Teaser: Setup and Adjustments

The teaser appears on the chat widget and can be individually configured for different areas of the website to greet visitors in a contextually appropriate manner and offer directly relevant topics. Engagement is increased by displaying specific teasers that match the respective page. The teaser can be displayed on all or selected pages.

This on-demand webinar (German only) demonstrates how the teaser works and how it can be used.

1. Teaser structure
2. Create teaser
3. Edit teaser
4. Customise teaser behaviour
   4.1 Restrict websites for display
   4.2 Delayed playout (trigger)
   4.3 Mobile and desktop view
   4.4 Set a schedule for display
5. Quick functions in the overview list
   5.1 Order
   5.2 Duplicate teaser
   5.3 Activate / deactivate teaser
   5.4 Delete teaser
6. Sidebar
   6.1 Insights (performance measurement)
   6.2 Preview
   6.3 Status
7. Teaser behaviour after interaction and manual closing

 

1. Teaser structure

On the one hand, the teaser consists of a text message such as ‘How can I help you?’, which attracts the attention of website visitors. On the other hand, action buttons can be created that suggest chatbot topics and questions to users that are relevant to the page.

The ‘Ask a question’ action button is stored as the default button to address any query requirements. Additional appropriate action buttons can be stored for the various subpages, which directly display the answer content for a specific topic or generate a response from an AI agent.

Example

2. Create teaser

New teasers can be added directly in the moinAI Hub.

1. The teaser is set up via the menu item Widget & Teaser → Teaser Setup.

2. Clicking on the Add button opens the Create new teaser? window.

3. The teaser is given a name and assigned to a channel.
   Note: The name is not visible to users and is used solely for orientation purposes in the Hub.The name can be changed if desired in the teaser editor.
   
   

4. When clicking on Create teaser, the teaser appears in the All Teasers list. New teasers are deactivated by default and have a grey circle in the Status column. We recommend to only activate the teaser after it was set up in the editing area.

3. Edit teaser

Teasers are edited via the editor.

1. Click on the pencil icon next to the teaser to access it.

2. In the Status area, the teaser can be activated or deactivated. The assignment to a channel can also be changed here.

 

3. The teaser text and teaser actions are defined in the Texts and actions section.

• Teaser text: The text displayed above the widget icon. It draws attention to the widget.

• Actions: Actions start the conversation with the chatbot using a specific form, topic or agent. Each action consists of a button text and a target. The text is displayed below the teaser text. For users, the chat opens and the chatbot starts a conversation about the topic clicked on. In the target, you can choose between starting a conversation and all active forms, topics and AI agents.

  • Start conversation: The chatbot begins with a greeting.

  • Topic: The response content for the topic is displayed.

  • AI agent: In order for an AI agent to generate a response after clicking on a teaser button, the agent must be given an instruction that includes the agent title as stored in the hub.
    Example: Respond to the enquiry ‘{Agent title}’ with the note XYZ.

  • Form: The form is triggered and the first form step is played.

• Action buttons are added using the Add action button.

• Preview: To the left of the input fields, the preview adapts to the settings in real time.

 

4. Customise teaser behaviour

4.1 Restrict websites for display

By default, the teaser is displayed on all pages where the chat widget is displayed. This can be limited by defining rules in the Integrations / URLs section.

1. Activate Advanced options.

2. Select the desired contraint type.

   • Play out on: The teaser will only be displayed on pages that meet one of the following rules in the section.

   • Do not play out on: The teaser will only be displayed on all other pages that do not meet these rules.

3. Enter the URL for the rules.

• Each condition can be either an exact URL, a URL including subpages, or a keyword.

  • Exact URL: This condition is met when the teaser is requested from exactly this page. For example, www.vehicles.com/products/cars/bentley

  • Incl. sub page: This condition is met when the teaser is requested on a page whose URL begins exactly with the subdomain and is therefore a partial URL. For example, www.vehicles.com/products/cars/ would also be met on www.vehicles.com/products/cars/bentley.

  • Keyword: This condition is met when the teaser is requested on a page whose URL contains a specific word. For example, the word ‘bentley’ would be met on the page www.vehicles.com/products/seats/bentley-leather-seats.
    
    

4. Apply all changes by clicking Save.

4.2 Delayed playout (trigger)

The teaser is normally played after one second. This time can be adjusted in each teaser in the Trigger section:

4.3 Mobile and desktop view

A teaser can be displayed on all devices in the Trigger section, or restricted to only the mobile version or desktop version of the website.

4.4 Set a schedule for display

The schedule allows you to precisely control when the teaser appears on the website. This is particularly useful for adjusting visibility to business hours, specific campaign periods or the availability of employees for human takeover. This ensures that users are only addressed when a timely response or the relevance of the content is guaranteed.

The settings are located at the bottom of the teaser editor in the Schedule section.

1. Activate the function via the Enable schedule toggle.

2. A specific runtime for the teaser can be set by activating the Limit date range toggle. Afterwards, click on the date field to select the desired date range.

3. In the Weekly Hours area, define individually for each day of the week whether the teaser should be displayed. This is activated using the respective toggle next to the day of the week, e.g. Monday to Friday, as shown in the image below.

4. For each activated day, the exact times are entered in the From and To fields. Click on the time to select the time period.
   

5. Click Save to complete the configuration of the time control.

5. Quick functions in the overview list

The teaser overview contains quick functions and additional settings. These can be accessed via the three-dot menu next to the teaser.

5.1 Order

The position of the teasers in the list determines their priority. The system checks the list from top to bottom: The first teaser whose conditions (URL, schedule, device) are met is played. Subsequent teasers are ignored.

Blocking by priority: General teasers (e.g. for all pages) should always be at the end of the list. If a general teaser is above a specific teaser (e.g. for /prices), the specific teaser will never be displayed because the general rule takes precedence.

The order can be changed using the three-dot menu with the Send to top or Move down commands.

5.2 Duplicate teasers

A teaser can be quickly and easily duplicated in the list via the context menu. The newly created teaser is initially deactivated, but otherwise contains all the content and settings of the selected teaser.

5.3 Activate / deactivate teasers

Once the teaser has been edited as desired, it can now be activated. Activation takes place either in the editor using the toggle or in the teaser overview list using the three-dot menu of the respective teaser. Deactivation is carried out in the same way as activation.

5.4 Delete teasers

The teaser can be permanently deleted by clicking on Delete in the three-dot menu in the overview list.

6. Sidebar

The sidebar provides access to teaser insights, a preview and the status of the teaser. It opens when you click on the teaser name.

6.1 Insights (performance measurement)

Insights displays the click rate of the teaser. A detailed description of the teaser usage evaluation can be found in this article.

6.2 Preview

A preview of the teaser is displayed in the sidebar.

6.3 Status

The status provides an overview of the core information of the teaser:

• Teaser status (active/inactive),

• the assigned channels and

• the pages on which the teaser is integrated.

7. Teaser behaviour after interaction and manual closing

The teaser is displayed by default when a page is called up. It is automatically hidden as soon as there is interaction with the action buttons or the widget is opened directly. The teaser is not displayed if the user has previously interacted with the teaser's action buttons or opened the widget by clicking on the widget icon or avatar.

If the teaser is manually hidden by clicking on the close icon (X), it reappears when the page is reloaded or when switching to a subpage. This behaviour is the recommended default setting. To customise the user experience, you can configure the closing action to be saved for a certain period of time, during which the teaser will not be displayed.

Adjust the memory period

This behaviour can be customised globally for all teasers in the widget's central display settings. The procedure is described step by step below:

1. Navigate to the menu item Widget & Teaser → Widget Display.

2. In the Remember user of widget section at the bottom of the page, select the desired duration for which the active closing of the teaser should be saved.

3. Click Save to apply the configuration.