Chat agent onboarding

How to build & configure Spara Chat agents.

This page is a guide to getting started with Spara Chat agents. For a refresher on how Chat agents work, please see Agent Overview and Chat agents.

Step 1: Install AI Chat

Deploying AI Chat requires installing a Javascript snippet on your webpages. This should take a web engineer 5-15 minutes. After choosing which Chat interfaces you'd like to deploy, follow the installation guides listed above.

Spara Chat is designed to be deployed to your marketing website. Spara offers three different interfaces:

These interfaces work together. For example, a lead may start a conversation on your Pricing page using Spara Navigator. That same conversation might continue when the lead returns 48 hours later and engages with Spara Smartbar.

All interfaces rely on Query Parameters to ingest lead enrichment data. By supplying Spara with this information you ensure that Spara will a) not attempt to recapture this data, and b) may modify its behavior to better suit each conversation.

All interfaces also expose Spara events to your DOM via JavaScript API.

Step 2: Configure a Chat agent

  1. Navigate to Chat. This page lists all of your Chat agents.

  2. Click "Create New." This will create a new Chat agent and load its Agent Editor page.

    1. Alternatively, you may duplicate an existing Chat agent by clicking on its "three dots" dropdown menu.

Let's pause. The Agent Editor page is split into two panes. The left hand side is the Agent Instructions, often called a "prompt." This are instructions, written in plain English, that tell the agent how to behave in any situation.

The right hand side lets you toggle between Testing and Ask AI interfaces. Testing makes it easy to "pretend" to be your buyer so that you can verify your Chat agent is behaving as desired. It is side-by-side with the Agent Instructions on the left to make it easy to modify the agent's instructions as you test.

Ask AI is a chat-like interface to assist you in configuring your agent. You can ask it questions about your agent. Some actions in the Testing interface, such as clicking "thumbs down" for negative feedback, will open Ask AI to provide more information.

Resuming our instructions...

  1. Your new Chat agent comes prefilled with Agent Instructions. Read through them and update the text to fit the exact behavior you want from your agent.

  2. Run your first test by clicking "New Test" in the Testing interface. Try to break the bot!

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