# Automate Your Conversations > **Source**: [SMS-Magic](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations) > >

Automate conversations with triggers for nurture messages, notifications, reminders, and keyword-based messaging. Set up chatbot automation and the Conversive button for seamless interaction.

## Browse Collection 1. [Conversive Button](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button.md) (Video) 2. [Automation Use Cases FAQ](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/ZILMbEZ3E7c-automation-use-cases-faq.md) (Article) 3. [Nurture Usecase ](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/MArByCNAJ5I-nurture-usecase.md) (Article) 4. [Understand the Nurture Usecase](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/uvXJm4ol7W0-understand-the-nurture-usecase.md) (Article) 5. [Activate Nurture Automation Usecase](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/UpM9AWyVw5I-activate-nurture-automation-usecase.md) (Video) 6. [Reminder Usecase Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/F4MiKAxgQ6c-reminder-usecase-automation.md) (Article) 7. [Understand Reminder Usecase Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/fba2E2xH5dY-understand-reminder-usecase-automation.md) (Article) 8. [Notification Usecase](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/bg1A3QqQai8-notification-usecase.md) (Article) 9. [Understand Notification Usecase Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/EOMKMGEovgc-understand-notification-usecase-automation.md) (Article) 10. [Activate Notification Usecase Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/wParPvlllCE-activate-notification-usecase-automation.md) (Video) 11. [Keyword Responder Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/vBa0q7U091k-keyword-responder-automation.md) (Article) 12. [Understand Keyword Responder Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/V3Tuej4ANdc-understand-keyword-responder-automation.md) (Article) 13. [Conversational Flow](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/JMIhSYKiGIY-conversational-flow.md) (Article) 14. [FAQ Bots](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/1NdTCSCDFUc-faq-bots.md) (Article) 15. [Activate Keyword Responder Automation](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/QEKQuE4dLeg-activate-keyword-responder-automation.md) (Video) 16. [Automate Conversations](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/0ftU1sCZryM-automate-conversations.md) (Article) 17. [Getting Started with Conversive Buttons](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/sn5tm96DKh8-getting-started-with-conversive-buttons.md) (Article) 18. [Creating Conversive Buttons](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/0DbPJ51Qz1s-creating-conversive-buttons.md) (Article) 19. [Integrating Conversive Button with your Website](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/IGEKp0k2h3E-integrating-conversive-button-with-your-website.md) (Article) 20. [Automating Conversations with Conversation flow](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/2FZnYJmVe2k-automating-conversations-with-conversation-flow.md) (Article) 21. [Capturing Basic consumer info & syncing with CRM](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/mBGzxh7xxOM-capturing-basic-consumer-info-syncing-with-crm.md) (Article) 22. [Managing Conversations & Responses](https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/K8NpvWLApkI-managing-conversations-responses.md) (Article) --- # VIDEO: Conversive Button ## METADATA - id: BlYk8FBJ3ZRbIaJXZ8K5bg - type: video - source: SMS-Magic - content_url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button - collection_url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations ## TRANSCRIPT - time: 00:00 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=0 text: In this video, let's see how to create and customize a Conversive Button and how to use it. - time: 00:10 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=10 text: Select 'Conversive Button' from the navigation bar. - time: 00:17 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=17 text: Click on the 'Create New Button' in the top right corner. - time: 00:24 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=24 text: Enter a name for the button in the 'Button Name' field on the form. - time: 00:29 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=29 text: Select a channel where you want to have the conversation with your customer. - time: 00:40 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=40 text: Type your pre-filled message for SMS in the input field. - time: 00:47 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=47 text: You can enable the form to collect the lead information with the help of form. - time: 00:54 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=54 text: To create consent with lead information you can just enable the the consent toggle to create a consent record. - time: 01:02 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=62 text: You can add links to your website privacy policy so that your customers can know how their data is collected, used, and - time: 01:08 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=68 text: protected, - time: 01:09 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=69 text: ensuring transparency and building trust. - time: 01:22 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=82 text: Toggle the switch to enable contact number verification. - time: 01:27 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=87 text: Select the sender ID from which the OTP need to be sent. - time: 01:36 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=96 text: Enter the domain for the embedded script in the 'Domain for embedded script' field. - time: 01:43 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=103 text: Click on the 'Generate Script' button in the form area. - time: 01:48 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=108 text: Click on the generate script button after entering the correct domain. - time: 01:55 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=115 text: Click on the 'Copy Script' button to copy the generated script to your clipboard. - time: 02:00 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=120 text: And paste this in your website Header tag section. - time: 02:05 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=125 text: In the form section, click on 'Chat Experience' to select how you want to start the engagement. - time: 02:11 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=131 text: In the Chat Experience section, you can decide on how your conversive button should do the conversation with your customer when - time: 02:17 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=137 text: someone opens a chat widget. - time: 02:20 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=140 text: You can activate a prebuilt chatbot flow from the Automation library and select it in Automated chat flow to run a - time: 02:26 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=146 text: conversation flows on incoming messages. - time: 02:30 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=150 text: Click the dropdown arrow to expand more options for Automated chat flow. - time: 02:36 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=156 text: Select 'Set up FAQ Bot' in the form. - time: 02:45 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=165 text: Click on the 'Advance Settings' section to expand and view additional options. - time: 02:53 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=173 text: You can customize your button color, size, and position from here. - time: 02:59 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=179 text: Click the back button in the navigation bar to return to the previous page. - time: 03:06 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=186 text: Click the share icon to download a QR code or share it on social media or print media. - time: 03:15 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=195 text: Click on the download button to save the QR code. - time: 03:21 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=201 text: After pasting the copied script into your website header tag, you'll see a bubble appear in the bottom right corner of your - time: 03:27 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=207 text: screen. - time: 03:28 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=208 text: Clicking on the bubble will open the chat widget with the selected channel. - time: 03:32 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=212 text: Upon selecting the Webchat channel, a form will appear for the visitor to fill in their contact information. - time: 03:38 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=218 text: If you have toggled on the contact number verification it will verify the mobile number with an OTP. - time: 03:48 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=228 text: The web visitor will now have option start the conversations in the webchat. - time: 04:01 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=241 text: In the Converse desk inbox, you will see the conversation of the web visitor appearing with the messages. - time: 04:14 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=254 text: You can initiate your conversation from the inbox with webvisitor to continue your chat. - time: 04:21 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=261 text: You can also transfer files in the webchat by clicking on the attachment icon. - time: 04:30 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=270 text: You can know if the user is still active on the website with the green dot shown on top the username. - time: 04:37 url: https://docs.beconversive.com/YKOsKUGLguc-automate-your-conversations/7r7t3Z86BfY-conversive-button?start_time=277 text: Thank you for watching the demo. ## SUMMARY # 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.