Collectchat Client Workspace Setup (Onboarding)

Collectchat Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace for the client

   In the Collectchat dashboard, click 'Create Workspace' and name it after the client. This isolates their forms and responses from other accounts.

2. 02

   Invite client team members

   Use the 'Team' settings in the workspace to add client staff with appropriate roles (admin or editor) so they can view responses and manage forms.

3. 03

   Build the first conversational form using AI Form Builder

   Click 'New Form' and select 'AI Form Builder'. Describe the lead qualification criteria (e.g., service needed, budget, timeline) and let the AI generate the form structure.

4. 04

   Configure conditional logic for lead routing

   In the form editor, set up branching rules based on responses (e.g., if budget > $5k, route to sales team). This ensures high-intent leads are flagged.

5. 05

   Integrate with client's CRM or Google Sheets

   Navigate to 'Integrations' in the form settings. Choose HubSpot, Salesforce, or Google Sheets, and authenticate with the client's account. Map form fields to CRM properties.

6. 06

   Enable appointment booking and payment features

   If the client needs scheduling, connect Calendly in the 'Booking' tab. For payments, enable Stripe in 'Payments' and set up the payment amount or deposit.

7. 07

   Deploy the widget on the client's website

   Copy the embed code from the 'Publish' section. Choose the chat widget placement (corner, inline, or standalone link) and provide the code to the client's webmaster or install via tag manager.

8. 08

   Test the form end-to-end

   Submit a test response through the widget. Verify the response appears in the 'Responses' tab, triggers the email notification, and lands in the CRM. Check that booking and payment flows work.