How to Use Chatsimple as Your Website Sales Agent

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Here’s a quick tutorial on how to use Chatsimple as your Website Sales Agent:

1. Log in to Chatsimple, enter your website URL, and click on Fetch Links.
2. You can set the color of your AI Agent based on your brand colors and hit Create.
3. Go to the Appearance section to customize your AI Agent's appearance
4. You can add a custom call-to-action (CTA) button or edit suggested questions.

1. For example, link the text "Talk to Sales" to your sales team's calendar.
2. You can also define your Business Goals by finding it on the left sidebar
3. Set clear objectives for your AI agent (e.g., booking meetings and product purchases).
4. Use "if-then" statements to create conditions and actions. (Example: "If users show interest in Vision Pro, request a scheduling meeting.")
5. Add your calendar link for scheduling. (You can set up to three business goals) And Save your settings.
6. Go to the Qualify Leads section to create questions to gather essential customer information (e.g., phone model, budget).
7. This data helps with personalized follow-ups and email campaigns. Activate the questions to display pop-ups for visitors.
8. Test your AI sales agent after publishing the project!