Botslae Platform Guide
Complete reference for setting up, customising, and operating your AI sales chatbot — from first sync to fully automated follow-ups.
What is Botslae?
Botslae is an AI-powered sales automation platform built for e-commerce stores and real-estate businesses. It embeds a fully conversational chatbot on your website, learns your product catalogue or property listings through an automated sync, and handles every visitor interaction — answering questions, capturing leads, and qualifying intent — without any human intervention.
The moment a visitor submits their name and phone number, Botslae creates a lead record, scores it (Hot / Warm / Cold) based on engagement signals, and surfaces it in your dashboard so your sales team can follow up instantly. Campaigns let you reach those leads over Email and WhatsApp with AI-personalised messages in a single click.
Core capabilities
- Automated website scraping — syncs pages, products, and pricing without manual data entry.
- Conversational AI widget — answers product, pricing, and service questions in real time.
- Lead capture & scoring — collects visitor details and ranks them by purchase intent.
- Contact / callback form — surfaces a structured callback form when visitors request one, marking the lead as Hot instantly.
- Multi-channel campaigns — email and WhatsApp outreach directly from the dashboard.
- Analytics & insights — time-series charts, heatmaps, and AI-generated recommendations.
Supported industries
Go live in 4 steps
Botslae is designed for a zero-developer setup. You can have a live AI chatbot on your website in under 10 minutes.
Create your account
Go to botslae.com and click Sign Up. Enter your name, email address, and a password. Check your inbox for a verification email and click the confirmation link — your account activates instantly. Log in to access your dashboard.
Connect your store
Navigate to Sync in the sidebar. Enter your website URL and select your platform (Shopify, WooCommerce, Magento, or Auto-detect). Click Sync Now. Botslae will crawl all your pages and extract products or property listings automatically.
Customise the widget
Open Widget in the sidebar. Set your chatbot name, welcome message, brand colour, icon style, button shape, and language. Enable the lead form so visitors submit their name and phone before chatting. Save — the live preview updates instantly.
Embed & go live
Copy the embed code from the Widget page and paste it before the </body> closing tag of your website. The chatbot goes live immediately — no server restart, no deployment required.
Embed code
The embed snippet is unique to your account. Copy it from Widget → Embed Code:
<script src="https://app.botslae.com/widget/widget.js" data-company-id="YOUR_COMPANY_ID" data-api-base="https://app.botslae.com" defer ></script>
data-company-id attribute is pre-filled with your account ID on the Widget page — you never need to find it manually.Dashboard Overview
The Overview page is your command centre. It aggregates live data from every module and presents it in three tiers: key metrics, campaign reach, and recent activity.
Key Metrics
Campaign Reach
Recent activity panels
Below the KPI strips, the dashboard shows three live panels: Recent Leads (last 6 leads with score badge and time), Recent Conversations (last 5 sessions with status), and Pending Contact Requests (new callbacks waiting to be actioned). Each panel links to its full module via a "View All" button.
Last Sync widget
The compact Sync card on the right shows the result of the last content sync — status (Completed / Failed / Running), number of pages crawled, and number of products or properties extracted. A direct link takes you to the full Sync page.
Content Sync
The Sync module is how Botslae learns about your business. It crawls your website, extracts structured data (pages, products, prices, stock status, property listings), and stores it in a knowledge base that the AI queries in real time during every conversation.
Website URL
Enter the root URL of your website (e.g. https://yourstore.com). Botslae automatically prepends https:// if omitted. The URL is saved separately from the sync — you can update it at any time and re-sync to reflect changes.
Store platform
For e-commerce accounts, select the platform your store runs on to enable platform-optimised extraction:
Running a sync
Click Sync Now. The crawler runs for up to 60 seconds. When complete, the stats update to show how many pages were crawled and how many products or properties were extracted. Sync history is retained for the last 5 runs, displayed as a timeline with status, item counts, and timestamps.
Synced data browser
The right panel shows two tabs — Pages and Products. Pages can be expanded to preview the extracted text content. Products display as an image grid with name, price, and stock status. Both are searchable and paginated.
Widget Configuration
The Widget page controls every aspect of the chatbot's appearance and behaviour on your website. Changes are previewed live in the built-in browser mock-up before you save.
Identity settings
Visual appearance
Language
Controls the language in which the AI responds. Three options are supported:
Lead Form
When enabled, the lead form appears before the chat interface. Visitors must submit their details to start chatting — this is the primary mechanism for capturing leads.
- Configure Form Title and Subtitle to match your brand tone.
- Toggle which fields to collect: Name (required), Phone (required), Email (optional).
- Use 'Preview Form' and 'Preview Chat' buttons to switch between views in the live preview panel.
Contact / Callback Form
This is an AI-triggered form, not a standalone screen. When the AI detects that a visitor wants a callback, site visit, or direct contact (phrases like "call me back", "I want a site visit", "talk to a human"), it automatically renders this form inside the chat.
Upon submission, the lead is immediately upgraded to Hot status and a Contact Request record is created — visible on the dashboard and in the Leads module.
Saving and deploying
Click Save Widget Settings. Changes take effect on your website within seconds — the embed script fetches the latest settings from the API on each page load.
Lead Management
Every visitor who submits their details through the lead form becomes a Lead record. The Leads module is where you review, qualify, and action these prospects.
Lead scoring
Botslae automatically assigns a score to each lead based on conversation depth, product interest, and callback intent:
High intent. Visitor requested a callback, showed strong product interest, or spent significant time chatting. Prioritise immediately.
Moderate engagement. Visitor asked detailed questions and interacted multiple times. Nurture with a follow-up campaign.
Low intent. Visitor asked one or two questions and disengaged. Add to a long-term drip campaign.
Lead statuses
Lead profile
Click any lead to open the full profile panel. It shows:
- Contact information: name, phone, email.
- All conversation transcripts linked to this lead.
- Product clicks — every product the lead clicked inside the chat.
- Contact requests submitted by this lead.
- Activity timeline: visit count, last seen date, total conversations.
- Status and score controls for manual updates.
Contact Requests
Contact Requests are structured callback records created when a visitor submits the Contact Form. Each record includes the visitor's name, phone, email (if collected), stated requirement, and preferred callback time. They appear both on the lead profile and in the dedicated Contact Requests tab within the Leads module.
Statuses: New (unread), Read (opened), Resolved (actioned by your team).
Exporting leads
Use the Export CSV button at the top of the Leads page to download all lead records. The export includes name, phone, email, score, status, visit count, last seen date, and total conversations. Useful for CRM imports or Excel-based workflows.
Conversations
The Conversations module provides a full audit trail of every chat session that has taken place on your widget. Each conversation is linked to a lead (or marked as anonymous if no lead form was submitted).
Conversation statuses
Reading a transcript
Click any conversation row to expand the full message thread. Each message shows the role (visitor or AI), the content, and the timestamp. Product clicks made during the session are listed below the transcript. Use transcripts to review AI response quality, identify unanswered questions, and improve your knowledge base via a re-sync.
Campaigns
Campaigns let you send targeted, AI-personalised outreach to your leads over two channels — Email and WhatsApp. Messages are tailored to each lead's conversation history and clicked products so every recipient receives contextually relevant content.
Email Campaigns
The Email tab shows all leads who have a valid email address on file. Each lead card displays their name, the products they clicked during their chat, and their lead score. Before sending, Botslae generates a personalised email HTML preview for each recipient — you can review it before dispatch.
WhatsApp Campaigns
The WhatsApp tab allows sending personalised WhatsApp messages to leads who have a phone number on record. This requires a connected WhatsApp Business API account.
Analytics
The Analytics module provides deep visibility into how your chatbot is performing over time. All charts support period filters of 7 days, 30 days, 90 days, or a custom date range.
KPI summary strip
A row of metric cards at the top of the Analytics page mirrors the Overview KPIs but filters them to the selected time period. Metrics include total leads, conversations, hot leads, conversion rate, contact requests, product clicks, emails sent, and WhatsApp messages sent and received.
Time series charts
Lead score breakdown
A donut chart showing the proportion of Hot, Warm, and Cold leads for the selected period. The centre of the donut shows the total lead count. A healthy funnel should show a growing Hot segment as your AI and lead form are optimised.
Lead score trend
A stacked bar chart tracking Hot, Warm, and Cold leads week by week. Use it to identify whether lead quality is improving over time — an increasing Hot proportion suggests your targeting and AI responses are becoming more effective.
Product leaderboard
A ranked list of products or properties by click count within conversations. Each entry shows the product name and total clicks, with a direct link to the product page. Use this to understand which catalogue items generate the most interest and prioritise stock or promotions accordingly.
Peak hours heatmap
A 7×24 grid (days × hours) showing when your chatbot receives the most conversations. Cells are coloured by relative intensity — darker means more activity. Use this to schedule live sales team availability during peak hours, or to time campaign sends for maximum open rates.
AI Insights
Below the charts, Botslae generates contextual insights based on your data patterns. Insight types:
Account & Settings
The Settings page manages your company profile, industry classification, account security, SMTP email configuration, and subscription details.
Company profile
Account security
Email settings (SMTP)
To enable the Email Campaigns module, connect an SMTP server. Navigate to Settings → Email Settings and provide:
- SMTP Host (e.g. smtp.gmail.com, smtp-relay.brevo.com)
- SMTP Port (465 for SSL, 587 for TLS/STARTTLS)
- SMTP Username (your email or API key username — used for authentication only)
- SMTP Password (your email password or API key)
- Sender Email / From Address (the verified email shown in the recipient's inbox)
- From Name (your brand or store name)
For Brevo: go to Settings → Security → Authorised IPs and add the IP above. Other providers have a similar setting under Security or API access.
Trial & subscription
All new accounts start on a 30-day free trial. The Settings page shows how many trial days remain, displayed as a progress bar. When the trial expires, access is restricted until a paid plan is activated. See the Plans page for available tiers.
Account deletion
The Delete Account option permanently removes your company record, all synced data, leads, conversations, and campaign history. This action is irreversible. A confirmation dialog requires you to type "DELETE" before proceeding.
Still have questions?
Our support team is available to help you with setup, integrations, and platform queries.
Contact Support