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.
The Behavior settings in Chatbot Preferences are organized into collapsible accordion groups:
Greeting and Tone— Set the greeting message visitors see when the chat opens, and choose one or more conversation tones (Professional, Helpful, Friendly, Casual, Empathetic, Direct, Patient, Enthusiastic).
Preset Questions— Add clickable questions that help visitors start a conversation quickly.
Information Fields to Collect— Define what visitor information the chatbot should capture (Name, Email, custom fields). Fields can be marked as required.
Booking Link— Optionally enable appointment booking inside the chat by adding your scheduling link.
Operating Instructions can also be added to define what the chatbot should focus on, how it should qualify leads, and any business constraints. If left blank, Revscale applies best-practice defaults.
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.
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, orUse 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 </body> section
Shopify
Go to Online Store → Themes → Edit Code
Open
theme.liquidPaste 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>tagTry 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