Make a Chatbot
This is a quick tour of how you can get started with creating your first chatbot using Tars.
In case you want to skip all the text, here is a video tutorial about creating a chatbot from scratch.
Creating a new chatbot
This is the first step. Once you are in the dashboard, you'll be able to choose to create a chatbot from any of the existing chatbot templates defined by industries.
Or you can wish to create from scratch by clicking on "My Chatbots" and then “Create a Chatbot” to enter the Chatbot Canvas.
Give your chatbot a name and you are good to go.
Adding a Gambit
You will now be in your Chatbot Canvas and this is where you are going to create your chat flow. The first step is to click on “Add Gambit”.
Gambit means one single back and forth conversation between the bot and user.
Making changes in the gambit
Now that you have created your first gambit, it’s time to add the messaging that will go in the chat flow.
First off click on the gambit.
The box that opens up a window called the modal where you can see the messages that the bot will send the user and the input options that the user has to respond to the bot.
Under the Bot Messages heading, the bubbles you see here are the actual messaging bubbles that go in the bot. You can simply add the questions/statements here. At the bottom right of the bot messages section there is a blue drop down menu in which creators can choose how users can respond to these messages.
In the TARS bot builder we have several different ways to receive input from users. These range from standard text input in chat to pre-fixed quick reply buttons and custom input specific UI’s like calendar, file upload and geo location. You can find more about the different types of Input UI that appear in this dropdown menu over here.
Connecting two gambits
Once you are done with the first gambit, add more gambits
A series of gambits makes a conversation and you will have to join one gambit to the other for the conversation to flow. The gif below show you to make a pipe connecting two different gambits.
In TARS Bot Builder creators have the options of using several different input UI. Below you will find a list of explainers for each input type.
Using the text input option ChatBots can accept text from users. Within this option however, creators will find several options for configuring what type of text is taken in.
The first option that creators have is to customise the Input Type.
Each of these configurations accepts text in a different form
- Full Name- Will accept text in the form <First Name> <Last Name> with le (e.g. John Smith)
- Email - Will accept text in the form email@example.com
- Telephone - Will open telephone keyboard and accept all international phone number formats.
- Address- Will accept multi-line input
- Password- text input will not be shown but rather be concealed
These configurations can be manually set as well using the Custom Text option in the dropdown.
When a creator selects custom text option they are given access to further configuration options.
Under Keyboard type they can choose which type of keyboard pops up on the user’s screen.
- Normal Keyboard- Regular Qwerty keyboard
- Email Keyboard- Regular qwerty keyboard with an @ to make email typing easier
- Telephone Keyboard- Number keypad with a few extra symbols like + and –
- Number Keyboard- Number keypad with no symbols
- Password Keyboard- Qwerty keyboard but characters do not show
Capitalize-Text-At option lets you configure whether words the users type are capitalised by default at certain points of the text
- Sentence Start- The first letter of every sentence is capitalised by default
- Word Start- The first letter of every word is capitalised by default
- All characters- Every character is capitalised by default
User Input validation allows bot creators to check what sort of input is being given by users:
- Full name validator- Validates that input text is in the form <first name> <last name> (e.g. john smith)
- Email Validator- Validates that input text is in the form firstname.lastname@example.org
- Mobile Number Validator- validates that input is in the form of a 10 digit number
In TARS bot builder bot creators can take user input in the form of ratings. This can be used for collecting feedback for example.
Perhaps the most ubiquitous way of rating something is by using a star based rating system.
As such we have added this as an input UI option.
Within this UI option bot creators have two options for customisation
Number of stars – within this option users can decide how many stars the rating system can have. As of now you can choose between 3, 4 or 5.
Steps in stars – Whether users will have the option of choosing fractions of stars (e.g. 4.5 stars). As of now you can only choose between increments of 1 star or 0.5 stars.
The end result will look something like this :
In addition builders have the option of making input optional within this gambit or allowing users to rate multiple times before moving on to the next question.
Perhaps the most popular input method on TARS bot platform is quick-reply buttons.
Within this input UI, people can create new buttons using the add option feature and change the text of each button by replacing the default text.
Under these buttons users can toggle several options on and off:
Send on tap– when this setting is turned on and a user taps the button within the chat, the selected option is sent instantly as opposed to the user having to press a button and then press send to send the selected option
Optional input- Users are given the option not to give input in this gambit
Multiple Input- When option is on users will be allowed to send multiple buttons before moving on in the conversation
Branching – When multiple buttons are made by a builder and this option is on, bot creators can redirect the conversation flow based on the button the user selects.
For example when the builder does not keep this option on there is only one connector from the gambit. When the bot creator turns this option on, connectors appear for each button so that selecting each one leads to a different gambit.
Calendar & Time
This input UI works wonders if you want your users to schedule a call/appointment directly from the chatbot. Users will be given option to choose any available slot from your calendar like this:
To configure Calendar & Time, you need to Select Calendar & Time, from the Input Type dropdown menu in a Gambit.
You will see a configuration like the image below. Now just select your preferences and save the gambit. that's it.
Now in order to allow users to select from the available slots only, you can connect your chatbot with your Google calendar. If you want to integrate your chatbot with Google calendar, check out this article.
We also understand that it is hard to receive certain info like dates and times from users in a standardized format if input was left to the user. We also understand that typing out full times and dates can be a hassle for the user.
As such, TARS bot builder allows bot creators to use scrollers for date and time to enhance user experience and standardize input.
Within the date scroller option, creators can customize which dates users are allowed to input. The options are All Dates, Past Dates and Future Dates.
In addition builders have the option of making input optional within this gambit or allowing users to submit multiple dates before moving on to the next question.
Within the Time scroller option creators can customise the increments of time that users can scroll through using the Time steps to take configuration. As of now creators have the choice of 5, 15, 30 and 60 minute increments.
In addition builders have the option of making input optional within this gambit or allowing users to submit multiple times before moving on to the next question.
In TARS bot builder creators have the option of taking input in the form of an image or a file.
This can be selected from the Input Type dropdown.
The end result will look like this:
In TARS bot builder creators have the option of taking input in the form of user location
This can be selected from the Input Type dropdown.
The end result will look like this:
Ending the conversation
Once you are done creating the whole chat flow, it’s time to end the conversation. To do this, you need to select the “Auto Page Redirection” option from the Text Input dropdown menu.
You will be able to set a page to which the user will be redirected and a delay before which the loading begins. Leave the URL field blank and no redirection will happen, the bot will just end.
You will get an email notification and an entry in the “Full Data” section only when a user reaches till this point.
This is useful if you want to insert some intermediate message between two gambits, but don't want to interrupt the user by asking for anything.
Select it from the Input Type Dropdown menu, and click on Save. That's it.
Publishing the Bot
Now that you can create have the whole chat flow, you need to be able to use the bot right? Go ahead and click the Publish Chatbot button in the top right.
You will have to click on the “Publish Chatbot” button as and when you make changes in the chat flow.
Testing the Bot
Once you have clicked on the “Publish Chatbot” button, test out your chatbot by clicking on "Launch Landing Page"
Go ahead and try out your bot. Switch back to the “Check Data” section and you will be able to see your conversations there.
To change the way your bot looks, you will need to navigate your way to the the Design tab.
As you might know TARS chatbots generally look like this:
What if they didn't look like that? What if they looked like this instead?
Open up a bot that you have already built (if you have not built one yet go build one right now) and look at the left side of the page for the design tab. Click on it and you will see a bot displayed along with a series of colour options next to it.
These options, from left to right, allow you to change: the bot's message bubble colour, the user's message bubble colour, the chat background and the page background.
Click on the first two options and you will get a colour picker allowing you to change the colour of each characteristic.
Click on the second two and you will have the additional option of choosing a gradient or custom image instead of a solid colour. Have fun making your pink, yellow and green bots.
This is where you get to view and export all the conversations users are having with your bot.
All the chats will be displayed one below the other. One chat is for one particular user session.
Additionally you can toggle between full and partial data to evaluate user submissions coming through the chatbot.
When a user completes the whole chat, it will be showed in the Full Data section.
While exporting this data into a csv file, you can select what all fields you’d like to have and what all you’d like to skip.
Partial data will allow you to know where users are dropping off and optimise the chatbot flow accordingly. Here is an article about how you can make use of Partial chat functionality in the right manner.
Using Tars-Zapier integration, you can send the data collected via Tars chatbot to other apps you frequently use.
For example, you can send the chat response as a message on Slack channel, create a card on Trello, update a Google Sheet, send lead data to your favourite CRM and much more.
Since the TARS Zapier App is currently in beta you will first need to accept the online invite to use it.
Click the blue start using Tars now button and then the Orange Accept Invite & Build a Zap button to accept your invite.
Next you need to click the orange Make a Zap button at the top right of your Zapier dashboard. Once you've selected the "make a zap" button, you need to select your trigger app. This can be Slack, Google Sheets or simply your CRM.
Now for Zapier to access your bot’s conversation data you will need to connect your TARS account in Zapier. To do so it the Connect an Account button, Authorize Zapier and Hit Save+Continue to move to the next step.
For an in depth understanding of how our Zapier integration works, check this detailed article here.
Once you have created a chatbot and users have started interacting with it, you would want to know things like :
- how many users are landing on the bot
- how many are chatting with it
- how many of these users are doing desired actions like sharing their phone number etc.
To help you with all of this, we have released a new feature which will enable you get an overview of the Interactions and Conversions happening in your Bots. It's called Data Analyze section.
Here is how you can check it. Just click on Analyze under Check Data Menu:
And, here is how it looks like:
You will also notice on the left side of the panel there is an additional configuration for the analytics section called timeline graph
Selecting this configuration reveals a graphical representation of the same conversational metrics over time:
This is useful for in testing as you can observe how changes made to your chatbot affect your conversion rate and you can read more about it here.
You can also export this data in a CSV format in the "Export Data" section.
This is where you setup page level configurations for your bot. All the different options are covered below :
1. ChatBot Title – This is the name you give to your bot. The same title will be displayed in your bot canvas.
2. Account Subdomain – Once you deploy your ChatBot, by default the bot link would look something like https://chatbot.hellotars.com/conv/xxxxxx. With this account subdomain, you can change “chatbot” to any word of your choice so that this link could be something like https://flipkart.hellotars.com/conv/xxxxxx
3. Page Title – This is the meta title of your ChatBot link. The same title would appear when you share the link on Facebook, WhatsApp or any other channel.
This is the Page Title
4. Customising Bot Favicon Image- This is the image you see in your browser tab next to the Page Title. See this little bot image below, that's your chatbot's favicon image:
You can change this by simply clicking on the "Upload Image" button which will allow you to choose any custom image from your computer.
5. Changing Meta Image- When you share the Tars chatbot link with someone via Whatsapp, Facebook or any other social channel, it will appear like this :
Now you may want to replace it with your company's logo or any other custom image which will be more relatable for your users. You can choose to paste an image url or upload an image directly from your computer by clicking on the green upload button.
6. Email Subject for Notifications – You will be getting an email notification for each complete chat conversation. This is where you can set what the subject line for that email should be.
7. List Email-ids for Email Notifications – You can send these email notifications to multiple email addresses on your end and this is where you list down all the email ids you want to receive these notifications at. Enter each email in a different line and you are good to go. You can test this by completing the bot conversation once and you should get an email at all these email-ids.
Analytics & Tracking
In order to track conversions, user behaviour and demographics, you can easily integrate your chatbot with Google Analytics and Facebook Pixel
Google Analytics Code
On your Google Analytics home page, select the account you want to integrate your Tars chatbot with and copy the property ID behind the name/URL of that account. It takes the form UA-XXXXX-Y or UA-XXXXX-YY.
Now open your Tars dashboard, load up the chatbot you want to track, and click the Configure >> Analytics and Tracking (highlighted below).
In the Google Analytics section (highlighted above), enter your code into the field and hit save. For a detailed understanding of how your chatbot can be tracked in Google Analytics, this article will help you out.
Facebook Pixel ID
Go on to your Facebook Ad Manager page that looks like this:
Over here click on the menu in the top right of the screen and select the Pixels option under Event Manager.
On the next page, close the popup and copy the Pixel ID from the top right.
Open up the Tars chatbot you wish to integrate with, navigate to the Analytics and Tracking section, and paste the pixel code in the appropriate box:
In case you need additional help with integrating your Facebook Pixel ID, head on to this article.
Integration for Retargeting/Remarketing
Now you can build an audience list for your TARS Chatbot page. Get your Google Ads (Adwords) Remarketing Tag from your Google Ads Dashboard. It will look something like this:
Go to the Configure section of your Chatbot and under Analytics & Tracking subsection, you will see Remarketing / Conversion ID field below the Google Ads (Adwords) Code:
Copy/Paste your Google Ads (Adwords) Remarketing Tag Code there and Click on Save. That's it.
Now all the users who visit your Chatbot Page, will be automatically added to your Google Ads (Adwords) Remarketing List. You can then retarget them later with Ads and bring them back your website for better conversion results.
Once you've set up the Remarketing tag, you can directly track conversions by integrating your chatbot with the Conversion Label. This is particularly important if you are using the chatbot in your paid campaigns.
Conversion Label is specific to a particular Conversion Action and you can find it under Google Tag Manager subsection, once you setup your Conversion Action. It looks something like this: RuyHCM791ocBEL_AjvoC
Once you get those, just put it in Configure >> Analytics & Tracking >> Google Ads (Adwords) Code and Save it. That's it.
NOTE: Conversion events will be fired only when a Chatbot Goal is achieved during the Conversation between the user and the Chatbot. We've covered how you can configure your Goal Settings below.
Goal is something that you want your bot to achieve in the conversation. In a Lead generation bot, this could mean collecting the user's phone number. In a feedback collection bot, this could be user giving the final feedback etc..
Goal can be set in the Configure section of the chatbot by selecting one or more Goal Gambits.
If the user responds to any of the Goal Gambits that you have selected, the Goal for the Bot is achieved and it is counted in the calculation of Bot Goal Completions and Goal Conversion Rate in Data Analyze section.
Now once that you are done creating your ChatBot, you would want to share it with the world right?
Here are two ways of doing it –
- Chatbot URL – this is the web link of your bot and you can share it via any channel. Be it on WhatsApp, Facebook, Twitter or email newsletters. The same link will be used when you're setting up your Ad campaign with the chatbot. When a users clicks on this link, they will land into your chatbot.
- Code Snippet for Chat widget – This is how you will be able to install your Chatbot on your website. All you got to do is copy this 1-liner js code and put it before the ending </body> tag of all the pages on your site. This will add the chatbot on the bottom right corner of your website.
You can also change the chatbot widget icon to any other bot image or a custom image that resonates with your brand.
Additionally, you can customise the chatbot call-out message to entice users to chat with your chatbot
Adding Chatbot on WordPress Site
Using the TARS WordPress plugin you can easily integrate your chatbot with your WordPress website.
All you need to do is log in to your WordPress account and go on to the Plugins section in the left sidebar of your dashboard and click on "Add New" option. Now search for "Tars Chatbot" and you will see the plugin appear in the search results. Click on "Install Now" and then "Activate".
Once installed and activated, you should start seeing Tars Chatbot plugin in your plugins directory and click on Settings here.
Clicking on Settings will take you to this window where you need to paste your chatbot widget code from the "Distribute" section of your chatbot.
Hit save, and you're all set! If the chatbot widget does not appear immediately, try refreshing your website.