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How to add the floating AI button

Find out how to add a floating button to your website or dashboard for users to interact with your AI.

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You’ve trained and configured your AI, tested it internally, added control questions to the quality control center, and improved the scores. After all that work, you are ready to set the AI live for your customers on your website or in a product dashboard.

Unless homepage with the floating button component

You’ve got many components to choose from but the one that first comes to mind is of course the floating AI button that we’re all used to seeing at the bottom right corner of our screens which can be opened up with a click. Above is a screenshot from the Unless homepage with our own floating AI button.

Select your floating button of choice

Start by navigating to the Components tab and click Create component. Right at the top of the screen are three floating button templates to choose from. You can click Preview to get a better look at each one.

Floating button options in the components tab of your Unless dashboard

The most popular option is the one on the right where the circle is an image and you can replace it with an image of your choosing, most likely your company logo. Alternatively, you can opt for an icon (and choose one from a long list of options) or an icon along with text (eg. Talk to us).

Once you've made your choice, click Create component which will bring you to the Settings page of your component.

Define the component settings

The settings page for your floating button is similar to that of any other component. You have to give it a name, define the pages it should show on, and the audience it is meant for. In the case of the floating button, you probably want to add it to all pages and for everyone.

Component settings for the floating button

If you want to show it to only a certain segment, or only on specific pages, you can also customize that here. For example, maybe you want to add the button to all help center pages, only to dashboard pages, or to pages relevant to a specific segment. If using all pages or multiple pages, define a preview page you will use for editing and reviewing.

There are advanced settings available as well though these are probably not relevant in the case of this particular component. Similarly, in most cases, you will not need the testing tab either and can leave it as no control group which is the default setting.

Scroll down to click save and you are ready to open the component editor.

Component editor

The most important field here is the prompt and the name of the conversation (which you'll see reflected in the Conversations tab and your users will see during their chat conversation). Optionally, you can select a segment here as well.

Component editor for the floating AI button

If you opted for the component with the image, you can use the Image tab in the editor to enter an image URL or upload a file directly. If you choose the button with an icon or icon and text, you will have additional fields to customize these as well.

Component editor for the floating button with an icon and text

Once you've adjusted the fields to fit your needs, you can click save and create version and publish. If you are ready to go live, make sure you go back to the previous settings page and click Start experience. You can also use the eye icon to preview the component you've created.

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