Create a chat per page, to personalize the journey

Use the chat launcher to attract more leads, after 4-5 seconds

Leverage the meeting scheduler to book meetings for your reps directly from the chat

Use Assignment Preferences to assign leads with the right rep based on collected info

Follow up over email with dropped-off leads. Check out the Chat Widget settings to adjust settings, specifically, the expiration time (meaning, after how many hours we would follow up over email)

Create an interactive short flow, leverage buttons instead of free text

Try different phrases to see what works better

It’s preferred to ask for their intent prior to collecting information

Keep the flow short and concise, consider using a light tone, rather than a formal one (emojis might be welcomed :) )

When collecting info, email should be the first thing, in case they’ll drop off (so you could follow up over email)

Use active chat to respond quickly to your contacts

Choose reps that should be assigned to the chat. In case all reps are relevant - keep them blank for easier future setup with new reps

Leverage the Not Interested template, to reflect your differentiation in the market as the last opportunity to engage with the contact

Though it's tempting to ask many questions, keep it as short as possible to decrease the drop-off rate

Think about what must-haves you need in order to set a meeting. Email & location might be a must when Company Name and Name aren’t necessary, as you have the info via email. Plus, you can activate the option to collect work emails only.

Do you have qualification criteria? use buttons to qualify & disqualify

Prioritize buttons over free text (When collecting the number of employees, for example)

Relevant especially for number - present number ranges via buttons rather than asking for a specific number

Not all visitors are ready to meet. Some are in the educational phase, where they’re looking for information. Offer a flow with information, case study, or link to the resources page