Getting started with Chat+

Welcome to Spotler Chat+! Stay connected with customers and audiences by automatically handling common questions with a chatbot. This results in faster responses, an improved user experience, and more time for teams to focus on complex, human-driven interactions, while remaining available beyond opening hours.

Ready to get started with building a chatbot? Learn to build dialogs with predefined answers, how the Smart Aigent can take over when needed, and how to deploy your chatbot with confidence.

In this guide, you’ll take the first steps in Spotler Chat+. In just a short time, you’ll:

1️⃣ Build your dialog

2️⃣ Test your dialog

3️⃣ Manage settings and deploy your chatbot

Quick overview

🕒 Time 30–60 minutes
🎯 Level Beginner
🧰 Needed
  • Access to your organization’s Spotler Chat+ account
  • You have access to a tenant

Before you start

Make sure you have the following ready:

Open the checklist in Chat+

You'll find a checklist inside Spotler Chat+ that tracks your progress as you complete each step. Click on the checkpoints and we will show you where to go next.

  1. First, log in to your Chat+ account.
  2. After that, click on the button below and the checklist will open:

Open checklist in Chat+

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Use the Help Center for extra context

This Help Center article follows the same structure as the checklist, but includes a bit more details. Keep it open on a second screen. Look for these blocks along the way:

Skip if ready Some steps may already be done in your account, skip them if they’re not relevant.

📚 Need more guidance? Find links to in-depth articles for extra support.

All set? Let’s go!

Check the introduction video and move on to Step 1 to confidently deploy your chatbot and get the first conversation with your audience.

View video transcript

Summary of video

The video gives an introduction of what you will learn in the step-by-step plan: How to get started with Spotler ChatPlus. In the How to get started with Spotler Chat+, you'll learn:

  • How chatbots automatically handle frequently asked questions and save time.
  • How to build a dialog using predefined answers with the option for the Smart Aigent to take over when needed.
  • How to deploy your chatbot on your website

By the end of the process, your chatbot is ready to use.

Before you begin, you need a configured tenant, you must add sources to the Smart Aigent, and download a template from the Marketplace. In Spotler Chat+, a checklist guides you through all the steps. More detailed instructions can be found in the Help Center.

Spoken text

In this video, you will see exactly how to get started with Spotler ChatPlus. We keep it practical with clear steps that are directly applicable. 

Chatbots help you stay connected with your customers and audiences. They handle common questions automatically. That saves time and effort.

You will learn how to build a dialog for your chatbot using predefined answers, with the option for the Smart Aigent to take over when needed. The Smart Aigent is a feature within Spotler Chat+, powered by OpenAI, and answers questions based on the sources you provide. 

Of course, we also show you how to deploy your chatbot,so you can start using it right away on your website. We guide you through the entire process, so by the end your chatbot is live and ready to help your users. 

Before starting this tour: You need a tenant that has been set up by our Professional Services team. You also need to add your sources to the Smart Aigent in Knowledge. And download the template of the Smart Aigent in the Market place. You can learn more about this in the Help Center. 

You’ll find a checklist directly in Spotler Chat+. The checkpoints guide you to the actions you need to perform, such as this video. The last checkpoint cannot be clicked, but is automatically checked off when a dialog is triggered to provide an answer to a visitor.

Besides the checklist here, you’ll also find the same steps in the Help Center, but in more detail. That way, you can go through the steps at your own pace. So keep the Help Center open on a second screen. Ready to get started? Continue to the next video to take the first steps in Spotler Chat+. Good luck...

 

 

👉1️⃣ Go to Step 1: Build your dialog