Playbooks, templates & checklists

Practical guides to get more out of every conversation.

Live chat launch checklist

Install, allow-list, business hours, canned responses, AI knowledge base, push notifications — 20 minutes to a great first week.

Open the checklist →

25 ready canned responses

Greeting, order status, refunds, escalation, closing — pre-loaded in every workspace; edit them under Tools → Canned responses.

See the templates →

Writing a knowledge base the AI can use

One question per help article, plain language, include prices and policies. The assistant quotes your exact words.

AI setup guide →

Revenue attribution snippet

Copy-paste for Shopify, WooCommerce and custom checkouts so every sale links back to the chat.

Get the snippet →

Security & privacy overview

Where data lives, what the widget stores, domain allow-lists, masked inputs in replays and co-browsing.

Read the overview →

Webhooks → Slack, Zapier, Sheets

Every event with signed payloads. Recipes for hot-lead alerts, missed-call follow-ups and CRM sync.

Webhook recipes →
Launch

WhatsApp and Instagram DMs now land in your VisitorConnect inbox

Connect your own Meta business number and reply to WhatsApp and Instagram customers next to website chats — with the same agents, AI assistant, push alerts and webhooks.

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AI

Your widget now answers calls when nobody is online — with an AI voice assistant

Visitors tap the call button, talk, and get answers from your knowledge base in their own language. The transcript is saved and a human can take over any time.

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Analytics

See exactly how much revenue your chats produce

One line on your order-success page links every sale to the chat and the agent that helped. Analytics now shows chat-assisted revenue and revenue per agent.

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