Set up Chat Butler

Introduction

It can be hard to always be available in the Chat Panel. Chat Butler can help you out.

Present in the Team Plan and higher, Chat Butler is a simple chatbot that automatically responds to chat requests when no Operator is immediately available. It gathers basic information from your Webvisitor (name and request) while repeatedly notifying your service team that a chat is waiting.

TopicDescription
WorkflowHow Chat Butler fits into your workflow
ConfigurationEnable and configure Chat Butler
Example: email notificationsReceive email notifications on your mobile phone
Example: slack notificationsReceive email notifications in your Slack channel
Example: custom notificationsUse our API to build custom notifications

Workflow with Chat Butler

You can configure any of our notification integrations (such as browser notifications, a request to your custom API, email, or Slack) to let Chat Butler notify you about a chat.

As soon as an Operator becomes available, the chat is forwarded and the Webvisitor's request (as determined by Chat Butler) is shown to the Operator as a conversation starter.

If no Operator becomes available before the configured timeout, the bot instead creates an offline message, after giving Webvisitors a chance to add some more information and asking for their email address.

Enable and configure Chat Butler

Chat Butler can be enabled in your Chat Widget settings. In the Dashboard’s left sidebar, open the "Config" section and go to "Widgets". Pick the widget you want to edit from the table of Widgets appearing in the center:

In the Widget's settings, switch to the "Chat" - "Behavior" tab:

Switch the "Offline Mode" setting to "Show Chat Butler". This activates a new category of settings below, where you can customize the bot's name and picture (as shown to your Webvisitors), as well as the timeout for connecting the chat:

Your Widget's service time settings decide when Chat Butler is active. Outside of the configured days and hours, the normal offline message form is displayed instead. This avoids giving your Webvisitors false hope for a chat while your Operators are off duty. These settings are on the same tab, slightly further up:

Additionally, all of the bot’s messages can be customized in the "Wording" tab:

When customizing the messages, keep in mind that the bot's behavior will not change. So your custom messages should get the same points/questions across.

Example: receive email notifications on your mobile phone

Through our integrations, you can let your existing tools notify you when Chat Butler wants to forward a chat. Email would be the most universal channel. Together with an app for turning email messages into phone notifications, such as Pushover, this means your Operators can receive instant notifications when a Webvisitor is waiting.

Suppose you've set up a delivery group in Pushover. That delivery group has its own dedicated email address, and all of the group's members will receive notifications when an email is sent to that address. You can then set up our EmailTicket addon in the "Config" - "Addons Settings" category in the Dashboard:

Enter the target email address and check the box for "Incoming chat from Chat Butler":

Notifications will immediately start coming in for new Chat Butler chat connections.

Example: receive notifications in your Slack channel

If you are using Slack, you can easily configure the Userlike Slack addon to send Chat Butler notifications to your channel (full Slack tutorial). Just set up our Slack addon in the "Config" - "Addons Settings" category in the Dashboard:

Enter the webhook URL for your channel and check the box for "Incoming chat from Chat Butler":

You will now receive Slack notifications in the configured channel for each new Chat Butler chat connection.

Example: use our API to build custom notifications

We also provide Chat Butler events in our API (full API tutorial). This means that you can integrate Chat Butler notifications into your own custom notification system by using our API:

Enter the callback URL of your API endpoint (HTTP and HTTPS are supported as protocols) and check the box for "Incoming chat from Chat Butler":

Your API endpoint will immediately start receiving notifications for incoming Chat Butler events.