9-Step guide on how to create a no-code chatbot for your site in 15 minutes

Reading time: 12 minutes 29.06.2022
9-Step guide on how to create a no-code chatbot for your site in 15 minutes

On the one hand, the more you communicate with customers, the more your sales grow. On the other hand, keeping in touch with your audience 24/7 is challenging. Time to automate the process.

That’s when a chatbot comes in very handy. You don’t need to know how to code to create and add a chatbot to your website. Even your granny can do it 😉

Here is a 9-step tutorial on how to build a chatbot for 24/7 communication with your website visitors. Now time to build your first chatbot!

This post is only a part of our Complete Guide to Chatbots in 2022. Check others when you’re ready:

1. Define your goal

Everything starts with the complexity of the problem you’re trying to solve. A chatbot is perfect for automating your sales, marketing, and support team tasks.

With the Dashly chatbot platform, you can implement in your website workflow any scenario you want. Here are the most popular ideas for your inspiration:

2. Create the conversation flow

When the expectations are clear, it’s time to create chatbot conversation blocks. Dashly provides a visual chatbot builder, so you don’t need to involve a programming team.

Create chatbot blocks following the drag and drop principle. You can edit chatbot templates or create one from scratch. Click on the corresponding button and add the relevant chatbot question or answer text/buttons.

How to create a chatbot

It is better to ask no more than five questions to guide visitors to the final action:

  • a field to enter any text,
  • link to the relevant product, page, or knowledge base article,
  • lead capture form,
  • image and text answer to the question,
  • book a meeting with a company rep,
  • chat routing to specific channels or agents.

In a side menu, you can add each of these actions at any step of the conversation. Not only at the end. In addition, there, you can choose to record events and properties in a lead card.

How to create a chatbot

Use this data to create lead qualification, triggered scenarios, and targeted marketing campaigns. Following this pattern, you can design a flexible conversation flow and simultaneously gather visitors’ data.

To help you, we’ve composed ready-made chatbot flow scenarios you can create and implement on your website right now:

how to build a chatbot for an online school
how to create a chatbot for saas
how to create a chatbot for ecom

3. Share tasks between chatbots and human agents

A chatbot can cover basic inquiries, and your support team deals with more advanced and complicated questions.

A chatbot can quickly deal with simple questions like:

How do I add a new card?
What’s your bonus program policy?
How to set up a chatbot on a website?

But more difficult tech questions should be routed to agents.

My credit card needs to be renewed. Can I add it later?
I paid for the order but didn’t get any bonuses. How can I receive them now?

Just set up the “assign to agent” scenario for situations when visitors ask something beyond chatbot answer options:

How to create a chatbot assigning a conversation
“Assign to an agent” option when you create a chatbot in Dashly. Sign up to try how it works

With the Dashly chatbot, visitors can always interrupt the chatbot and call for an agent. The last one will see a user request in the Conversation section.

4. Set chatbot triggers

Setting up the chatbot looks like creating a customer journey map. So you must know what your customers do on the website. Good to know that Dashly tracks the website visitors’ behavior: their clicks and page visits. This data will help you choose the right moment for a chatbot to appear on your website.

For example:

  • greeting clients and showing them around your website,
  • assisting with making the product choice,
  • helping out completing an order.

In Dashly builder, the moment to choose triggers comes right when you finish the chatbot flow.

How to create a chatbot trigger
The trigger defines how and when your visitors will see a chatbot. Sign up to try how it works

Configure which visitor’s action will cause the chatbot to appear: visiting a website, exit intent, clicking the button, etc. You can also specify the page URL where this chatbot rule will work. For example, on the pricing page only or everywhere except the pricing page.

Be where visitors need you the most. It’s one of the most important practices for customer service chatbot.

Remember that sending the chatbot out as soon as the visitor enters the site is annoying, so give them at least three minutes to look around. Then, decide on how often you want to send the chatbot (but don’t overdo it), and plan to delete its messages automatically (in case the visitor doesn’t read them):

How to create a chatbot time
There is how to set a time when you create a chatbot in Dashly builder. Sign up to try how it works

5. Define your audience

Even with the most attentive and helpful support team, it’s impossible to appeal to every site visitor. The same applies to chatbots: understanding your target audience is a core element of the chatbot’s effectiveness.

Dashly lets you configure specific properties of the audience you want to reach with a chatbot.

Let’s say you want to onboard only new visitors. For this, you need to decide on their characteristics.

For example, visitors that had less than three sessions on the site and didn’t register yet (don’t have any ID) 👉

6. Give your chatbot a unique name

When the chatbot is configured and all set, consider it a part of your team — and dress it up accordingly. Have a little fun and be creative with the chatbot name, avatar, and content.

The chatbot name should be short. Make it trigger some associations. Avoid negative connotations like Germ-bot for an Infectious hospital. Add the picture of a human to the icon.

how to create a chatbot name
Dashly chatbot name as an inspiration to create yours

Add pictures, GIFs, emojis, and videos to reinforce your message when you create a chatbot. It’ll help you to stand out and grab the visitors’ attention.

7. Launch a chatbot on your website

The first chatbot can be not as perfect as you expect. To find the perfect messaging, design, and offer variant, it is better to A/B test different approaches from the early beginning.

Set a control group, so the chatbot is not sent to a part of the target audience. How high the rate should be is up to you. As a result, these customers won’t receive messages from the chatbot.

how to create a chatbot control group
Set a control group when you create a chatbot. Sign up to try how it works

In a couple of weeks, compare the results of both groups. For example, which group of people purchased more: those who engaged with a chatbot or those who didn’t?

8. Pay attention to analytics and optimize your chatbot regularly

Every chatbot in Dashly has statistics. For example, it lets you see how visitors engage with it, how many of them reach out to support operators, etc.

how to create a chatbot analytics
When you create a chatbot, don’t forget to track performance. Sign up to try how it works

This data is perfect for improving the existing chatbot and implementing new scenarios for customer communication. Pay attention to the number of people who finished the chatbot and those who dropped out. Analyze possible situations behind the numbers.

  • Do visitors ignore a chatbot? Try to change the welcome message.
  • Users drop the chatbot half away? Maybe you ask too many questions. Try to shorten the customer path.
  • Customers interrupt a chatbot and send chat messages? Rethink the answer options you provide and add the opportunity to contact an agent directly.

Answering these questions can help you design the chatbot best practices to achieve established goals.

9. Keep an eye on your competitors

Always check how other companies implement them on their websites. Competitive analysis helps to understand the overall market strategy better, take note of successful solutions and get inspiration to create your projects.

Try interacting with competitors’ chatbots when you see one. Think about the following:

  • What made you click on the chatbot initially?
  • How engaging was the initial greeting?
  • Was the chatbot appearance timely?
  • How far did you move on with the conversation?
  • Did the chatbot answer all your questions?
  • Was reaching a support agent easy?
  • Was the conversation too long or too monotonous?

All the weaknesses you discover while conversing with the chatbot can be turned into your strengths! So take notes. This is one of chatbot best practices!


So, what is a bot? It is a perfect solution to facilitate your marketing, sales, and support team workflow. It can guide your website visitors 24/7: no coffee breaks or vacations.

Everything that is left is to choose the best chatbot whose features and pricing match your business needs. So don’t hesitate to use chatbots on your website, read more about them, and be aware of chatbot future trends.

Don’t have time to test platforms?

FAQ on how to create a chatbot

Who can create a chatbot?

With the right tools, basically, anyone can create their own unique chatbot. Check out the platforms like Tidio, Drift, or Intercom. Dashly also offers a flexible chatbot builder, so that you can create yours with little effort.

How to choose a perfect platform to create a chatbot?

Want to create a chatbot easily? Check if your chatbot platform has next features:
— visual chatbot builder,
— ready-made chatbot examples,
— agent routing opportunity,
— knowledge base integration,
— file sharing (gifs, images, links, etc.),
— welcome message,
— lead capturing and tagging feature,
— CRM integration,
— analytics,
— flexible customization.
For example, Dashly chatbot platform. Try how it works 7-days free.

How much does it cost to create a chatbot?

With Dashly, chatbots are included in any paid plan and other tools to create pop-ups or triggered scenarios for your business (check out the pricing).

How to add chatbot code to the website header?

The process is pretty straightforward — a code snippet must be integrated into your site’s contents. It allows you to create triggered scenarios, launch chatbots, gather data about site visitors, etc.
Sign up and test how it works 7-days free.

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