Your ultimate chat solution checklist

Use this handy checklist to determine the features you need in a modern chat solution, from must-have to nice-to-have.

Email*

First Name*

Last Name*

Telephone*

Level*

Function*

Company Name*

Country*

State/Province*

Your Website*

City*

Job Title*

Industry*

Level of Interest*

Number of Agent Seats*

I would like someone to reach out to me

Many customers spend only a couple minutes on your website before disappearing without a trace. Knowing who to help, when to step in and how best to offer support means the difference between a positive customer experience and revenue that might be lost forever. That requires a chat solution that goes beyond traditional approaches.

Use this checklist to assess your biggest opportunities and cover all your bases when choosing a chat solution. Determine what you need from chat to:

Monitor journeys for all your website visitors
Qualify behaviour patterns to understand and prioritise
Engage only at the right moment
Optimise journeys with relevant content and a personalised experience
Deploy on a platform that meets requirements today — and in the future