Havlo Client Onboarding and AI Persona Configuration (Onboarding)

Havlo Client Onboarding and AI Persona Configuration (Onboarding)

1. 01

   Create a new site in the Havlo dashboard

   Navigate to the Sites section and click 'Add Site'. Enter the client's domain and select the appropriate plan tier (Essential, Pro, or Agency) based on the number of sites and AI replies required.

2. 02

   Embed the JavaScript snippet on the client's website

   Copy the generated code snippet from the site settings and paste it into the client's HTML, just before the closing </body> tag. For WordPress or Shopify, use the built-in integration plugins to avoid manual code edits.

3. 03

   Configure the AI persona with business-specific responses

   In the AI Settings tab, input the client's FAQs, services, pricing, and operating hours. Set the AI's tone and language to match the client's brand voice. Use the training field to upload any existing support documents for more accurate replies.

4. 04

   Set operating hours and offline mode

   Define the client's business hours in the Schedule section. Enable offline messenger mode to collect visitor messages after hours, and customize the fallback message to set expectations for response times.

5. 05

   Enable proactive chat triggers

   In the Widget Behavior settings, create rules to automatically invite visitors to chat after a set time on page or when they show exit intent. Tailor the trigger messages per page or visitor segment.

6. 06

   Connect Slack and email integrations

   Go to Integrations and authorize Slack to receive push notifications for human handoff. Set up email forwarding for missed chats or daily digests. For e-commerce clients, connect Shopify to pull order data into the chat context.

7. 07

   Test the widget and AI responses

   Open the client's website in an incognito window and initiate a test chat. Verify that the AI answers correctly, handoff works with one click, and the widget displays the client's branding. Use the mobile app to test on a phone.

8. 08

   Hand off to client for review and launch

   Provide the client with a demo link and a summary of configured settings. Once they approve, switch the widget from test mode to live. Document the setup in your agency's project management tool for future reference.