Live Chat lets website visitors talk directly with your team in real time through a web chat widget. This two-way system connects you with your audience and opens the door to more meaningful conversations. With Live Chat, help is just a message away, which reduces response times and improves customer satisfaction.

How to Use the Chat?

To get started, head to the Chat Widget tab inside the Sites section and create a Live Chat widget. You can customise it to your liking and integrate it into your CRM pages or external websites. For more detail, see the "Chat Widget" article, which walks through the full setup.

In the Conversations tab, use the Quick Filters option to look up Live Chat conversations.

This means you can reply to web visitors in real time without switching between platforms. When a contact gets in touch through Live Chat, just type your reply directly.

You also have two manual actions to help manage Live Chat conversations:

  1. End Live Chat: Use this to close the chat once the issue has been resolved.
  2. Request Contact Details: This sends a contact details form to the web visitor, so you can continue the conversation and build a more personal connection.

Live Chat is unobtrusive and easy to use, which helps improve overall customer engagement. In short, it's a useful tool for any website, offering real-time communication, customisation options, and seamless integration with the Conversations module.