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01
Website Chat Widget
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Adds a real-time messaging interface to websites or apps so visitors can contact sales or support teams without leaving the page.
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Install Chat Widget
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Visitor Opens Chat
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Start Conversation
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Agent Responds
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Widget customization and branding
Desktop and mobile responsiveness
Page, country, or audience display rules
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02
Agent Inbox & Conversation Management
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Gives agents a shared workspace to receive, organize, reply to, transfer, and track live conversations across active queues.
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Incoming Conversation
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Enter Shared Inbox
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Assign / Accept Chat
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Resolve Conversation
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Shared inbox and queue visibility
Conversation assignment and transfer
Internal notes and collaboration tools
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03
Chat Routing & Agent Assignment
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Directs conversations to the most appropriate agent or team based on availability, skills, language, department, or visitor attributes.
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Visitor Starts Chat
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Evaluate Routing Rules
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Assign Agent / Team
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Begin Support
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Round-robin and skills-based routing
Department and language routing
Overflow and reassignment rules
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04
Chatbots & Automated Responses
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Handles common questions, gathers information, qualifies visitors, and routes conversations before or alongside human agents.
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Visitor Sends Message
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Bot Identifies Intent
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Answer / Collect Details
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Resolve or Hand Off
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Rule-based and AI chatbot options
Human handoff with conversation context
Custom intents, flows, and fallback behavior
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05
Visitor Tracking & Customer Context
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Shows agents relevant visitor information such as pages viewed, location, referral source, previous chats, and customer profile data.
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Visitor Enters Site
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Collect Session / Profile Data
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Attach Context to Chat
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Agent Personalizes Response
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Page and browsing history visibility
CRM or customer profile enrichment
Privacy and consent controls
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06
Proactive Chat & Engagement Triggers
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Starts targeted chat invitations or messages when visitors meet conditions such as time on page, exit intent, cart activity, or repeat visits.
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Define Trigger Rule
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Monitor Visitor Behavior
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Trigger Message / Invitation
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Start Conversation
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Behavioral and page-based triggers
Frequency and suppression controls
Audience segmentation for proactive chat
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07
Canned Responses & Knowledge Suggestions
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Helps agents respond faster with saved replies, templates, help articles, and suggested answers for common questions.
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Receive Customer Question
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Search / Suggest Response
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Personalize Reply
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Send to Customer
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Shared and personal canned responses
Knowledge base integration
AI-assisted reply suggestions where available
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08
Lead Capture & Pre-Chat Forms
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Collects contact details, intent, issue type, or qualification data before or during a conversation for sales and support follow-up.
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Visitor Opens Chat
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Display Pre-Chat Form
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Capture Contact / Intent
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Route / Save Lead
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Custom pre-chat and offline forms
Lead qualification fields
CRM and marketing data synchronization
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09
File Sharing, Co-Browsing & Rich Messaging
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Expands chat beyond text by supporting documents, images, links, interactive content, or guided browsing during customer conversations.
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Identify Support Need
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Share File / Link / Screen Context
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Guide Customer
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Confirm Resolution
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Secure file upload and sharing
Co-browsing or screen-sharing availability
Supported message and media formats
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10
Live Chat Analytics & Agent Reporting
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Measures chat volume, response time, resolution time, wait time, satisfaction, missed chats, and agent workload or performance.
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Collect Conversation Data
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Calculate Chat KPIs
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Build Dashboards
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Improve Service Performance
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First-response and resolution metrics
Agent, team, and queue comparisons
CSAT, missed chat, and conversion reporting
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11
CRM, Help Desk & Messaging Integrations
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Connects live chat with CRM, help desk, email, social messaging, eCommerce, analytics, and customer data platforms.
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Connect Business Systems
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Sync Contacts / Conversations
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Update Customer Records
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Continue Cross-Channel Support
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CRM and help desk integrations
Social and messaging channel connections
API, webhooks, and two-way data sync
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