Step 1: Create Chatbot Form

In the dark green side-bar on the left side of Hona, select "Leads" --> "Chatbot Forms"

You will see a pre-loaded Form called "Chatbot Form" which already includes the Required Questions the chatbot will always ask to gather basic contact information:

First Name
Last Name
Phone Number
Email Address

Side Note: When collecting the phone number, leads will automatically be shown a text message consent notice. This is required by regulations, and Hona tracks whether contacts have agreed to receive text communications.

From here, you will add all Optional Questions. These can be used to help understand what the lead is seaking from you, and is a great way to pre-qualify your leads based on their responses.

Some optional questions we suggest are:

Type of Legal Matter
Date of Incident
Description of Case
Insurance Information
How They Found Your Firm

If you are unfamiliar with how to build Hona Forms, visit the article here to learn.

Step 2: Configure Chatbot Settings

In the dark green side-bar, go to "Leads" --> "Chatbot"

Chatbot Form

This is where you select which Chatbot Form that you would like to appear in your widget.

FAQ: Why would someone have multiple Chatbot Forms if only one can be displayed at a time?

If you want to edit your existing Chatbot Form, we do not recommend deleting or editing existing questions, as this will also delete any data captured previously in these questions. Instead, we suggest duplicating your existing Chatbot Form and then editing the questions there, and then changing what Form is displayed through these settings. This will ensure you do not lose any previously captured data.

Video

If you would like an introductory video to appear in the widget on your website, this is where you will upload that video.

Select "Drag and drop or click to upload a video"
Upload a high-quality MP4 video (recommended length: 30-60 seconds)
Select or upload a thumbnail image for your video

If you would like best practice pro tips on creating an intro video for your Lead Capture Widget, visit here.

Avatar

The image that will be displayed on the collapsed Chatbot view. Once the Chatbot is clicked, the video (if provided) and form will be displayed.

Select "Drag and drop or click to upload an image"
- Maximum file size: 10MB

Helper Text

This text is displayed as a chat bubble next to the chatbot avatar. No bubble will be displayed if this field is empty.

Default Submission Message

This message is displayed to the lead after they submit the Chatbot Form. This will only display if a 'Custom Submission Message' was not added to the Chatbot Form.

Chatbot Color

Editing this will change the color of your Chatbot as it appears on your website.

Phone Number

If provided, the phone number entered here is displayed at the top of the Chatbot for the visitor to contact. It has a click-to-call functionality, allowing leads to instantly connect with your firm. Our suggestion is to choose the number that you would prefer leads to be forwarded to.

Optional: Testing Your Chatbot

You can preview your chatbot in real-time as you make changes:

Look for the chatbot preview in the bottom right corner of the Chatbot page
Test the complete lead experience, including form submission (submissions in preview mode will not be recorded)
Preview how your video plays and how the chatbot appears with your selected color scheme

Step 3: Embed Code Snippet on Website

After configuration, you'll need to add the Lead Capture widget to your website:

Locate the code snippet at the bottom of the Chatbot page
Copy the provided code
Add the code to your website's HTML, ideally just before the closing </body> tag
For specific integration help with your website platform, contact your web developer or reach out to Hona support