Chatlayer Documentation
Get in touchAbout Chatlayer
  • Welcome
  • What's new
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  • start quickly
    • Leadzy tutorial
      • 0. Introduction
      • 1. New bot, new block
      • 2. Understand your users
      • 3. Collect and display user input
      • 4. Steer the conversation with Conditions
      • 5. Empower your bot with Actions
      • 6. Set up a channel and publish your bot
    • Templates
      • Banking
      • E-Commerce Returns
      • E-Bike Shop
      • E-Scooter Support
      • Feedback
      • Find Nearest Location
      • GPT
      • 🆕Gym
      • Job applications
      • Knowledge base AI template
      • Lead generation
      • 🆕NPS
      • Restaurant
      • Retail
  • navigation
    • Analytics
      • Dashboard
      • Customers
      • Conversations
      • User flow
      • Intents
      • 🆕Funnels [Beta]
    • Bot builder
      • Flows
        • Canvas functionalities
        • Collaborate with team members
        • Manage your flows
        • 🆕[Beta] Export and import flows
      • Bot dialogs view
      • Translations
      • Events
    • NLP
      • Dashboard
      • Intents
      • Expressions
      • Entities
      • Train
      • NLP settings
      • Improve
    • Knowledge base AI
      • Add content to your KBAI
      • Build your KBAI flow
      • Use your KBAI source URL in a button
      • Use tags to limit your KBAI content
      • 🆕Use Tables to store your KBAI questions
      • 🆕Manage handover where KBAI is unsatisfactory
    • History
      • Conversations
      • Execution logs
      • Versions
    • Channels
    • Tables
      • Create a table with records
      • Column types
      • Operate on your records
        • Insert record
        • Update record
        • Retrieve record
        • Delete record
      • API
    • Settings
      • Bot settings
      • Offloading
      • Variables
      • Voice
      • Import/Export
  • build your bot
    • Conversation design
      • Plan your bot
      • Conversation design workflow
    • Flow logic
      • Blocks
        • Message
        • Condition
        • Collect input
        • Action
      • Go-to connections
    • 🆕Emulator
    • Tips & best practices
      • Route your flow depending on the time
      • Improve the Not understood block
        • How to create better not understood messages
        • Not understood counter
        • Not understood Google search
      • Go to previous block
      • Recognizing a returning user
      • Skip introduction message
      • Route your flow depending on the channel
      • Reuse flows
      • Connect two bots to each other
  • understand users
    • Natural language processing (NLP)
      • Basic NLP concepts
      • Detect information with entities
        • Match entities
        • Contextual entities
        • System entities
        • Composite entities
      • NLP best practices
        • Word order and diversity of expressions
      • AI intent booster
      • Train your NLP
      • Context
      • NLP import & export
      • Sentiment analysis
    • Languages
      • Supported languages
      • Make your bot multilingual
      • Change language within the conversation
  • set up channels
    • Add a channel to your bot
    • All channels
      • 🚨Facebook Messenger [Deprecated soon]
        • Facebook Admin Removal
        • Facebook Webview Whitelisting
        • Facebook Messenger API updates for Europe
      • 🚨Google Assistant [Deprecated soon]
      • Webhook
      • Web
        • 🚨Web V1 [Deprecated]
          • Customize web widget
          • Live example web widget
        • 🆕Web V2
          • 🆕From Web V1 to V2
          • 🆕Web V2 methods and options
    • Sinch Conversation API
      • Configure your Sinch Conversation API
      • 🆕 Make the most of RCS with Carousels
      • WhatsApp Business API
  • integrate & code
    • API calls
      • Configure your API integration
      • Advanced API features
      • V1 API Reference
      • Custom integrations 101
    • Code editor
      • [Example] Sending data to Airtable (POST)
      • [Example] Retrieving data from Airtable (GET)
      • [Example] Making SOAP requests
    • App integrations
      • Airtable
      • Freshdesk
      • Freshdesk Messaging
      • 🆕Gmail
      • Intercom
      • Mailgun
      • OpenAI: GPT-3, ChatGPT and GPT-4
      • Salesforce
      • 🆕Slack
      • Topdesk
      • Zendesk Support
      • Zendesk Sunshine (beta)
    • 🆕Expression syntax
    • Human handover & live chat
      • Sinch Contact Pro
      • #Interact
      • Genesys Cloud
      • Offloading Webhook
      • Salesforce Service Cloud
      • Sparkcentral by Hootsuite
      • Zendesk Chat
    • Chatlayer messages specifications
  • Publish
    • Publish your bot
      • Publish a flow
  • Analyze & maintain
    • Analytics definitions
    • Data retention
    • Maintenance
    • Session
    • Track events for analytics
  • VOICE
    • 🆕Send bot response as audio
    • Voicebots
      • Create a voicebot
      • Voicebot-specific actions
      • Test your voicebot
      • From chat to voice
  • access & support
    • Identity & Access
      • Single Sign-On (SAML SSO)
    • Billing & subscription
    • Get in touch
    • Chatlayer glossary
    • SaaS Regions & IP Ranges
    • Status
    • Debug your bot
      • No correct response
      • Collect input not working
      • Video isn't working
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On this page
  • Step 10: Set up a Web channel
  • Test your web widget on Webchat
  • Test your web widget on Codepen
  • Step 11: Publish your bot
  • Check the different versions of your bot
  • Lesson 6 recap
  • 💬 Feedback

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  1. start quickly
  2. Leadzy tutorial

6. Set up a channel and publish your bot

Congratulations on building your bot! Yet, it's still not available for your customers. In this lesson, you will learn how to connect your bot to a channel and publish it.

Previous5. Empower your bot with ActionsNextTemplates

Last updated 1 year ago

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Step 10: Set up a Web channel

For this bot, we will use a Web channel.

To set up a Web channel for your chatbot:

  1. From your left-hand menu, click on Channels.

  1. Click on the Add channel button, at the top-right corner of your screen.

  2. Click on Web.

  3. Here, set up your chatbot widget as you please. For this tutorial we will:

    • call the chatbot Leadzy,

    • give her Your shopping assistant as a subtitle,

    • and disable audio input and file upload since our bot doesn’t use that.

  1. Under the Appearance tab, select colors and add an image for your bot avatar.

  1. Click Save.

Your widget is now designed and ready to be used!

Test your web widget on Webchat

To test your bot on Webchat:

  1. From your Web channel menu, click on the Installation tab.

  2. Here, copy your iframe URL from the link provided at the top:

  1. Paste it to a new window: you can test your bot here on Webchat!

Please bear in mind that we're still in the DRAFT environment here.

Test your web widget on Codepen

To test your bot on Codepen:

  1. From your web channel menu, go to the Installation tab.

  2. Click on Preview at the bottom-left corner of the screen.

  3. A Codepen page opens that simulates what your chatbot widget would look like on your website.

Step 11: Publish your bot

To publish your bot:

  1. Open your Flows view.

  2. On the top-right corner of your screen, click on Publish.

  3. A window pops up and asks you to describe what you’re publishing. Add a short description as a release note.

  1. Click on Publish.

Check the different versions of your bot

You know if you are in the DRAFT or LIVE version of your bot depending on what you see on the bottom right corner of your screen.

To check the different versions of your bot:

  1. From the left-hand menu, under the History tab, click on Versions.

  2. There, you can see the different versions of your bot that were published.

Lesson 6 recap

You’re done with this very first Chatlayer tutorial, congratulations to you! 👏

In this last lesson, you’ve learned how to:

💬 Feedback

Bear in mind that we're not still operating in the DRAFT environment of your bot, i.e. an environment for building and testing. To have a channel in your LIVE environment (i.e. the customer-facing environment), you'll need to re-do these steps after publishing, in the LIVE environment. Lean more .

There are many other channels where you can publish your bot, yet, they require some configuration that we’re not covering in this short tutorial. To learn more about channels, check .

Screenshot 2024-02-21 at 16.38.00.png

in your LIVE environment this time.

To have a channel in your LIVE environment (i.e. the customer-facing environment), you' need to set up a channel inside that LIVE environment. Lean more .

When editing the LIVE version of your bot, you are editing what users interact with immediately. Be careful! It’s always best to work on the DRAFT environment then publish it so that it overwrites the LIVE one. Lean more .

In case of a problem, the Versions allows you to publish an older version of your bot. Learn more about versioning .

Your feedback on the tutorial means the world to us! Please, let us know what you think through

here
this page
here
here
here
this short form.
Set up a Web channel
What your web widget will look like once the bot is published on a Web channel.
The Channels tab.
Set up the basics of your web widget.
Set up the appearance of your web widget.
Copy the iframe link.
Test your chatbot in an iframe.
Test your bot on Codepen.
Give a short description of the version of your bot that you're about to publish.
Check the different versions of your bot.