Set up a chatbot

Beta

Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change.

With Zapier Chatbots you can add a custom-branded chat experience directly within your website, using the power of AI.

 

Add a chatbot

  1. From your Chatbots dashboard, click Create.
  2. In the dialog box that will appear, type a name for your new chatbot.
  3. Click Create.

You can add more chatbots from the dashboard or by clicking the icon that appears at the top of the chatbot settings screen.

 

Change the chatbot's browser title and more

You can edit how the chatbot appears in the browser tab or window when using it as a standalone page within Zapier Chatbots.

  1. From your Chatbots dashboard, click the name of the chatbot.
  2. In the Setup tab, scroll down and click Advanced options
  3. Type a new Browser title or a new Subdomain in the respective fields.
  4. Click Save changes.

In the Advanced options section, you can also turn off the “Built on Zapier” label by clicking the Display the “Built on Zapier” label toggle.

Advanced options section of chatbot setup

 

Edit or hide the disclosure message

With Zapier Chatbots, you can display a disclosure message alongside the greeting. This lets you inform users that they are talking to a chatbot or offer links to further resources, for example. This is turned on by default.

To hide the disclosure message:

  1. From your Chatbots dashboard, click the name of the chatbot.
  2. In the Setup tab, scroll down to find the Display disclosure message in Greeting toggle. 
  3. Click the toggle to hide the disclosure message.
  4. Click Save changes.

You can use Markdown to style the message in the Disclosure message field.

 

Change your chatbot color scheme

Your chatbot's appearance can match your brand or project. To style your chatbot:

  1. From your Zapier Chatbots dashboard, click the name of the chatbot.
  2. Click the Style tab.

In this tab, you will see fields for different elements of the chatbot:

  • Page background
  • Buttons & chatbot message background
  • Disclosure message text
  • User message background

For each field, you can change the color using either the color picker, HEX, RGB, or HSL values. 

  1. Click the color swatch for the field you want to change.
  2. The color picker will open. Select a new color or paste a HEX value in the text field below.

To use RGB or HSL values: 

  1. Click the up/down arrows beside the HEX text field to see RGB or HSL fields.
  2. Input the values in the appropriate fields.

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Customize your chatbot

Chatbots work best when you create a tailored directive and tweak settings such as creativity to ensure it will provide the best possible answers to your users.

Learn how to customize the different aspects of a chatbot:

Data retention

Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team.

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