Getting Started with Chatbot Builder

In today’s digital world, customers expect instant answers and seamless support. Businesses that respond quickly not only build trust but also increase engagement and sales. This is where Insight Gainer’s Chatbot Builder makes the difference.

Insight Gainer provides an easy-to-use platform that allows companies to create powerful, customized chatbots without the need for coding. Whether the goal is to answer FAQs, capture leads, promote products, or provide round-the-clock assistance, this Chatbot Builder helps businesses deliver smarter conversations and better customer experiences.

This step-by-step guide explains how users can set up their first chatbot using Insight Gainer’s Chatbot Builder.

Create a New Chatbot

After logging into the Insight Gainer dashboard, users should navigate to Ask Kevin and go to Chatbot Management.

Click the “+” button in the top-right corner to start building a new chatbot using the Chatbot Builder.

Customize the Look

Users can brand their chatbot to match their business identity:

• Add Logo – Upload a company logo (recommended size: 300x300px, max 5MB).
  
• Name the Chatbot – Choose a clear and recognizable name.
  
• Select Language – Pick the language the chatbot will use.
  
• Greeting Message – Write a friendly welcome message (up to 500 characters).
  

A thoughtful greeting creates a positive first impression and encourages interaction with your chatbot.

Choose Theme & Colors

Select between Light and Dark themes.
Pick a color scheme that complements the brand’s design.

Define Allowed Domains

To ensure secure usage:
The current project domain is automatically added.
Additional trusted domains can be added by typing them in and clicking Add Domain.

Connect LLM Provider

For AI-powered responses, users must provide API keys from their preferred LLM (Large Language Model) provider.
Navigate to Manage Projects > Chatbot Settings.
Enter the API keys securely to activate AI features in the Chatbot Builder.

Save Configuration

After making all customizations, users must click “Save Configuration” at the bottom of the page.
The chatbot is now live and ready for use.

Enable Features

Insight Gainer’s Chatbot Builder offers powerful features, but they are not active by default. Each feature must be toggled ON or OFF to be enabled or disabled. This gives users full control over the chatbot’s functionality.

Available features include:

• AI Assistant – Smart, AI-powered conversations.
  
• FAQs – Quick answers to common questions.
  
• File Search – Upload files (PDFs, docs, etc.) and let the chatbot search and provide answers.
  
• Model Parameters – Adjust response settings like creativity and accuracy.
  
• Links & Products – Share resources or promote items directly.
  
• Platform Integration – Connect the chatbot with other tools for seamless workflows.
  

Why Businesses Choose Insight Gainer

• Simple and intuitive – No coding required.
  
• Fully customizable – Designed to align with brand identity.
  
• Scalable – Grow from basic bots to AI-driven assistants.
  
• Secure – Chatbots work only on approved domains.
  

Using Custom Forms

The Chatbot Builder includes a Custom Form feature that allows businesses to collect valuable information from users. Forms can include fields for names, emails, phone numbers, or specific queries.

This helps in generating leads, collecting feedback, or supporting customer requests. Submitted data is stored securely and can be accessed within the dashboard for follow-up.

Tip: A well-designed form makes it easier to convert visitors into customers.

With Insight Gainer’s Chatbot Builder, businesses can transform the way they connect with their audience. The platform not only simplifies chatbot creation but also empowers companies to deliver meaningful interactions, capture valuable insights, and scale customer support effortlessly.

By following this guide, users can set up a fully functional chatbot in minutes and begin engaging with customers instantly. Whether for lead generation, product promotion, or 24/7 support, Insight Gainer’s Chatbot Builder ensures every conversation adds value.

Start building today with Insight Gainer’s Chatbot Builder and unlock the full potential of smart, automated engagement.