EngagerBot

How To Build A Chatbot Using The TARS Builder

Hi this is Arnav from the TARS team and
today I'm going to show you guys how you can build your very first high
converting chatbot using the TARS builder. The first step that you want to
take to build your chatbot is go to our website hellotars.com. It's what
you're seeing on your screen right now and if you haven't already done so sign
up for the Builder there's a sign up button in the top right of the screen. Once you click the sign up button there's gonna be a pretty standard
looking the signup form. Give us your email give us your name choose a secure
password and give us your phone number because that helps us give you a better
customer service experience. Hit the green create my account button and then
that's gonna initialize your accont. It's pretty much like every other signup
experience you've ever experienced on the Internet once you sign up it's going
to drop you directly into the chat bot templates section of the builder.

Over the
last couple of months we have spent a lot of time curating hundreds of chatbot templates to make it easier for you guys to create your own chatbots. These
chatbot templates are organized by industry and use case as you can see by
clicking the drop down in the top right of the screen and essentially the way
they work is say you are looking to create an auto loans chatbot you come
into the chatbot template section you see that there's no auto loans chatbot over here. You click on it that drops you into the information page for the chatbot where you can interact with it see what questions is asking if it's asking
a similar sort of questions that you want to ask in your chatbot you can
click the green use this template button to clone that exact same bot into your
account where you can make changes to it so that it's optimized for your business
so you can go and change the company name add your branding change the way
the bottle looks maybe add a couple of extra details that you're looking for so
that it's optimized for your business.

In this video though I'm going to focus on
creating a chatbot from scratch because you need to know the basic mechanics of
the Builder even if you're editing a template like this one so to do that
what I'm gonna do is first I'm gonna select the TARS button at the top
of the screen so I'm just gonna go ahead and click on that. That is going to drop me
into the my chatbots section of the builder so as you can see on the left
side of the screen there's a menu there's the chatbot templates section
and above that there's the my chatbots section that's where we are right now.

Over here you can see all the chatbots that you've created so far. So I
just cloned the automotive loans chat bot and that's there right over here for
me to edit whatever I want to if I want to create a chatbot from scratch though
I'm going to click the blue create a chat bot button that's going to open up this
little modal over here where I can select create from scratch on the left
side of the screen once I hit create chatbot from scratch it's going to open
up the creation workspace where I can define the messages of the chatbot says
check the data that's being collected on the backend, configure the chatbot's web
page.

Essentially just set up my chat book so that it's ready to use in my
marketing campaign. By default the creation workspace when you create from
scratch is empty as you might expect and the first thing that you want to do is
populate that creational workspace with a gambit. So click the green add a gambit
button in the top left of the screen it's going to populate your canvas with
an element that looks like. This this element is called a gambit and it's
the basic building block for a conversation. It's a single back in forth
between the bot and the user and the way it works is you define what the chat bot
is going to say up here in these messages and then you give the user an
opportunity to respond with one of the user input you is that we have we have
dozens of them so if you want to collect calendar and time if you're booking
appointments select calendar and time.

If you want to give quick reply button
select buttons this is a super popular one that I'll get to a little bit more
in this video or if you want to collect plain old text for example if you're
asking for someone's name you can use text input. I'll leave a link to a helpdoc which explains what each one of these does in the top right of the
screen in this particular example I'm going to
walk you through the process of creating a very basic lead generation but for a
car insurance company so what we can say is we can create ourselves we can say "hi
I offer car insurance give me a few details and I'll send you a quote." If I
were an actual company I'd probably put a lot more thought into this but just
for this video I'm just gonna go through it really quick. Now let's ask them for
the first detail "what is your name?" To respond to that I want to give users
a simple text response because you can respond to a question about your name
with a button because there are hundreds of thousands millions of names in the
world I'm gonna rename the gambit to name so that it's easier for me to check
the data and once it's collected and in the input type within the text input
conflict I'm going to select full name this is gonna verify that they're
sending your full name not just the last name, not just the first name a full
name so that you can create a complete file on this lead.

Once you're done with
that hit the green Save button like I just did in the top right and then add
another gambit to your creation workspace. Once you've added the other
Gambit you will notice that there is a red socket at the top of that gambit a red socket at the bottom of the previous gambit and what you want to do is
connect those together so click and drag from the bottom socket on the first
gambits to the top socket on the second gambit to connect them. Now what's going to happen is the bot is going to send these messages, the user is going to respond
with their name and then it's going to move on to the next gambit where the bot
sends another set of messages, so it asks for the second detail in the lead
generation flow so over here let's ask them if they are of first-time car owner
so we can say Nice to meet you.

Are you a first-time car owner?" "are you a first time
car owner?" Once the bot sends those messages we want them to respond with
simple yes or no. We could give them text input but it would probably be easier if
we just gave them buttons that they could
tap on and responded with a single tap so let's give them two buttons that say
yes and no and let's rename the gambit to first time car buyer, something
descriptive. hit the green Save button and now you'll notice that there are
actually two red sockets sticking out of the bottom of the second gambit. These
red sockets correspond to the two button options that we gave, so yes and no, and
they allow you to branch the conversation off in different directions
depending on what the user responds with so for example let's say that for
whatever reason my car insurance company doesn't give insurance to first-time car
owners so if they say yes we want to end the conversation and say that we don't
give insurance the first time car owners and they should try somewhere
else if they say no we can collect their email and follow up with them later so
capture their lead so let's create a couple of gambits move them into
position and connect them up so they say yes we'll take them over here and if
they say no we'll take them in this direction over here.

First, down the yes
branch. So they've said that they are a first time car buyer we're gonna close
out the conversation say something like "sorry we don't give insurance to
first-time owners. Please look for another provider." And now we can end the
conversation by selecting auto page redirection from the user input type
it's all the way over here at the end select auto page redirection rename the
gambit to something like end and hit the Save button. Now you'll notice that the
red socket at the end of this is black in color that indicates that the
conversation has ended over there and no further messages are going to be sent. A
really quick aside you also notice that in the first gambit the initial socket
is black indicating that this is where the conversation starts. Moving back to
the lead generation flow though if they say no they're not a first-time
homebuyer we can say "Great! Send me ..give me your email…me your email ID
and I'll send you some more info" let's put email verification on in
the input type rename the gambit to email so it's descriptive and hit save.

Now
that we've captured their lead we've got their name we know they're not a
first-time car owner or a car buyer we have their email and we can end the
conversation. So they've given us their email let's say "Thank you! Check your inbox. I'll send you the info
soon." End the conversation over here, call it end and select Auto page redirection
from the user input type and hit the Save button. With that and we have a very
basic lead generation flow created we can hit the publish chatbot button in the
top right select will launch landing page using the button right next to the
publish button and that's gonna open up the pot in a new page where you can
interact with it see how it's performing see whether it's working the way you
wanted to and in the case that you're ready to actually distribute it you can
actually use the link over here and share it with people as a landing page
just like this where they can share their lead information.

Now there's a lot
more to this builder. You'll notice this is a very bare bone it's sort of chatbot it looks pretty generic the URL is generic and you might be wondering where
all this data is going so let's get into that real quick so let me just share my
email really quick so let's give it my email and let's switch back to the
Builder. Now within the builder you'll notice on the left side of the screen
there are a whole bunch of other menu options in the configure menu you can
define what the URL will look like over here so here it just says chatbot.hellotars.com. You can change that to carinsurance.hellotars.com to make it
customized to your company's name you can change the bot's name. So car
insurance leadgen. Let's call it something basic like that. You can go
into page settings and change the favicon so what appears in the tab up
here what the meta image is and do a whole bunch of other cool stuff
like that. There are also an email notifications set up so by default every
time someone has a conversation with this bot over here your email account
will get an email and you can also add other email accounts over here so I can
add my colleagues email account for example if I want him to get the email
notifications as well and in the analytics and tracking section if you
use Google Analytics or Facebook pixel or Google Ads conversion tracking you
can add your IDs over here so that your bot is hooked up to those services.

In
the design section you can define how your chat bot is going to look so we can
change the bot message bubble color to maybe red, the user message bubble color
to maybe green, make a christmas-themed, hit the green Save button at the bottom
left hit publish and open it up again and now you'll notice that the chat bot
has completely changed in the way it looks. In the distribute and share
section you can define how you're going to distribute and share it. So it gives
you the link which you can share with people. You can embed the chatbot as a
widget into your website it will be in the bottom right corner or you can
deploy on to your domain as a standalone page so that the URL is actually your
own URL up here.

Now for the most important part of this menu on the left
is the check data section if you select check data you will see four options on
how you can actually access your data Starting from the top if you click on
view you just see reports of every single conversation that your chat bot
has had so here let's give it my name again this conversation over here is
going to get logged in that view section as well so here if I refresh the data
you'll see that there are two conversations the one that I had before
and the one that I started just now This allows you to look at the
nitty-gritty details of each chat conversation that your bot is having
but if you're interested in seeing a more bird's-eye view
sort of– if you're interested in seeing sort of bird's-eye view statistics about
how your chatbot is performing, you don't want to see the individual reports
select analyze you'll be able to see a couple of statistics about your bot so
how it's interacting with users, whether it's
interacting with them whether it's converting users whether it's capturing
their email ID if you select timeline graph on the Left
you'll be able to see how these statistics change over time right now
the bot has only collected two conversations so it's not really showing
anything here but as it collects more leads you'll be able to see those
statistics over here.

If you use a CRM select the integration section you'll be
able to use our Zapier integration. We have a tutorial video over here to send the chatbot data directly to your preferred CRM. In the export section, if
you're a real data learn and you like to play around with your lead generation
data in excel you can select export, export your chatbot data as a CSV and
play around with it in Excel. That's pretty much it
in terms of what you need to know to build your first chatbot, configure it
and check the data that's been collected on the other end. If you have any more
questions for us feel free to reach out to us on intercom there is a widget in
the bottom right corner of the screen in the Builder and we have customer support
representatives who are more than happy to walk you through any problems that
you have. We're really excited to see what you can create with this builder.

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