Do you want to take your business to the next level? Are you planning to add a live chat to win the trust of the customers?
If yes! You are at the right place.
In this article, we are going to explain the step by step procedure to add live chat to a WordPress website. You don’t need to have any technical knowledge to add the live chat to your website.
This will help you to convince potential customers to buy the product. It will also allow you to quickly support your existing customers so that they remain loyal to the brand.
There are many live chat plugins available in WordPress repository. In this article, we are using LiveChat WordPress plugin which is one of the best solutions for live chat. The best part about the LiveChat plugin is that you can start a free trial of 14 days to test & implement your ideas into action.
Just follow the simple steps mentioned below and get ready for a thriving customer relationship.
List of Important features of LiveChat:
- Maintains an unlimited number of simultaneous live chats.
- Provides agents with essential information about visitors.
- Records conversations to keep records.
- Offers a fully customizable window chat.
- Alerts agents when the user starts a conversation.
- Integration with Google Analytics.
- Integration with Facebook
- Integration with Salesforce
- Integration with MailChimp
- Integration with Dropbox
- Combination with join.me
- Gathering customer data
- Visitor information filtering
- Additional visitors information
- Message sneak-peek
- Canned responses
- Visitor information
- Chat tags
- Rich messages support
- File sharing
- Chat archives
- Delivery status
- Chat transcripts
- Visitor banning
Now let’s have a look at how to add live chat to WordPress Website. We’ll show you step by step how to correctly add live chat on your site. Even if you are not a technical user, you should not have any problems.
How to add live chat to your WordPress site
LiveChat comes with an awesome WordPress plugin that helps you to add it to your site in minutes.
Step 1: Install and activate the LiveChat plugin.
In order to install the LiveChat Plugin to your website, you need to go to your website dashboard and follow the below steps:
- Click on Plugin section that’s available at the left side of your website’s dashboard.
- In Plugin section, you will find “Add New” option.
- Click on that and you will see an option to “Search Plugin”.
- Type LiveChat as shown below:
- Click on “Install Now” option and after that activate the plugin.
That’s it. Now go to LiveChat »Settings from the left sidebar of the administration panel.
On the Settings page, you must log in to your LiveChat account by clicking the “Connect to LiveChat” button.
This will open a window where you have to create your account.
Enter your Email Id, Username and preferred Password. After that, click on “Continue”.
It will ask your website URL and chat purpose. You need to mention both and click on “Continue”.
After that, it will ask “your industry”, “Company Size” & “Mobile Number”. Enter all the required details and click on “Create account”.
Then WordPress will ask for permission to access your LiveChat account from the administrative area. Click Allow to end the process.
After that, you will be redirected to the setting page with below elements on the screen.
Step 2: Open Web Application & Configure General Settings
As shown above, you need to click on “Open web application”
After that, you can add your profile picture or simply you can skip all.
Step 3: Test LiveChat on Website
In Incognito mode, open your website and you will see an option at the bottom right to chat.
Click on that and provide your email ID & username to start the test chat.
After clicking the “Start chat” button, the plugin will notify you that the user is waiting for your answer. If you have activated the notification sound in General settings, warn – this may sound very loud. The plugin will also require your consent to send browser notifications as soon as you receive the first message.
To reply to your visitor, go to the “Live Chat” tab and click “Open chat” next to their name:
The following window will display all available information about your guest, and you will be able to communicate with them for as long as you want:
You have successfully added the LiveChat Plugin at your website and have tested it.
There are a few additional settings that you can optimize according to your need.
Customize the interface:
If you want to change the avatar of the agent of your livechat, you need to click on “Agent” on LiveChat Dashboard and you will be able to see the option to change Picture, Add Job Title and working hours as shown below.
Please note the feature “Working Hours” lets you schedule working hours for agents. It automatically switches the agent’s status to Accept chats during working hours and to don’t accept chats when off.
Customize your chat widget
In order to customize your chat widget, go to the Settings → Chat window → Customization
If you’re using Groups at LiveChat, you can choose a group to customize its chat widget.
Now, choose an element of the chat widget which you like to customize.
To customize your chat widget, see the “Preview” section on the right side of the screen. You can see all the changes displayed in real-time before applying them to your website. The preview feature provides separate views for both desktop and mobile devices.
You can also control when to display the chat widget icon on your website.
Turn on alerts for customers – By default, your customers will be notified of a new greeting and a new chat alert message. You should pay attention to this when, for example, they minimized the browser while talking to your agents. However, if you want to mute these sound notifications, just turn off this option.
Let clients rate agents – Use this option to decide if your clients can rate your agents during or after a chat.
Let customers receive chat transcripts – Enable this option to allow your customers to request transcripts of their current chat. The chat transcript will be emailed to them.
If you want to check the overall report of your LiveChat, you need to click on “Report” as shown in the above picture.
After that click on the Dashboard, you will see an option “Open Dashboard”.
Click on Open Dashboard and you will see a screen as mentioned below.
Setting up live chat in WordPress is extremely easy if you use a plugin, such as LiveChat. In fact, you can do it in below-mentioned steps:
- Log in to your WordPress dashboard, and go to “Plugins”.
- Click “Add New”, then search for LiveChat in the top right search bar.
- From the search results, select LiveChat – WP live chat software for WordPress
- Install and activate the LiveChat plugin.
- Once activated, find LiveChat in your Plugins, and click Settings.
- Sign in with your LiveChat credentials to turn the chat on.
Do you think that real-time chat is a reliable way to increase visitor engagement? Please share your thoughts in comment section.