Chatbot

View All Docs
+

Getting Started (3)

+

Ai Configuration (6)

+

Woocommerce Integration (5)

+

Chatbot Implementation (3)

+

Customization (2)

+

Conversation Management (2)

−

Chatbot Menu Settings (4)

+

Security And Privacy (4)

Email Capture Configuration

Reading Time: 2 minutes

Learn how to set up and manage email capture for your chatbot. This feature helps you collect user information before starting conversations.

Overview

Email capture allows you to:

  • Collect user names and email addresses

  • Track conversations with specific users

  • Build a user contact database

  • Follow up with users after conversations

    • Setting Up Email Capture

    Requirements

  • Premium license required

  • Admin access to WordPress dashboard

    • Enabling Email Capture

    • Go to your WordPress admin panel

    • Navigate to AI Chatbot → Chatbot Menu

    • Find the “Enable Email Capture” setting

    • Toggle the switch to enable/disable the feature

    • Click “Save Chatbot Menu Settings”

    How It Works

    When email capture is enabled:

    • For New Users

      • – A prompt appears before starting the chat
      – Users must enter their:
      – Name
      – Email address
      – Chat begins after details are provided

      • For Returning Users

        • – Previously entered details are remembered
        – No need to re-enter information
        – Option to change email available in chat menu

        • For Logged-in Users

          • – WordPress user details are used automatically
          – No need to enter information
          – Seamless chat experience

          Benefits

          • User Tracking

            • – Link conversations to specific users
            – Build user conversation history
            – Better understand user needs

            • Communication

              • – Follow up on conversations
              – Send important updates
              – Provide additional assistance

              • Analytics

                • – Track unique users
                – Analyze user engagement
                – Monitor conversation patterns

                Privacy Considerations

                • User data is stored securely

                • Emails are used only for chat-related communications

                • Clear privacy notice shown during capture

                • Users can request data deletion

                Best Practices

                • Setup

                  • – Enable email capture before launching chatbot
                  – Test the form as a new user
                  – Verify data is being captured correctly

                  • Management

                    • – Regularly review captured data
                    – Keep user database updated
                    – Remove inactive users periodically

                    • Communication

                      • – Use captured emails responsibly
                      – Respect user privacy preferences
                      – Follow email marketing laws

                      Troubleshooting

                      Common issues and solutions:

                      • Email Capture Not Showing

                        • – Verify premium license is active
                        – Check if feature is enabled
                        – Clear browser cache

                        • Form Not Submitting

                          • – Check for JavaScript errors
                          – Verify email format is correct
                          – Ensure all fields are filled

                          • Data Not Saving

                            • – Check database permissions
                            – Verify WordPress user roles
                            – Contact support if issues persist