Category
Implementation & How-To
108 articles, page 1 of 5
Site Visit and Measured Survey Requests From Homeowners
Homeowners ask for a visit before anyone has agreed what the project is. A playbook for making the first visit productive and paid.
Software Migration Questions When Changing Bookkeeper
Owners stay with a bookkeeper because moving the data feels impossible. A playbook for making a handover feel safe.
Permit and Inspection Questions on Remodelling Projects
Permits are where renovations stall and nobody knows whose job it is. A playbook for settling responsibility before work starts.
Rewire and Consumer Unit Quote Requests
Rewire and consumer unit upgrades are large electrical jobs that need details to quote. A step-by-step playbook for capturing them properly.
Adding a Chat Widget to theme.liquid Without Breaking Your Theme
Add a chat widget script to Shopify's theme.liquid safely. Back up the theme, paste in the right spot, roll back a file, and recheck after theme updates.
Adding a Chatbot to Framer and Ghost Sites
Where custom code lives on Framer and Ghost, how to add a chatbot script to each, and the domain, Portal and training details to check before you publish.
Adding an AI Chatbot to BigCommerce With Script Manager
Add an AI chatbot to BigCommerce with Script Manager: footer placement, storefront pages vs checkout, the consent category, and training it on your store.
Alarm and CCTV Quote Requests That Need Site Details
Alarm and CCTV quotes depend on the property, entry points and what the customer wants to protect. A step-by-step playbook for capturing site details first.
Answering Returns Questions Before the Order, Not After
How to answer pre purchase returns questions on product pages so shoppers buy with confidence, with reply patterns, policy gaps to fix and when to be blunt.
Capturing Wholesale and Trade Enquiries on a Retail Store
A setup for wholesale enquiry capture on a retail store: signals to spot, a short trade page, the qualifying questions to ask and where the lead goes.
Chat Button Only Shows After Scrolling? WordPress Cache Plugin Fixes
Chat widget delayed until visitors scroll? A WordPress cache plugin is holding the script back. How to exclude it in WP Rocket, LiteSpeed and others.
Chat Widget Not Showing on Your Website: A Troubleshooting Checklist
Chat widget not showing after you installed it? Work through six checks in order: snippet, cache, script delays, CSP, the license list and ad blockers.
Chatbot Not Loading on a New Domain or Staging Site
Is your chatbot not working on new domain names or a staging copy? Here is how per-site licensing decides where it runs and how to add a website.
Chatbot Without a Website: Describing Your Business in Plain Words
You can set up a chatbot before you have a website by describing your business in plain words. What to write, worked examples, and what still needs a page.
Content Security Policy and Embedded Chat Widgets
Which Content Security Policy directives a script and iframe chat widget needs: script-src, connect-src, frame-src, img-src and style-src, with an example.
Drift Is Being Retired: A Migration Checklist for Website Chat
Looking for a Drift alternative? A migration checklist for moving playbook answers, lead routing and the website snippet before Drift is retired.
Following Up Leads Who Wrote in Another Language
How to follow up a chatbot lead who wrote in a language you don't speak: reading the transcript, using translation tools safely, and replying politely.
Grooming Enquiries That Need Breed and Coat Details
Dog grooming quotes depend on breed, size and coat condition. A step-by-step playbook for capturing grooming enquiries with the details groomers need.
How to Check Your Chatbot's Answers in Languages You Don't Speak
A practical method for checking chatbot answers in languages you don't read: back-translation spot checks for facts, then a native speaker for tone.
Installing a Chat Widget Through Google Tag Manager
Install a chat widget with Google Tag Manager: a Custom HTML tag, the right trigger, consent settings, testing in Preview, and the trade-offs of GTM.
International Shipping Questions: What Your Chatbot Should Know
The facts a chatbot needs to answer international shipping questions: who pays duties, delivery times by region, restricted items, customs and returns from abroad.
Lead Notification Emails Not Arriving? Spam, Filters and Routing
Chatbot lead email not received? Check the lead was captured, where alerts go, spam and quarantine, inbox rules and group addresses, then add a webhook backup.
Moving Your Chatbot to a New Domain Without Losing It
Moving a chatbot to a new domain: what carries over, how to swap the license website, handle the WordPress plugin, re-crawl and update old brand details.
Offering a Human Only When Someone Is Actually Online
Why a chatbot should offer a human only while someone is on duty, how availability works in SpideyChat, and the ticket fallback when nobody is around.