Forward Lead info through Trigger “Email” Action

You can set a trigger action to forward the lead info captured on a specific event, to an email that you define in the trigger action.

On an event like “Chatbot Conversations”, we recommend you to delay the transfer of lead info a duration of 5 minutes maximum, to give the user the time to enter the requested info.

Lead info forwarded through trigger email action

On the left sidebar, click Automations > Triggers

  • Click on add trigger
  • Choose the trigger event
  • In the trigger action, select

“[Email] Send lead info to an email address (from: no-reply@aninja.com)”

  • And type the email under Email address

When a lead is injected into your account after the trigger event has occurred, his info will be transferred to the email address you define in the trigger action.

If we take the example of the “Chatbot conversation” event;

After the period you’ve set in your trigger, the below fields captured in the conversation, will be transferred to the email defined in the “Trigger Email Action”:

  • contact name
  • phone number
  • email address
  • and the latest 100 chatbot messages with that lead.

In case the user didn’t enter a capture info (e.g. phone number), or it was entered after the delay period you set in the trigger (5 minutes), it will not show in the message you receive by email.

  • After the delay duration is finished, you will receive the below information to the email you defined in the trigger action:

New event from lead (Chatbot 63088754a3b74).

Contact name:
aNinja test

Email address:
jp+test@aninja.com

Phone number:
+1 781-746-7047

Latest messages:
– [Bot] Hey, Happy to assist!
– [Bot] What’s your name?
– [contact_3b74] aNinja test
– [Bot] What can we do for you?
– [aNinja test] Send me information
– [Bot] Okay, what is the best email to send information to?
– [aNinja test] jp+test@aninja.com
– [Bot] Info is on the way! What’s the best number to reach you at?
– [aNinja test] 17817467047
– [Bot] Thank you! A team member will be in touch shortly.

 

 

Adding aNinja Chatbot to your Godaddy Website

Adding aNinja Chatbot to Godaddy Website can be done by using a simple Javascript code. Which is the aNinja Chatbot Embed Code. Find your aNinja Chatbot Embed Code in your aNinja install before getting started.

Adding aNinja Chatbot to Godaddy Website

  1. Log in to your GoDaddy account and click Manage to open GoCentral.
  2. Click Edit/Edit Site.
  3. Then, select the page you would like the widget to appear on. Or alternatively, you can add a new page for the widget. Click the + button or Add.User-added image
  4. Afterward, scroll to the bottom of the Add Section panel, and click HTML.
  5. Click Embed custom code on the page.
    User-added image
  6. Click inside the new section to open up the HTML editor.
  7. Here, in the “Custom Code” box paste the aNinja Chatbot Embed Code.
    User-added image
  8. When you’re finished, click the Done at the top of the HTML panel.
  9. Click Preview to see the results.
  10. Lastly, make any additional changes, and when you’re ready click Publish.

Where do the Chatbot Conversations appear in aNinja

Now that you’ve added your Chatbot to your website, as a result, a new lead is created into your aNinja account after every chatbot conversation.

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.

Adding aNinja Chatbot to Squarespace Website

Adding aNinja Chatbot to Squarespace Website can be done by using a simple Javascript code. Which is the aNinja Chatbot Embed Code. Find your aNinja Chatbot Embed Code in your aNinja install before getting started.

Adding aNinja Chatbot to Squarespace Website

You can do this yourself or give this code to your developer.

  • In the “Home Menu“, click “Settings
  • Then hit  “Advanced
  • Click “Code Injection
  • Add the aNinja Chatbot embed code into the appropriate Code Injection fields for the footer.
  • After adding your code, click on the “Save” button.

Custom code doesn’t appear?

Custom code may not appear for a few reasons:

  • You’re logged in – As a security measure, code in a code block may not appear for you when you’re logged in, even if visitors can see it. This happens when you try to view embedded JavaScript over a secure connection (https://). To test this, visit your site in an incognito browser.
  • The code is on an index page – Your code might not render if you’ve added it to a page within an index. To test this, remove the page from the index within the Pages panel, then visit your site in an incognito browser.

If the code still isn’t working, reach out to support@aninja.com.

Where do the Chatbot Conversations appear in aNinja

Now that you’ve added your Chatbot to your website, as a result, a new lead is created into your aNinja account after every chatbot conversation.

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.

Adding aNinja Chatbot to Wix Website

Below are the steps for adding aNinja Chatbot into a Wix Website by using a simple Javascript code.

Adding aNinja Chatbot to a Wix Website

You can do this yourself or give this code to your developer.

  1. On your Wix Website, go to Dashboard > Settings
  2. Click the Custom Code tab in the Advanced section.
  3. Then hit + Add Custom Code at the top right.
  4. Paste the aNinja Chatbot Embed code snippet in the text box.
  5. Enter a name for your code.
    Tip: Give it a name that is easy to recognize so you can quickly identify it later.
  6. Here, select an option under Add Code to Pages:
    • All pages: This adds the Chatbot’s code to all of your site’s pages, including any new pages that you create in the future. Choose whether to load the Chatbot only once per visit or on each page your visitor opens.
    • Choose specific pages: Use the drop-down menu to select the relevant pages.
  7. Specify where to place your code under Place Code in:
    • Head
    • Body – start
    • Body – end
  8. Lastly, click Apply.

Your Chatbot is now embedded into your website. As a result, a new lead is created into your aNinja account after every chatbot conversation.

Where do the Chatbot Conversations appear in aNinja

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.

Building your aNinja Chatbot Playbook

Building your aNinja Chatbot Playbook is an easy yet tricky thing to do. We can happily 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

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. 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.

 

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

Basic aNinja terms

Here’s a simple explanation of the basic terms and keywords that we use in aNinja. After all, we want you to get the correct meaning of the words we use.

Know what aNinja terms stand for

All around aNinja, and in the knowledge base articles you encounter keywords. And it’s very important for you to know what they stand for. We divided these keywords into 4 sections:

Features
  • Automations: These are Templates, Sequences, and Triggers.  You automate them to be launched automatically at a certain event without your intervention.
  • aNinja Forms: These are the contact forms that you create on aNinja. When you embed them on your website, they collect leads. And automatically the system injects them into your account.
  • Dashboard: It is a set of widgets that give you a quick overview and deep view into your aNinja system.
  • Widget: It’s a graphical display. Precisely, it brings you the report on the workflow of your latest activities and interactions that you make in aNinja.
  • Chatbot: It’s a computer program that can be embedded on your website. It simulates human conversation through text chat. Therefore, aNinja Chatbot answers your website visitors’ simple questions. Moreover, you can customize the questions in the Chatbot Playbook.
  • Chatbot Playbook: It determines how the chatbot answers the user’s questions. More precisely, it’s an automated message workflow that runs on simple logic in order to help the users get the answers they need.
The Lead related
  • Custom Fields: These are info that you can add to the lead. Therefore, it augments the lead data (creation time, payment plan, phone number, platform, tenant code, and much more…).
  • Lead activities: These are basically the activities that you perform on a certain lead:
    • Tasks, Assigning lead, Opportunities, Custom Fields, Email and Texts sequences, Merging, and Deleting.
  • Lead interactions: These are the interactions that you perform on a certain lead:
    • Emails, Texts, Calls, and Notes.
  • Lead View: It is where you can see all activities and interactions that you made with a lead.
  • Leads View: It’s where you can see all the leads you have in your account. Or the result of a Smartlist or a search typed in the top navigation bar.
  • Workflow: It consists of a series of sequential steps that allows you to monitor the lead/customer’s progress in the pipeline.
System search
  • Smartlist: or Smart View. Simply, it is a list of leads that the system pulls from your CRM following criteria specified in a query.
  • Query: It’s the essential component for building a Smartlist. Precisely, it’s a specific request for lead retrieval among your CRM.
aNinja Keys & codes

Have any specific questions about the aNinja terms? Please leave us an email at support@aninja.com. We’re more than happy to offer you clarifications.

aNinja keys & codes

In aNinja, you have private keys and codes that you use for your integrations.

It’s important to know your aNinja keys & codes, know how to use them, and where to find them in your aNinja install.

aNinja Keys & Codes

aNinja Centralized Inbox

The aNinja Inbox is a centralized view of all your incoming communication emails, textsvoicemails, missed calls, open tasks, and the chatbot conversations too.

Accessing the Inbox

On the left sidebar, click on Inbox icon.New Centralized Inbox

Inbox activities

You should be able to work exclusively from your aNinja Inbox.

From your Inbox items, you can:

Dynamic Inbox

The Inbox badge in the sidebar dynamically updates to show you how many Inbox items are available.

Concluded Tasks

  • Ultimately, all items of the aNinja centralized inbox should be completed on daily basis. However, if that was not possible, you can report them to the next day. Just toggle all the remaining items of the inbox and click on future in the toolbar.
  • The Inbox badge in the sidebar will show a green checkmark when all your Inbox items are done!

Task Management

  • You can also bulk mark inbox items as done / not done.

  • Answering a Lead from the Lead view (send/reply to an email, or send/reply to text) will automatically mark previous inbox items of the same type (e.g. email/text) as done.
  • Admin users can view inbox items for other team users, as well as filter them by type.

History of Interactions and Activities of a lead

aNinja brings you the history of all interactions and activities made for a lead in the lead view.

What’s the history of interactions and activities

Since the creation of a lead in your aNinja account, the system saves all the interactions and activities that you have made to this lead, in the history section.

Moreover, they are listed in ascending order. So, the users and team members are kept in the loop of the actions performed on this lead.

In the history you can view:

  • Calls made and their durations.
  • Emails that are sent & received with this lead.
  • Notes that are left by any team member so any other user stays updated on any relevant info.
  • Texts that are sent to this lead.
  • Tasks that are assigned and their statuses.
  • Workflow steps changes.
  • Chatbot conversations that are initiated by this lead.
  • Triggers

Accessing the lead history

From the lead view, in the middle right of the page, you can see all the interactions and activities of the lead.The history of all interactions and activities for a lead

Find your aNinja Chatbot embed code

Now that you’ve created the chatbot playbook, you want to embed it on your website so it starts assisting your website visitors, and collecting leads. Find your aNinja Chatbot embed code that is required to embed your aNinja chatbot on your website.

Find your Chatbot Embed Code