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How to Initiate a Live Chat Using Qualaroo Surveys

Start an Olark, Intercom, SnapEngage, or LiveChat chat window easily using Qualaroo based on the visitor’s response to a question. Since live chat requires a lot of staffing, Qualaroo is a great way to qualify a visitor's needs or value before sending them into a live chat with a person.

Benefits of starting a chat window using Qualaroo:

Get a better understanding of the visitor requirements
Qualify the visitors before starting the live chat with them.

A better way to understand is to suppose a visitor is delaying a decision to purchase a product on your website. You may want to know why. If they indicate they still have a few more questions, you can ask them whether they would like to chat with someone.

To Start a Chat Window Using Qualaroo

Step 1: In the Edit Survey screen, create a survey by adding the appropriate question screens and click Add Step.

Add Step

Add your question

Step 2: In the Add Step dialog, select “Start a Chat.”

Step 3: Select the chat service of your choice.

Select a Chat Service

Step 4: You can set up different responses to trigger a chat window based on the visitor’s answer. For example, you can add a live chat screen that only appears when the visitor says “Yes” to a question. This way, you can start a conversation with visitors who are interested in chatting with you.

Direct the Visitor to Chat Based on their response

Step 5: Configure and save your survey.

NOTE: Your chat program will start automatically when the user selects the answer that triggers it, as long as your survey page has the right code snippet

NOTE: To prevent any interference between your survey and your chat window, make sure you hide the chat window on the page where you run your survey. You can do this by adjusting the settings of your chat service or by using custom CSS.

Helpful links: The installation instructions for each chat service we support:

That is all about different live chat integrations in the Qualaroo survey.

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