Scope
This guide covers setup & configuration for Web Chatbot. Availability depends on your tenant package, role and configured providers.
Purpose
Deploy project-aware website conversations and lead capture.
Configure site, knowledge, greeting and handoff behaviour.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Configure site, knowledge, greeting and handoff behaviour.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Measure starts, engagement, handoffs and captured intent.
- Bound knowledge, disclosure, permissions and human escalation.
Verify the result
Measure starts, engagement, handoffs and captured intent. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Bound knowledge, disclosure, permissions and human escalation. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.