Revscale Chatbot Onboarding Guide

The Revscale chatbot helps you engage website visitors, ask qualifying questions, and route qualified conversations to your desired workflow. Setup is quick and seamlessly defined in this walkthrough below.

Appearance

The Appearance tab controls how the chatbot looks on your website.

Here you can update:

• Chatbot display name
• Button text shown when the chatbot is closed
• Chatbot position on the page (bottom right is most common)
• Chat window height
• Brand color
• Chatbot image (logo or avatar)
• “Powered by Revscale AI” visibility

Any visual change made here will affect how visitors see and interact with the chatbot. Be sure to click Save Changes after making updates.

Behavior

The Behavior tab controls how the chatbot communicates and what it prioritizes in conversations.

This includes:

• The greeting message shown to visitors
• Operating instructions that guide how the chatbot should respond
• Conversational tone (friendly, professional, etc.)
• Preset questions visitors can click to start a conversation
• Information fields the chatbot should collect from visitors

Fields marked as required are prioritized and determine whether a lead is considered qualified. These questions should reflect what your team needs in order to follow up effectively.

Notifications

The Notifications tab determines how leads are delivered once captured.

You can configure:

• Whether all leads or only qualified leads are sent to your CRM
• Optional email notifications when a lead qualifies

This ensures your team is alerted at the right time without unnecessary noise.

Installation Code

The Installation Code tab provides the embed code for your chatbot.

From here you can:

• Copy the chatbot code
• Add it directly to your website
• Or share it with your web or IT team

A step-by-step installation guide is linked directly in the platform for reference.

Advanced

The Advanced tab is optional and used for custom integrations.

This allows you to:

• Enable webhook connections
• Send chatbot events to external systems or workflows
• Integrate with custom CRM or automation tools

If you do not use external workflows, no changes are required in this section.

After Setup

Once the chatbot is installed, all conversations and leads will appear in the Chatbot dashboard.

You’ll be able to:

• View every chatbot conversation
• See lead status (qualified vs. unqualified)
• Review collected contact and qualification information

A lead is marked qualified once all required fields are collected. At that point, the lead is sent to your CRM and/or notification channels based on your settings. Your sales team can then follow up with a tailored response or quote.

You can return to Preferences at any time to adjust appearance, behavior, or qualification rules without reinstalling the chatbot.

Updated on: 27/01/2026