Live Chat Practices in 2021 - 9 Tips to Follow

Live chats are very powerful tools. In this article, we will explain how to successfully incorporate a live chat into your website. Let us guide you through live chat best practices in 2021!

Live chat has a consumer satisfaction rate of 82 to 92% according to 99FIRMS. A live chat is a software which enables your customer service team to strike up real-time conversations with customers while they are visiting your company’s website.

In another article, we explained why you should definitely incorporate a live chat into your website.

Besides being customer friendly, live chats also have many others benefits:

  • increase the productivity of your customer service team
  • help you increase conversation rates
  • reinforce customer trust
  • help you close more sales
  • and much more.

Live chat Best Practices

Carefully pick your live chat’s target and location

First and foremost, before even incorporating a live chat into your website, you will have to think about your target.

  • Who will be using your live chat?
  • Are your targeting all visitors on your website or just your customers?

Defining a target will help you find the best location for your live chat on your website. In any case, your live chat needs to be easily visible.

Keeping this in mind, your live chat can be incorporated into your website’s landing page or product pages and appear in a popup window at the bottom right or left of the screen.

Popups are a great way to catch the eye, especially when they are animated, for example with a message like “Hello! How can I help you?” suddenly appearing.

With Ideta’s software, you can also pick the size of the popup window and its colour.

Make it clear to customers you are a real human

When customers choose to use a live chat, they want to be able to talk to a real human, not to a robot.

Try to make it clear to visitors and customers that your live chat enables them to ask their questions directly to your customer service team.

To do so, you can, for instance, have your employees’ picture as their avatar. Moreover, you can try to use emojis and punctuation to show happiness and friendliness. This will help you satisfy your customers and visitors, and build trust with them more easily.

live chat best practices 2021: Notify your customer
Live Chat Best Practices - Introduce your team member

Connect your live chat to your CRM software

Connecting your live chat to your CRM software, will enable you to automatically collect information from visitors and customers who have a conversation with you.

By asking visitors for their contact details

  • Email address
  • Name
  • Phone number
  • and other info you may need

You will be able to automatically save this information in your CRM software. This will help you develop your prospect list and save a lot of time.

Do not let your customers pending

According to studies conducted by CMSWiREand HelpScout, live chats offer faster support to customers than emails and phone calls do.

For this to be completely true, it is necessary to use your live chat correctly by making sure to not let your interlocutors wait for your reply for too long.

If ever you need to make some research in order to answer their question or request, let them know and indicate how long they will have to wait to get an answer.

Prepare some of your answers in advance

In order to be more efficient, you can prepare some of your answers beforehand. For example, if you know what visitors’ frequently asked questions are, then you can prepare an answer that your employees will be able to send directly and with just one click.

This will help you avoid mistakes, like accidently sending different information to different people for the same question, and help you better standardise your customer service team’s communication.

Your customer will have to wait less, and your team will be able to save more time and energy.

Manage and assign conversations

When incorporating a live chat into your website, it is important to keep managing it. Assign conversations to members of your customer service team as they come. This way, team members are able to know their work does not overlap.

Assign your team members to specific conversations. You give them the ability to easily follow up entire conversations instead of sporadically answering multiple queries.

This will help your support agents save time and customers won’t have to explain a problem over and over again to different team members.

By connecting your live chat to your CRM software, not only will your staff members handle a problem or query from beginning to end, they will also be able to access customers’ information and previous queries to better remember each customer and conversation.

This is all the more important given that about 72% of customers expect customer service agents to remember their contact information as well as their past conversations according to the Customer Think website.

Train your customer service team

Train your customer service team in order to get the best from your live chat.

Emphasize the importance of spelling as spelling mistakes can look very unprofessional. Tell your team they can also use emojis and punctuation to look more friendly and build trust more easily.

Also, make sure they don’t take more they can handle when it comes to customer requests and queries.

Ask for customers’ feedbacks on their conversation experience

Ask your visitors and customers for feedback on their experience with your newly incorporated live chat. This way you will know if they are happy with your live chat.

To do so, you can send them a survey at the end of each conversation. You can simply ask them about the overall experience or send them a more detailed feedback form for them to fill.

Getting feedback from visitors and customers will help you know what to improve regarding your live chat. Visitors and customers who have had a great experience with your live chat are more likely to come back.

Combine your live chat with a chatbot

To improve the customer experience even more, thanks to Ideta’s software, you can combine your live chat with a chatbot.

Chatbots are conversational agents programmed to instantly answer a user's questions. Combining your live chat with a chatbot will give you additional benefits like being available to answer customers’ queries 24 hours a day, 7 days a week and being able to answer in multiple languages.

Check out our article on chatbot best practices in 2021


To conclude, by following those live chat best practices, you can bring many benefits to your business if it is properly incorporated and used.

  • Connect it with your CRM software
  • Make sure to not let your customers pending
  • Organise work well between the members of your customer service team
  • Train your team
  • ...and skyrocket your business!


Not convinced to incorporate a live chat into your website?

Learn more about the multiple benefits a live chat can bring to your business in our article Top 7 reasons why your business needs a live chat in 2021.

Interested in incorporating a live chat into your website? Send us an email at contact@ideta.io, our team will be pleased to help you!

Written by
Eléonore Laloux

Eléonore is an Intercultural Management student. She started writing articles for Ideta in June 2020. Eléonore loves cinema, drama, travelling and is always ready to learn new languages.

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