Here's how to set up HubSpot live chat
Posted: Wed Dec 04, 2024 7:37 am
In recent years, web chat has been increasingly introduced to corporate websites and online shops, and demand is growing as a tool that is expected to improve business efficiency and customer satisfaction.
The integrated business platform "HubSpot" also has a free live chat function, and you can easily set up a live chat without any programming or coding knowledge.
In this article, we will explain the specific steps to set up a live chat while looking at the HubSpot admin screen.
Before you can create a live chat, you'll need to connect the chat channel to your inbox. Learn how to set this up in this HubSpot Knowledge Base article .
table of contents
Create a chatflow
Preview and publish
Try sending a message
Conclusion
Create a chatflow
First, click on "Conversations" → "Chatflows" from the navigation at the top of the screen.
You'll be taken to a page with all your existing chatflows. If you haven't created any chatflows yet, it will look like the screen below. Click Create chatflow in the top right-hand corner of the screen.
The page to create a chatflow will open. There belgium b2b leads are three steps. In step 1, you can choose whether to install the chatflow on a website or connect it to Facebook Messenger. Click "Website" this time.
Step 2 opens a screen where you can select a chatflow template. Select a template on the left and you can see what it will look like on the right.
There are two templates for "Web Chat" and seven templates for "Bot" so you can choose the one that best suits your purpose. Web Chat is a template for direct interaction between agents and users, while Bot is a template for creating automated chat responses.
This time, select "Web Chat" and click "Next" at the bottom right.
Proceed to step 3. Here, select the inbox and language to store messages sent from the chat flow. This time, select the default "Inbox" and "Japanese" and click "Create" at the bottom right.
img05
The chat flow will be created and a screen will open where you can customize the details. You can set various settings such as the message content, display timing, and chat avatar selection, but I will introduce them in a separate article in the future.
img06
Preview and publish
Click Preview in the top right to see how your live chat works, then turn on the toggle in the top right to make your live chat live.
img07
Try sending a message
If you open the page you created on HubSpot, you will see that live chat has been added to the bottom right of the screen. Let's try sending a message.
img08
When you send a message, you will immediately receive an automatic reply message. This is because the setting asks for your email address the first time you send a message, but you can freely change the content of this message and whether it is displayed or not.
Let's check the received message on the management screen. From the navigation at the top of the screen, click [Communication] → [Inbox]. Here, you can check the conversation in the web chat, create and send messages, comment on the chat contents within your team, and assign them to the person in charge.
The integrated business platform "HubSpot" also has a free live chat function, and you can easily set up a live chat without any programming or coding knowledge.
In this article, we will explain the specific steps to set up a live chat while looking at the HubSpot admin screen.
Before you can create a live chat, you'll need to connect the chat channel to your inbox. Learn how to set this up in this HubSpot Knowledge Base article .
table of contents
Create a chatflow
Preview and publish
Try sending a message
Conclusion
Create a chatflow
First, click on "Conversations" → "Chatflows" from the navigation at the top of the screen.
You'll be taken to a page with all your existing chatflows. If you haven't created any chatflows yet, it will look like the screen below. Click Create chatflow in the top right-hand corner of the screen.
The page to create a chatflow will open. There belgium b2b leads are three steps. In step 1, you can choose whether to install the chatflow on a website or connect it to Facebook Messenger. Click "Website" this time.
Step 2 opens a screen where you can select a chatflow template. Select a template on the left and you can see what it will look like on the right.
There are two templates for "Web Chat" and seven templates for "Bot" so you can choose the one that best suits your purpose. Web Chat is a template for direct interaction between agents and users, while Bot is a template for creating automated chat responses.
This time, select "Web Chat" and click "Next" at the bottom right.
Proceed to step 3. Here, select the inbox and language to store messages sent from the chat flow. This time, select the default "Inbox" and "Japanese" and click "Create" at the bottom right.
img05
The chat flow will be created and a screen will open where you can customize the details. You can set various settings such as the message content, display timing, and chat avatar selection, but I will introduce them in a separate article in the future.
img06
Preview and publish
Click Preview in the top right to see how your live chat works, then turn on the toggle in the top right to make your live chat live.
img07
Try sending a message
If you open the page you created on HubSpot, you will see that live chat has been added to the bottom right of the screen. Let's try sending a message.
img08
When you send a message, you will immediately receive an automatic reply message. This is because the setting asks for your email address the first time you send a message, but you can freely change the content of this message and whether it is displayed or not.
Let's check the received message on the management screen. From the navigation at the top of the screen, click [Communication] → [Inbox]. Here, you can check the conversation in the web chat, create and send messages, comment on the chat contents within your team, and assign them to the person in charge.