HelpCrunch

Track 'User Sign Up' event via HelpCrunch script.

Wait 2 minutes; if 'Setup Complete' event is not triggered, fire a proactive chat message.

The chat offers a video tutorial or an automated setup guide.

If the user responds, a chatbot qualifications flow captures their specific industry to personalize the rest of the onboarding.

Set 'Offline' hours in HelpCrunch dashboard.

Configure AI Chatbot to scan Knowledge Base articles.

When a user asks a question, the AI provides a summarized answer with links to documentation.

If the user is unsatisfied, the bot creates a high-priority ticket for the morning team.

Integrate Instagram DM and WhatsApp Business via HelpCrunch settings.

All incoming messages land in the 'Shared Inbox'.

Agents tag conversations as 'Leads' or 'Sales'.

HelpCrunch automatically pushes these leads to Salesforce or HubSpot via native integration.

Monitor the URL for '/checkout'.

Set a trigger if a user stays on the page for more than 60 seconds without movement.

A chat bubble offers a 10% discount code to encourage immediate checkout.

The discount code is applied directly through the chat interaction.

Enable 'Chat Rating' in the settings.

Immediately after an agent closes a conversation, the system sends a 1-5 star rating prompt.

Negative ratings (1-2 stars) automatically trigger an internal alert for a supervisor to review.

Enable AI Translation in the agent workspace.

Incoming messages in French or Spanish are translated to English for the agent.

The agent types in English, and the AI translates the response back to the customer's native language.

Create an 'In-app' pop-up message targeting the 'Active Users' segment.

Include a GIF of the new feature and a 'Try Now' CTA button.

Track engagement metrics directly in the HelpCrunch analytics dashboard.