Website Chat Recipe: Book a Demo with Your Team

This feature is currently only available for non-Automotive Revenue Digital Assistants™.

This recipe explains how to set up a scheduling link in the Website Chat conversation. Once this link is configured, visitors to your website can book a demo with your team with the click of a button.

Create a “Schedule Demo” Quick Reply Button
Edit the Conversation to Provide a Scheduling Link
Embed the Scheduling Link with the Website Chat Preview Tool

What you’ll need

• Access to the Website Chat Preview Tool
• How to Activate the Conversation Editor
• An active link for an external scheduling service website (i.e. Calendly or Chili Piper)

Creating a "schedule demo" Quick Reply button

Follow these steps to configure a Quick Reply button that visitors can click when they want to schedule a demo with your team.

1. From the Conversica dashboard Access the Conversation Editor.
2. Hover over the Website Chat Outreach conversation and select your active list from the Drop Down.
3. Hover over the first Representative Response field and click Edit.
4. Locate the “A call to action” Response category and click the edit icon.
5. Update the text to “I’d like to schedule a demo” and click the checkmark.
6. Confirm the “Show Button:” is checked to create a Quick Reply button in chat.
7. Click Save Changes then click Close to return to the Conversation Editor. 

Editing the conversation to provide a scheduling link

Follow these steps to edit the Website Chat Outreach conversation so your Revenue Digital Assistant can provide a scheduling link to visitors who request to schedule a demo with your team.

1. From the Conversation Editor locate the Website Chat Outreach conversation and select your active Client List
2. Hover over your Revenue Digital Assistant’s messaging for Additional Outreach (Chat) and click Review/ Edit.
3. Edit the Action Link field to reflect your scheduling link URL.
4. Edit the Action Type field to state “schedule a demo.”
5. Click Save Changes.

Using customizations to embed a scheduling link within Website Chat

Complete these steps to create custom Javascript to embed the scheduling link into the chat widget on your website.

1. Open the Website Chat Preview Tool link provided to you by Conversica.
2. In the Customizations section add the following text:

   1. "embedURLs": [   
      {
            "URL": "Insert scheduling link URL"
      }
      ]

   2. Some scheduling services may work best when embedded in a larger chat window. If that is the case you can add width and height customizations to the “embedURLs” object.

3. Click Submit.
   1. If your customizations result in any errors, the Preview Tool will notify you.
   2. If there are no errors, The Preview Tool will reload and display your chat avatar and customizations for you to review.
4. Once you’re satisfied, copy the Javascript and deploy this code to your website.

Note: Some scheduling services may not support embedded links inside the chat widget. If so, consider using the steps outlined in our Website Chat Recipe: Creating a Popup Window for Live Chat.

Congratulations! Your visitors will now be able to schedule demos directly from their website chat conversation. Visit our article on Conversica Website Chat Customizations for more options to deploy!