AI Event Chatbot in Zoho Backstage

Event Chatbot

Overview

The Event Chatbot in Zoho Backstage provides participants with an AI-powered assistant that helps them find information about your event through a conversational interface. Instead of navigating through different sections of the event website, participants can ask questions and get relevant information about the event, such as the agenda, upcoming sessions, speakers, venue details, and other event information.

You can configure the chatbot for each event by customizing its display name and greeting message. You can also add a privacy notice to remind participants not to share personal or sensitive information while interacting with the chatbot.

Info
Before you begin
  1. AI must be enabled for the portal before the Event Chatbot can be configured. You can enable AI from Portal Settings > AI Console.
  2. After AI is enabled, you can use the Event Chatbot toggle under Configure AI Features to set its default state for new events. Changes made here apply only to events created afterward and do not affect existing events. The setting can be customized for individual events from their AI Console.

Notes
Changes made in the portal-level AI Console determine the default AI configuration for new events and do not affect existing events.


Setting the Default State of the Event Chatbot

You can enable the Event Chatbot in the AI Console to make it enabled by default for new events.

  1. Navigate to Portal Settings > AI Console from the portal homepage.
  2. If AI has not already been enabled for the portal, click Enable.
  3. Under Configure AI Features, enable Event Chatbot.

The Event Chatbot will be enabled by default for events created in the future. Existing events are not affected. You can customize this setting for individual events when required.


Configuring the Event Chatbot for an Event

You can customize the Event Chatbot for an individual event from the event’s AI Console.

  1. Open the required event.
  2. Navigate to Manage > AI Console from the Dock.
  3. Locate the Event Chatbot toggle and click Configure. 
  4. In the Bot Display Name field, enter the name you want participants to see when they open the chatbot. You can enter up to 30 characters.
  5. In the Greeting Message field, enter the message that the chatbot will display when an attendee starts a conversation. You can enter up to 120 characters.
  6. Configure the Chat Privacy Notice, if required.
  7. Click Preview to see how the chatbot will appear to participants.
  8. Click Save.

Adding a Chat Privacy Notice

You can display a privacy notice to remind participants not to share personal or sensitive information when interacting with the Event Chatbot.

When enabled, the notice is displayed separately at the top of the chat, making it visible to participants before they start interacting with the chatbot.

  1. Open the required event.
  2. Navigate to Manage > AI Console from the Dock.
  3. Locate the Event Chatbot toggle and click Configure. 
  4. Enable Chat Privacy Notice while configuring the Event Chatbot.
  5. In the Add Message field, enter the privacy message you want to display. You can enter up to 120 characters.
  6. Click Preview to check how the notice will appear in the chatbot.
  7. Click Save.
Idea
For example, you can enter: Avoid sharing personal or sensitive information.

Previewing the Event Chatbot

You can preview the Event Chatbot before making the configured experience available to participants.

Click Preview from the Configure Event Chatbot panel to view how the chatbot will appear. The preview reflects the configured bot display name, greeting message, and privacy notice, if enabled.

Use the preview to verify the chatbot experience and make any required changes before saving the configuration.


Attendee Experience

The Event Chatbot appears on the event website and provides participants with a conversational way to find event information.

When participants open the chatbot, they will see the configured display name and greeting message. If a chat privacy notice has been enabled, it is displayed at the top of the chat.

Participants can enter questions about the event and receive relevant responses from the chatbot. Depending on the information available for the event, participants can use the chatbot to find information such as:

  • Event details and summaries
  • Agenda and schedule information
  • Upcoming sessions
  • Speaker information
  • Venue and location details
  • Exhibitor information

The chatbot can also display suggested questions to help participants begin their interaction, such as How can I get to the venue, Get me the agenda, and Upcoming sessions.

This provides participants with a convenient way to access event information without having to manually navigate through multiple sections of the event website.


Disabling the Event Chatbot

You can disable the Event Chatbot for an individual event from Manage > AI Console.

Disabling AI at the portal level changes the default AI configuration for new events. Existing events and their AI feature configurations are not affected.


If you have any questions, please contact support@zohobackstage.com.