Getting Started (creating new floatbot account)


Floatbot is an omni-channel chatbot and voice bot development platform. With Artificial Intelligence (AI) as the core ingredient. Each chatbot is extremely user-friendly which requires no coding.

To build a chatbot start by creating a Floatbot account.

If you are ready to immerse yourself on the Floatbot platform, here are the initial steps to get on the platform. 

 

Signing Up 

1. Enter your business email ID to get started. Check out the terms and conditions, agree to them, and click on start.  

Get Started

 

Note: By default, the account will be hosted in a data center based on user location. However, you can change it to suit your compliance regime. 

 

Location

 

Change Location

2. Once you have registered, you will receive a Verification Mail. Click on the Verify My Email button to verify your account. 

Verification-Email

 

3. When the account is successfully verified, you will receive a welcome message and you must schedule a demo to progress. This is a mandatory step to help Floatbot grasp your intent and requirements. Subsequently, the account will be approved by Floatbot personnel. 

 

welcome

 

4. You are all set to log in to Floatbot. Upon entering your login credentials, you will get a login email where a direct Login button and an OTP will be provided. You can opt for either option to securely log in to your Floabot account. 

 

Login Email

Troubleshooting Problems - Not Receiving Emails & Whitelisting

 

  • In rare cases, you might see that you have not received the emails as discussed above. This is mostly because your company's domain has blocked our emails. 
  • To mitigate this, you need to whitelist floatbot.ai from the company’s domain to start receiving mails for verifications, OTPs, and other communications. 

WHITELISTING FLOATBOT IN GMAIL 

 

If you are whitelisting Floatbot in Gmail, here are the steps to do it.  

1. Open Gmail and select the Settings (gear) icon. From the menu, choose See All Settings. 

Settings

 

2. Click on Filters and Blocked Addresses at the top.

filters

 

3. Select Create a new filter and a dialog box will appear. Within the From field, type connect@floatbot.ai to whitelist it. To allow every email address from Floatbot, type the domain name - floatbot.ai

Create New Filter

 

4. Next, select Create filter at the bottom of the dialog box.

Create Filter

 

5. On the following screen, select Never Send it to Spam and Always mark it as important and click on Create filter. You have successfully whitelisted Floatbot!

Never send to spam

Whitelisting Floatbot In Microsoft 

 

1. Open Outlook and navigate to the Home tab at the top.

Open Outlook

2. Next, click on the Junk dropdown menu (in the "Delete" section) and click on the Junk Email Options from the dropdown list.

3. The Junk Email Options dialog box will appear. Navigate to the Safe Senders tab and click on the Add button.

4. Within the Add dialog box, type floatbot.ai to whitelist it. Next, click the OK button.

5. After adding floatbot.ai to the Safe Senders list, click Apply to apply the changes, and click OK. This will save your changes and ensure that all future emails from Floatbot are whitelisted and delivered directly to your inbox.