Enhance the customer experience with live engagement - Introducing live chat and instant calls
Introduction to Live Engagements Video
This is a quick introduction to live engagements.
You can ensure that live engagements are only offered to ideal prospects or customers, by using bots or forms to qualify and route your visitors.
In this example, I'm only going to offer live engagements to sales prospects who have a high budget. I'll select sales as the team I want to speak to as a customer in this scenario and I'm going to select $10,000 or more as my budget.
Here you can see I'm being offered the live engagements options, and I'm going to select instant meeting.
If you're worried about having the bandwidth to respond to live engagements, we've got you covered. You can set live availability hours for times that suit you.
Connect your calendar, so you're never interrupted during busy times. Or simply toggle your availability on and off as needed. You can even use routing rules in your forms and chatbots so that visitors are only presented with a live engagement option when you're truly available and ready for them.
Like this: If our sales team has at least one agent online, route visitors to the live engagement options. Otherwise, route them to scheduling only.
If you are on a paid plan, you can purchase live engagement licenses from just $10 per user per month. If you're on a free starter plan, three live engagement licenses are already included on your account.
For detailed instructions on how to get started with live chat and instant calls, visit help.oncehub.com or reach out to our friendly support team.
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