How to Create and Customize a Conversive Button

In this guide, we will walk you through the steps to create and customize a conversive button and how to use it effectively on your website.

Step-by-Step Guide

1. Select Conversive Button: Navigate to the Conversive button section from the navigation bar.

2. Create a New Button:

   • Click on the Create New button located in the top right corner.

   • Enter a name for the button in the Button Name field on the form.

3. Channel Selection: Choose a channel where you want to have the conversation with your customer.

4. Prefilled Message: Type your prefilled message for SMS in the Input field.

5. Enable Lead Information Form:

   • Enable the form to collect lead information.

   • Enable the Consent toggle to create a consent record.

   • Add links to your website privacy policy for transparency.

6. Contact Number Verification:

   • Toggle the switch to enable contact number verification.

   • Select the sender ID for OTP.

7. Embedded Script Domain: Enter the domain for the embedded script in the Domain for Embedded Script field.

8. Generate and Copy Script:

   • Click on the Generate Script button.

   • Click on the Copy Script button to copy the generated script to your clipboard.

   • Paste the script into your website header tag section.

9. Chat Experience Setup:

   • Click on Chat Experience to select how you want to start the engagement.

   • Activate a pre-built chatbot flow from the Automation Library.

   • Select Setup FAQ Bot in the form.

10. Advanced Settings:

    • Click on the Advanced Settings section to customize button color, size, and position.

11. Share and Download QR Code:

    • Click the Share icon to download a QR code or share it on social media or print media.

    • Click on the Download button to save the QR code.

Using the Conversive Button

After pasting the copied script into your website header tag, a bubble will appear in the bottom right corner of your screen. Clicking on the bubble will open the chat widget with the selected channel.

• Upon selecting the web chat channel, a form will appear for the visitor to fill in their contact information.

• If contact number verification is enabled, it will verify the mobile number with an OTP.

• The web visitor can start conversations in the web chat.

• In the Converse Desk Inbox, you will see the conversation of the web visitor appearing with the messages.

• You can initiate your conversation from the inbox with the web visitor to continue your chat.

• Transfer files in the web chat by clicking on the attachment icon.

• Check if the user is still active on the website with the green dot shown on top of the username.

Thank you for watching the demo.