Using Front Chat
Front Chat is the simplest way for teams to manage live chat in Front. With the Front Chat application installed on your website, messages from your site visitors appear instantly in Front for follow up from your team.
Front Chat can be purchased in addition to your regular Front plan as add-on licenses for specific users in your account. The Front Chat add-on is required to be able to respond to Front Chat messages that arrive in your inbox. Users without the Front Chat add-on can comment on, assign, and tag chat messages, but not reply.
Front Chat workflows
Once you set up a Front Chat channel, your team can chat with your website visitors in real-time directly from Front. Use the same rules, analytics, tags, and workflows for Chat that you use for your other channels (email, SMS, Twitter, etc) in Front.
Customize your application
Front Chat also allows you to customize your branding with a custom color, logo, and header greeting. You can also set an automated welcome message to be pushed to every site visitor and enable email capture with a custom prompt.
Below is a screen shot of each setting. You can edit these at any time in Settings > Team > Inboxes > [Your Chat Channel].
Set offline hours to hide your chat application
Front Chat will be always be visible on your website by default. If you'd like to hide your chat application when your team isn't available (such as at night), set your Offline Hours in your Front Chat channel settings.
Capture visitor email addresses
Ten (10) seconds after a chat is initiated, Front will prompt the user to enter their email address to be notified of a response. You can disable this option or customize your prompt (in the screenshot below, the text that reads "Need to go?...") in your channel settings.
Match visitors with your Front contacts or CRM integrations
If the user enters their email in the "Notify Me" flow above, Front will search for that email address in your contacts. You can tell if a visitor has submitted their email if this message appears: "User submitted their email: firstname.lastname@example.org".
If the email address doesn't match an existing contact, a new contact will be created in Front. If the address matches an existing contact, the chat message will be linked to that contact's details. You can view all of their past conversations by choosing Contact Details in your integrations panel.
If you have any integrations enabled that use an email address to identify records, those details will be displayed on the conversation as well. This applies to Front's CRM integrations: Salesforce, Pipedrive, Base, and HubSpot.
Note: If a site visitor does not enter their email address in the "Notify Me" prompt, the visitor will be anonymous. Front Chat cannot match site visitors without getting their email address through this flow or recognize logged in users at this time.
Transition conversations from chat to email
When a visitor enters their email address in the "Notify Me" flow, Front can easily transition the conversation to email if they leave your site without following up.
When a Front user replies to a chat message and the visitor does not respond within 5 minutes, Front will automatically send an email transcript of the conversation and last message to the address the visitor submitted:
You can choose the email address your transcripts are sent from in your channel settings using the dropdown menu under Email capture. It must be sent from a team email channel that you have connected to Front.
When a site visitor replies to the email transcript, the message will arrive in your chosen shared email inbox in Front. It will not be assigned to anyone, but you can use rules to assign conversations automatically (see below).
Use rules and analytics
Rules and Analytics are available for customers on Front Premium or Front Enterprise plans. You can use rules and run analytics reports for your Front Chat channel the same way you use them for email, SMS, or other channels in Front.
Here are some example rules for Front Chat to help you get started:
Respond to messages automatically during offline-hours
Assign chats in a round-robin
Assign email follow ups to the user who replied to the chat
Customize the feel of your conversations by sharing GIFs, using emojis, or sending files. Both Front users and website visitors can:
Send and receive plain text messages and click hyperlinked urls
Choose attachments (image files up to 10mb) and preview images and GIFs
Send shared links to Google Docs or Dropbox files for other content types
Manage chat conversations across multiple websites
You can install your custom chat application on as many pages on a single website as you like. All messages will flow into a single chat inbox, and the conversation will be persistent for the customer across your entire site.
If you are managing multiple websites, you can handle chat conversations separately for each site by creating a separate chat channel for each site.
Customize each application to match each site's branding, install the appropriate scripts, and the chat conversations for each website can be handled in separate inboxes in Front.
See what page your visitor is on
Understand where your customer is on your website. Click the three dots on the right side of any message to see what page your visitor is on when they send a chat.
Managing Chat users
To edit your Chat licenses, go into your Billing settings and click Manage users underneath the Chat add-on.
Hi Cori - thanks for pointing me here! And thanks advance for your help. Two things...
(1) I'd really like to ask users to submit their email as the first step - making it required. Please tell me this is possible (fingers crossed...)
(2) When users are *not* identified, they're being assigned random, funny names. This is fine on the surface, but is becoming problematic when I start to use my bank of responses. For example... I just used a response that uses the name customization field, and if I hadn't caught it, I would have called my customer "Tangerine Rhinoceros" because that's what her "name" was, according to the chat. Advice?
Thanks for your help! =)Reply
Hi Cori Morris
We have a situation where a lot of our users are already signed into our system before starting front chat. We want to be able to provide their IDs to front chat so they don't need to enter their emails again.
Is there a way to associate our users with front chat conversations without having to ask them for emails? If not, is there any plan to implement that?Reply
Hey Cori Morris When is authenticated chat coming? Right now it's 100% worthless for anything private since you can type in anyone's email address. I need to be able to pass in the user's email along with a signature that Front can verify that my app signed it to be clear the user is who they say they are.Reply