Let's begin customizing your Runday agent. Imagine a cozy book cafe where visitors can read, enjoy coffee, shop online, or reserve event spots.
After creating your agent, you'll see this screen. Notice the two default buttons alongside the introduction message.
Let's customize the background, logo, and title for your agent.
Simply tap the menu icon to reveal three options. From there, choose 'Edit'."
After selecting the 'Edit' button, you'll be taken to the spreadsheet interface. Here, you'll find several tabs, including 'Questions' and 'Content'.
To modify the icon, background, and logo, navigate to the 'Settings' tab.
To update the icon, background, and title, simply edit the content in column B of the spreadsheet. Replace the URL with a new one for the icon and background images. Similarly, replace the existing title with your desired name in column B under 'Title'.
After making the changes, return to the agent interface. Click on the Menu icon and select 'Sync' to ensure that the modifications are reflected.
Just ensure you click 'Sync' every time you make changes in the spreadsheet.
After syncing, the agent will reflect the updates. Now, it's refreshed with the new logo, background, and title, as depicted in the image below.
To modify the intro message and customize buttons, return to the spreadsheet and navigate to the 'Questions' tab as shown in below image. You'll find messages displayed in the same order as in the spreadsheet. Edit the message in row 2 to make changes.
As you can see in the chat interface, the buttons have been updated along with the new intro message as desired.
We offer two functionalities: "Reserve Spot" and "Shop."
1) Shop:
When customers click on the "Shop" button, they will be directed to the cafe website to browse and purchase products online. To set this up, navigate to the "Questions" tab and input the designated "jump words." Use the syntax *^shop|buy^* as illustrated in the screenshot.
For two-word jump words, use: *^"Jump word"^* with quotes.
For single-word jump words, use: ^jump1|jump2^.
For example, we've set "buy" and "shop" as jump words.
Clicking the shop button or entering either jump word redirects customers to the website to shop. Below screenshot displays the same in chat interface.
2) Reserve your spot
"Reserve Spot" button lets you book events.Clicking the button redirects you to the sales team. Write a message you want to display for button click and then list all the events with # symbol. Here we have used jump words: "reserve," "spot," "event" for easy access.
Refer to the image below to see where to see the same in the spreadsheet.
Below is an image illustrating how the chat agent showcases all upcoming events when you choose the 'Reserve Spot' option.
If customers have any questions or encounter booking issues, they'll be directed to the support team.
To handle appointments, add team members' email addresses in the team tab of the spreadsheet.
Ensure team members have signed up for their Runday account with their respective email id’s and synced their calendar to receive appointment invites. Below is the screen to do the same.
After selecting an event of interest, you'll be prompted to provide your first and last name, along with your email. Once entered, available time slots for the team members are presented for selection. Upon confirmation, a confirmation message is displayed.
Here's how you can edit this information in the spreadsheet.
In Column B, use the variable name 'event_type' to store the response under that variable name in the responses tab. The chat agent follows the same sequence as the spreadsheet for messages/questions. For booking appointments, specify 'type = appointment (role of person it goes to)' if you have more than one team members handling appointments or else just enter “ appointment”
Remember to enter 'end' in the type column to stop the chat agent once the appointment is booked, preventing it from displaying further messages or jumping to the next line.
Refer to the images below for how booking appointments appear in the chat agent when you click on the event type.
For ticket-related queries, event changes, or refunds, customers click the 'I need support' option or use 'support' or 'help' as jump words. This redirects them to the support team. In the spreadsheet, add jump words after the message, enter 'appointment' in the type column, and specify the support team. Don't forget to add 'end' in the type column to stop further messages.
Here's how you can edit this information in the spreadsheet.
Here are images showing how booking appointments appear in the chat agent when you click 'Support'.
That's all there is to it! Simple steps to edit and customize your agent to suit your needs.