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Advanced Design Features

Enhance your chatbot with powerful advanced features including lead collection, human handover, security controls, and integration capabilities. These features help you create a comprehensive customer experience solution.

Lead Collection & Data Capture​

Transform conversations into valuable business leads with our integrated lead collection system.

Lead Collection Setup​

Form Integration​

  • Seamlessly integrate forms within conversations
  • Natural conversation flow with data collection
  • Progressive profiling for better user experience
  • Multiple field types (text, email, phone, dropdown)

Collection Triggers​

Configure when to collect user information:

  • Immediate Collection: Right at conversation start
  • Value-First Approach: Collect after providing value
  • Interest-Based: Trigger based on specific topics
  • Exit Intent: Capture leads before users leave

Required vs. Optional Fields​

Balance lead quality with conversion rates:

  • Essential Fields: Name, email for follow-up
  • Optional Fields: Phone, company, specific interests
  • Progressive Collection: Gather more data over time
  • Smart Defaults: Pre-fill when possible

Data Management​

Lead Storage & Export​

  • Automatic lead storage in your dashboard
  • Export capabilities (CSV, Excel)
  • Integration with CRM systems
  • Real-time lead notifications

Data Quality Controls​

  • Email validation and verification
  • Phone number format checking
  • Duplicate lead detection
  • Data cleansing and normalization

Privacy Compliance​

  • GDPR compliance features
  • Clear consent mechanisms
  • Data retention controls
  • User data deletion options

Human Handover System​

Seamlessly transition complex conversations from AI to human agents when needed.

Handover Configuration​

Trigger Methods​

Set up when to transfer to human agents:

Manual Triggers:

  • User requests human assistance
  • "Talk to a human" button
  • Escalation commands
  • Self-service options

Automatic Triggers:

  • Failed resolution attempts
  • Sentiment analysis indicators
  • Complex query detection
  • Specific keyword triggers

Handover Channels​

Choose how to connect users with human agents:

Email Handover:

  • Automatic email notifications to support team
  • Complete conversation history included
  • User contact information provided
  • Follow-up tracking capabilities

Integration Handover:

  • Direct connection to support platforms
  • Live chat system integration
  • Ticket system creation
  • CRM notification triggers

Handover Experience​

Transition Messages​

Customize the handover experience:

  • Professional transition announcements
  • Set appropriate expectations
  • Provide alternative contact methods
  • Maintain brand voice throughout

Context Transfer​

Ensure smooth transitions:

  • Complete conversation history transfer
  • User information and context
  • Previous interaction summaries
  • Relevant knowledge base articles

Wait Management​

Handle waiting periods professionally:

  • Realistic wait time estimates
  • Keep users engaged during wait
  • Alternative support options
  • Status updates and notifications

Security & Access Control​

Protect your chatbot and user data with comprehensive security features.

Domain Security​

Allowed Domains​

Control where your chatbot can be embedded:

  • Whitelist specific domains
  • Prevent unauthorized usage
  • Brand protection measures
  • Maximum 10 domains supported

Domain Validation​

  • Automatic domain format checking
  • Invalid domain error handling
  • Real-time validation feedback
  • Security compliance monitoring

Access Management​

User Authentication​

  • Optional user authentication requirements
  • Guest access controls
  • Session management
  • Identity verification options

Rate Limiting​

  • Prevent abuse and spam
  • Conversation throttling
  • IP-based limitations
  • Fair usage policies

Integration Capabilities​

Connect your chatbot with external systems and platforms for enhanced functionality.

Platform Integrations​

Messaging Platforms​

Deploy across multiple channels:

  • Telegram: Bot integration with full feature support
  • Slack: Workspace integration and team collaboration
  • Discord: Community server integration
  • WhatsApp: Business messaging capabilities

Business Tools​

  • HubSpot: CRM integration and lead management
  • Calendly: Appointment scheduling integration
  • Email Systems: Automated email workflows
  • Analytics: Google Analytics, custom tracking

API Integration​

Webhook Support​

  • Real-time event notifications
  • Custom integration capabilities
  • Third-party system connections
  • Automated workflow triggers

Custom Integrations​

  • RESTful API access
  • Custom development support
  • White-label solutions
  • Enterprise integration options

Analytics & Performance​

Monitor and optimize your chatbot's advanced features for better results.

Lead Analytics​

Conversion Metrics​

  • Lead capture rates by source
  • Conversion funnel analysis
  • Form completion rates
  • Drop-off point identification

Lead Quality Scoring​

  • Lead scoring algorithms
  • Quality indicators
  • Source performance analysis
  • ROI measurement tools

Handover Analytics​

Escalation Patterns​

  • Handover frequency tracking
  • Common escalation triggers
  • Resolution time analysis
  • Agent performance metrics

Success Indicators​

  • Post-handover satisfaction
  • Resolution success rates
  • Follow-up requirements
  • Process optimization insights

Security Monitoring​

Access Logs​

  • Domain access monitoring
  • Unauthorized access attempts
  • Usage pattern analysis
  • Security breach detection

Compliance Reporting​

  • Data handling reports
  • Privacy compliance tracking
  • Audit trail maintenance
  • Regulatory requirement fulfillment

Best Practices for Advanced Features​

Lead Collection Optimization​

  1. Value Exchange: Provide value before asking for information
  2. Progressive Profiling: Collect data gradually over multiple interactions
  3. Clear Value Proposition: Explain why you need the information
  4. Minimal Friction: Keep forms short and simple

Human Handover Excellence​

  1. Clear Expectations: Set realistic wait times and processes
  2. Context Preservation: Ensure agents have full conversation history
  3. Smooth Transitions: Make handovers feel seamless
  4. Follow-up Protocols: Ensure proper resolution tracking

Security Implementation​

  1. Principle of Least Privilege: Only grant necessary access
  2. Regular Audits: Monitor and review security settings
  3. User Education: Inform users about data handling
  4. Incident Response: Have clear procedures for security issues

Integration Strategy​

  1. Phased Rollout: Implement integrations gradually
  2. Testing Protocols: Thoroughly test all integrations
  3. Monitoring: Continuously monitor integration performance
  4. Documentation: Maintain clear integration documentation

Troubleshooting Common Issues​

Lead Collection Issues​

  • Low Conversion Rates: Review form placement and value proposition
  • Data Quality Problems: Implement validation and verification
  • Integration Failures: Check API connections and permissions

Handover Problems​

  • Failed Transfers: Verify notification settings and connectivity
  • Context Loss: Ensure proper data transfer protocols
  • Long Wait Times: Optimize staffing and routing

Security Concerns​

  • Unauthorized Access: Review domain whitelist settings
  • Data Breaches: Implement additional security measures
  • Compliance Issues: Update privacy policies and procedures

Next Steps: With your advanced features configured, your chatbot is ready for deployment. Consider setting up analytics and monitoring to track performance and continuously improve your chatbot's effectiveness.