Basics on how to customize your agent
Let's start customizing your Runday agent. Picture a charming book café where guests can read, savor coffee, shop online, and book event spaces.
Once you've created your agent, this screen will appear. Take note of the two default buttons next to 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'."
- Once you click the 'Edit' button, you'll be directed to the spreadsheet interface, where you'll see various tabs, including 'Questions' and 'Content'
- To modify the icon, background, and logo, navigate to the 'Settings' tab
- To update the icon, background, and title, just edit the content in column B of the spreadsheet. Replace the current URLs with new ones for the icon and background images
- Similarly, replace the existing title with your desired name in column B under 'Title'.
| 1 | name | value |
|---|---|---|
| 2 | icon | https://runday.s3.us-west-2.amazonaws.com/web/footer/runday_icon.svg |
| 3 | backgroundImg | https://d2I0Iakletszc9.cloudfront.net/background_image.png |
| 4 | title | Example Agent |
- After making your changes, go back to the agent interface. Click the Menu icon and select 'Sync' to apply your modifications
- Just remember to click 'Sync' whenever 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 update the intro message and customize buttons, head back to the spreadsheet and go to the 'Questions' tab, as shown in the image below. The messages will appear in the same order as they do in the spreadsheet. Edit the message in row 2 to make your changes.
| 1 | Text(required) | variable | type | conditions |
|---|---|---|---|---|
| 2 | "Welcome to our cozy book café, where every page turns into a delightful adventure. Grab your favorite book and a warm cup of coffee, and immerse yourself in a world of stories. "What would you like to do? #"Shop" #"Reserve your spot" | what_to_do |
As you can see in the chat interface, the buttons have been updated to match the new intro message as requested.
We offer two functionalities: "Reserve Spot" and "Shop."
- 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.
| 1 | Text(required) | variable | type | conditions |
|---|---|---|---|---|
| 2 | Please visit this link to shop our products https://bookshop.org/*^shop|buy^* | end | what_to_do = Shop |
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 will redirect customers to the website for shopping. The screenshot below shows this in the chat interface.
- 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 section below to see where this is located in the spreadsheet.
| 1 | Text(required) | variable | type | conditions |
|---|---|---|---|---|
| 2 | For which event do you want to reserve your spot? #"Stand up comedy" #"Book Launch" #"Pub Quiz" #"Poetry reading" #"I need Support" ^reserve|spot|events|event^ | event_type | ||
| 3 | May I please have your first and last name? | fullname | fullname | |
| 4 | {{firstName}}, what's your email? | |||
| 5 | When do you want to connect with someone on the team? | appointment(Sales) | ||
| 6 | Please ask me any additional questions if you have them. Otherwise, we look forward to seeing your soon! | finished | end |
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.
| 1 | role | location | |
|---|---|---|---|
| 2 | [email protected] | Sales | |
| 3 | [email protected] | Support |
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 asked to enter your first and last name, along with your email. Once you've provided this information, available time slots for team members will be shown for you to choose from. After confirming your selection, a confirmation message will appear.
Here's how you can modify this information in the spreadsheet.
| 1 | Text(required) | variable | type | conditions |
|---|---|---|---|---|
| 2 | For which event do you want to reserve your spot? #"Stand up comedy" #"Book Launch" #"Pub Quiz" #"Poetry reading" #"I need Support" ^reserve|spot|events|event^ | event_type | ||
| 3 | May I please have your first and last name? | fullname | fullname | |
| 3 | {{firstName}}, what's your email? | |||
| 4 | When do you want to connect with someone on the team? | appointment(Sales) | ||
| 5 | Please ask me any additional questions if you have them. Otherwise, we look forward to seeing your soon! | finished | end |
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.
| 1 | Text(required) | variable | type | conditions |
|---|---|---|---|---|
| 2 | Thanks for reaching out! Let's set you up for a meeting with out support team. ^support|help^ | |||
| 3 | what's your email? | appointment(Support) | ||
| 4 | Please ask me any additional questions if you have them. Otherwise, we look forward to seeing you soon! | end |
Here are images illustrating how booking appointments appear in the chat agent when you click 'Support
That's all there is to it! Just a few simple steps to edit and customize your agent to fit your needs.