How to add live chat software part 2

Once you have found a provider who takes all of the boxes that we have mentioned in the previous section, the next step is to start a free trial.

Starting a free trial

The best providers on the market today will offer a free trial that enables you to use the software without having to commit any money. Different providers offer two types of free trials. The first is a free trial that enables you to use the solution without needing to enter your credit card information. The second option is a free trial whereby you do need to provide your credit card details and you will be automatically charged once the free trial is finished. However, so long as you cancel the free trial before the duration is over, you will not be charged anything at all.

Free trials are important because they enable you to use different features that the software provides so that you can get an understanding of how it works and whether or not this is going to be the right live chat software for you. You will be able to see whether the sales pitch that the company has provided you with matches up with the software that they provide. You will also get a good feel in terms of usability, so you will be able to determine whether or not this is something that is going to have a big learning curve in your business. While training is important, you do not want something that is going to be overly difficult for your employees to get to grips with.

A free trial also gives you the ability to find out the sort of customisation options are available and what sort of features are provided with the live chat software. You can also see whether or not you can brand the solution and how it will be implemented on your website. If you do decide that you want to go ahead and use the service that has been provided, all of your customisation efforts and any tweaks that you have made to the software will still be there once you move on to a paid plan.

Customise the visitor interface to brand your business

If you have decided that the solution is the right one for you, it is important to customise the visitor interface. This is not a necessity and you can go for the generic interface that is provided. Nevertheless, if you customise the interface this will help to provide a great brand and user experience. You will find that people feel more connected with your service and it will work wonders in terms of strengthening your brand identity. After all, it is important to make sure that your brand presence is evident in everything that you do online today. A customised interface can ensure that you have that brand continuity that all businesses crave.

Create user profiles

Another important step when setting up the software to make sure that it is optimised for your business is to create user profiles. We are sure that you are going to have different employees that are going to be using this software and they will have different roles within your business. This is especially the case if you have a large business and you have different customer service departments. You may find that you have a general customer service representative, for example, and then you have customer service representatives that are working in different departments. For example, with regard to financial companies, they may have customer representatives that specialise in loans and then they may be representatives that specialise in helping customers that have run into financial difficulties and cannot make their payments. Therefore, putting together a user profile is important to ensure that all of your employees have an individual experience when they are using your platform.

User profiles also play an important role when it comes to restricting access and making sure that all of the data is protected. For example, you may want to make sure that some users do not have access to certain elements of the live chat software, ensuring that access is only given on a need to have basis. After all, you cannot afford to cut corners when it comes to data protection in the current day and age.