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Marvin Marcano

5 Steps To Setup Live Chat Support With An External Provider


setup live chat support


Are You Ready to Setup Live Chat Support?


Live chat support uses software or tools that let customers and Customer Service agents talk to each other in real-time. It goes beyond email or phone support because it helps customers immediately while on a website or using a mobile app. The website has a chat widget so customers can start a conversation and get an answer immediately.


Customers can quickly get assistance, ask questions, and get problems fixed by using this service.


Businesses can use the expertise and technology of a specialized provider to enhance their customer service capabilities by setting up live chat support with an external chat provider.


Why do you need it for your business?


Live chat support is a valuable tool for businesses to provide immediate assistance and enhance their customer experience (CX).


It allows businesses to engage with customers quickly, provide immediate help, and improve overall customer satisfaction.


Businesses can also become omnichannel, providing multiple avenues for customers to contact service providers.


Cost savings, access to expertise, and scalability are just some more advantages of setting up live chat support. You can set it up internally or make it part of the contact channels of an external consultant, freelancer, or Business Process Outsourcing (BPO) team.


The following steps can be taken to set up Live Chat Support with an external provider:


1. Choose a reliable live chat provider


Choosing a reliable live chat provider is essential when setting up live chat support with an external provider. To improve customer satisfaction and overall experience, a dedicated live chat provider will ensure quick and effective live chat communication.


When comparing providers, consider the price, features, ease of integration, and customer feedback. But because there are so many options, figuring out where to start can take time. But some things can help guide the process.


First, think about what functions the live chat app has. Look for features like ease of setup and use, management tools for tracking and enhancing chat performance, advanced support options like knowledge bases and ticket management, and integration with CRM, help desk, and eCommerce platforms. Choose the service provider that meets your needs the best.


Second, affordability is crucial. Many live chat apps have various pricing options, including free or inexpensive plans. You can choose a reputable live chat support provider that aligns with your needs and provides excellent live chat support by evaluating these aspects and considering your business requirements.


Common examples include:


2. Sign up and create an account


Once you have chosen a live chat provider, go to their website and sign up for an account. In this step, you will make a new account on the platform of the external provider. Go to the provider's website and find the page to sign up or register.


When you get there, you will usually be asked to provide information like your name, email address, and other details to create your account. After filling out the required fields, you will choose a username and password for your account.


These credentials will be used to sign into the provider's platform and access the live chat support features.


Once the account is created, you will have successfully signed up and created an account. You can then move on to the next steps for setting up live chat support with the external provider.


Depending on your business size and requirements, select a subscription plan. Review the provider's documentation and other resources to learn about their platform.


3. Customize your live chat widget


Customizing your live chat widget is essential to match your brand's look and feel. Most live chat providers have options that let you change how the widget looks, what colors it uses, and where it is on your website.


To ensure that the live chat widget fits in well with the design of your website, take advantage of these options.


The chat widget can be customized to your needs and brand image.



4. Integrate live chat into your website


The live chat widget must be integrated into your website. Different integration methods are available based on the live chat provider. The most common way is to put a small piece of code the provider gives you into your website's HTML. This code will make the live chat widget on your website, so visitors can access it and start conversations.


The back-end access can then be shared with your BPO or external support team so they can


Usually, the process includes the following steps:


  • Customizing the chat widget to match the look and feel of your website.

  • Setting up hours of operation.

  • Integrating the chat system with other communication methods, such as email and social media.


Integrating live chat into your website can provide immediate assistance, improve the overall customer experience, and increase conversion rates.


5. Train your support team and provide guidelines


One of the most crucial steps in setting up live chat support with an external provider is to train and provide guidelines to your support team.


Live chat is often easy to learn as it's similar to any chat application on your phone.


The live chat provider may have an onboarding agent that can train the external team, or there may be recorded content and knowledge bases that can help.


Conduct a joint training session so everyone is on the same page and launch it as part of their Inbound Call Center Solutions.



Key considerations in optimizing live chat support


Your customer service strategy would benefit from adding live chat support from an external chat provider. Live chat support can significantly increase customer satisfaction, improve communication, and help your business grow. It has many benefits, such as ease of access, quick responses, and a conversational approach that enhances customer satisfaction. To ensure a seamless customer experience, however, careful planning and design are needed.


Creating a live chat support process flow that shows the step-by-step path of a customer conversation, from chat request to issue resolution, is essential to implement live chat support effectively. This visual representation makes it easier to find places to improve, lowers the cost of customer support, and streamlines customer experience. You can successfully implement live chat time and provide real-time customer assistance by following the five steps outlined in this article.


At CallServ, we provide omnichannel customer support for businesses. The business can work on growth, while we help manage customers, sales, and leads.


We use multiple forms, including calls and emails. Contact our leadership team to learn how we can 'Serv' your customers today.

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