4 Live Chat Best Practices to Keep Your Audience Engaged

You only have a small window to engage website visitors and give them a great customer experience


Following some simple best practices and using live chat messaging to keep the conversation flowing is one of the best ways to turn website visitors into leads and customers

Best Practices to Keep Your Audience Engaged During a Live Chat Session

Virtuous Assistant and Cloud Technologies Private Limited Help Customers Improve Sales Processes, Increase the Productivity, & Sales Efficiency of Your Sales Team through a Consultative Process. Our Goal is Not Just to Sell You a CRM Solution, Our Goal is to Help You Increase Your Sales

+91-8287836151 | +91-9149788474 

✉ care@virtuous-assistant.com

1

Ensure the Chatbot to Live Chat Handover is Seamless

If you want to impress your visitors, avoid clunky or stalled transfer processes. Pipedrive’s Chatbot can trigger a live chat with an available customer service rep when it’s gone as far as it can with programmed content. Send automatic notifications to available customer service reps so they can take over conversations started by a chatbot in the same chat window. 


With Pipedrive's mobile app, reps can pick up conversations from anywhere and keep visitors engaged.

2

Make Information Gathering Painless

If a visitor is interested in a demo or needs to chat with a sales rep, they'll have to hand over some information so the rep can get in touch.


Live Chat software can help all parties avoid the back-and-forth emails involved in information gathering. Pipedrive’s LeadBooster lets you share forms in your web chat software, giving leads an easy way to send their contact information.

3

Ask a Few Simple Questions

Use Pipedrive’s Chatbot to hook interested website visitors with a welcome message and a simple question. Prompt Chatbot to ask each visitor just a few questions to start a conversation. If your customer interaction goes in the right direction, you can set Chatbot to ask for contact information


Chatbots shouldn’t feel robotic but more like an extension of your team that matches your brand

4

Have your Playbooks Ready

Playbooks are scripted conversation pathways your chatbot deploys to capture information from leads and schedule meetings on your sales reps’ calendars


Use Pipedrive's templates to create Chatbot playbooks that trigger product or pricing pages, engaging interested visitors and turning them into potential buyers

Get Pipedrive Sales CRM for Your Company Now

+91-8287836151 | +91-9149788474 

✉ care@virtuous-assistant.com