Set up custom conversation content and behavior for each page of your site. For example, you might want to skip the pleasantries and dive right into questions about the customer’s needs if they’re already on your pricing page. If they’re reading a blog post, it might be a good idea to set up a wait time before the chat window pops up. You can also turn the widget completely off for certain pages.
Once you’ve created the sets of questions and answers needed, you can structure the flow of the conversation with conditional statements. Skip parts of it using jumps or go into more detail where needed with branching. Visualize the question flow in a mind map sort of way with our preview tool.
With the structure of the conversation built up, you can start specifying how the user profile is built. For example, if a person answers this question in this way, they must be male. Or, if they say ‘Yes’ to this question, they’re most likely high value customers. The profile is what you receive along with the customer’s contact information once they end the conversation so it’s important to set it up right.
Define your company’s products and/or services. Then pair them with different user profiles so that they are recommended to the customer once the discovery part of the conversation concludes. If more than one product fits a given profile, you can prioritize some of them so that they’ll appear first.
If a customer picks a product, sets up a meeting or converts in some other way but hasn’t shared their contact information yet, we’ll display an alert saying they haven’t finished the conversation if they try to leave the site. If they finish the conversation Leadia can send them a personalized email.
Create and manage your company’s branch locations. Specify addresses, opening hours and contact information so that your customers can find and visit your branch or book a meeting there.
You can create multiple versions of a flow and switch between them at will. Monitor conversion rates of each version and react accordingly to optimize the flow. Rethink problematic questions and pay attention to the wording of the answers.