Why small businesses use live chat
Many visitors leave a site when they cannot get a quick answer. Live chat lets a small team answer pre-sale questions while the visitor is still on the page.
Step 1: Set up your account
Create your company, add your agents, and set a greeting. You can use saved shortcuts for common questions.
Step 2: Add the widget
Copy the script from your widget settings and paste it before the closing body tag of your site, or install the WordPress plugin.
Step 3: Staff your chats
Assign chats to the right agent. Visitors who are on the site appear in the live list, so you can start a conversation first.
Step 4: Review history
Every chat is saved. Search by name, email, or any word in the messages to follow up later.