Create a live chat

🔗 HubSpot KB Bridge: Create a live chat

💡 Core Capability

Create a live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages, where visitors can start a real-time conversation with someone on your team.

🛠️ Key Operations & Headings Outline

• Set up your chat widget
• Create a chatflow
  • Configure your chatflow settings
    • Assignment
    • Personalize
    • Display
  • Turn on knowledge base browse and search
  • Set up your targeting rules
  • Manage your chatflow options
• Test and preview your chatflow
• Edit your chatflow
• Customize a chat channel

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • clg_delivery_blueprint
  • Triage and Discovery Prep
  • Looker Studio Pro Architecture Blueprint
  • drag-to-hubspot-blueprint
  • clg_data_sheets_analysis
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot