Location Rules

Change bot settings depending on where in the world a user is when visiting your website.

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Transcript

How to Change Location Rules:

Navigate to the "bots" section of the Intaker dashboard. From the top header, select "embed on website." Underneath the domain, click "add an exception or rule." Go through the prompts to decide if visitors are in a specific location whether they can view the primary bot.

Pro Tips:

  • If you want to show the Intaker bot in only one state, select all and unclick the one state where you want it to appear. Leave the bot category as "nothing."
  • If you choose "Canada," you will be asked which provinces you want to include in the rule. If you select "United States," you can decide which states you want to apply the rule.

      

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