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Chatbot Configuration and Installation Guide

Revscale Chatbot Configuration & Installation Guide

This guide walks you through setting up, customizing, and installing your Revscale chatbot so it’s fully ready before going live on your website. We strongly recommend configuring your chatbot first, then installing it once everything looks and behaves the way you want.

Overview

There are two required steps to launch your chatbot:

Configure your chatbot (Appearance, Behavior, Integrations)
Install the chatbot on your website using a JavaScript snippet

Completing configuration first ensures your chatbot is branded, qualified, and connected from the very first visitor interaction.

What You’ll Need

Access to your Revscale Dashboard
Access to your website’s HTML or CMS (WordPress, Webflow, Shopify, or a custom site)

Step 1: Configure Your Chatbot (Recommended First)

All chatbot configuration is managed in:

Chatbot → Preferences

This is where you control how the chatbot looks, speaks, and connects to external systems.

1. Appearance Settings

Purpose: Controls the visual presentation of the chatbot on your website.

What You Can Configure

Chatbot Display Name

The name shown at the top of the chat (e.g. Alex)

Chat Button Text

Text shown on the launcher button (e.g. Let’s Chat)

Brand Color

Primary color used for buttons, highlights, and accents

Chatbot Image / Avatar

Upload a logo or avatar image (max 2MB)

Chat Window Height

Controls how tall the chat window appears

Chat Position

Choose where the chatbot appears (bottom-right or bottom-left)

“Powered by Revscale AI” Toggle

Optionally hide or show Revscale branding

Why this matters:

These settings ensure the chatbot feels native to your brand and consistent with your website’s design.

2. Behavior Settings

Purpose: Controls how the chatbot interacts with visitors, qualifies leads, and guides conversations.

Greeting Message

The first message visitors see when the chat opens.

Example: “Hi! How can I help you today?”

Operating Instructions

Optional instructions that define:

What the chatbot should focus on
How it should qualify leads
Business context or constraints

If left blank, Revscale applies best-practice defaults.

Conversation Tone

Choose one or more tones to shape how the chatbot sounds:

Professional
Helpful
Friendly
Casual
Empathetic
Direct
Patient
Enthusiastic

Preset Questions

Clickable questions that help visitors start a conversation quickly, such as:

“How can you help me?”
“Tell me more”
“What services do you offer?”

Information Fields to Collect

Define what visitor information the chatbot should capture:

Name
Email
Custom fields

You can mark fields as required and control how the chatbot asks for them.

Booking Link (Optional)

Enable appointment booking directly inside the chat by adding your scheduling link (e.g. Calendly).

Why this matters:

Behavior settings directly impact engagement quality, lead conversion, and how helpful the chatbot feels to visitors.

3. External Webhook (Integrations)

Purpose:

Send chatbot activity and lead data to external systems in real time.

What Is a Webhook?

A webhook automatically sends chatbot data to another system, such as:

A CRM
Zapier or Make
Internal backend services
Analytics or reporting tools

Webhook Configuration Options

Enable Webhook

Turns external data syncing on or off

Webhook URL

The endpoint where chatbot data is sent

API Key (Optional)

Used for authentication or verification

Event Triggers

Choose when data should be sent:

- Each message from the lead
- Conversation started
- Conversation completed
- Qualified lead captured
Custom Headers

Add HTTP headers for security or authentication

Webhook Audit Logs

View webhook requests and responses for debugging and verification

Why this matters:

Webhooks allow your chatbot to integrate seamlessly with your existing workflows and tools.

Absolutely — below is an updated Step 2 that fully incorporates all of your installation content, but is formatted and written to match Step 1 in tone, structure, and clarity.

You can drop this in as-is under Step 2: Install the Chatbot in the rewritten guide.

Step 2: Install the Chatbot on Your Website

Once your chatbot is fully configured (Appearance, Behavior, and Integrations), you’re ready to install it on your website.

This step uses a simple JavaScript snippet to load your chatbot across your site.

What You’ll Need

Access to your website’s HTML or CMS (WordPress, Webflow, Shopify, or a custom site)
Your Chatbot Installation Code from the Revscale dashboard

Step-by-Step Installation

1. Copy the Installation Code

In your Revscale dashboard:

Go to Chatbot → Preferences → Installation Code
Click Copy Code

This snippet uniquely links your website to your configured chatbot.

2. Paste the Code Into Your Website

Paste the entire snippet anywhere inside the <body> tag of your website.

Recommended Placement (Best Practice)

Just before the closing </body> tag.

Example

<body>
  <!-- Your website content -->

  <!-- Revscale Chatbot -->
  <script src="https://chatbot.revscaleapps.com/widget.js"></script>
  <script>
    Revchat.init({
      chatbotId: "YOUR_CHATBOT_ID",
      primaryColor: "#885CF6",
      apiUrl: "YOUR_API_URL"
    });
  </script>
</body>

⚠️ Do not modify or wrap the script unless instructed by Revscale support.

Platform-Specific Installation Notes

WordPress

Go to Appearance → Theme File Editor
Paste the code into footer.php, or
Use a plugin like Insert Headers and Footers and paste it into the Footer section

Webflow

Go to Page Settings → Custom Code
Paste the snippet into the Before section

Shopify

Go to Online Store → Themes → Edit Code
Open theme.liquid
Paste the snippet just before </body>

Custom / Developer-Managed Sites

Add the snippet to your main layout or template file so it loads on all pages

Verify Installation

After publishing your site:

Refresh your website
Look for the chatbot widget (typically in the bottom corner)
Click it to confirm the chat opens and responds correctly

If You Don’t See the Chatbot

Clear your browser cache
Check for JavaScript errors in the browser console
Confirm the snippet is inside the <body> tag
Try a different browser or device

Best Practices

✅ Install the chatbot once globally (not per page) to avoid duplicates

✅ Keep the installation script unchanged

✅ Test on both desktop and mobile

❌ Do not wrap the code in defer, async, or additional script loaders unless instructed

Need Help?

If you run into issues:

Share the installation snippet with your IT or developer team
Contact Revscale support with:
- Your website URL
- A screenshot of where the code is installed
- Any browser console errors

Updated on: 05/03/2026

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