Overview
The Bolt Discovery Settings page in Element451 is where you configure the various options that make Bolt Discovery a powerful tool for guiding students to the information they need. This page allows you to manage preloaded knowledge sources, customize thread starters, and configure the lead capture forms used by Bolt Discovery.
In this article, we’ll walk you through each configuration available on the Bolt Discovery Settings page, helping you make the most of this feature.
Accessing Bolt Discovery Settings
Navigate to Engagement > Bolt Discovery > Settings.
Knowledge
Element451 preloads information from studentaid.gov and commonapp.org into the knowledge base. If enabled here, Bolt Discovery can utilize these sources.
Use Financial Aid Preloaded Knowledge
Use Common App Preloaded Knowledge
Starters
Thread Starters are not just prompts; they're students' shortcuts to the information they need. These predefined queries are designed to guide the student directly to the most relevant information in Bolt Discovery, saving them time and effort.
Tailor your thread starters to specific user contexts using conditions that display starters based on the Page URL, Path URL, or UTM Parameters.
How To: Add and Manage Thread Starters
How To: Add and Manage Thread Starters
In Bolt Discovery Settings, you can add and manage the thread starters that display on the embedded and URL methods.
Starters on Element451 Pages are added and managed directly within the Content Block editor. This process is outlined above in the Integrating Bolt Discovery article.
To manage starters for Bolt Discovery when embedded and shared via URL, follow these steps:
Adding Starters
Adding Starters
Navigate to Engagement > Bolt Discovery > Settings.
In the Starters section, click the + Add Starter button.
Configure the starter settings:
Title: What appears under the search bar and prompts the student.
Example: Programs Offered.
Message: The question sent to Bolt Discovery after the starter is clicked.
Example: What programs does Fire University offer?
Conditions (optional): Tailor the starters to specific user contexts using Page URL, Path URL, or UTM Parameters conditions.
Example: Page URL Contains "poultryscience"
Click Save.
Editing + Deleting Starters
Editing + Deleting Starters
Navigate to Engagement > Bolt Discovery > Settings.
In the Starters section, locate the Starter you wish to edit or delete.
Click the three vertical dots
icon at the end of the row.Select Edit or Delete based on your desired action. If deleting, you will be asked to confirm your action.
Reordering Starters
Reordering Starters
Thread starters are displayed as chips under the search bar in the order in which they're listed in settings. You can adjust the order using this process:
Navigate to Engagement > Bolt Discovery > Settings.
In the Starters section, locate the Starter you wish to relocate.
Click and drag the starter to the desired position in the list using the two horizontal lines
icon.
Lead Capture Forms
Bolt Discovery intelligently uses AI to determine if and when additional information may be needed, prompting users to complete a form to request it. The wording of the prompt may vary, but it essentially asks, “Would you like more information on this topic?”
You determine the specific form used, utilizing your existing prospect-type forms.
You can also determine which forms are deployed where using URL, path URL, or UTM parameter conditions.
If no custom form is specified in settings, a default form asking for First Name, Last Name, and Email Address is used.
This AI-driven feature may not prompt in every thread; the decision is based on the context of the conversation.
How To: Add and Manage Lead Capture Forms
How To: Add and Manage Lead Capture Forms
Navigate to Engagement > Bolt Discovery > Settings.
In the Lead Capture section, click the + Lead Capture Form button.
Configure the form settings:
Title: Give the form a name; this will be displayed to the student/user.
Form to Show: Select which form you wish to use.
Conditions: Optional, but you can add conditions to fine-tune the audience that sees this form.
What Happens After Submission?
What Happens After Submission?
Once the form is submitted, it functions like any other prospect form submission:
The system checks if the contact already exists in the database:
If the contact exists, the record is updated with any new information.
If the contact does not exist, a new contact record is created.
The system assigns a prospect milestone to the contact (new or existing).
This milestone includes a hyperlink to the conversation thread, providing context for future interactions.
For more details, refer to the Understanding Form Submissions article.