ChatBot is an AI automation tool that can perform end-to-end customer service, but it doesn’t let users connect with a human agent or create a ticket. The LiveChat integration does that. The LiveChat app allows you to perform several actions that will make your customer service even easier and more efficient. Read more about its features.
Integrating LiveChat and ChatBot takes a couple of clicks. After you connect the tools, there are one or two things you need to remember.
The testing tool doesn’t support LiveChat actions
ChatBot’s Visual Builder doesn’t support LiveChat actions added to your Story. That’s why you need to integrate your Story with LiveChat after the flow development is done. Check how to place the LiveChat widget on your website.
What’s more, the debug mode enabled in the Testing Tool tells you whether an action was triggered, but it doesn’t show whether it was performed. So, for instance, if you add the Transfer chat action to your Story, the information will be displayed, but the chat won’t be transferred in the Testing tool. It won’t be visible in the LiveChat app, either. This can also be seen in the Archives section in ChatBot.
Check LiveChat’s archives
The ChatBot Archives show how the Story proceeds until the chat is passed to an agent. This means that in ChatBot, you won’t be able to see the chat content after it’s been transferred.
To see the whole chat content, go to the LiveChat Archives section. There, you can see it from the very beginning, even before it was transferred. Also, you can supervise it in the Chats section while the chat is still ongoing.
Actions are only visible in the LiveChat app
When LiveChat actions are triggered, you can see their results in the LiveChat app, provided you placed the LiveChat widget on your website and set it to live.
Here you can find more information about the sections in LiveChat:
- Transferred chats
- Transcripts - they can be sent to external email addresses so they won’t be visible in the app.
Your Story will be visible as a chatbot in the LiveChat Agents section
Remember that your Story will be added in LiveChat as one of the chatbots available in the app. The bot will be triggered based on the priority that you assign to it. You can do this from the ChatBot and the LiveChat side.
In ChatBot, the bot can have several options enabled. By default, it will have the All chats go to bot first option selected. You can set this in the Integrations section in your ChatBot dashboard.
You can also choose the Bot gets chats when no agent can take it option. With this enabled, your agents will be the first to answer chats. The bot will answer the query only when no agent can take the chat. This might happen:
- when all of your agents are chatting and there is no slot available in their chat limit,
- when no agent can accept the chat because the chat takes place after your working hours.
What’s more, you can allow your customer to chat with the last agent that took care of them. To do so, choose the Remember recent agent option. This way, no matter the other settings, the chat will go straight to the same agent, provided they have a free slot. In this case, the Story will be ignored. If the agent can’t take another chat, the chat routing setting will be applied.
Remember that in LiveChat, the priority will be set to Bot by default. Based on that priority, the bot won’t be treated as an agent. When the priority is set to the Bot option, the number of chats the bot can take at once is 500. When the priority is set to Primary or Secondary, the bot is treated as an agent, but it still can take 500 chats at once.
The welcome message is displayed twice
When you integrate ChatBot with LiveChat, the welcome message might be displayed twice. That’s because each of these tools has its own settings. In this case, the best approach is to customize the message in ChatBot so it matches the message in LiveChat. Note that the LiveChat message is always displayed first.
You can customize the message in ChatBot to match it with the message from LiveChat. You can also place the Main menu there or any other message that will engage the user. This way, your customer will see the message from LiveChat, and the chat will proceed after the message from ChatBot is displayed.
You can base your ChatBot welcome message on the LiveChat one and let the user proceed using, for example, buttons.
Customizations and greetings need to be applied to the LiveChat widget
All integrations should happen in LiveChat
Apart from LiveChat, you can integrate your Story with many other tools. You can do it either in Zapier. All integrations should be managed using LiveChat as, when so integrated, it becomes the integration hub.
Attributes are passed from LiveChat as default attributes
If you need some basic information from your customers at the beginning of a chat, you can use LiveChat’s pre-chat survey. It’s a short form the user fills out before the chat starts. Collected information is later passed to ChatBot as default attributes with the default_* prefix, and you can use them in your Story.
Keep in mind that questions from the survey will be passed to ChatBot in the same exact form along with the default_* prefix. E.g., Question: “What is your phone number?” will be passed as the default_Whatisyourphonenumber attribute, and the number will be the value of this attribute.