FAQ

How can I personalise my chat widget?
You can personalise the chat widget with your business name, logo, description, and colors to match your brand identity.
Can I specify when a bot should be triggered?
Yes, you can set conditions and events that trigger the chatbot, such as specific user actions, keywords, or times.
What is the chat queue time?
Chat queue time is the duration a customer waits in the queue before their chat is picked up by an agent.
What happens if the bot can't answer a query?
If the bot cannot answer a query, it typically triggers a fallback response and escalates the query to a human agent. Additionally, the unresponded query will be landed in the Unhelpful Response to keep track on the knowledge base provided.
How to Transfer Queries Between a Chatbot and a Live Agent?
  • Queries can be transferred from a chatbot to a live agent in the following scenarios:
  • Unanswered Queries: If the chatbot cannot answer a query, it will escalate the conversation to a human agent.
  • Customer Request: Whenever the customer requests to connect to a live agent.
  • Predefined Rules: You can set up rules within the chatbot platform to transfer queries to a live agent when certain conditions are met, such as handling complex queries or recognising specific keywords.
How do I set up my Knowledge Base?
You can set up your Knowledge Base by adding and organising articles, FAQs, PDFs, and scraping your website for content that provides answers to common queries.
How do I set up custom queues?
You can set up custom queues by navigating to Settings > General Configuration > Custom Queue > Create Custom Queue.
What communication channels are supported?
We support multiple communication channels including web chat, email, social media (Facebook, Instagram and WhatsApp), and SMS.
Is there a way to generate leads through the chatbot?
Yes, you can generate leads using a pre-chat form in the web chat widget and using prebuilt bot flows.
Can I sync contacts with a CRM?
Yes, you can integrate with CRM systems like Salesforce, HubSpot, and Dynamics 365 to sync contact information.
Can I schedule appointments through the chatbot?
Yes, you can utilise the Worktual appointment booking system or integrate with third-party booking systems like Calendly, Google Calendar, and Outlook Calendar, allowing customer to schedule appointments directly through the chat interface.
How do I send marketing emails?
You can use the Worktual email marketing along with rule based bot to send marketing emails to bulk contacts.
Can I integrate payment options within the chatbot?
Yes, you can integrate leading payment methods like Stripe, PayPal, Global Payments, Square, and Razorpay into chatbots, allowing customer to make payments directly through the chat interface.
Do you offer a free plan or trial period?
Yes, we offer a free plan for XAIA 1 and a 14-day free trial for XAIA 2 and XAIA 3.
What is the maximum number of users I can onboard?
We offer unlimited user for the chatbot.
What is the purpose of Internal Chat?
Internal Chat is used for communication and collaboration among team members within an organisation, separate from customer-facing interactions.
Is there an option to integrate an e-commerce platform within the chatbot?
Yes, you can integrate with major e-commerce platforms like Shopify, WooCommerce, BigCommerce, Magento, and Wix.
What is concurrent chat?
Concurrent chat refers to the ability of a customer service representative to handle multiple chat conversations simultaneously. This feature allows agents to manage several customer inquiries at the same time, increasing efficiency and reducing wait times for customers.
What is Chat Whisper?
Chat Whisper enables administrators or supervisors to discreetly guide and support agents during live chat interactions, without the customer's knowledge. This feature facilitates real-time coaching and assistance, empowering agents to handle complex queries more effectively, thereby ensuring top-notch customer service.
How can I monitor and manage the status of agents and queues in real-time?
You can use the Agent and Queue Tracker to monitor and manage the status and distribution of agents and queues in real-time. This feature provides a live overview, allowing you to ensure efficient workflow and balanced workload among agents.
What is skill-based routing and long wait time-based routing?
Skill-based routing directs inquiries to the most relevant agent, while long wait time-based routing redirects customers to available resources during high call volumes to reduce wait times.
ChatBox
How can I personalise my chat widget?
You can personalise the chat widget with your business name, logo, description, and colors to match your brand identity.
Can I specify when a bot should be triggered?
Yes, you can set conditions and events that trigger the chatbot, such as specific user actions, keywords, or times.
What is the chat queue time?
Chat queue time is the duration a customer waits in the queue before their chat is picked up by an agent.
What happens if the bot can't answer a query?
If the bot cannot answer a query, it typically triggers a fallback response and escalates the query to a human agent. Additionally, the unresponded query will be landed in the Unhelpful Response to keep track on the knowledge base provided.
How to Transfer Queries Between a Chatbot and a Live Agent?
  • Queries can be transferred from a chatbot to a live agent in the following scenarios:
  • Unanswered Queries: If the chatbot cannot answer a query, it will escalate the conversation to a human agent.
  • Customer Request: Whenever the customer requests to connect to a live agent.
  • Predefined Rules: You can set up rules within the chatbot platform to transfer queries to a live agent when certain conditions are met, such as handling complex queries or recognising specific keywords.
How do I set up my Knowledge Base?
You can set up your Knowledge Base by adding and organising articles, FAQs, PDFs, and scraping your website for content that provides answers to common queries.
How do I set up custom queues?
You can set up custom queues by navigating to Settings > General Configuration > Custom Queue > Create Custom Queue.
What communication channels are supported?
We support multiple communication channels including web chat, email, social media (Facebook, Instagram and WhatsApp), and SMS.
Is there a way to generate leads through the chatbot?
Yes, you can generate leads using a pre-chat form in the web chat widget and using prebuilt bot flows.
Can I sync contacts with a CRM?
Yes, you can integrate with CRM systems like Salesforce, HubSpot, and Dynamics 365 to sync contact information.
Can I schedule appointments through the chatbot?
Yes, you can utilise the Worktual appointment booking system or integrate with third-party booking systems like Calendly, Google Calendar, and Outlook Calendar, allowing customer to schedule appointments directly through the chat interface.
How do I send marketing emails?
You can use the Worktual email marketing along with rule based bot to send marketing emails to bulk contacts.
Can I integrate payment options within the chatbot?
Yes, you can integrate leading payment methods like Stripe, PayPal, Global Payments, Square, and Razorpay into chatbots, allowing customer to make payments directly through the chat interface.
Do you offer a free plan or trial period?
Yes, we offer a free plan for XAIA 1 and a 14-day free trial for XAIA 2 and XAIA 3.
What is the maximum number of users I can onboard?
We offer unlimited user for the chatbot.
What is the purpose of Internal Chat?
Internal Chat is used for communication and collaboration among team members within an organisation, separate from customer-facing interactions.
Is there an option to integrate an e-commerce platform within the chatbot?
Yes, you can integrate with major e-commerce platforms like Shopify, WooCommerce, BigCommerce, Magento, and Wix.
What is concurrent chat?
Concurrent chat refers to the ability of a customer service representative to handle multiple chat conversations simultaneously. This feature allows agents to manage several customer inquiries at the same time, increasing efficiency and reducing wait times for customers.
What is Chat Whisper?
Chat Whisper enables administrators or supervisors to discreetly guide and support agents during live chat interactions, without the customer's knowledge. This feature facilitates real-time coaching and assistance, empowering agents to handle complex queries more effectively, thereby ensuring top-notch customer service.
How can I monitor and manage the status of agents and queues in real-time?
You can use the Agent and Queue Tracker to monitor and manage the status and distribution of agents and queues in real-time. This feature provides a live overview, allowing you to ensure efficient workflow and balanced workload among agents.
What is skill-based routing and long wait time-based routing?
Skill-based routing directs inquiries to the most relevant agent, while long wait time-based routing redirects customers to available resources during high call volumes to reduce wait times.