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Real-time conversations.

WHAT IT PROVIDES

Immediate answers Higher conversion on sales questions Problems resolved before frustration builds

WHAT IT COSTS

Staff available during stated hours Divided attention across conversations Pressure to answer quickly

WHAT TO DECIDE

The hours you offer it How many conversations one person handles What happens outside hours

WHAT TO NEVER DO

Show chat as available when nobody is there.

WHY

An unanswered chat is worse than no chat.

WHAT TO DO OUTSIDE HOURS

Collect a message, and state when they will hear.

WHAT TO SET

A realistic limit on concurrent conversations.

WHY

Beyond it, every customer waits and none are served well.

WHAT TO PROVIDE STAFF

Quick access to account information Saved responses for common questions A way to move a conversation to a ticket

WHEN TO MOVE TO A TICKET

When it needs investigation, or another person.

WHAT TO DO BEFORE ENDING A CHAT

Confirm the problem is resolved.

WHAT TO SEND AFTERWARDS

A transcript, if the customer wants one.

WHAT TO MEASURE

Wait time Abandonment Whether the issue was resolved in the chat

WHAT PROACTIVE CHAT REQUIRES

Restraint.

WHY

Interrupting every visitor is resented.


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