Step-by-Step guide for creating and deploying the Feedback & Survey Agent

1. Go to shambho.ai.

2. Sign in with your credentials.

3. After logging in, you will land on the Dashboard.

1. From the main dashboard, select the Template tab.

2. Locate the Feedback & Survey Agent card under the "Discover Smart AI Agents Intelligent Automation" section.

3. Click the Copy Agent button. This will create a new agent capable of handling both feedback and survey tasks.

1. From the left menu of your newly created agent, click on Tool/Flow. This will take you to the "Tool Management" page, where you will see two tools: "Survey tool" and "Feedback".

1. Configure the Survey Tool:

• Click the edit icon (the pencil) on the Survey tool card.

• In the "Dynamic Parameters" section, define the questions for your survey. For example, you can set a parameter with the key "what is your name".

• Click the Edit button to save your survey questions.

2. Configure the Feedback Tool:

• Next, click the edit icon on the Feedback tool card.

• Define the parameters for the feedback you want to collect. For example, a parameter with the key "What is your Feedback".

• Click the Edit button to save your feedback configuration.

1. On the AI Definition page, locate the AI Agent Configuration toggle switch.

2. Select the task option.

1. In the left-hand navigation menu, click on Channels.

2. Under the Quick Preview section, click the copy icon or the Share Link button to copy the testing URL.

3. Paste this link into a new browser tab to open the chat interface.

1. In the left-hand navigation menu, click on Channels.

2. A sub-menu will open. Click on LiveChat.

3. Adjust the following options. You can see your changes reflected in the live preview on the right side of the screen. Company Details:

• Company Name: Enter your company's name (e.g., "XYZ"). • Tagline: Add a short, welcoming tagline (e.g., "How can we help?").

• Header Name & Middle Text: Customize the greeting messages that users will see first (e.g., "Hi there 👋" and "Hi Welcome To Shambho_ai").

• Logo Settings: Click Upload Logo to add your company's logo to the chat widget.

• Color Customization: Choose your brand's colors for the chat widget's Background Color, Button Color, and Text Color.

• Avatar Settings: Select icons for both the User Avatar and the Admin Avatar (your bot's icon).

• Modal Design: Choose between a Modern or Classic look for the chat window.

• Detail Setting: Turn this ON if you want the bot to collect email IDs from users.

4. Once you are satisfied with the appearance, click the Save Changes button at the bottom.

After testing your chatbot, you can get the code to add it to your website or share a link for a live preview.

1. At the top of the Livechat section, next to the "Settings" tab, click on Modal Link.

2. Copy the Testing Link and paste it in your browser → You’ll see how the chatbot looks live.

• Or, scan the QR Code on the right side → Instantly preview on mobile.

3. Deploy on Your Website

4. Copy the Embed Script provided.

5. Paste it into your website’s HTML code (usually inside the section). Once added, your chatbot will go live on your site.