Transcript
Hello and welcome to our chatbot tutorial. In this tutorial, we’ll show you how to set up and train the AI chatbot in My Studio Manager, exclusively available to our Ascend plan members.
We’ll guide you through integrating it into your website, training the bot, and explain the two modes: Email/SMS and Live Chat.
Let’s get started.
Step 1. Training your chatbot
To ensure your chatbot can handle client queries effectively, you need to train it with relevant information.
There are three ways to train your bot:
Via web URLs – Allow the chatbot to pull information from specific web pages.
Go to the bot training section under Conversation AI in Settings. Enter your website’s URL and the bot will fetch data from those pages to provide accurate responses.
We recommend using a shared public Google Doc link with all your relevant studio information.
Adding questions and answers manually –
You can also input common FAQs and their corresponding answers. Click “+ Add FAQ,” enter a common question, and provide the best response.
This helps ensure that the bot answers queries based on your studio’s unique services and offerings.
Running a bot trial –
Here you can pretend you are a customer and ask the questions you would expect, and use the thumbs up for a good response or a thumbs down for a bad response.
By training the bot regularly, it becomes more effective in assisting clients.
Step 2. Adding the chatbot to your website
To make the chatbot available on your website for clients to interact with:
Navigate to Settings, then Chat Widget.
Customize the chat widget to match your studio’s branding. Adjust the chat bubble, widget window, and more.
Click “Get Code” and copy the provided embed code.
Go to your website’s backend and paste the code in the Body Tracking section.
Save your changes, and the chatbot will now be live on your website, ready to assist visitors.
If you have a website hosted with My Studio Manager, you can switch on the chatbot in your website settings.
Step 3. Chatbot Modes: Email/SMS and Live Chat
Your chatbot can operate in two different modes, depending on how you want to engage with clients.
Email/SMS mode –
The bot responds to clients via SMS or email. It’s ideal for capturing leads and running automations and follow-ups over a number of days.
The bot will reply using the information it has been trained on, sending responses directly via SMS or email.
Live Chat mode –
This mode is for instant communication, providing real-time responses directly through the chat widget on your website.
Clients can engage with the chatbot live, asking questions or booking appointments.
If the bot encounters a query it can’t answer, it can escalate the chat to a human agent or capture customer details for someone to call back.
These modes allow you to offer both instant and delayed communication options, enhancing the client experience.
Step 4. Automating appointment bookings
Your chatbot can also handle appointment bookings.
While we don’t currently recommend this for studios, the ability is there for bots to book appointments automatically.
Set up the appointment booking intent in the Conversation AI section.
The bot can ask customizable questions to schedule appointments automatically.
If a client already has an active appointment, the bot will handle general queries until the appointment is completed.
Once the appointment is booked, the client will receive a confirmation email or SMS with the booking details if you have an automation set up to do so.
And that’s how you set up, train, and integrate the AI chatbot into your website using My Studio Manager—available exclusively to Ascend Plan members.
You’ve also learned how the bot’s Email/SMS and Live Chat modes work and how to automate appointment bookings. This powerful tool will save time and improve your client interactions.
If you have any questions, feel free to reach out to our support team.
Thank you for joining me. I’ll see you next time.
