Animam Client Bot Deployment (Onboarding)

Animam Client Bot Deployment (Onboarding)

1. 01

   Create a new bot in the Animam console

   In the unified console, select 'Create Bot' and name it after the client. Choose the Starter plan (29 €/mo) for a single-site pilot or the Builder plan (49 €/mo) if you need 2 bots and 10 segments from the start.

2. 02

   Connect the client's website to the agent

   In the bot's settings, enter the client's domain. Animam's agent will read the site's public pages to learn about the business, so ensure the site is live and the pages are accessible.

3. 03

   Upload the client's knowledge base

   In the 'Corpus' section, add up to 20 entries on the Starter plan or 100 on Builder/Pro. Include FAQs, hours, pricing, and service descriptions. Use the 'Segments' feature to group content by topic or service line.

4. 04

   Configure lead capture and contact forms

   In the bot's flow editor, enable the contact form widget. Set up the form fields to capture name, phone, email, and message. Ensure the agent qualifies leads by asking relevant questions before handing off.

5. 05

   Enable meeting booking (optional add-on)

   If the client needs calendar scheduling, activate the meetings add-on for 9 €/mo. Connect the client's calendar in the integration settings and set availability rules.

6. 06

   Set up quote computation and payments (optional)

   For quote processing, activate the quotes add-on (9 €/mo) and upload a server-side price grid. For payments, enable the payments add-on (19 €/mo) and connect the client's Stripe account. Test the verified actions in a sandbox.

7. 07

   Apply white-label branding

   In the 'Branding' section, upload the client's logo, set custom colors, and remove Animam's name from the widget. Verify the widget matches the client's site design.

8. 08

   Deploy the widget and test

   Copy the embed code from the console and add it to the client's site. Run a test conversation to verify answers, lead capture, and any add-on features. Check the conversation logs in the console for accuracy.