Add a disclosure message to your chatbot in Zapier

When you build AI chatbots with Zapier interfaces, you should add a clear disclosure message so users understand they are interacting with artificial intelligence and how their data may be used. This helps set expectations, improves trust, and supports compliance with internal and external policies.

The steps below walk you through opening your AI chatbot, enabling the disclosure feature, and customizing the text that appears before a conversation begins.

Before you start with Zapier chatbots

To follow this guide, you need:

• An active Zapier account.
• At least one AI chatbot created in Zapier interfaces.
• Permission to edit that chatbot in your Zapier workspace.

If you are still evaluating automation and AI tools, you can also explore strategy resources at Consultevo for broader automation planning.

How the Zapier chatbot disclosure works

The chatbot disclosure in Zapier is an optional message that appears to end users before they begin typing. It usually explains that they are chatting with an AI assistant, may summarize data practices, and can provide any required legal or compliance language.

The disclosure is managed inside each individual interface. You can:

• Turn the disclosure banner on or off.
• Edit the text of the disclosure.
• Preview how the message will look to end users.

This feature does not change how the AI model behaves. Instead, it adds visible information above or near the chat input in the Zapier interface.

Open your AI chatbot in Zapier

First, locate the interface that contains your AI chatbot.

1. Sign in to your Zapier account.

2. From the left navigation, open Interfaces.

3. Find the interface that includes the chatbot you want to update.

4. Click the interface name to open the editor in Zapier.

If your chatbot lives in a multi-page interface, first open the correct page that contains the chat component.

Enable the Zapier chatbot disclosure

Once you have the interface open, you can turn on the disclosure for the chatbot component.

1. Select the chatbot block on the canvas in Zapier. This is usually labeled as an AI chat or similar component.

2. Look to the right side of the screen for the block settings panel.

3. Find the section related to Disclosure or legal messaging. This section controls whether the chatbot will display a message before users start a conversation.

4. Toggle the control to enable the disclosure message. When enabled, the text area for the message becomes editable.

After you enable the feature, the chatbot in Zapier will reserve space in the interface for the disclosure so users see it immediately.

Customize the disclosure text in Zapier

Next, customize the wording so it matches your organization’s policies and tone.

1. In the same settings panel, locate the text field labeled for the disclosure message.

2. Enter your message. Many teams include:

   • A note that users are interacting with an AI system.
   • Guidance not to share sensitive or personal data.
   • Information about how responses may be generated or logged.
   • Links to privacy policies or terms of service.

3. Keep the message short and clear so it is easy to read within the Zapier interface.

4. Use plain language. Avoid technical jargon unless your users expect it.

If your legal or compliance team provides approved wording, paste that text directly into the disclosure field for the chatbot in Zapier.

Preview the chatbot disclosure in Zapier

Before publishing, confirm that the disclosure appears correctly for end users.

1. Click the preview option in the interface builder in Zapier. This opens a live preview of the page.

2. Locate the chatbot component and look above or near the chat input.

3. Confirm that:

   • The disclosure text is visible.
   • The wording is accurate and free of typos.
   • The message fits within the available space without cutting off important content.

4. If needed, return to the settings panel in Zapier and adjust the text length or layout.

Repeat the preview step until the disclosure looks the way you want across typical screen sizes.

Update or remove the Zapier disclosure later

Your requirements may change over time, so you can edit or disable the disclosure whenever needed.

• To update the message: open the interface in Zapier, select the chatbot block, and edit the disclosure text field. Save or publish your changes.
• To remove the message: use the same settings area and toggle the disclosure feature off. The chatbot will no longer show the banner in the Zapier interface.

Remember that changes apply to that specific chatbot only. If you have multiple chatbots across different interfaces in Zapier, repeat the update process for each one.

Best practices for Zapier chatbot disclosures

When crafting your disclosure content inside Zapier, consider these guidelines:

• Be transparent: Clearly say that the assistant is powered by AI and may not always be correct.
• Warn about sensitive data: Encourage users not to share personal, financial, or confidential information.
• Link to policies: If applicable, add a short URL to your privacy policy or terms.
• Match your brand voice: Use the same tone you use in other user-facing content.
• Coordinate with legal: Have your legal or compliance team review the language before you publish in Zapier.

These recommendations help you use the disclosure feature in Zapier effectively and keep your chatbot experience consistent with the rest of your organization’s standards.

Learn more about Zapier chatbot features

Adding a disclosure message is only one part of configuring an AI chatbot in Zapier. You can also adjust prompts, connect data sources, and control how the interface appears to end users.

For the original product documentation on this topic, see the official help article, Add a disclosure message to your chatbot on the Zapier help center.

Use the steps in this guide whenever you launch a new chatbot interface in Zapier so every conversation starts with clear information for your users.

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