3 min read

Add live chat to your website with ChatOnce

ChatOnce is a smart chatbot solution that qualifies leads and connects them instantly with the right people in your team. No more delays or wasted sales opportunities!

To learn more about smart chatbots, check out our blog article on lead acceleration with ChatOnce.

Use ChatOnce and live chat to engage with qualified leads

Live chat is an ideal way for your team to engage with qualified leads. They're already on your website and they've just submitted a form, so why not connect with them right away?

Sometimes, your website visitors just want to get quick answers from a chat with a real person. They don't want to search your entire website and they don't want to schedule a meeting for a later date. A live chat conversation saves them time but also gives them a direct connection with your team.

A chatbot conversation where the user is asked whether they would like to start a live chat. Once the User agrees, a live chat session is initiated between the user and a team member. The user asks the team member whether they have a price list, and the team member sends an attached PDF format price list in the live chat.

Use ChatOnce and live chat to qualify leads

Live chat is also a great way for you or your team to engage with warm leads and to decide if they qualify as a good fit for your business. For example, they might meet most but not all of your qualification criteria, or you might need to collect additional information about their goals.

If your live chat team decides to qualify the lead, they can use the live chat conversation to conduct a discovery call or they can invite the lead to schedule a meeting at a later date. They can even turn the live chat conversation into an instant video call.

A chatbot conversation where the user is asked whether they would like to start a live chat. Once the User agrees, a live chat session is initiated between the user and a team member. The user asks the team member if they could arrange a demo, and the team member responds that they can. The team member then follows up by asking the user to tell them more about their team and goals.

Use ChatOnce and live chat for instant video calls

Live chat is a great way to start a discussion but sometimes you might want to push engagement to the next level with an instant video call. For example, you want to share your screen with the website visitor or they want to explain their goals without having to type everything into the live chat window.

Turning a live chat conversation into an instant video call is easy with Google Meet, Zoom, Microsoft Teams, Webex, or GoToMeeting. Once you've finished the instant video call, you can even continue the conversation in the live chat window.

A chatbot conversation where the user is asked whether they would like to start a live chat. Once the User agrees, a live chat session is initiated between the user and a team member. The user tells the team member that they have lots of questions, and the team member suggests they start a video call and presents an instant video call link to the user in the chat.

Use ChatOnce and live chat to schedule a meeting

Live chat is ideal for a first engagement with a warm or qualified lead, but you may need to schedule a follow-on meeting with someone else in the team. For example, to connect the lead with a senior account executive or a technical specialist.

Adding a scheduled meeting invitation to a live chat conversation is easy. You can offer the time slots when at least one person on your team is available and your website visitor can pick the one that works best for their schedule.

A chatbot conversation where the user is asked whether they would like to start a live chat. Once the User agrees, a live chat session is initiated between the user and a team member. The user tells the team member that they have a technical question about product compliance, and the team member suggests they schedule a meeting with one of their compliance experts. The user agrees and they are presented with an embedded scheduling widget.

To learn more about scheduled meetings, check out our blog article on adding scheduled meetings to your website with ChatOnce.

Use ChatOnce to offer a scheduled meeting when no live chat agents are available

You can also customize your bot to check if live chat agents are available online. If they are, the bot can automatically offer them a choice of lead engagement options. If they're not, the bot can seamlessly offer a scheduled meeting instead.

A flowchart depicting the flow to check if live chat agents are available online.

How do I get started with ChatOnce?

If you're new to OnceHub, you can get started with a free Starter account. It's completely free for 3 users and also includes access to ScheduleOnce and FormOnce.

If you're an existing OnceHub user, you don't need to pay extra to start using ChatOnce! Your existing user licenses for live chat, instant meetings, or scheduled meetings will work across all our products. Why not get started with one of our ready-to-go templates?

Did you know?

A user license for live chat, instant meetings, or scheduled meetings works across all our products. You don't have to pay extra to use each product!