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How to create a custom chatbot
How to create a custom chatbot

Discover how to create a custom chatbot effortlessly using. Enhance user engagement and collect valuable insights with interactive surveys.

Updated over a week ago

Step-by-step guide: How to create a custom chatbot on your website

Follow this comprehensive guide to create a dynamic chatbot with no coding required, complete with advanced logic, analytics, and platform integrations.

1. Create and customize your form or survey

  • Start with a Template: Sign up for a free Formaloo account if you don’t already have one. Choose a template or start a new form from scratch. For this guide, we'll use the lead generation quiz template. Click “Use template” to add it to your workspace.

  • Design your quiz: Navigate to the “Design” tab to customize the quiz’s appearance. Adjust styles, colors, and background images to align with your brand. Modify button text and notifications for a consistent user experience.

  • Personalize with answer piping: Use answer piping to address respondents by their names throughout the quiz.

  • Enable partial submits: Activate the “partial submits (auto-save)” option in the “Settings” tab to capture incomplete responses. This feature helps boost conversion rates and gain insights from partially completed surveys.

partial submission

2. Add various question types

Create conversational questions, and enhance engagement by adding text fields, email verification, CSAT, and NPS questions. Use section fields to provide responses or explanations, making the interaction more dynamic.

3. Add conditional logic and calculations

  • Implement logic-based workflows: Use the “Logic” tab to create conditions and calculate variables. Click “Advanced logic” to set up custom conditions.

    • Example: If the response to “How urgent is your project?” is less than 3, direct to a specific section. If greater than 3, direct to another section.

  • Customize success messages: Tailor success messages based on responses, or redirect respondents to specific web pages.

advanced logic

4. Embed your lead generation quiz as a Chatbot

  • Publish your quiz: Once ready, you can embed your quiz on your website as an HTML, iframe, script, or chatbot. No programming knowledge is required.

    • Embed the Code: Click the “Share” button, select “<> Embed,” and choose “Chatbot.” Copy the provided code and paste it into your website to activate the chatbot.

embed chatbot

By following these steps, you’ll have a fully functional chatbot that enhances user interaction, collects valuable data, and integrates seamlessly with your existing systems.

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