1 Pre-Launch Preparation
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Define your conversion goals
What action do you want visitors to take? (Book demo, get quote, purchase, etc.)
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Identify key qualifying questions
List 3-5 questions that determine if a lead is sales-ready
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Gather training content
Collect website URLs, product info, FAQs, and pricing details
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Prepare your CRM integration
Have Zoho or HubSpot credentials ready for automatic lead sync
2 GPT Training & Configuration
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Add website URLs for crawling
Include product pages, about page, pricing, and FAQ sections
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Upload product catalog
Add products with images, prices, descriptions, and purchase links
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Configure data collection fields
Set required fields: email, name, company, phone, etc.
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Set up conversation hard stops
Configure message limits for collecting required information
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Test the AI responses
Ask common customer questions and verify accurate answers
3 Branding & Customization
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Upload your logo
Add your business logo for consistent branding
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Set brand colors
Configure primary and accent colors to match your website
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Customize the greeting message
Write a welcoming first message that sets expectations
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Configure voice (optional)
Enable voice responses and optionally clone your voice
4 Integration & Deployment
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Connect your CRM
Set up Zoho or HubSpot integration for automatic lead sync
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Copy the embed code
Get the widget code from your GPT dashboard
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Add to your website
Paste the code before the closing </body> tag
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Test on mobile and desktop
Verify the chat works correctly across all devices
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Set up billing (Direct Debit)
Configure GoCardless for usage-based payments
5 Post-Launch Optimization
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Monitor conversation analytics
Review lead capture rates and conversation quality
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Review lead summaries
Check AI-generated summaries for qualification accuracy
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Add missing training content
Update with new products, FAQs, or common questions
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Optimize based on data
Adjust qualifying questions and conversation flow