User Guide

If at any point you require any help then please email info@wizu.com with as much information as possible or use the live chat on the site to speak to one of our team. You can also use the help guide on the right hand side of each page on the portal to give you tips on what to do on each section.

Click on the desired topic below for more in depth help or view our general walk through, video tutorials and FAQ’s below.

Just downloaded Wizu in Salesforce? All your bot and survey creation is done within the Wizu portal. Get in touch with us at hello@wizu.com or call 0800 433 7075 so we can get you started or if you already have an account then follow the getting started guide below.

Salesforce Help

Getting Started

Follow these 5 steps to get your account up and running, connected to Salesforce and collecting responses.

Integration Guide

How to connect your Salesforce and Wizu account plus how to disconnect or switch accounts.

Set Up Guide

More detailed explanations of everything from mapping fields to creating email templates.

Video Tutorials

See how Wizu works with this quick product your. The demo shows how to make a custom account bot, create a net promoter score script and invite customers to take your conversation.

Learn how to create your customized account bot with Wizu. This guide will show you how to change the bot image, name and chat messages, as well as show you how to add your logo and change the color scheme.

Introduction To Bots

Learn how to make a script in Wizu with our video guide. In this video we run through how to add questions, choose different question types and change the reference dialogues within the script.

Introduction To Scripts

Walk Through

Create your account

To get started please go to the portal and follow the instructions to create an account.  You can create an account using your email address or alternatively use a Microsoft social account. 

Wizu Account Page
CREATE A BOT

The first time you login to your account you will be directed to setting up your account bot. After this you can create other bots either from the gallery bots or your account bot. To do this choose ‘Bots’ from the top menu, select the gallery bot that you want to use as the starting point for your bot and click copy. This will copy over the settings used by these bots but you are able to customize these for your new bot. Give your bot a name and enter the image URL you want to use. You will also be able to change the colours used in the chat theme, upload a logo and adjust the chat messages used by the bot.

You will add individual topics and aspects when you create a conversation so here you are simply adjusting the generic bot template.

Wizu Bot Selection
Bot Substitutions
choose your template

On the Scripts page, select ‘Create from Gallery’ and choose from one of the available templates. You can then name the conversation, select the subject and choose which bot will be used. Please see the on page help for more information on what each value refers to.


The bot substitution sets can be overwritten within an individual conversation and you can add any topics or aspects you want to measure. Topics are the main areas you want to discuss with your customer. For example, if you are getting feedback for a hotel stay, topics might include the location, the service and the room. Each topic can then have multiple aspects assigned. So for example when asking about the room the aspects might include the facilities, the cleanliness etc.

You can also add empty dialogues which allow you to put together different question types and statements.


Once you are happy with the conversation you can preview it to see how it would look for a respondent. Then you can publish your script and start to share it with your customers. 

new-script-page
upload your invitations

When you have tested and published your script you can then invite people to your conversation by uploading contact information. You can download a template file that has instructions for the format your file should be in. Here you can also add customer specific context information that you can then refer to in your conversations. To do this, update your conversation using the tag format {context.columnheader} eg. {context.firstname}.

Wizu Invitation Image
chat view

You can send out invitations to your customers via email and they can then complete the chat through the web portal. The invitation email will include context such as the subject of the conversation, the customer first name and the avatar for the bot assigned to the script.

Respondents can answer using a keyboard or mouse and there a number of answer types available for star ratings, facial emotions or open text answers.

Topics can be created based on either the standard topic template or a grid template. The standard topic template will ask respondents to rate each aspect individually and each aspect can be rated by either a range of 3 emojis (poor, neutral or good) or 5 emojis (very poor to very good). There is also an option to leave a star rating out of 5.

The Topic Grid Template will ask respondents to rate each aspect in one go in a grid view. Each individual aspect can be either be assigned the 3 or 5 emoji rating or the star ratings.

Wizu Chat View
gain insights

Gain valuable insights in real-time with our reporting dashboard. Get an overall look at your scores, see the response rates of each of your campaigns and filter by date, conversation and customer type.

You can also break the reporting down further by drilling into individual topics and aspects, view an answer word cloud to see the types of comments that your customers are using or simply export your data to use elsewhere.

Wizu Reporting

FAQ's