LeadChat

Recent Articles
FAQ Best Practices
The FAQs determine the way in which the agents will speak to your visitors. Your onboarding specialist will work with you to set up your FAQs prior to going live, review it at your 7 day check-in and send you a detailed report at the 1 month review. ...
Zapier Setup Guide
1. First things first, you need a Zapier account If you don’t already have one, you can set up a free account which includes up to 200 'tasks' per month. For higher volumes, you may need a paid account. You can do this at zapier.com/sign-up In any ...
Specific Installation Guide - Website done for you
If you are the client and this is your website, please skip to step 2 1. The client needs to send an invitation to support@leadchat.com Once you have this email, click the link and enter the email and password provided. 2. Once logged in to ...
Specific Installation Guide - Shopify
This article explains how to add the chat box code onto a Shopify website. If you are the client and it is your website, skip to step 2 1. Ask the client to add support@leadchat.com as an admin user to their Shopify site - Find the invitation in Zoho ...
Specific Installation Guide - Joomla
This article explains how to add the chat box code onto a Joomla website. 1. Start by logging into the Joomla site editor - Go to the main website of the business - Add “/administrator/?wsg” to the ...

Popular Articles
Lead Limit / Capped Leads
What is a Lead Limit? Lead Limits are used to cap the number of leads collected per month. The reason a client may elect to apply a lead limit is when a client wishes to set a ceiling price of their subscription per month. What happens when I reach ...
Zapier Advanced Setup: 'See transcript' Leads
There are special cases when a visitor closes the chat before our agents have been able to confirm the lead information. One byproduct of this is that the API doesn't record the details, and you need to review the transcript instead. THE ISSUE ...
Logging into Chatsystem
1. Navigate to Chatsystem using this link: chatsystem.io/login 2. Enter your Email or Username 3. Enter your password 4. Click Login If you have forgotten your password: You can try resetting your password by clicking FORGOT PASSWORD? on the login ...
Chats vs. Leads
What is the difference between a Chat and a Lead? Chats include any conversation that has been had with a website visitor,. Leads are the chats where the contact details have been collected. Using the Leads tab 1. Navigate to the 'Leads' tab in the ...
Editing FAQs
The FAQs define the conversation flow the agents will follow with your customers for proper lead qualification - as well as responses to general questions to provide support to website visitors. You can update your FAQs at any time. Once you submit ...

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