Configuring the ContentSherpa Widget for ABM Pages

Hushly supports ContentSherpa integration on ABM Pages. Before you begin, ensure that ContentSherpa is activated for your Hub. The ContentSherpa Widget can be configured on ABM Pages in two locations: the ABM Page Settings and the Content Page Block. Adding the ContentSherpa Widget to your ABM Page adds the power of AI to enable visitors to ask questions and deliver relevant content to your ABM Page.

Prerequisite: Configure ContentSherpa at the Hub level, before proceeding to configure it for ABM pages. 

To configure ContentSherpa for your ABM Pages, follow the steps below.

1. From the ABM Page Left Nav, click Page Settings. 
2. The Page Settings section opens, displaying the ContentSherpa Setup button. Click ContentSherpa Setup. 
3. The ContentSherpa Setup pop-up appears with the Enable ContentSherpa toggle turned off by default, along with Cancel and Save buttons. Turn on the toggle to enable ContentSherpa. 

4. Enabling the ContentSherpa Widget displays the following configuration options:

   • Layout: Choose between Compact or Expanded view for the widget interface.
   • Launch Method: Choose whether the widget is triggered by Button, Ask Question Input.
   • Limit to Page Contents: Toggle this option to restrict ContentSherpa’s answers exclusively to assets included within the current page’s Content Block. When this option is disabled, ContentSherpa will pull answers from all streams available in the Hub, broadening the scope of the response.
   • Disable Prequalification: Toggle to bypass the visitor prequalification step.
   • Save/Cancel Buttons: Save your changes or cancel to exit without saving. 
5. Select the Layout.
   
   Compact - Minimal version anchored at the bottom right corner.

   
   Expanded - Large modal, centered widget.

    

6. Launch Method: Defines how users will interact with or open the widget. 
   

   • Button: When the Button option is selected as the Launch Method, a Button Label field appears, allowing you to customize the text displayed on the launch button.

     
     

     At runtime, the button will appear at the bottom-right corner of the page. Clicking this button will launch the ContentSherpa widget.

       

   • JavaScript API: 

     When the Ask Question Input option is selected as the Launch Method, a floating input field appears at the bottom-center to ask a question and launch the ContentSherpa widget.

      

7. Toggle Limit to Page Contents: Enabling this restricts ContentSherpa’s answers to only the assets within the current page’s Content Blocks streams, ensuring responses are contextually relevant to that specific page. If this option is disabled, then the answers will be drawn from all the Assets available in the Hub.

   Note: If a Content Page Block is not available for the ABM Page, the Limit to Page Contents option will appear as disabled. 

   
   

8. Toggle the Disable Prequalification: When enabled, this option skips the Prequalification step, allowing visitors to engage with the ContentSherpa Widget without submitting any initial qualification details. Instead of the Prequalification Statement, Guiding Questions will be shown to initiate the interaction.

   
   

9. Click Save. The configuration options are saved, and the ContentSherpa Setup pop-up closes.
   

Related Topics:

How ContentSherpa Widget Works on ABM Pages