Botslae
✦ Documentation

Botslae Platform Guide

Complete reference for setting up, customising, and operating your AI sales chatbot — from first sync to fully automated follow-ups.

01 · Introduction

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

E-CommerceOnline stores on Shopify, WooCommerce, Magento, or any other platform. Products, prices, and stock are extracted automatically.
Real EstateProperty agencies and developers. Listings, locations, and property details are scraped and indexed for the AI.
02 · Quick Start

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.

01

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.

02

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.

03

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.

04

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>
The data-company-id attribute is pre-filled with your account ID on the Widget page — you never need to find it manually.
03 · Dashboard Overview

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

Leads TodayNumber of new leads captured since midnight. Compared against yesterday's count with an up/down delta chip.
Conversations TodayChat sessions started since midnight — includes anonymous visitors. Delta chip shows day-over-day change.
Contact RequestsCallback / site-visit requests submitted today via the Contact Form. Each request is flagged as a Hot lead.
Hot LeadsAll-time count of leads scored as Hot — these are your highest-intent prospects.
Total LeadsCumulative lead count across all time, including every score and status.
Conversion RatePercentage of total leads marked as Converted. Formula: (Converted ÷ Total Leads) × 100.

Campaign Reach

Emails SentTotal emails dispatched through Campaigns across all time.
WhatsApp SentTotal outbound WhatsApp messages sent via the Campaigns module.
WhatsApp ReceivedInbound replies received from leads over WhatsApp.
Product ClicksNumber of times leads clicked a product link inside a chat conversation.

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.

04 · Content Sync

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:

ShopifyUses Shopify's JSON product API for fast, reliable product extraction including variants, images, and inventory.
WooCommerceQueries the WooCommerce REST API to extract products, categories, and pricing.
MagentoQueries Magento's REST API. An optional Integration Access Token can be provided (Admin → System → Integrations) to access private product data.
Other / AutoFalls back to HTML scraping. Botslae parses product schema markup, OpenGraph tags, and common product page patterns.
Even without a platform selection, Botslae's crawler is effective on most websites. Select a platform only if auto-detection misses products or returns incomplete pricing.

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.

Re-syncing replaces all previously stored page and product data. If you have made manual corrections to the knowledge base, they will be overwritten. Schedule syncs when your catalogue changes, not on a fixed cron.
05 · Widget Configuration

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

Business NameInjected into the AI's system prompt. The chatbot introduces itself with this name. Use your actual trading name — e.g. 'South Delhi Floors' not 'Company'.
Chatbot NameDisplayed in the chat header bar that visitors see. Defaults to 'AI Assistant'. Can be anything — 'Aria', 'Max', 'Support Bot'.
Welcome MessageThe first message shown when the widget opens. Up to 120 characters. Should be a question or an invitation to engage.

Visual appearance

Brand ColorPrimary accent colour used for the header bar, send button, and user message bubbles. Choose from 12 presets or enter any hex code.
Chat IconIcon rendered inside the floating chat button. Options: Chat Box, Bubble, Robot, Support, Quick, Friendly, AI, Call, Smiley, Help.
Button ShapeShape of the floating launcher button: Circle (default), Rounded rectangle, or Square.
Button AnimationIdle animation on the launcher button to attract attention: None, Bounce, Pulse, Shake, or Wave.
PositionScreen corner where the widget appears: Bottom Right (default) or Bottom Left.

Language

Controls the language in which the AI responds. Three options are supported:

EnglishStandard English responses. Recommended for international audiences.
HindiResponses in Devanagari script. Ideal for Indian audiences preferring native language support.
HinglishRoman-script Hindi mixed with English — the most natural mode for urban Indian audiences.

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.
Keep the lead form short. Name and Phone are sufficient for most use cases — adding Email reduces form completion rates unless email follow-up is part of your workflow.

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.

NameAlways required. Pre-filled from the lead form if the lead form is enabled.
PhoneAlways required.
EmailOptional toggle.
RequirementFree-text field for the visitor to describe what they need. Optional toggle.
Preferred TimeDropdown for the visitor to select a preferred callback slot. Optional toggle.

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.

06 · Lead Management

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:

Hot

High intent. Visitor requested a callback, showed strong product interest, or spent significant time chatting. Prioritise immediately.

Warm

Moderate engagement. Visitor asked detailed questions and interacted multiple times. Nurture with a follow-up campaign.

Cold

Low intent. Visitor asked one or two questions and disengaged. Add to a long-term drip campaign.

Lead scores are set automatically but can be reassigned manually from the lead detail panel. Use manual overrides when your sales team has additional context the AI cannot observe.

Lead statuses

NewDefault state. Lead has not been contacted by your team yet.
ContactedYour team has reached out at least once.
ConvertedLead has become a paying customer or closed deal.
LostLead has disengaged or explicitly declined.

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.

07 · Conversations

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

ActiveSession is currently in progress — the visitor is still on the page.
OpenSession ended but has not been reviewed by your team.
ClosedSession has been marked as reviewed. No further action expected.
ResolvedSession resulted in a successful resolution — lead converted or request fulfilled.

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.

If you notice the AI consistently failing to answer a specific question, check whether the relevant page is included in the sync. If not, add a dedicated FAQ or product description page to your website and run a new sync.
08 · Campaigns

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.

SMTP requirementEmail sending requires a verified SMTP configuration. Connect your SMTP server under Settings → Email Settings.
PersonalisationThe AI references the lead's name, their product interests, and your brand color to compose each email.
Batch sendingSend to all eligible leads or select individual recipients from the list.
Send reportAfter dispatch, a summary shows sent, failed, and skipped counts. Failed sends include the error reason.
Only send campaigns to leads who explicitly opted in by submitting your lead form. Sending unsolicited email may violate anti-spam regulations in your jurisdiction.

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.

ConnectionLink your WhatsApp Business number via the WhatsApp Settings panel in the Campaigns tab. You will need a Phone Number ID and a Verify Token from Meta Business Manager.
Message previewEach outbound message is previewed before sending so you can verify AI-generated content.
Inbound trackingReplies from leads are logged as inbound WhatsApp messages, visible in the Campaign Reach metrics on the Overview page.
09 · Analytics

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

Leads over timeArea chart showing daily new leads for the selected period. Use it to identify days with high inbound activity and correlate with campaigns or website traffic spikes.
Conversations over timeArea chart of daily chat sessions. Divergence from the leads chart indicates visitors who chat but don't submit the lead form.
Email activityBar chart of emails sent per day. Useful for measuring campaign cadence.
WhatsApp activityStacked bar chart of outbound vs inbound WhatsApp messages per day — shows two-way engagement volume.

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:

WarningAlerts you to declines or anomalies — e.g. 'Lead volume dropped 40% this week'.
PositiveHighlights strong performance — e.g. 'Conversion rate up 12% vs last month'.
InfoNeutral context — e.g. 'WhatsApp receives 3× more replies than email for your audience'.
TipActionable recommendations — e.g. 'Enable the Contact Form — you have 15 warm leads with no follow-up'.
10 · Account & Settings

Account & Settings

The Settings page manages your company profile, industry classification, account security, SMTP email configuration, and subscription details.

Company profile

Company NameThe public name of your business. Used in AI responses and campaign emails.
Industry TypeE-Commerce or Real Estate. Determines which data the sync extracts (products vs properties) and how the AI positions itself.
Changing your Industry Type triggers a data-model change. Re-run a sync after switching so the AI knowledge base is rebuilt for the new category.

Account security

Change EmailUpdate the email address used for login and notifications. A confirmation email is sent to the new address.
Change PasswordUpdate your account password. Current password is required for verification.

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 high-volume sending, use a transactional email provider like Brevo, SendGrid, or Mailgun rather than a personal Gmail account. Gmail imposes a 500 email/day limit and may block bulk sending.
Important — Authorise Botslae's server IP in your email provider. All emails are sent from Botslae's server on your behalf. If your provider restricts sending to authorised IPs (e.g. Brevo), you must whitelist the following IP address, otherwise your SMTP connection will be rejected: 187.127.176.55

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