How to Use Live Web Chat

Watch our training video to learn how you can add and use Live Web Chat on your website.

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Training Length

1 Hour

Learn How To

How to Use Live Web Chat

Learn Use Live Web Chat

Live Web Chat is part of Agency Revolution’s Business Texting add-on and brings real-time communication directly to your Forge website. Whether you’re connecting with new prospects or supporting existing clients, this feature helps your agency stay responsive and accessible without relying solely on email or phone calls. With a shared inbox that keeps every conversation visible to your whole team, you can manage communications in one centralized place and never miss an opportunity.

Our video guide is designed to empower you with the knowledge to make the most of your Forge website. If you need further assistance, our Help Center has even more information on Live Web Chat.

What You’ll Learn:

???? What Live Web Chat is and how it fits into Forge: Live Web Chat is part of the business texting feature, giving your agency an additional layer of communication to connect and engage with prospects and clients in real time, directly from your website.

???? How the shared inbox keeps your team aligned: All chat conversations are routed to a shared inbox, making every exchange visible to the entire team so nothing falls through the cracks and any team member can jump in to help.

⚡ How Live Web Chat improves agency responsiveness: By meeting clients and prospects where they already are, the chat feature simplifies communications, creates a more convenient experience, and keeps conversations organized in one place.

???? How to connect text steps in your Fuse automations: If you have Fuse, you can also add text message steps directly into your automated campaigns because not everyone checks their email, but nearly everyone checks their phone.

???? How Live Web Chat appears on your Forge website front end: Learn how the chat widget is displayed to visitors on your public-facing site and how to make sure it’s set up to start conversations and capture more leads.

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About Agency Revolution.

Agency Revolution is the leading provider of client engagement tools for the insurance industry. Forge, our cutting-edge website platform designed specifically for insurance agencies, provides a seamless online experience for both agents and clients. Fuse, our flagship marketing automation platform, streamlines communication with clients and prospects, allowing agencies to stay connected and engaged with their audience.

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