Live Chat

Live Chat is a dynamic real-time communication tool that empowers website visitors to establish direct and instant communication with users through a feature-rich web chat. This two-way communication system bridges the gap between users and their audience while amplifying the potential for meaningful engagements. With Live Chat, immediate assistance is just a message away. This reduces response times and elevates customer satisfaction to new heights.

How to Use the Chat? #

To start, head to the Chat Widget tab inside the Sites section and create a Live Chat widget. You can customize it to your liking and integrate it into your CRM pages or external websites. To learn more, please refer to the article “Chat Widget,” where we provide a detailed explanation on how to set yours up.

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

This integration allows users to communicate with web visitors in real-time without navigating to separate platforms. When a contact reaches out through the Live Chat, you may respond in real-time by simply typing in your message.

Additionally, users are provided with two significant manual actions for precise control over Live Chat interactions:

  • End Live Chat: This feature empowers users to efficiently conclude the chat when a matter has been successfully resolved.
  • Request Contact Details: This action allows users to send a contact detail form to web visitors, enabling extended and personalized communication and opening doors to deeper interactions.

The non-intrusive and convenient nature of Live Chat improves overall customer engagement. In summary, it is a valuable tool for websites, offering real-time communication to enhance customer engagement and satisfaction. It provides customization options, reduces response times, and integrates seamlessly into the Conversations module for efficient communication.

Frequently Asked Questions #

What is Live Chat? #

Live Chat is a real-time, two-way communication tool that lets website visitors message you instantly through a web chat widget, reducing response times and improving customer satisfaction.

How do I set up a Live Chat widget? #

Go to the Chat Widget tab inside the Sites section and create a Live Chat widget, which you can customize and integrate into your CRM pages or external websites. See the “Chat Widget” article for detailed setup steps.

How do I find Live Chat conversations? #

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

How do I respond to a Live Chat message? #

When a contact reaches out through Live Chat, you can respond in real-time simply by typing your message, without navigating to a separate platform.

How do I end a Live Chat session? #

Use the End Live Chat action to efficiently conclude the chat once the matter has been successfully resolved.

Can I collect contact details during a Live Chat? #

Yes. Use the Request Contact Details action to send a contact detail form to web visitors, enabling extended and personalized communication.

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Updated on May 30, 2026
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