Get Started with BoldDesk AI Chatbots
This guide explains how to set up and use BoldDesk AI-powered chatbots to enhance customer support operations.
How BoldDesk Chatbots Are Transforming Customer Support
In today’s digital world, customers expect instant, 24/7 support—something that’s often costly and impractical for many businesses. BoldDesk’s AI Agent offers a scalable solution by automating customer service and enhancing the support experience.
It seamlessly integrates chatbot functionality into your operations, enabling instant responses, efficient handling of repetitive queries, and freeing up human agents for complex tasks. The result is faster support, improved customer satisfaction, and greater operational efficiency.
The result is a consistent, personalized support experience that not only boosts customer satisfaction but also enhances operational scalability.
- Chatbot functionality is available only as an add-on for Momentum and Enterprise plans.
- In BoldDesk, a chatbot refers to the AI Agent integrated into Live Chat.
What Is an AI Chatbot?
An AI chatbot is a virtual assistant that simulates human-like conversations. It serves as the first point of contact for customers, handling:
- Routine inquiries
- Process guidance
- Task automation
Unlike rule-based bots, BoldDesk chatbots are context-aware and content-trained, enabling personalized and relevant responses.
Why Use Chatbots in Customer Service?
When customers reach out for support, they often seek quick answers. Long wait times can lead to frustration and losing business. Integrating chatbots into your support system helps:
- Automate repetitive tasks
- Provide instant answers
- Improve customer satisfaction
- Allow agents to focus on strategic or sensitive issues
How to Set Up an AI Chatbot in BoldDesk
Follow the steps below to set up and configure your AI Agent in BoldDesk:
1. Create AI Content
Train your AI Agent using one or more of the following content sources:
- Knowledge base articles
- Web pages
- Uploaded files
- Q&A entries
You can train the bot using all available content or select specific sources for more focused responses. Please refer to this article for more details.
2. Configure the AI Agent
You need to configure your AI Agent to respond to customer queries from live chat; please refer to this article on how to configure the AI Agent.
3. Configure your Live Chat
You need to then configure your live chat to enable real-time customer interactions. For more details, please refer to this article.
4. Deploy AI Agent in Live Chat
The AI Agent enhances live chat by handling customer queries with automated responses. Please refer to this article for insights on enabling AI Agent.
If you use AI Agents exclusively for chat support, set your business hours to offline to ensure proper chatbot behavior. Please refer to this article to learn more on setting your away experience and business hours.
5. Adding Live Chat to External /Customer Portal in Live Chat
The live chat widget may be integrated into the BoldDesk customer portal or an external website. To add it to the customer portal, please refer to this article. Alternatively, for instructions on embedding the widget on an external website, please refer to this article.
Frequently Asked Questions (FAQ)
Q1: What is the difference between a chatbot and an AI Agent in BoldDesk?
A1: In BoldDesk, a chatbot is the AI Agent configured to operate within the Live Chat channel.
Q2: Can I use chatbots without business hours?
A2: Yes, but you must set business hours to offline to ensure the chatbot responds correctly.
Q3: What content types can be used to train the chatbot?
A3: KB articles, web pages, uploaded files, and Q&A entries.
Q4: Is chatbot functionality available in all BoldDesk plans?
A4: No, it is available only as an add-on for Momentum and Enterprise plans.
