« LiveChat basics

LiveChat basics

Alicja Pawliczak
4 min read
updated: Jul 12, 2019

Getting started with LiveChat? We got your back. In this short tutorial, we’ll take you on a quick tour of the basics.

Create an account and log in

Creating an account is easy. Fill out a 3-step form, and that’s it. You get 14 days to try LiveChat for free and decide if it’s the right tool for you.

LiveChat registration form

When you create an account, you automatically log in and can start setting things up.

To log in to your account in the future, go to the LiveChat log-in page.
To log in to your account in the future, go to the LiveChat log-in page.

Get to know the app

Click through the sections to get familiar with the app.

Home page

An overview of what’s going on with your LiveChat account. At first, you’ll get tips on how to get things up and running. When you add the chat widget to your website, you’ll see the most important performance metrics.

View your home page in the LiveChat app.

LiveChat home page

Chats

Chats are the real deal. Here, you take care of all ongoing chats: send and receive messages, use apps, check customer details, and many more.

View your Chats in the LiveChat app.

LiveChat Chats

Feel free to test everything out, have a chat with yourself using the chat link, and test features like canned responses. Canned responses are message templates that can be reused over and over again.
Feel free to test everything out, have a chat with yourself using the chat link, and test features like canned responses. Canned responses are message templates that can be reused over and over again.

Customers

Once you’ve added the LiveChat code to your site, you can track all your website visitors. Here you can also encourage them to start a chat by sending a personalized invitation.

View your Customers in the LiveChat app.

LiveChat Customers

Archives

All your past conversations are stored in Archives. Thanks to filtering, you can narrow down the list to see only the chats you need to analyze at the moment.

View your Archives in the LiveChat app.

LiveChat archives

Tickets

LiveChat isn’t only about chats. It can help you handle all of your support emails as well. ‘Tickets’ store messages sent via the chat widget when your team is offline.

View your Tickets in the LiveChat app.

LiveChat tickets

Agents

LiveChat is a team sport, so depending on the size of your business, you might need one, a few, or multiple agents. You can manage all their accounts in the Agents section.

View your Agents in the LiveChat app

LiveChat Agents

Reports

Once you’ve had a few chats and did some basic optimization to your set-up, check Reports to get a in-depth look into what LiveChat brings for your business and what can be further improved. Among many useful metrics are the number of tickets you get every day, chat availability, solved tickets, greetings conversion, and many more.

View your Reports in the LiveChat app

LiveChat Reports

Add and customize the chat widget

When you get familiar with LiveChat app, take a look at the chat widget. The chat widget is a little window placed on your website which your customers use to chat with you.

Install the chat widget on your site

To add the chat widget to your website, either add LiveChat code to your site’s source code or use one of our integrations with popular CMSs and ecommerce platforms.

Learn how to install the chat widget on your website.

Edit the look of the chat widget

The chat widget should be an integral part of your website and match its branding. You can customize the theme, colors, position, visibility, displayed messages, and many more. All with just a few clicks.

Edit your chat widget in the LiveChat app

LiveChat chat widget

Change your status to accept chats

You’ve clicked through all the sections, run a few test chats with yourself, and are anxiously waiting for the first real chat… and nothing happens? It’s possible that your status is set to ‘not accepting chats’, which means that your customers can’t message you. You can easily switch the status to ‘accepting chats’ with these steps:

1

Click on your profile picture in the bottom left.

Change status in LiveChat
2

Choose Accept chats from the list.

Accept chats status in LiveChat

Remember to change the status back to ‘not accepting chat’ when you’re finished for the day.

If you want to know more about setting up LiveChat, read our detailed guide for managers and business owners.
If you want to know more about setting up LiveChat, read our detailed guide for managers and business owners.

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