Best Live Chat Software

Called Powerups, these add-ons include visitor cobrowsing, visitor insights, translation, and a non-branded chat widget. If you want to add a Powerup for live chat translation, for example, activate it in your account. If you decide it's not worth the investment, you can cancel the Powerup at any time. Visitor cobrowsing lets you see your visitor's screen and take full control to help them locate items or complete tasks.

As for the product itself, the user interface is intuitively laid out with the main dashboard showing team metrics, transcripts, agent activity, and chat volume. Click Launch chat from here to open up the chat window, then click on the settings icon to adjust individual settings, such as chat alert sounds, showing commands and shortcuts as you type, and editing your display name and avatar.

2. iKeyMonitor

Automate Olark with Olark's Zapier integrations. These cover healthcare providers, insurers, and other medical-related companies that require a Business Associate Agreement BAA stating that the company and the vendor abide by the same procedures to protect data. During a chat, agents can securely collect social security numbers, take credit card payments, or gather secure notes from the customer with just a few clicks within the chat window. This will prompt the visitor with a form.

Once the customer provides the requested info and submits, they'll be sent a chat receipt notification. The agent is the only one who can see the information. To help you get set up, SnapEngage offers group onboarding assistance with all their plans, plus optional paid training for your specific teams. Enterprise plans get a dedicated client success manager. For example, if you integrate Facebook Messenger to chat, messages from visitors to your Facebook Page will be sent to your chat queue and handled like a normal chat.

Another handy chat feature is proactive chat for starting conversations with visitors based on predetermined rules. For example, an automated chat message can pop up if a visitor has been on the pricing page for over 45 seconds: "Thanks for visiting us. Do you have any pricing questions? The Capacity Report shows admins if their team is near or at max capacity for the number of chats in progress. Customizable time ranges display past chat volume and can be used to identify times when more agents may be needed.

While HubSpot is best known for its marketing automation platform, its CRM and live chat are now an integral part of its product. You can start with the free CRM, which includes live chat, chatbot, ticketing, and several other features, with the option of adding on tiered marketing, service, and sales "hubs" to significantly boost functionality. This makes it ideal for small businesses looking for free basic live chat and CRM with an ability to upgrade as needed.

Of all the software reviewed here, HubSpot's live chat is the most basic, but that doesn't mean a small team won't find it valuable. The chat widget can be customized with your company colors, agents' pictures, greetings, and away messages. And because it's integrated with the CRM, contacts are automatically created from a chat as long as an email address is provided. The chatflows feature lets you build chat messages to engage different types of visitors. For each chatflow you create, you can designate the sender, determine who will see the message e.

For example, you may want to send a proactive chat for a segment of customers who recently purchased and are visiting your help page. If you want to assist visitors 24x7, the included chatbot can help perform some basic tasks while you're away. Like live chat messages, bots can be configured using chatflows to engage visitors with different needs from different segments. The live chat and chatbot setup are included in the CRM under the Conversations header. Also accessed here is the team inbox showing all chat, connected team user email accounts, and Facebook Messenger if integrated conversations.

App to Spy WhatsApp There Is a Best Way to Monitor Chats Online

This is your central customer support inbox for communicating with visitors and customers. It's also where an agent will select and engage in a chat conversation. Once a chat visitor is created as a contact with an email, this contact record will be associated with them, whether they come back for another chat, fill out a website form, or send an email. All of these interactions will be recorded in their CRM record. If you're a Slack power user, the more you can do directly from Slack, the more efficient you can be.

Most live chat integrations will send a link to Slack for agents to click on, taking them out of Slack and into their chat app to engage in a conversation. This works, but it isn't terribly efficient. Chatlio lets agents chat directly from Slack. The connection from Chatlio to Slack takes just a few clicks. You create a Slack channel for chats from the Chatlio interface, customize the appearance of your chat widget, and then install the widget on your site. From there, you can fine tune chat behavior with Slack. You can determine what should happen when Chatlio is off, when there are no active Slack users in livechat, or when all operators are busy.

You can set which kind of chat notifications you want in Slack. And you can decide what kind of customer data you want displayed in the Slack message.


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In Slack, agents can see chat visitor information for country, city, IP address, or personal details if it's a returning customer. You can also attach images and files, and if you want to perform commands for Chatlio while in Slack, there are several dozen slash commands to control the behavior and configuration of Chatlio.

Mobile Geo-fencing & Location Tracking

While you can't control every Chatlio task in Slack, you can control over two dozen common functions without having to go into the Chatlio dashboard. In addition to the Slack integration, Chatlio also offers auto-triggered messages, pre-chat surveys, chat transcripts, and the ability to deploy chat on multiple domains. Reporting is relatively basic with chat activity summaries by team and agent, chat history, and average chat availability.

If you want to improve customer support and make your reps' jobs more fun and competitive, LiveAgent 's gamification might be your answer. This feature lets agents monitor key support stats, earn badges, and progress through 12 support levels from Novice to King. You can customize each support level based on conditions such as chats per hour, answers per hour, missed chats, and more.

Award daily badges to your reps for achievements like the fastest chat response time "Speedy Gonzales" and making the most weekly pauses "Coffee". Gamification is just one of the many features to help support teams improve the customer experience—LiveAgent is a full customer support suite. Other standout features include a Twitter and Facebook integration for managing your company social channels, where agents can monitor mentions, respond to Tweets, and create support tickets right from the chat interface.

There's also a self-service customer support portal for managing forum posts, articles, and customer feedback. The right live chat app can help improve your company's customer support, giving both customers and potential customers the preferred channel to communicate. It's also relatively inexpensive, easy to set up, and as simple to operate as an email inbox.

Looking for more full-featured customer support apps that include live chat?

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Jump back to the previous chapter for our full roundup of the best customer support apps , many of which also include live chat tools. Now that you've found the perfect apps to support your users, it's time to learn how to use them well. In the next chapter, we'll look at the best tips and tricks to support your customers better and faster using automations , keyboard shortcuts, macros, and much more.

Go to Chapter 8!

Strike up a conversation on live chat

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