Chatbot Wizard
The Chatbot Wizard guides you through creating a fully configured AI chatbot in 8 simple steps.
Step 1: Basics (Required)
Configure the fundamental settings for your chatbot:
| Field | Description | Example |
|---|---|---|
| Name | Display name for your chatbot | "Support Assistant" |
| Description | Internal description for your team | "Handles customer inquiries for our SaaS product" |
The chatbot name is shown to visitors in the chat widget header.
Step 2: Persona
Define your chatbot's personality and background:
| Field | Description | Example |
|---|---|---|
| Persona Name | The name your bot introduces itself as | "Alex" |
| Role | The role your bot plays | "Customer Success Manager" |
| Background | Context about your bot's expertise | "5 years experience helping customers with technical issues" |
A well-defined persona makes conversations feel more natural and helps the AI stay consistent.
Step 3: Tonality
Fine-tune your chatbot's communication style using sliders (1-5 scale):
| Setting | Low (1) | High (5) |
|---|---|---|
| Formality | Casual, friendly | Formal, professional |
| Humor | Serious, no jokes | Playful, witty |
| Verbosity | Brief, concise | Detailed, thorough |
| Empathy | Factual, direct | Warm, understanding |
| Proactivity | Reactive only | Suggests next steps |
Step 4: Languages
Configure language support:
- Primary Language: The main language for responses
- Supported Languages: Additional languages your bot can understand and respond in
ChatReact supports all 24 EU languages plus many more.
Address Form
Define how the chatbot should address website visitors:
| Setting | Description | Example |
|---|---|---|
| Formal (Sie/Vous) | Polite form for professional/business communication | "How may I assist you?" (German: "Wie kann ich Ihnen helfen?") |
| Informal (Du/Tu) | Personal address for casual communication | "How can I help you?" (German: "Wie kann ich dir helfen?") |
The address form is only used in languages that have a formal/informal distinction (e.g., German, French, Spanish). In English and similar languages, this setting does not apply.
The widget automatically detects the visitor's browser language and responds in the appropriate language.
Step 5: Widget Design
Customize the appearance of your chat widget:
Position
- Bottom Right (default)
- Bottom Left
Colors
| Setting | Description |
|---|---|
| Primary Color | Main accent color (buttons, headers) |
| Secondary Color | Gradient and hover states |
| Background Color | Chat window background |
| Text Color | Message text color |
Dimensions
- Border Radius: Rounded corners (0-50px)
- Widget Width: Chat window width
- Widget Height: Chat window height
Branding
- Logo URL: Custom logo in the header
- Header Title: Text in the widget header
- Header Subtitle: Secondary text in header
- Bubble Text: Text displayed next to the chat bubble when closed (leave empty for icon only)
Step 6: Behavior
Configure automated behaviors:
| Setting | Description |
|---|---|
| Welcome Message | First message shown when chat opens |
| Fallback Message | Response when bot can't answer |
| Proactive Greeting | Automatically greet visitors |
| Proactive Delay | Wait time before greeting (ms) |
| Auto Open | Automatically open widget |
| Auto Open Delay | Wait time before opening (ms) |
| Sound Enabled | Play sounds for new messages |
| Typing Indicator | Show typing animation |
Pre-Chat Form
Collect visitor information before the chat begins:
- Enable Pre-Chat Form Enabled
- Add fields (Name, Email, Phone, Free Text)
- Mark required fields as "Required" as needed
Click Translate with AI to automatically translate all field labels and placeholders into all supported languages.
Learning Phase Behavior Mode
During the learning phase, you can determine how the chatbot behaves when uncertain about answers:
| Mode | Description |
|---|---|
| Cautious | Bot is reserved and actively refers to email handoff when uncertain. Proactively adds uncertainty phrases. |
| Balanced (Default) | Normal responses. Only shows uncertainty when the user questions accuracy. |
| Confident | Responds as in normal operation. The learning phase only collects feedback without changing response behavior. |
Additional Learning Phase Instruction: Optional free text for special instructions during the learning phase, e.g., "Always refer pricing questions to the team."
The learning phase mode is also configurable in chatbot settings after creation.
Step 7: Restrictions & Compliance
Set rules and limitations:
Blacklist Topics
Topics your chatbot should avoid discussing:
- Competitor products
- Legal advice
- Pricing negotiations
Best Practice Compliance
Select industry-standard compliance rules:
- ✅ GDPR Data Handling
- ✅ No Medical Advice
- ✅ No Financial Advice
- ✅ Professional Language
- ✅ Escalation Protocol
Core Instructions
Custom rules for your chatbot:
- "Always recommend scheduling a demo for complex questions"
- "Never share customer data or internal metrics"
- "Refer pricing questions to the sales team"
Response Limits
- Max Response Length: Character limit for responses
- Human Handoff Trigger: Keywords that trigger live chat escalation
Step 8: Summary (Required)
Review all settings before creating your chatbot:
- Verify all configurations
- Preview the widget design
- Click Create Chatbot to finish
After Creation
Once created, you can:
- Add Knowledge - Crawl websites or add FAQs
- Test - Use the Preview feature to test conversations
- Embed - Add the widget to your website
- Iterate - Adjust settings based on feedback