Quick Start Guide
Welcome to Masi Chat! Whether you’re looking to enhance customer engagement, streamline communication, or integrate AI-powered chatbots into your website, you’re in the right place. This guide will walk you through the simple steps to get started with Masi Chat, from setting up your account to customizing your chatbot and integrating advanced AI features. Let’s dive in!
Getting Started
First of all you need to have an account with Masi Chat. If you haven’t created one yet, click here to create a free account.
How to display the chat on your website?
To display the chat on your website include the following script into the <head></head> or <footer></footer> area of each page where the chat is shown.
For Example: <!– Masi Chat –>
<script id=”chat-init” src=”https://app.masichat.com/account/js/init.js?id=xxxxxxxx34″></script>
How to display the chat bot in WordPress website?
You can use plugin to add the Masi Chat code on a WordPress site. There are multiple plugins, but we suggest WPCode Lite (free).
Follow below steps;
- Install the plugin WPCode Lite & Activate it.
- Now click on Code Snippets tab on your WordPress dashboard & select Header & Footer
- Below the Body section add the installation code from your Masi Chat account
- Reload your website
Designing You Chat Bot:
Here we will cover some of your general questions on designing the chatbot.
How to design the chat icon and chat widget?
Once you are logged in to Masi Chat, click on Dashboard (top right corner) and you will reach the chat interface. Here click on Settings, then on Design.
In the Design tab, you can play with the colors of the chat widget, change chat icon, chat background etc.
You can also add chat widget header title and message.
You also have the option to add a custom chat button icon.
How to set the chat widget position?
Once you are logged in to Masi Chat, click on Settings, then on Design.
In the Design tab, use Chat position section to Set the position of the chat widget.
How to change the font of chat widget?
The chat widget display text with the default font of the page in which Masi Chat widget is added. So, if you want to change the font of Chat Widget, you will have to change the font of your website/page.
AI Settings:
One of the coolest feature of Masi Chat is the integration with Open AI & Dialogflow AI.
How to connect the Chat bot with Open AI?
Once you are logged in to Masi Chat, click on Settings then on Artificial Intelligence.
Here you will have to follow below steps;
- Select Automatic in Sync mode. The automatic sync mode is ready-to-use and does not require any additional settings, however you need to purchase credits to use this option.
- Otherwise select Manual in Sync mode. Add Open AI API Key. Click here to watch a video on how to create an Open AI API Key. Once API key is created, copy and paste it on Masi Chat.
- Now select the chat mode as All Questions. You can select other options as well, depends on your use case.
- Model – you can select GPT 4o mini. You can select other options as well, depends on your use case.
- Now enable these options in the AI settings – Chatbot, Spelling correction, Smart reply, Generate user questions.
- Now your chatbot is connected to Open AI. Test the bot by asking random questions.
How to train the Open AI bot on my content?
Once you are logged in to Masi Chat, click on Settings then on Artificial Intelligence.
Here you will have to follow below steps for training the bot on your content.
- To initiate the chatbot training, input the URL of your content in Chatbot > Training. It is possible to enter URLs for websites, text or PDF files, or XML sitemaps.
- Once the sources are set, click the Train your chatbot button and await completion of the training process.
- You can add and manage personalized question and answers from Chatbot > Training – Questions and answers and from the chatbot training window.
Additional Information on Training the bot with Open AI
- It is only possible to upload files in PDF and TXT formats.
- You can provide the website URL and all child URLs will be included and crawled, but with large websites, it is more efficient and less prone to errors and infinite link loops to utilize an XML sitemap instead of relying on the website URL. You can create it with a service like https://www.xml-sitemaps.com.
- If you want to train your chatbot using specific pages from your website instead of all of them, you can make use of an XML sitemap. Create one using a tool like https://www.xml-sitemaps.com, and then remove the pages you do not wish to include by editing the file in a text editor. To use the XML sitemap, you need to upload it either onto your server or an external online location. Afterward, add the URL of the sitemap in Settings > Artificial Intelligence > OpenAI – Training sources.
- You can upload large files and your XML sitemap with a service like https://tmpfiles.org.
- If you are training OpenAI with a multi-language website, you can limit the chatbot to retrieve answers only from the pages in the user’s language. To activate this feature, go to Settings > Artificial Intelligence > OpenAI > Multilingual Training Sources. For Masi Chat to comprehend the language of your web pages, the <html> must contain the attribute lang.
- As soon as the training is completed, the uploaded files are removed. Every time you need to retrain the chatbot, you are required to upload all the necessary documents for its training once again.
- To add new training sources, simply train the chatbot again. The previous training sources will not be lost, and only the new sources will be added.
- There are character limits for training the chatbot based on your Masi Chat Subscription.
- The responses generated by OpenAI have the feature to include in the reply a link to the corresponding website page where the answer was sourced.
- Click Delete training to remove all previous training data for the chatbot.
Integration with Whatsapp:
You can connect Masi Chat with WhatsApp and have Open AI powered bot reply to your customers. Also you can review and respond to all chats (from websites, WhatsApp, Telegram, Messenger, Instagram, etc) easily at Masi Chat Dashboard.
How to connect your Masi Chat account with WhatsApp?
Once you are logged in to Masi Chat, click on Settings > Apps, click WhatsApp and click Activate.
WhatsApp Cloud API Setup – Automatic sync mode
- Click Synchronize now and complete the procedure.
- To add new numbers, visit https://business.facebook.com/wa/manage/phone-numbers/. If you add new numbers after the sync process, you will need to sync them again. All numbers will be automatically synchronized. If you wish to disable specific numbers, you can delete them from Settings > WhatsApp > Cloud API numbers.
- If you sync again with the same phone number and do not receive the verification SMS or call, you can enter the latest PIN you received and it will work.
If you do not receive the messages sent to your WhatsApp number in Masi Chat, please check the following:
- Click Reconnect and complete the procedure.
- Go to the Meta Business Suite and add a payment method.
Congratulations! You’ve successfully set up and customized your Masi Chat chatbot. With features like OpenAI integration, WhatsApp connectivity, and customizable design options, you’re now equipped to deliver exceptional customer experiences across multiple platforms.
If you have any questions or need further assistance, our support team is here to help. Simply reach out through the Masi Chat dashboard or visit our Help Center for more resources.
Ready to take your customer engagement to the next level? Start exploring Masi Chat’s advanced features today and see the difference it can make for your business!