Chatbot training can be completed in just 1 hour through a combination of the articles and videos below.
- Watch Video Training Sessions
All users should walk through the brief online training videos at https://chatbot.get-counseling.com. New users will need to create a new separate account to log in to this distinct system.
- Attend the live training session
- Your Client Success Manager will hold a 1-hour live training session via video conference to review the system and the implementation steps below.
- Your Client Success Manager will hold a 1-hour live training session via video conference to review the system and the implementation steps below.
- Review Admin Permissions (as needed): The admin portal is where staff will test, customize, and navigate the product.
- Initial admin users are collected in the set-up forms. Additional user access can be requested through your Permissions Manager
- Once an admin user has been set up by Ocelot. The Permissions Manager can adjust their users permissions as needed.
- Each admin user will have a different level of permissions.
For information on the user permissions, review the User Roles & Permissions article. Permissions Managers, for information on how to adjust user permissions, review the Adjusting User Permission Settings article.
Once training is complete:
- If the chatbot is not yet live on your site and still needs to be implemented, review the Chatbot: Getting Started article.
- If the chatbot has already been implemented and is live on your site, review the Post-Launch: Promote your Service and Post-Launch: Monitoring the Bot articles.