Offer live chat only when it suits you
Capture, qualify, and engage with leads when you’re available, and when you’re not
Never leave a lead hanging
Offering live chat doesn’t mean you have to be available 24/7. Automated forms and chatbots will only offer live chat when you’re available. When you’re not, they’ll automatically offer a scheduled meeting instead. This way you’ll never miss an opportunity to engage with a lead.
Even if your default method of lead engagement is scheduled meetings, it’s not your only option. Your chatbots and forms identify piping hot leads, so don’t delay meeting with them. Offer hot leads an instant live chat instead of a scheduled meeting so you never miss the opportunity to convert.
Use automated chatbots to qualify leads for live chat
Create a chatbot that automates your lead qualification for live chat conversations.
Use conditional routing to personalize the qualification questions for each website visitor.
Use audience targeting to make sure the right visitor sees the right chatbot at the right time.
Learn more about automated chatbots
Use automated forms to qualify leads for live chat
Create a form that automates your lead qualification for live chat conversations.
Use conditional routing to personalize the qualification questions for each website visitor.
Use contact or account information to personalize the form experience.
Learn more about automated forms
Add live chat to your existing webforms
Create an automated chatbot that works with your existing webforms.
Use data from your webform to qualify leads before offering them a live chat conversation.
Automatically offer a scheduled meeting instead of a live chat if no agents are available.
Learn more about webform plug-in
Use live chat to connect with qualified leads
Use conditional routing to offer qualified leads an instant live chat conversation.
Eliminate delays and missed opportunities by engaging instantly with your website visitors.
Automatically offer a scheduled meeting instead of a live chat if no agents are available.
Use live chat to offer an instant video call
Turn your live chat conversation into an instant video call.
Use Google Meet, Zoom, Microsoft Teams, Webex, or GoToMeeting for your video call.
Conduct an instant video discovery call before scheduling a meeting with your team.
Coming soon
Use live chat to offer a scheduled meeting
Offer a scheduled meeting directly from your live chat conversation.
Invite visitors to schedule a 1-on-1 session or a panel meeting with multiple team members.
Maximize scheduling opportunities by showing the availability of multiple team members.
Learn more about scheduled meetings
Offer a scheduled meeting if live chat agents are not available
Maintain a positive customer experience by only offering a live chat if agents are available.
Use conditional routing to offer a scheduled meeting if live chat agents are not available.
Notify your team when live chat opportunities have been missed.
Maximize your engagement with live chat teams
Create live chat teams for agents with similar skill sets.
Maximize engagement opportunities by offering incoming live chats to all team members.
Monitor missed live chat opportunities and analyze team performance.
Distribute and assign live chat conversations to your team
Use automated qualification questions to assign live chat conversations to the right team.
Use contact or account information to assign live chat conversations to the right team.
Use marketing campaigns or landing pages to assign live chat conversations to the right team.
Instant meetings
Connect instantly by video or phone.
No delays!
Scheduled meetings
Schedule a time to connect by video, phone, or in-person.
