Chatbot System Overview

Create intelligent chatbots that can engage with your website visitors, answer questions, and qualify leads automatically. Our chatbot system is designed to provide 24/7 customer support and lead generation for your real estate business.

Overview

The BrokerBuddie.ai chatbot system allows you to create, train, and deploy intelligent chatbots on your website. These chatbots can handle customer inquiries, qualify leads, schedule appointments, and provide information about your services.

Key Features
  • Easy Creation: Build chatbots using our intuitive drag-and-drop interface
  • AI Training: Train your chatbot with your business knowledge and documents
  • Website Integration: Deploy chatbots on any website with simple embed codes
  • Lead Capture: Automatically collect and qualify leads from conversations
  • Analytics: Track performance and optimize your chatbot's effectiveness
Credit Requirement: The website chatbot requires credits in the text-embedding-3-small model to function properly. Each conversation uses credits from this specific model. Make sure you have sufficient credits allocated to text-embedding-3-small in your account. If your chatbot is not responding, check your credit dashboard to ensure this model has available credits.
Getting Started: Start with a simple FAQ chatbot and gradually add more complex features as you become comfortable with the system.

Creating Chatbots

Creating a chatbot is simple and straightforward. Follow these steps to build your first intelligent assistant.

Step-by-Step Creation
Step 1: Create New Chatbot

Navigate to the Chatbot section and click "Create New Chatbot" to start the setup process.

Step 2: Choose Template

Select a pre-built template or start from scratch based on your business needs.

Step 3: Configure Settings

Set up chatbot name, appearance, and basic configuration options.

Step 4: Upload Training Data

Upload PDF documents containing your business information and FAQs.

Step 5: Test and Launch

Test your chatbot with sample questions, then activate it for deployment.

Chatbot Templates
  • Customer Service: Handle common questions and support requests
  • Lead Qualification: Qualify potential clients and gather information
  • Property Information: Provide details about listings and market data
  • Appointment Scheduling: Help clients book viewings and meetings
Template Selection: Choose a template that closely matches your intended use case for faster setup and better results.

Training Process

Training your chatbot is crucial for providing accurate and helpful responses. The training process involves uploading knowledge documents and configuring conversation flows.

Training Steps
1. File Upload

Upload training documents (PDF files only)

2. Knowledge Base Setup

Organize your documents into categories and topics

3. Response Configuration

Set up standard responses for common questions

4. Conversation Flow Design

Create logical conversation paths and decision trees

5. Testing and Refinement

Test your chatbot and refine based on performance

Training Best Practices
  • Upload comprehensive documentation about your services
  • Include frequently asked questions and their answers
  • Test with real customer scenarios
  • Regularly update training materials
  • Monitor chatbot performance and make improvements
Training Quality: The quality of your chatbot's responses depends on the quality of your training materials. Invest time in preparing comprehensive documentation.

Deployment

Deploy your chatbot to your website with simple embed codes. The deployment process is designed to be quick and easy, requiring minimal technical knowledge.

Deployment Methods
  • Website Embed: Add chatbot to any website with a simple code snippet
  • WordPress Plugin: Use our WordPress plugin for easy integration
  • Custom Integration: API integration for advanced customization
Deployment Steps
1. Generate Embed Code

Copy the embed code from your chatbot settings

2. Add to Website

Paste the code into your website's HTML

3. Test Integration

Verify the chatbot appears and functions correctly

4. Go Live

Your chatbot is now active and ready to engage visitors

Quick Deploy: Most websites can have a chatbot deployed in under 5 minutes using our embed code method.

Customization

Customize your chatbot's appearance, behavior, and responses to match your brand and business needs.

Appearance Customization
  • Colors and Branding: Match your website's color scheme and branding
  • Chat Widget Design: Customize the chat widget appearance and position
  • Avatar and Images: Add custom avatars and images to your chatbot
  • Welcome Messages: Customize greeting and welcome messages
Behavior Customization
  • Response Timing: Set how quickly the chatbot responds
  • Conversation Flow: Design complex conversation paths
  • Escalation Rules: Set when to transfer to human agents
  • Working Hours: Configure availability and offline messages
Brand Consistency: Ensure your chatbot's appearance and tone match your brand guidelines for a cohesive customer experience.

Analytics

Track your chatbot's performance with comprehensive analytics and insights. Monitor engagement, conversion rates, and user satisfaction.

Key Metrics
  • Conversation Volume: Track total conversations and engagement
  • Response Accuracy: Monitor how well your chatbot answers questions
  • Lead Generation: Track leads captured through chatbot interactions
  • User Satisfaction: Monitor user feedback and satisfaction scores
Analytics Dashboard
1. Access Analytics

Navigate to the Analytics section in your dashboard

2. View Reports

Review performance reports and key metrics

3. Analyze Trends

Identify patterns and areas for improvement

4. Optimize Performance

Make adjustments based on analytics insights

Data-Driven Decisions: Use analytics to continuously improve your chatbot's performance and effectiveness.

Best Practices

Chatbot Design
  • Clear Purpose: Define a clear purpose for your chatbot
  • Simple Language: Use clear, conversational language
  • Logical Flow: Design intuitive conversation paths
  • Fallback Options: Provide ways to reach human agents
Content Strategy
  • Keep responses concise and helpful
  • Use your brand voice consistently
  • Regularly update knowledge base
  • Test with real customer scenarios
Performance Optimization
  • Monitor analytics regularly
  • Gather user feedback
  • Continuously improve responses
  • Test new features and flows
Quality Control: Regularly review chatbot conversations to ensure responses are accurate and helpful.

Troubleshooting

Common Issues
  • Chatbot not responding: Check training data and conversation flows. Important: Ensure you have credits available for the text-embedding-3-small model, as this is required for the chatbot to process and respond to user queries. If you see "no credits left" errors, check your credit dashboard and ensure the text-embedding-3-small model has available credits.
  • Poor response quality: Review and improve training materials
  • Integration issues: Verify embed code and website compatibility
  • File format issues: Ensure PDF format is used
  • Credit requirements: The website chatbot requires credits in the text-embedding-3-small model to function. Each conversation uses credits from this specific model. Make sure you have sufficient credits allocated to text-embedding-3-small in your account.
Getting Help

If you encounter issues with your chatbot:

  • Check the troubleshooting guide
  • Contact support at support@brokerbuddie.ai
  • Use the live chat feature in your dashboard
  • Review the documentation for specific features
Support: Our support team is available to help you get the most out of your chatbot system.