Customizing Your Chatbot

By following these steps, you can create a visually appealing, user-friendly chatbot tailored to your brand’s identity.

Customization is an essential part of creating a chatbot that reflects your brand and caters to your users effectively. Follow the steps below to customize your chatbot's appearance, behavior, and user interactions.

Step 1: Access the Settings

1. Log into your Memorly.AI Dashboard.

2. Identify the chatbot you want to customize from the list of created chatbots.

3. Click on the chatbot’s name or a gear/settings icon associated with it.

4. This will open the chatbot's settings page, where you can configure various aspects like design, behavior, and integrations.

Different AI Agents on the Memorly.AI Platform.

Step 2: Customize Appearance

The chatbot’s visual appearance is the first thing users notice. Ensuring it matches your brand’s look and feel helps in creating trust and familiarity.

Theme and Colors:

1. Navigate to the "Appearance" tab in the settings menu.

2. Select a color that will be used for the chat header, buttons, and highlights (e.g., the primary color of your website or logo).

Step 1 - Select Publish

Step 2 - Select Appearance.

Here, you can select appearance of your chatbot.

Chat Window Design:

• Customize the size and position of the chat widget (e.g., bottom-right corner of the screen).

• Add animation effects for the widget’s appearance (e.g., fade-in, slide-in).

The changes in the appearance will be visible to the chatbot.

Logo and Branding:

• Click on the "Upload Logo" button to upload your company’s logo in PNG or SVG format.

• Ensure the logo is high resolution and follows a square or round aspect ratio for the best display.

• You can also upload a favicon for the browser-based chat widget, which will appear in the tab icon.

Font and Text Styling:

• Choose a font that aligns with your website’s typography. Popular options include Roboto, Open Sans, and Lato.

• Adjust the font size for chat headers, user messages, and chatbot responses to ensure readability.

• Customize text styles, such as bold for chatbot headers or italic for instructions.

Step 3: Configure Behavior

This step allows you to fine-tune how the chatbot interacts with users during conversations.

Select publish from the Agent.

Select Access Control.

You can select the access level of your chatbot, to public, private or admin and then share URL accordingly.

Through General settings, you can add the details of your AI agent like support email, support WhatsApp number etc.

Welcome Message:

• Navigate to the "Behavior" or "Greeting Messages" tab.

• Set up a default welcome message (e.g., “Hello! How can I help you today?”).

• You can use dynamic placeholders such as {{user_name}} to make the greeting personalized (e.g., "Hi, {{user_name}}!").

• Add multiple variations of the welcome message for a more natural and dynamic experience (e.g., rotate between “Hi there!” and “Welcome to [Your Company Name]!”).

Fallback Responses:

• In cases where the chatbot cannot interpret the user’s query, configure fallback responses.

• Examples:

  • “I’m sorry, I didn’t understand that. Can you rephrase your question?”

  • “Let me connect you to a human agent for further assistance.”

• You can also add quick action buttons to fallback messages (e.g., "Start Over" or "View FAQs").

Operational Hours:

• Specify your business hours in the Availability settings.

• Add automatic responses for outside working hours, such as:

  • “Our team is currently offline. Please leave a message, and we’ll get back to you during our working hours (9 AM - 6 PM, Monday to Friday).”

  • Provide alternatives, like a link to FAQs or an email address.

Response Delay:

• Configure a slight delay for chatbot responses to mimic a natural human typing experience.

• For example:

  • 1-second delay for short responses like “Sure!”

  • 2-3 seconds for longer replies like “I’m fetching the details for you.”

User Feedback:

• Enable a feedback option at the end of a conversation, allowing users to rate the experience.

• Feedback options can include:

  • Star ratings (e.g., 1-5 stars).

  • Emojis (happy, neutral, sad faces).

  • Open text fields for comments.

• Use feedback data to improve the chatbot’s performance and user satisfaction.

Step 4: Enable Multilingual Support (Optional)

If your business operates in regions with diverse languages, enabling multilingual support ensures accessibility for a wider audience.

Adding Languages:

• Go to the Languages tab and select the languages you want the chatbot to support.

• Add translations for your default messages, fallback responses, and FAQs.

Automatic Language Detection:

• Enable auto-detection of the user’s language based on their browser settings or initial query.

• Example: If a user types in Spanish, the chatbot will automatically switch to Spanish.

Fallback for Unsupported Languages:

• Set up a default message for unsupported languages, such as: “I’m sorry, but I currently only support English. Please try asking your question in English.”

Step 5: Save Your Customizations

• After configuring all appearance and behavior settings, review your changes in the Preview mode.

• Test the chatbot to ensure all customizations, including colors, welcome messages, and responses, are working as intended.

• Once satisfied, click the "Save" button to finalize your customizations.

• Your chatbot will now reflect the changes and is ready to engage with users in its personalized form.