Custom Welcome and Success Messages

Personalize how your AI greets visitors and what it says after capturing their info.

Welcome Message

The welcome message appears when a visitor first opens the chat widget.

Default: Based on your business name and description

Custom example: "Hey there! I'm the AI assistant for Acme Agency. Whether you're curious about our services or ready to get started, I'm here to help. What brings you by today?"

Setting Welcome Message

Go to Chat Widget > select your agent
Find Custom Messages section
Enter your Welcome Message
Save changes

Welcome Message Tips

Keep it conversational, not robotic
1-3 sentences max
End with a question to encourage response
Match your brand's tone
Don't be too salesy upfront

Good examples:

"Hi! I'm here to help you find the right solution. What are you working on?"
"Welcome! Got questions about [product]? I'm happy to help."
"Hey! Looking for [service]? Let's chat about what you need."

Avoid:

"WELCOME TO OUR WEBSITE! BUY NOW!"
Generic corporate speak
Walls of text

Success Message

The success message appears after the AI successfully captures contact information.

Default: "Perfect, you'll hear from us within 24 hours!"

Custom example: "Awesome, Sarah! I've got your info. Our team will send those case studies within the hour. In the meantime, feel free to check out our portfolio at acme.com/work. Anything else I can help with?"

Setting Success Message

Go to Chat Widget > select your agent
Find Custom Messages section
Enter your Success Message
Save changes

Success Message Tips

Confirm what happens next
Set expectations (timeline)
Optionally include a link (calendar, resource, etc.)
Keep the door open for more questions
Make them feel good about their decision

Include in success message:

Confirmation they'll be contacted
Expected timeline
Optional: link to resource, calendar, or next step
Optional: offer to help with anything else