Log into your Markleyo AI dashboard
Click "AI Chatbots" in the left sidebar
Click "+ Add New Chatbot" button
The chatbot configuration widget will open
Enter a name for your chatbot. This is for your internal identification and won't be visible to customers.
Example: "Website Support Bot", "Sales Inquiry Bot", "Customer Service Assistant"
Customize the text that appears in the chat bubble when the chat window is minimized. This is the first thing visitors see.
Example: "Hi! 👋 Need help? Chat with us!"
Alternative: "Questions? We're here to help!"
The first message your chatbot sends when a visitor opens the chat window. Make it warm, welcoming, and clear about what the chatbot can do.
Example:
"Welcome to Acme Marketing! 🎉 I'm here to help answer your questions about our services, provide information, or connect you with our team. What can I help you with today?"
Define exactly how your chatbot should behave. These instructions guide the AI in how to respond, what tone to use, and what actions to take.
Best Practices for Instructions:
Be specific about the chatbot's role and limitations
Include tone guidance that matches your Brand Voice
Specify what information the chatbot should reference
Define escalation triggers
Include a closing statement
Example Instructions:
"You are a friendly and professional customer service assistant for Acme Marketing Solutions. Your role is to:
Enable this setting if you want the AI to strictly follow your instructions and not go off-topic.
ON: The chatbot will politely decline questions outside its defined scope
OFF: The chatbot will attempt to answer a wider range of questions
Recommendation: Enable this for support chatbots to maintain focus.
Select the primary language your chatbot will use.
Options include:
English
Auto (100+ languages supported)
Choose how your chatbot handles conversations:
AI Only
The chatbot handles all conversations independently
Best for: FAQs, simple support, product information
No human intervention possible
Only Human Agent
You manually handles all customer chats through CRM omnibox (Unibox)
Traditional way of interactions (Live chat support)
Cons: Human errors may occur, Support response delays
AI + Live Chat Agent
Chatbot starts conversations and handles routine inquiries
Complex issues or customer requests trigger handoff to human agents
Best for: Comprehensive support, lead qualification, complex troubleshooting
Requires: Human agents available in the CRM Inbox
Recommendation: Select "AI + Live Chat Agent" for best customer experience.
The message shown to the customer when the chatbot transfers them to a human agent.
Example:
"I'm connecting you with one of our specialists who can help with your specific needs. They'll be with you in just a moment!"
After clicking "Next", you'll access the Customize Chatbot page where you can:
Chatbot Appearance:
Chat Window Color: Choose colors that match your brand
Chat Bubble Icon: Upload a custom icon or logo for the chat bubble
Chat Position: Choose left or right side of website
Welcome Banner: Add a header image or banner to the chat window
Chat Behavior:
Collapse Chat Window: Allow users to minimize the chat
Show/Hide Chat Widget: Control visibility on specific pages
Start with Minimized: Chat starts small, expands on click
Continuous Chat History: Keep conversation history across sessions
Advanced Features:
Email Collection: Enable to collect visitor emails
File Attachments: Allow users to upload files to chat
Emojis in Chat: Enable emoji responses for personality
Typing Indicator: Show "typing..." when bot is thinking
The chatbot needs knowledge to answer questions effectively. You can train it using:
Option A: Website Content
Enter your website URL
Markleyo AI crawls and learns from your website content
Best for: General product/service information
Website url is best when you want to crawl all web pages including blog pages. It is only recommended when your blog pages are commercial, not general or informational.
Option B: Uploaded Files
Upload PDF documents, Word docs, xlsx, csv, or text files
Perfect for: Product manuals, policies, FAQs, help documentation
Option C: Text Input
Paste content directly into the training section
Good for: Specific information you want emphasized
Option D: Q&As
Add FAQs manually
More effective & scaling: Ensures accuracy and consistency
Best Practice: Use a combination of methods. Start with your website, add key documents, then supplement with custom FAQs.
Important! Keep adding Q&As on daily basis when and where your AI chatbot can't respond to your user's query. Maintaining it will keep perfecting your chatbot training part and would decrease the human interaction in the future.
Once your chatbot is configured and trained, you can embed it on your website using the provided code.
Complete chatbot configuration
Click "Get Embed Code" or "Installation"
Copy the provided JavaScript code snippet
You'll receive code like:
<script>
(function(w,d,s){
var j = d.createElement(s);
j.async = true;
j.src = "https://app.markleyo.com/chatbot-embed.js?bot=YOUR_BOT_ID";
d.head.appendChild(j);
})(window, document, 'script');
</script>Access Your Website Code
Log into your website's backend (WordPress, Shopify, custom site, etc.)
Navigate to your site's HTML/header section
Locate the </body> Tag
Find the closing </body> tag (usually at the bottom of your site's HTML)
This is where you'll paste the chatbot code
Paste the Code
Just before the </body> tag, paste the entire embed code
Example:
<script>
(function(w,d,s){
var j = d.createElement(s);
j.async = true;
j.src = "https://markleyo.com/chatbot-embed.js?bot=YOUR_BOT_ID";
d.head.appendChild(j);
})(window, document, 'script');
</script>Save Changes
Save your file or publish your changes
The chatbot will appear on your website within 5-10 minutes
Test the Chatbot
Visit your website
Look for the chat bubble in the bottom-right corner
Click to open and test conversations
For a complete guidelines on how to embed your embed code on different websites or CRMs, just follow this article.
Problem: Chatbot doesn't appear after embedding
Solution: Clear your browser cache and hard refresh (Ctrl+F5 or Cmd+Shift+R)
Verify the embed code is placed before the </body> tag
Check that your bot ID in the code is correct
Problem: Chat widget appears but doesn't respond
Solution: Verify the chatbot is "Active" in your Markleyo dashboard
Check that your training options are showing "trained" tags.
Ensure the configuration steps are followed properly.
Problem: Chatbot appears on all pages but I want it only on specific pages
Solution: Customize the embed code with conditional logic or use platform-specific settings