How to add live chat to WordPress?

How to add live chat to WordPress?

Luis
by Luis

In today's fast-paced world, customers expect fast, reliable service. With so much competition out there, failing to do so can result in decreased brand loyalty.

In the online world, live chat is often the most effective channel of communication. According to eConsultancy:

Live chat has the highest satisfaction levels for any customer service channel, with 73%, compared with 61% for email and 44% for phone.

In this article, we will explain how you can add live chat to a WordPress site.

Choosing a live chat service to add to WordPress

There are many options out there. Choosing the right one depends on your individual use case.

If you are part of a small/medium team that is looking to collaborate around live chat, email, and other communication channels, then Missive is the way to go.

Missive Chat is powered by Twilio. Right off the bat, it is free, and you can have up to 200 active chats per month. After that, you will pay a low fee, starting at $0.03 for each additional one.

There appears to be no reliable live chat options for WordPress that are free. So using Missive Chat is a high-quality, affordable investment.

Setting up Missive Chat

Once you have created your Missive account. Go to your Settings and click Accounts then Add account.

Select the Missive Chat option.

Select Missive Chat as the account provider

As we stated before, Missive Chat uses Twilio's Programmable Chat, so you must first sign up to Twilio. Monthly fees (after the 200 active chats per month) will be charged to your Twilio account.

Once you've signed up, you will have access to the dashboard, where you will be able to see two important pieces of information: your Account SID and Auth Token.

Live Chat Twilio dashboard

Back in Missive you can continue the process.

Missive is, above all, a tool to collaborate around different channels. You will be asked to choose whether you want the chats shared with teammates or not.

Choose to share the Live Chat account

We suggest you choose the first option and share it in a Team Inbox. This will lead all incoming chats into a shared inbox where many teammates can assign cases to each other and work more efficiently.

Choose a team to share the Live Chat

After that, you will need to enter the Account SID and Auth Token from your Twilio account as well as a Chat service name.

Add the Twilio Chat keys

Your chat is almost ready to be plugged into WordPress.

Missive Chat successfully added

Now you need to copy the code snippet. Just click Copy.

Live Chat code snippet

Setting up Missive Chat in WordPress

The code snippet can be added to your WordPress site in many ways. The most straightforward way is to install a plugin named Insert Header and Footers. To do this, go to your WordPress Admin, click Plugins, search for Insert Header and Footers and install it.

Insert Headers and Footers WordPress plugin

Upon installation, go to Settings and click Insert Headers and Footers. Paste the code snippet to the Scripts in Header box. Scroll down and click Save.

Add Missive Chat code snippet to the header of the WordPress site

Congratulations! You now have a live chat on your website.

Live Chat in WordPress site

But it's not in sync with the site's branding. Yet.

NoteYou can also add the code snippet directly to the **WordPress** theme's header.php file, although it will get deleted each time you update or change the theme. That's why we recommend using the plugin.

Customizing the live chat window

Go to the Setup tab in the Chat account and click Configure. Among other things, you can:

  • Change the main color
  • Change the position of the bubble
  • Show online status
  • Show avatars
  • Show names
  • Ask for name and/or email
  • Require name and/or email
  • Change the bubble messages
  • Change the User Interface messages
  • Identify and verify users
  • And more

The widget is highly customizable. For all options, see the documentation.

Here's the final version of our chat bubble. It looks great, right?

Customized Live Chat in WordPress site

Managing the live chat

Missive Chat is the perfect way to interact with visitors and users from your website without creating additional silos of communication.

Whenever someone sends a message through the live chat on your website, it will instantly appear in your Missive app, and like all other channels (email, SMS, social media messages), you decide where these messages land. You may choose for them to arrive in a Team Inbox or everyone's Inbox.

Missive Chat offers you fantastic features:

  • Identify visitors & authenticate users
  • One-to-many interactions
  • Customizable widget
  • Schedules
  • File exchange
  • Automation
  • Read status
  • Attach and display meta data
  • Emojis

Go here to learn more about each feature.

We hope this article helped you add a live chat to your WordPress site!

Luis
Luis Manjarrez

Growth at Missive
Follow me on Twitter