Going Live

For finished documents

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18 articles in this collection
Written by Morgan Kane

Linking to your Terms of Use/Terms and Conditions

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Written by Morgan Kane
Updated over a week ago

Using the Modal Mode to display a bot on your landing page or website

Learn how to add Automio's Modal Mode to your site for a more mobile responsive experience
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Written by Morgan Kane
Updated over a week ago

Using Standalone Mode to allow your clients to engage simply

Learn how to use Standalone Mode a way to have your bot live online without requiring updates to your website.
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Written by Morgan Kane
Updated over a week ago

How do I get my bot in front of my clients

Learn the different ways to get a bot live and to your clients
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Written by Morgan Kane
Updated over a week ago

Discounts on your Bot

How to offer a special customer a discount on your Bot
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Written by Morgan Kane
Updated over a week ago

Customise Bot Email Notifications

How to have only certain team members receive notifications for a specific bot
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Written by Morgan Kane
Updated over a week ago

Withhold your bots document

Set up your bot so that you receive the document and your clients don't
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Written by Morgan Kane
Updated over a week ago

How you, your team and your clients get notifications

Control who gets the organisation notifications to serve your clients efficiently
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Written by Morgan Kane
Updated over a week ago

Embedding a Bot on your website

How to add a Bot to your site to engage your visitors and convert them to clients
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Written by Morgan Kane
Updated over a week ago

Add a logo to your document

How to add the perfect logo
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Written by Morgan Kane
Updated over a week ago

How to disable notifications to your clients

Disable customer notifications to control your user's journey
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Written by Morgan Kane
Updated over a week ago

How to set or update your bots price

Set or update your bots price to ensure your clients are paying the correct price
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Written by Morgan Kane
Updated over a week ago

Add or Remove Comments from a Document

Learn how to highlight your users answers for easy reviewing
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Written by Morgan Kane
Updated over a week ago

Share a bot directly to your client

Have your clients complete an Interview to quickly collect their information
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Written by Morgan Kane
Updated over a week ago

How to Name Your Bot and More!

How to name a bot, add a description and choose cover art
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Written by Morgan Kane
Updated over a week ago

Publish to the Marketplace

Now that you've written your bot, let's get that baby published!
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Written by Morgan Kane
Updated over a week ago

Link to your Flow

Direct Links to get your users right where they need to be!
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Written by Morgan Kane
Updated over a week ago

How to add a sample document to your Bot

Add a preview to your Bot so clients can see what they are buying.
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Written by Morgan Kane
Updated over a week ago