This section of the user guide is focused on embedding the chatbot. To help you navigate the article we have broken it down into the following sections:

What is embedding the chatbot?

Embedding the chatbot is a very easy process. Our embed code uses only one sentence of code to paste onto your webpages. 


Who has access to the embed code?

The Embedding page is available to individuals with the following permissions: 


Administrative

Standard

Limited

View Other Offices

Embedding


For more information on user permissions, review the User Roles & Permissions article.


How do I embed the bot?

  1. On the Embedding page, select the Copy to clipboard button.


  2. Paste this HTML embed code into the Javascript area of any/all webpages where you want the chatbot button to display (i.e., if your contract is for a financial aid chatbot, embed the chatbot onto each of your financial aid webpages).

    For best usage, ensure the chatbot has maximum visibility by embedding the launcher onto every applicable webpage.


Note: To have the bot automatically load open when you visit a page, add "#bot" to the end of any URL where the bot is embedded. When you click the URL the bot will load open



Once your bot is live on your webpages, review the Post-Launch: Promote your Service article!



Note: As of May 2022, Ocelot has new embed code available for the chatbot button.  
  • If you have previously embedded the chatbot button, we recommend you re-embed this code on all webpages where the old button exists. 

If you are using the old embed code, the launcher settings on the Look & Feel page will not update. You must re-embed the chatbot using the new embed code for the Look & Feel page launcher settings to update.


With the old embed code, the following will still work:
  • The welcome message, live chat first, and IDK behavior are determined by the settings on the Look & Feel and Behavior Settings pages.
  • URL matching is the primary way conversations are associated with specific offices/departments at your school for filtering transcripts and analytics.

If you are using the new embed code:
  • The launcher, welcome message, live chat first, and IDK behavior are determined by the settings on the Look & Feel and Behavior Settings pages.
  • URL matching is the primary way conversations are associated with specific offices/departments within your school for filtering transcripts and analytics.

    For more settings about the Look & Feel of the page, please review the Navigating the Admin: Look & Feel Page article.


Accessibility

If your website makes use of HTML5 or WAI-ARIA landmarks, the bot may trigger a warning in accessibility audits. Add "data-ocelot-target" to the appropriate HTML container element to prevent this issue. We recommend using your site’s footer as the container element.

  • Before: "<footer>… footer content here …</footer>"
  • After: "<footer data-ocelot-target>… footer content here …</footer>"


During the testing period prior to when the chatbot goes live, it is recommended to embed the bot onto a test page to ensure there are no conflicts with other existing code on your website. If you send the test page’s URL to us, we will have our Tech Team test it to ensure proper bot functionality and performance.


Note: Be aware of any existing items on your site (i.e. floating anchor buttons) that might conflict with the chatbot’s launcher once embedded.


Security


If your institution has a Content Security Policy (CSP), you may need to configure your CSP settings for the chatbot to render properly. 


For more information on Content Security Policy (CSP), please review the Content Security Policy (CSP) article.