RevOps

How to Create HubSpot’s Live Chat Feature

How to Create HubSpot’s Live Chat Feature

Using live chat can significantly improve customer support and service by providing instant communication options for your visitors.

To create HubSpot’s live chat feature, simply connect a chat channel to your conversations inbox and customize the chat widget to match your brand. This feature not only enhances your ability to engage with customers but also streamlines the process throughout the buyer's journey.

You can also incorporate video tutorials to guide users through the live chat setup, making it easier for you to ensure everything runs smoothly.

This capability allows your team to respond quickly and efficiently, resulting in better customer experiences and effective meetings regarding support queries. With HubSpot’s help desk integration, you can track chats and follow up with customers, ensuring no communication is lost.

Implementing this tool creates a reliable communication channel that customers appreciate. Engaging with visitors in real-time helps you address their questions and concerns promptly, fostering trust and satisfaction.

Setting up live chat is a straightforward process that can transform how you interact with your audience.

Step-by-Step Tutorial on How to Create HubSpot’s Live Chat Feature

1. Start by selecting 'Chatflows' from the menu.

1 Firstly, click on "Chatflows".

2. Next, choose to 'Create chatflow' to proceed.

2 Click on "Create chatflow".

3. Then, select the Live Chat option available.

3 After that, click on the element.

4. Now, confirm your setup choice by clicking 'Set up chat'.

4 Following that, click on "Set up chat".

5. Subsequently, advance the setup by clicking 'Next'.

5 After, click on "Next".

6. Continue by clicking on 'Next' again to move forward.

6 Click on "Next".

7. Adjust your preferred timings by selecting a time.

7 Click on "5:00 PM".

8. Press 'Next' to proceed after setting the time.

8 Click on "Next".

9. Finally, click 'Publish' to activate your live chat.

9 Following that, click on "Publish".

10. Lastly, opt to 'Preview' your live chat setup.

10 Click on "Preview".

Conclusion

Creating HubSpot’s live chat feature is a straightforward process. By following the necessary steps, you can add real-time communication to your website.

Using HubSpot’s free live chat software allows you to engage your visitors effectively. This tool is user-friendly, helping you close more deals by connecting with potential customers instantly.

Moreover, live chat enhances customer satisfaction. Responding quickly to questions can lead to a better experience. When the customers feel valued, they are more likely to return and recommend your business.

Book an introductory call to explore how TripleDart can support your SaaS marketing goals.

Frequently asked Questions

What steps are involved in setting up HubSpot's live chat feature?

To set up HubSpot's live chat, start by logging into your HubSpot account. Navigate to the "Conversations" tool and select "Chatflows." Click on "Create chatflow" and choose the type of chat you want, such as a live chat or a bot. Follow the prompts to customize your chat widget and connect it to your website.

How can I customize the HubSpot chat widget on my website?

You can customize the chat widget to align with your brand. Use the chatflow settings to adjust colors, texts, and button styles. You can also set the display position on the page and add a greeting message. This helps make the widget look cohesive with your website design.

What is the cost of implementing HubSpot's live chat on my site?

HubSpot offers a free version of its live chat feature with basic functionalities. However, if you need advanced features, such as automation or integration with a more extensive CRM, you may consider paid plans. Check HubSpot's pricing page for detailed options and costs.

How do I integrate HubSpot live chat with my website's existing systems?

Integrating HubSpot live chat with your website is straightforward. You can use the provided JavaScript code to insert the chat widget into your site's HTML. If you are using platforms like WordPress, HubSpot offers plugins to simplify this process and ensure smooth integration.

What are the capabilities of HubSpot's chatbot in relation to the live chat feature?

HubSpot's chatbot can handle common inquiries automatically, freeing up time for your support team. It can guide visitors through basic questions or help them find information in your knowledge base. Additionally, chatbots can escalate complex queries to a human agent, ensuring users get the right assistance.

We'd Love to Work with You!

Join 70+ successful B2B SaaS companies on the path to achieving T2D3 with our SaaS marketing services.