Congratulations on subscribing to Ocelot’s student engagement platform! We are excited for you to get started. Below is an overview of how our content is broken out to help you successfully navigate and implement the chatbot. 


Training Checklist   Training can be completed in just 1 hour through a combination of the articles and videos below.

  1. Admin system users: The admin system is the product's playground, where staff will test, customize and navigate the product.
    • Initial admin system users are collected in the set-up forms. Additional user access can be requested through your Project Manager or your Ocelot Client Success Manager.
    • Each admin system user will have a different level of permissions: Review admin permissions levels 
      • Users who are set up as Permissions Managers (typically your project manager or department lead) will be able adjust user permissions.
  2. All staff using the product: The first step is to become familiar with the admin system.
  3. All users should walk through the brief online training videos at
    • New users will need to create a new account to log in.

Implementation Checklist   Follow these simple steps to quickly get your chatbot up and running!

  1. Complete the Variables
    • Variables are custom URLs and terms that flow throughout your entire Knowledge base, saving you hours of time with the customization process. Each department will have their own variables to complete.
  2. Complete the Question Templates
    • Question Templates are questions that Ocelot recommends each institution customizes to ensure chatbot users are receiving effective responses. Each department will have their own templates available to complete.
  3. Test your FAQs and customize as needed
    • After the above customizations are completed, each department should test your top FAQs to ensure the chatbot is responding appropriately to the main questions your office receives. Most responses can be customized as needed. 
    • During implementation, just focus on your top FAQs! Further customization can be completed once the chatbot is live based on actual student interactions.
  4. Embed the chatbot
    • Your webmaster will copy the code from the admin system and paste it into your web management system—no further IT required.

Post-Launch Checklist   Maintain and grow your live chatbot by following these recommended steps:

  1. Promote your Service
    • Increase your web traffic and exposure to your service through promotions. Achieve gold-level usage by implementing each listed promotion.
  1. Review Tips for Ongoing Success
    • Support your chatbot’s continued growth through these best practices, primarily through just 15 min/week of monitoring the IDKs (“I Don’t Knows”) and customizing further as needed.