LiveChat

Set an automated greeting for users who stay on the checkout page for >60 seconds.

Trigger a Product Card with a 5% discount code.

Enable the agent to see the user's cart content via integration.

Answer final shipping questions and finalize the sale.

Deploy ChatBot to ask qualifying questions (Budget, Authority, Need).

If prospect meets criteria, use the Calendly 'Moment' to book a demo.

If not, route them to a knowledge base or self-serve documentation.

Sync qualified lead data directly to Salesforce.

Configure 'Work Schedules' for human agents.

During off-hours, activate the AI ChatBot to handle common FAQs.

For complex issues, create a 'Ticket' automatically for the morning team.

Notify the user via email once the agent responds.

User initiates chat; agent uses the 'Screen Sharing' integration.

Agent guides the user through the UI while chatting.

Agent sends a file (log) via the file sharing feature for analysis.

Issues are resolved in a single session, reducing churn.

Integrate a real-time translation extension (like Google Translate).

Customer types in Spanish; agent sees it in English.

Agent replies in English; customer receives it in Spanish.

The transcript is saved in both languages for audit.

Agent identifies a purchase intent during a consultation.

Agent triggers a 'Stripe Moment' or 'PayPal Moment' inside the chat.

The customer enters payment details securely within the chat frame.

Payment is confirmed and the order is auto-generated in the backend.

Deploy HIPAA-compliant LiveChat widget on the clinic site.

Use custom forms to collect patient ID safely.

Agent checks the internal EHR system via a custom integration.

Agent confirms the appointment and sends a PDF preparation guide.