The Rundown: Chatbase lets you create a custom AI agent trained on your website's data. This agent can be embedded on your site to answer visitor questions, provide support, and capture leads automatically.

🧰 Who is this useful for:

• Business owners wanting to provide 24/7 customer support.
• Marketers looking to increase lead generation on their websites.
• Agencies offering AI chatbot services to clients.
• Anyone who wants to automate customer interactions and improve user experience.

Step 1. Creating and Training Your AI Agent

To begin, navigate to your Chatbase, open the dashboard and select "New AI agent." 

While you can train your agent using files, text, or even a Notion integration, the quickest way to get started is by using your website's content. Select the "Website" option and paste the full URL of your site into the input field.

Click "Fetch links" to allow Chatbase to crawl your website, automatically extracting all the information from your pages. This process trains the AI on your specific services, pricing, and other key details, creating a knowledgeable foundation for your new agent.

Step 2. Testing and Refining in the Playground

Once the agent is trained, you'll be taken to the "Playground." This is a sandbox environment where you can test your agent's responses before making it live.

Ask it questions that a typical visitor might ask, such as, "What services do you offer?" to see how it replies. If you want to refine its personality or instructions, you can click the settings icon on the left to adjust the system prompt. 

You can also review conversations in the "Activity" tab to see real user interactions and improve the agent's answers over time for better accuracy.

Step 3. Embedding the Agent on Your Website

After you're satisfied with the agent's performance, it's time to add it to your website. Go to the "Connect" tab to find your embedding options.

You can choose to "Embed a chat bubble," which is the recommended method for a seamless pop-up in the corner of your site, or "Embed the iframe directly" to place the agent within a specific section of a page. 

Simply copy the provided code snippet and paste it into your website's HTML, or provide it to your web developer for implementation.

Step 4. Activating Lead Collection

To turn your AI agent into a powerful lead-generation tool, navigate to the "Actions" tab and click "Create action."

Scroll down and select the "Collect leads" option. Here, you can configure a form that will automatically appear during a conversation. You can enable fields for Name, Email, and Phone Number, making them required if necessary. 

In the "Messages" section, customize the success message a user sees after submitting their information. 

Once you've configured the form, click the "Enable" button at the top right to activate lead capture.

Step 5. Automating Your Leads with Zapier

To complete your workflow, you can automatically send the leads you collect to other applications like Google Sheets or your CRM. In a new Zapier workflow, set your trigger to be "Chatbase" with the event "Form Submission." 

You will need to provide your unique Chatbot ID, which can be found in your agent's "Settings" tab in Chatbase. For the action, choose your desired application, such as "Google Sheets," and select the event "Create Spreadsheet Row."

From there, you can map the name, email, and phone number data from Chatbase directly into the corresponding columns of your spreadsheet, creating a fully automated lead management system.