Dynamic Chat tutorials

Overview

• A quick product tour [2023]
  Get an overview of all new features that are launched 2023.
• A quick product tour [2022]
  Get an overview of the complete product and learn how you can leverage Dynamic Chat.
• Go live in 15 minutes
  A step by step guide to help you go live with your first dialogue using Dynamic Chat in just 15 minutes!

Setup

• Setup and install your chatbot
  Learn steps to set up your Dynamic Chat subscription.
• Activate your Marketo Integration with Dynamic Chat
  Target your web visitors with conversations and personalize them with lead information from Marketo.
• Add and manage users of Dynamic Chat
  Learn how to add or manage users in Dynamic Chat .
• Agent management
  Learn how to manage agents.

Automated chat

• Create and manage personalized Dialogues
  Learn how to create dialogue to quickly engage your web visitor with Dynamic Chat.
• Embed PDF in Conversations
  Share PDF documents within personalized conversations you design in Dynamic Chat.
• Search in Stream Designer
  A quick search can help you get to any card in your stream designer in one-click.
• Capturing inferred attributes
  We can identify and populate inferred attributes against every lead captured through Dynamic Chat by leveraging the Munchkin ID.
• Dialogue preview
  Previewing your dialogue before you publish is super easy with Dialogue preview feature.
• Globalization of static content
  You can personalize static/system content to language of your choice.
• Conversational Forms
  Learn how to engage your website visitors immediately after they fill out a form.
• Conversations SDK
  Learn how to implement Conversations SDK to convert any CTA click to an engaging conversation.
• Reusable Flows
  Simplify designing and managing your conversations with the new Conversational Flow card. Create a conversational stream once and repurpose it into multiple Dialogues.
• Conversational Landing Pages
  With just a few clicks, install Dynamic Chat Conversational Flows into any landing page (Marketo Landing Pages or Custom) and convert any link or button to trigger a conversational engagement.

Live chat and meeting booking

• Connect visitors to live agents
  Connect your qualified leads to engage with your sale agents instantly.
• Enable your leads to book meetings with your sales
  Accelerate the connect with sales for those target accounts with Meeting booking functionalities.

Generative AI Chat

• Drive GenAI-powered conversations
  Learn how to use Dynamic Chat GenAI features.

Analytics

• Engagement report
  See the trends of how your web visitors engaging with your dialogue.