5 easy steps for live chat integration into your website, app, or CRM
- Choose a live chat software of your choice
- Customize your live chat widget
- Set up your welcome message and automate responses
- Lead capturing and advanced display rules
- Verifying whether the integrated live chat widget and the website are working properly and in sync
Step 1: Choose a live chat software of your choice
You must choose a live chat software and sign up for a live chat widget. Add the widget and give it a unique name to stand out. Customize your live chat widget according to your page. Various parts of your page will have different customized widgets.
Step 2: Customize your live chat widget
Customize your widget according to your needs, complementing the theme and branding of your webpage. Remember that theme uniformity is crucial as it projects a positive image.
Step 3: Set up your welcome message and automate responses
You need to create a greeting message that attracts your customer’s attention and turns them into leads. The greeting message must be a catchy one that gives an idea to the customer about the company and also draws the user into enquiring more about the products and services.
You need to constantly converse with the user while showcasing your different products and services and turning them into leads. You need to set the actions for the responses you receive from the user.
You can start by asking the user for their name or email address. This step does not require much effort from your end, as the software will automate this step for you.
Step 4: Lead capturing and advanced display rules
Start an active engagement for your brand, and in this step, you can start by collecting the user’s name, email address, phone number, and more. After acquiring the essential information, you can design the live chat widget so the customer can take control of the conversation by integrating menu options.
You can create a different widget for desktops, mobiles, tablets, etc. You can also have other live chat widgets for pricing, your blog, or the landing page.
Step 5: Verifying whether your live chat widget and the website are in sync
It is the most crucial step. Double checking everything will ensure no further problems and seamless execution of the live chat widget and the website’s features.
These were the five basic steps to integrating a live chat widget into your website, which will help you increase overall customer satisfaction and the number of leads generated.
Choosing the right software vendor is also very important as the live chat software needs to be the right one for your website. One such website that can help you out is BotPenguin which is free and can set you up with all the requirements.
