Select Chatbot Channels

Specify which conversation channels BoltBot will respond to inbound messages: Live Chat, Email, SMS.

Name

The name of your chatbot. This could be your mascot or another name of relevance or importance to your institution.

Select Chatbot Skills

Enable which skills you want active for BoltBot. BoltBot is designed not only to provide answers but also to assist students in accomplishing tasks.

For a complete list of skills and description/details of each, visit our BoltBot Skills help article.

Limit The Time ChatBot is Active

Set a schedule for BoltBot to be active. This setting is helpful if you'd like BoltBot to run during off-hours when your team is unavailable.

Note: To run BoltBot on a set schedule, Conversations must be set to active during the same time as BoltBot.

Greeting

Configure your initial greeting. This will be displayed in the live chat widget when a student starts a new chat.

Avatar

Upload an image to be used as an avatar in Conversations. If no image is uploaded, your institution's primary logo will be used. Note: To display correctly, the image you select to upload should be a 1:1 aspect ratio (square).

Display Knowledge Base Sources to User?

Enabling this setting will provide a source URL at the end of BoltBot's response. This allows the student to find more information or context on the topic of inquiry.

Live Chat Conditions

Control on which pages where Live Chat is active should BoltBot be enabled.

Limit to a Segment

If enabled, BoltBot will exclusively respond to individuals within the segments you select on that channel.

💡Pro tip: Use this feature to do any testing before turning the feature on for your students.