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Connect our Website Chatbot

Convert your website visitors into customers

Updated over 5 months ago

When people visit your website, they are looking for answers or a quick resolution to their problem.

They don't want to waste time looking around for a contact form or phone number. In fact, 99 out of every 100 people come to your website and leave without making contact with you!

That's a scary figure, think of all the lost opportunity.

That's why we build our proactive, simple website Chatbot. It's designed and tried and tested to turn more of your website visitors into paying customers.

The Chatbot will collect the following details from your visitors

  • Opening starter option (What they would like to do)

  • Email address
    Phone number

  • Lead Message (Any additional details they would like to add)



Connecting your Website Chatbot as a channel

Step 1. Go to Channels and click on "Website Chatbot"

Step 2. Hover over it and click "Connect"

Setting your chatbot up for success

Once connected, click on the Builder tab.

Opening Message


By default we have added a tried and tested opening message for you. The opening message is the first message that shows when the bot opens.

To change the opening message, click on it or click + Add a message to add another line.

Opening starter options


Opening starter options give you a better idea of what the visitor would like to do. we offer 3 opening starter options in our Website Chatbot.

Bot Avatar and theme


You can choose from our 6 Bot Avatars and match the them of the bot to your brand colours.

Privacy Policy


You can add in your privacy policy link which will be linked in a message which will be shown to the visitor prior to collecting any contact details for compliance and GDPR reasons.

Preview your Chatbot

To preview your Chatbot, make sure to first click Save, then click "Test bot"

Your preview page will open in a new window where you can test it out.

Adding the chatbot to your website

To add the Chatbot to your website, click on the "Add to website" tab, then use one of 2 options.

Option 1. Send it to your website developer

Send the code to your website developer and ask them to do it. To do this, click "Send email". A pop-up will show with the code and instructions already in it. Simply add in there email address and send it.

Option 2. Copy the code and add it to your website yourself.

Copy the code and place it on all pages just before the closing of the </body> tag.


For example: <head></head> <body>..........<chatbotcode></body><footer></footer>


*Important: Any editing of this code or spaces or line breaks can result in your bot not showing or not working correctly on your website. Please ensure not to edit the code. Editing the code of your website with this approach should only be handled by a web developer as it may break your website if not added correctly.

If your website is a WordPress website, follow these instructions:

Firstly, login to your WordPress Website, go to Plugins on the main menu and search for "Insert Headers and Footers Plugin"

Once found, click Install Now. Once installed, click activate.

Next, go to Settings and click on "Insert headers and footers".

Then, in the "Scripts in Footer" section, simply paste your Chatbot embed code and hit save.

If there are any issues on your site, try adding the code in the footer section "scripts” in

And that's it! Refresh your website and you will see your website chatbot live and generating enquiries for you.


If you have any difficulties in adding the code we'd be happy to assist you in any way we can. Simply contact your customer success manager or your support team on support@boxly.ai


Controlling your bots postion and behaviour

There are a number of settings on the add to website tab to control your bots position and behaviour. See the options below.

Automate things when leads come in

When a lead comes in from your chatbot you can automate the following things.

  1. Send an auto reply email

  2. Move the lead to a Box

  3. Assign a lead to a team member

And here's the powerhouse....

You can run any other these 3 automations based on the opening starter option that the visitor selected!

Here's an example...

I want to send a specific email when a visitor selects Enquire about our services.

In order to do this, click the "Send an auto reply email" automation, then in the "When" section click on that option, write your email and save.

That's it!

Frequently asked questions

I need to add more than 3 opening starter options


For this free version of our Website Chatbot we only offer 3 options. For a more options or a more complex question flow in the bot conversation check out EnquiryBot our custom built intelligent solution.

I want to change the privacy policy message

For this free version of our Website Chatbot we only offer this standard message. For custom messaging, check out EnquiryBot our custom built intelligent solution.

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