Helpoben.care

Change the wording on funnel and chat screens

Write your own closing screen, video visit instructions and chat replies, or keep Oben's wording.

Who can do this
Staff with Manage marketing can change a funnel; the chat replies need Manage clinic settings
Where in Oben
/marketing/funnels

Saved in this browser only, so every article can open its screen.

Every line below is optional. Leave a box blank and visitors see Oben's wording, shown in the box as a grey example.

Steps

  1. Open Marketing → Funnels and choose a funnel.
  2. Under the steps, find Closing screen media. Fill in Closing screen title and Closing message to change the “You’re all set” screen clients see when they finish.
  3. On a booking step with Video visit with a physician ticked, fill in Instruction when the visit is optional and Instruction when the visit is required. The required one also shows when the client's state needs the visit.
  4. Select Save draft (Save and publish on a live funnel, which puts your words live at once), then open Preview to see the step and the closing screen with your words.
  5. For the chat, open Settings → Website → Chat assistant. Under Chat replies, change the reply to Request this visit and the line a visitor sees when they already shared their details and ask for the team. Visitors see shows the reply as it will read.
  6. Select Save draft, then publish from Test & publish.

Good to know

  • Some lines always stay as Oben writes them: the line saying when a live video visit with a physician is required (it shows before your instruction), the account set-up or sign-in line and “A licensed provider reviews before anything ships” on the closing screen, the notice when a portal link could not be made, and the confirmations after someone agrees to texts (they state exactly what the person agreed to).
  • In the chat replies, `{visit}` fills in the name of the visit requested and `{clinic}` fills in your clinic's name. Funnel wording fills nothing in. Any other `{...}` is refused when you save.
  • Limits: closing title 80 characters, closing message 600, each video visit instruction and chat reply 300.
  • Chat replies follow the same content rules as your greeting: a reply naming a medication or a price keeps the chat off your clinic page until it is reworded.
  • A connected AI assistant can make the same changes for you; it uses the same drafts, and publishing still waits for you.