Chili Chat is the powerhouse behind tailored website buyer journeys, effectively driving pipeline growth. It optimizes interactions with targeted buyers by connecting with them 24-7 to enhance the conversion process and fuel sales opportunities.
Table of Contents
- First Steps & Getting Used to Your Inbox
- Integrations
- Chat Deployment and Customization
- Using Handoff to Book Meetings
First Steps & Getting Used to Your Inbox
If you are a user with an Admin or a Sales Rep dealing with prospects via Chat, there are some initial steps to be followed to ensure you will get the most benefit from Chat. Getting used to your Inbox is also a must! The articles below will help you with that!
Integrations
Chat integrates with other software to facilitate the booking process for you and your team even more. Check below which software Chat currently integrates with and how to configure them. If you are an Admin, click on each integration's name to learn more about them.
Chat Deployment and Customization
Now, it's time to set up, customize, and deploy Chat on your website!
Data Fields
Data Fields are reusable properties used throughout the Chili Piper Fire platform. They allow you to capture visitor data against a data type structure and sync it to mapped Salesforce fields.
Click here to learn more about setting up Data Fields for your org. This should be available for Admin setup only.
Rules
Routing rules are crucial to ensure your prospects are correctly routed among your Teams within your Chili Piper products and assets.
Click here to learn more about creating and maintaining your Rules!
Journeys
A Journey is where you can set up an automated experience on your website for visitors to interact with. The ultimate goal is to qualify them and lead them to a conversion event, such as capturing their email address and/or booking a meeting with a rep.
Learn more about how to create a journey in Chat here.
Customizing and Deploying Chat
After setting up the assets above, it's time to customize Chat to ensure it matches your company's branding and user experience and deploy it on your website.
Check this article to learn how!
Edit a Journey in Dev Mode
Journey dev mode allows you to view and save an HTML file of your Journey so that you can create a duplicate version as a backup or as a copy of a new one!
Click here to learn how to benefit from this feature.
Track UTM Parameters via Chat
UTM parameters are beneficial for your marketing/sales efforts because they allow you to monitor your conversions, track an ad campaign's effectiveness, and see the sources getting people to book meetings with your team.
Click here to check how to track UTM parameters via Chat!
Using Handoff to Book Meetings
Handoff automates scheduling and lead routing from prospecting to sales to implementation. And we’ve been doing this for almost a decade.
If your team also uses Handoff, imagine combining Chat and Handoff products to get a spicy and easy booking experience for you and your reps... click here to check more!
Get Benefit from Chat's Guest Sessions
Chat's Guest Sessions provide visitors with a more personalized and seamless experience. These sessions ensure visitors are always targeted with the right Journey and can restart a conversation if needed. Use sessions to hyperpersonalize visitor targeting with specific Trigger node properties for session history, site count, and targeting returning visitors.