BetterBot Onboarding
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      2. BetterBot Onboarding

      BetterBot for Web Onboarding

      This article will explain the BetterBot Onboarding Process as well as outline the information required to build, train, and deliver your new BetterBot Automation Solution.

      • Your dedicated Client Success Manager will walk you through every step of the Onboarding Process from intake to data review, and beyond!
        • Intake call to gather information regarding tech stack & and customizations
        • Order, configure, & and build (we can build in as little as three days)
        • Three-touch QA check prior to delivery
        • On-site team/Marketing kickoff call to include training as needed
        • The client takes the bot live
        • Data flow is monitored to ensure everything is working as designed
        • 32 days post-live, the CSM will schedule a 30-day data review
      • The general information we will need to gather for the Conventional Bot* is as follows: 
        • Property Name
        • Property URL
        • Unit Count
        • Website Provider
        • Site team uses SMS/Test?
        • Site Team Email Address
        • Property Address & Phone Number
        • Billing Contact, Email, & Phone
        • CRM
        • Calendar Provider
        • Appointment Types (In-person, Self-guided, Live-video, Phone)
        • FAQs can be added to the prospect's experience
        • Lead & Appointment Delivery Options
          • Lead Parsing into CRM
          • Visual Lead & Appointment Cards to the Site Team Email
          • API Integration with CRM such as Yardi, RENTCafe, Entrata, etc. 
        • Google Analytics can be enabled to track BetterBot events. 
      • Our Onboarding Team will build, QA, and deliver your embed code that will be ready to deploy into the header of your website.
        • Example of embed code 
          • <script src="https://uniqueID.engine.betterbot.com/loader.js" defer="defer"></script>
      • You can also deploy campaign links to your bot to GMB, Facebook, Instagram, etc. 
      • BetterBot can set up UTM sources and source mapping for lead attribution

      • Additional information required for Affordable, Student, Lease-up, & Referral Bot
        • Affordable
          • Income criteria
          • Household size
        • Student
          • Terms / Semesters
          • Any pertinent student housing info
        • Lease-up
          • If no website is available yet, you can add the embed code to a landing page.
          • We may need to obtain some content such as floor plan and/or photo renderings
          • Leasing dates as well as on-site tour dates
        • Referral Bot 
          • If you have sister properties in the same area, we can enable our Nearby Properties feature.