Guides, Getting started, integrations

How to Install SalesGroup.ai on Your Website

October 16, 2024

In this guide, we’ll walk you through the process of installing salesgroup.ai on your website. By the end of this tutorial, you’ll have a fully functioning AI assistant ready to enhance your customer interactions and support.

Step 1: Sign Up or Log In to SalesGroup.ai

To begin, navigate to SalesGroup.ai and sign up for a free trial if you’re a new user. If you already have an account, simply log in using your credentials or follow this guide.

How to Install SalesGroup.ai on Your Website

Step 2: Access Your Dashboard

Once logged in, you’ll be directed to your dashboard, which is your control center for managing the AI chatbot. Here, you can configure the settings, train the AI, and generate the installation code needed for your website.

salesgroup.ai screenshot

Step 3: Training Your AI Chatbot

Before installation, it’s important to set up the chatbot’s knowledge base by training it with relevant data. Follow these steps:

  • Navigate to “AI Chatbot Training”: From the left-side menu on your dashboard, select the “AI Chatbot Training” option.
  • Add Basic Information: In the “Basic training text” field, provide key details about your business, such as products, services, contact info, FAQs, and more. This information will help the AI understand your business better and provide accurate responses.
  • Optional Sitemap Crawling: You can add your sitemap URL (e.g., https://www.example.com/sitemap_index.xml) to give the AI a more comprehensive understanding of your site’s structure.

Step 4: Customize the Chatbot

You can further customize your chatbot by adding specific fields to enhance its performance.

  • Chatbot Name: Assign a custom name to personalize your chatbot.
  • FAQ Questions: Add common customer queries to help the AI provide quick, relevant answers.
  • Contact Information: Enter customer service phone numbers, social media links, or meeting scheduler URLs to offer users additional ways to connect with your business.

Step 5: Generate the Chatbot Code

Once you’ve trained and customized your chatbot, it’s time to generate the installation script:

  • Click “Generate Code”: This will create a code snippet for you to integrate into your website.
  • Copy the Code: Make sure to copy the generated script, which you’ll need for the next step.

Step 6: Install the Chatbot on Your Website

Now that you have your chatbot’s script, follow these instructions to integrate it onto your site:

  1. Access Your Website’s Code: Open the backend or code editor of your website.
  2. Paste the Code: Add the SalesGroup.ai chatbot script into the header section of your website’s HTML code. This is typically done by inserting the code between the <head></head> tags.
  3. Save and Publish: Once the code is added, save your changes and publish the updated version of your website.

Step 7: Test the Chatbot

After installation, visit your website to ensure the AI chatbot is functioning properly. You should see the chatbot interface ready to assist visitors with their inquiries.

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Need Help?

If you encounter any issues during the installation process, don’t hesitate to reach out to our support team. We’re here to help you every step of the way, ensuring a smooth and successful integration.

Victoria Alabi is an SEO Specialist and B2B SaaS writer with five years of experiencing writing copies that focuses on users painpoint and ways products can help solve this painpoints.

While she is not writing, she is touring the World, and she is a big Dreamer!