{"id":101995,"date":"2022-12-16T15:39:41","date_gmt":"2022-12-16T20:39:41","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=101995"},"modified":"2022-12-20T14:41:21","modified_gmt":"2022-12-20T19:41:21","slug":"set-up-live-chat","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/","title":{"rendered":"How to Set Up a Live Chat in HubSpot"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-1024x538.jpg\" alt=\"How to Set Up a LIve Chat in HubSpot  - header image\" class=\"wp-image-102115\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-1024x538.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-300x158.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-768x403.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1.jpg 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>One of the great features of HubSpot is the ability to use chat. The availability of chats gives your customers immediate access to ask questions, get answers, or provide feedback. The chat option benefits your company and your customers by giving them another way to communicate.<br><\/p>\n\n\n\n<p>This tutorial will walk you through setting up a chatflow within HubSpot.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#starting\">Starting the Set Up of a Chatflow<\/a><\/li>\n\n\n\n<li><a href=\"#stages\">The Four stages of Creating a Chatflow<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"#build\">Build Stage \u2013 Welcome Message, Knowledge Base Search, Chat Ownership, and Email Capture<\/a><\/li>\n\n\n\n<li><a href=\"#target\">Target\u00a0 Stage \u2013 Select the Website Pages for Live Chat and Specify Visitors For Access<\/a><\/li>\n\n\n\n<li><a href=\"#display\">Display Stage \u2013 Determine How Live Chat Appears<\/a><\/li>\n\n\n\n<li><a href=\"#options\">Options \u2013 Language, Data Privacy, and Feedback<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"#completing\">Completing the Chatflow<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"starting\">Starting the Set Up of a Chatflow in HubSpot CRM<\/h2>\n\n\n\n<p>HubSpot defines channels for chats as <em>chatflows<\/em>. A chatflow allows you to assign and organize chats by categories and your HubSpot team members.  You will start the creation of a chatflow by selecting<strong> Live Chat <\/strong>or <strong>Bots<\/strong>. This tutorial uses <strong>Live Chat<\/strong>.<br><br>You must be <a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/logging-into-wordpress-dashboard\/\">logged into your WordPress Administrator Dashboard<\/a> to follow the steps below.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>HubSpot<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Live Chat<\/strong>.<\/li>\n\n\n\n<li>In the top right corner of the screen, click on <strong>Create chatflow<\/strong><\/li>\n\n\n\n<li>Select a chatflow to start. For this tutorial, select <strong>Live Chat<\/strong>.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"539\" class=\"wp-image-102006\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-1-1.jpg\" alt=\"Select Live Chat\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-1-1.jpg 1582w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-1-1-300x162.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-1-1-1024x551.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-1-1-768x414.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-1-1-1536x827.jpg 1536w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><br><br><\/li>\n\n\n\n<li>Click <strong>Next<\/strong> in the bottom right corner.<\/li>\n\n\n\n<li>Select where your chats will arrive.\u00a0 The free version defaults to <strong>Inbox <\/strong>in the HubSpot account.\u00a0 You can also change the supported language.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"585\" class=\"wp-image-101763\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-3.jpg\" alt=\"Chatflow - provide information\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-3.jpg 1401w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-3-300x175.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-3-1024x599.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-3-768x449.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/li>\n\n\n\n<li>Click on <strong>Create<\/strong> in the bottom right corner of the screen.\u00a0<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"stages\">The Four stages of Creating a Chatflow<\/h2>\n\n\n\n<p>Chatflows are created in four stages: <em>Build<\/em>, <em>Target<\/em>, <em>Display<\/em>, and <em>Options<\/em>. Each section is detailed below.<\/p>\n\n\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"435\" class=\"wp-image-102007\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-build-stages.jpg\" alt=\"Stages during creating Chatflow\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-build-stages.jpg 1020w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-build-stages-300x131.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chatflow-build-stages-768x334.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/p>\n\n\n\n<p><br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"build\">Build Stage \u2013 Welcome Message, Knowledge Base Search, Chat Ownership, and Email Capture<br><\/h3>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>The <strong>Build<\/strong> stage starts with the <strong>Welcome Message<\/strong>. Click on the arrow to expand the Welcome section.\u00a0 Type a <strong>welcome message<\/strong> in the text box.<br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"466\" class=\"wp-image-101764\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/setup-welcome.jpg\" alt=\"Welcome message\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/setup-welcome.jpg 599w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/setup-welcome-300x140.jpg 300w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/li>\n\n\n\n<li><strong>Knowledge Base search<\/strong> \u2013 enable the option to search the company knowledge base.\u00a0 This option requires an account upgrade.<\/li>\n\n\n\n<li><strong>Automatically assign conversations<\/strong> \u2013 automatically assign new conversations to the HubSpot team members. This option requires an account upgrade.<\/li>\n\n\n\n<li>The next option is for <strong>Email Capture<\/strong>.\u00a0 You can ask a visitor for their email address using one of the first two settings in the drop-down menu. Select the third option to not ask for the address. <\/li>\n\n\n\n<li>Create an <strong>Email capture message<\/strong>. An example of a message might be:<br><br><em>Leave your email, and we\u2019ll respond as soon as possible.<\/em><\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Target\u00a0 Stage \u2013 Select the Website Pages for Live Chat and Specify Visitors For Access<\/h3>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>Target<\/strong>. Select the pages where the chat widget will appear.<br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"619\" class=\"wp-image-101765\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chat-target.jpg\" alt=\"Chat - Target\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chat-target.jpg 1156w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chat-target-300x186.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chat-target-1024x633.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/chat-target-768x475.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/li>\n\n\n\n<li><strong>Visitor information and behavior (optional)<\/strong> \u2013 You can determine who can access your chats or even set up an exclusion rule to keep people out.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"display\">Display Stage \u2013 Determine How Live Chat Appears<\/h3>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>Display<\/strong>.\u00a0 Here you can choose a custom image or logo for your chat avatar.<\/li>\n\n\n\n<li>Set the chat display behavior for a desktop system.\u00a0Your options include:<br><br>\u2013 Pop open the welcome message as a prompt<br>\u2013 Only show the chat launcher<br>\u2013 Show the welcome message, then pop open the chat widget when triggered.<br><\/li>\n\n\n\n<li>Click on the <strong>Mobile<\/strong> tab to set the Chat display behavior for a mobile device:<br><br>-Pop open the welcome message as a prompt<br>-Only show the chat launcher<br><\/li>\n\n\n\n<li>Click on the <strong>Desktop <\/strong>tab again. Determine when the chatflow appears to visitors:<br><br>\u2013 On exit intent<br>\u2013 Time on the page in seconds = (seconds)<br>\u2013 Percentage of the page scrolled = (50%)<br><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"options\">Options \u2013 Language, Data Privacy, and Feedback<br><\/h3>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Select the <strong>Options<\/strong> for your chatflow.<br><\/li>\n\n\n\n<li>Language \u2013 defaults to English.<br><\/li>\n\n\n\n<li>Determine the options for Data privacy &amp; consent (use the slider to enable\/disable):<br><br>\u2013 Consent to collect chat cookies<br>\u2013 Consent to process data<br>\u2013 Consent to communicate<br><\/li>\n\n\n\n<li>Collect feedback from chat visitors\u00a0 \u2013 Ask visitors to complete a survey and provide feedback. This option requires an updated HubSpot account.<br><br><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"completing\">Completing the Chatflow<\/h2>\n\n\n\n<p>After completing the options stage,  finish creating the chat flow In the top right corner:<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>Preview<\/strong> to see your chat.<\/li>\n\n\n\n<li>Click on the slider to save your chatflow settings.<\/li>\n\n\n\n<li>Click on <strong>Back to Chatflows<\/strong> (in the top left corner) to return to the Chatflows page.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n\n\n\n<p>The live Chat option in HubSpot is a powerful tool for your WordPress site.\u00a0 It helps provide better communication with your customers so that you can resolve possible problems.\u00a0 Live chat also gives your customers or potential customers another way to contact you or your team, giving you another advantage over competitors who may not have this option.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the great features of HubSpot is the ability to use chat. The availability of chats gives your customers immediate access to ask questions, get answers, or provide feedback. The chat option benefits your company and your customers by giving them another way to communicate. This tutorial will walk you through setting up a<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4553],"tags":[],"class_list":["post-101995","post","type-post","status-publish","format-standard","hentry","category-hubspot"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Set Up a Live Chat in HubSpot | InMotion Hosting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Up a Live Chat in HubSpot | InMotion Hosting\" \/>\n<meta property=\"og:description\" content=\"One of the great features of HubSpot is the ability to use chat. 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This tutorial will walk you through setting up a Read More &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\" \/>\n<meta property=\"og:site_name\" content=\"InMotion Hosting Support Center\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/inmotionhosting\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-12-16T20:39:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-12-20T19:41:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-1024x538.jpg\" \/>\n<meta name=\"author\" content=\"InMotion Hosting Contributor\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/InMotionHosting\" \/>\n<meta name=\"twitter:site\" content=\"@InMotionHosting\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"InMotion Hosting Contributor\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\"},\"author\":{\"name\":\"InMotion Hosting Contributor\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#\/schema\/person\/8d626175dd3b70ee90a172bdb09a460b\"},\"headline\":\"How to Set Up a Live Chat in HubSpot\",\"datePublished\":\"2022-12-16T20:39:41+00:00\",\"dateModified\":\"2022-12-20T19:41:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\"},\"wordCount\":780,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-1024x538.jpg\",\"articleSection\":[\"HubSpot\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\",\"url\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\",\"name\":\"How to Set Up a Live Chat in HubSpot | InMotion Hosting\",\"isPartOf\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1-1024x538.jpg\",\"datePublished\":\"2022-12-16T20:39:41+00:00\",\"dateModified\":\"2022-12-20T19:41:21+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#primaryimage\",\"url\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1.jpg\",\"contentUrl\":\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/live-chat-setup-hubspot-crm-1.jpg\",\"width\":1200,\"height\":630,\"caption\":\"How to Set Up a LIve Chat in HubSpot - header image\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/set-up-live-chat\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.inmotionhosting.com\/support\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Set Up a Live Chat in HubSpot\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.inmotionhosting.com\/support\/#website\",\"url\":\"https:\/\/www.inmotionhosting.com\/support\/\",\"name\":\"InMotion Hosting Support Center\",\"description\":\"Web Hosting Support &amp; 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