Brevo Multichannel Chat Deployment (Onboarding)

Brevo Multichannel Chat Deployment (Onboarding)

1. 01

   Create a Brevo vendor account and access the dashboard.

   Sign up at Brevo's website, then navigate to the main dashboard to begin client setup.

2. 02

   Connect client's website and social channels.

   In the dashboard, use the channel integration section to link email, Facebook, and Instagram, then install the chat widget on the client's site.

3. 03

   Configure the chat widget appearance and greeting.

   Customize colors, logo, and greeting message in the widget settings to match the client's brand.

4. 04

   Set up chatbots for lead capture and FAQ.

   In the chatbot builder, create flows that collect visitor contacts, capture consent, and answer common questions.

5. 05

   Create targeted messages and triggers.

   Define rules based on visitor behavior such as time on page or cart abandonment to send proactive messages.

6. 06

   Assign agents and set up mobile app access.

   Add client staff as agents in the team settings, and instruct them to install the iOS or Android app for on-the-go responses.

7. 07

   Test the full workflow and document handoff.

   Simulate a visitor chat, verify chatbot responses, and create a quick reference guide for the client's team.