Getting Started with Unibuddy
A step-by-step guide to onboarding and implementation
By Amy and 1 other2 authors28 articles
Implementing Chat
Your step by step guide to implementing your Chat platform
- Step 1: Platform RequirementsThis is what we need from you so that we can build your Unibuddy Chat platform
- Step 2: Your University DashboardNext , learn more about your Unibuddy Admin Dashboard!
- Step 3: Inviting your Student and Staff AmbassadorsInviting your student and/or staff Ambassadors to create their Unibuddy account and complete their Ambassador profile.
- Step 4: Embedding Unibuddy Chat on your websiteRecommendations from our 500+ university partners on platform visibility and ensuring strong traffic from student prospects
- Step 5: Driving Traffic to your Unibuddy platformTraffic drivers directing to your Unibuddy Chat platform, and how you can embed them across your website
- Step 6: Customising your PopcardsTailoring your popcards to fit your institution
- Student Ambassador TrainingNow that your Unibuddy platform is live, it’s time to get your Ambassadors ready.
- Ambassador GuidesGuides for University Admins and Student Ambassadors
- Why should I add staff ambassadors?What are the benefits to incorporating staff members into my ambassador programme?
- Staff Ambassador TrainingTraining for Staff Ambassadors on their Dashboard and recommendations of how to best engage prospects
- Unibuddy Chat: Your Web Implementation GuideYour guide to accessing embed codes, embedding your Unibuddy Chat platform - alongside best practices
- Go Live ChecklistYour final checklist before launching Unibuddy Chat: best practices to ensure you see success
Implementing Community
Your step by step guide to setting up and launching your Community
- Launching your first Community: A Timeline 🗓️A step by step timeline to implementing Community: from ideation to launch
- Is there any input required from my IT team to implement Unibuddy Community?What does my web or IT team need to do in order for my Community to be set up and launched?
- Step 1: Creating your Community - A Template, or From Scratch?Templates make creating a new Community quick, seamless, and very simple - whilst building from scratch gives you total control!
- Step 2: Adding Spaces to your CommunityHow to add/create a new Space, and ideas for the kinds of Spaces we can add.
- Step 3: Should we use Ambassadors in Community?
- Step 4: Training your ambassadors to participate in CommunityVideo and webinar training for your Ambassadors on using and engaging with prospects in your Community
- Step 6: Creating a welcoming, informative space for your incoming studentsHow to prepare your Community for your incoming students - with Polls, Updates, welcome messages and To-Do's
- Step 7: How to invite students to join Community?
Implementing Assistant
Your step by step guide to implementing and launching your AI Assistant
- Unibuddy's AI Assistant: how does it work?Interested in providing real-time answers to prospects, and qualified queries to your ambassadors? Read on to find out how Assistant works
- Implementing your Assistant: a step-by-step guideThe simple steps involved in onboarding with Unibuddy Assistant
- Your Assistant Dashboard: Search SetupAdding your website starting point, limiting search scope, and excluding URLs/pages
- Assistant: How to Configure Rules for Custom ResponsesAdding custom responses for your AI Assistant: Direct to specific pages or contacts, incorporate your brand tone, and provide curated answers
- Your Assistant Dashboard: AnalyticsTracking your Unibuddy AI Assistant's impact, engagement trends, responses and traffic.
- Assistant: How Email Leads are CapturedWhat is email lead capture, and how does it appear to students interacting with the Assistant?
- Optimising your Assistant: Reducing staff queriesTips and recommendations to reduce staff intervention, by empowering your AI Assistant to resolve more student queries