities, and any other info that you have included in your form.

  • Lead’s contacts appear in the lead contact section in the lead view.
  • Opportunities also appear in the opportunity section in the lead view.
  • The company’s info appears on the top left of the lead view, in the Company section.
  • Custom fields appear in the custom field section of the lead view.
  • Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.