Live Chat

How to Create and Install Live Chat widget

Updated: January 07, 2024

 

With Live Chat, immediate assistance is just a message away!

Live chat reduces response times and elevates customer satisfaction to new heights.

There are two locations where you can find Live Chat Feature. 

  1. Chat Widget
  2. Adding the Chat Widget to Your Site
  3. Conversations

Chat Widget

  1. Navigate to Sites > Chat Widget
  2. Add a new chat based on type:
    1. SMS or Email Chat: This chat will collect the visitor’s information so that you can respond to them via SMS or email later. It is great for small teams that are not staffed 24 x 7
    2. Live Chat: This is live chat. It is a real-time 2 way conversation on chat widget. It works well for large teams that have 24/7 coverage.
    3. WhatsApp
  3. Based on the chat type you've selected, you'll have various options to use that will allow your chat widget to match your brand style and voice. 

Once you've selected your chat widget, you'll be taken to its setup screen. 

Here you can:

  • Customize the chat style prompt
  • The chat icon theme and position
  • The welcome messaging for new and returning visitors
  • Set your active business hours
  • Receive live chat feedback and so much more!

Adding the Chat Widget to Your Site

  1. Once you've edited and saved your chat widget according to your preferences, select "Copy Code" in the top right-hand corner.
  2. Navigate to Sites > Select "Edit in New Tab" on your desired landing page
  3. Select the Tracking Code icon
    1. Tracking Code
  4. Once selected, choose "Footer Heading", paste the copied code into the text field and save. 
    1. Tracking Code 2

Conversations

Live Chat is seamlessly integrated as a dedicated channel within Conversations.

This integration allows users to communicate with web visitors in real-time without the hassle of navigating to separate platforms. Users are endowed with two significant manual actions for precise control over Live Chat interactions.


Request Contact Details: This action allows users to seamlessly send a contact detail form to web visitors. It paves the way for extended and personalized communication, opening doors to deeper interactions.


End Live Chat: This feature empowers users to wrap up the chat efficiently when a matter has been successfully resolved.

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