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How Live Chat Staffing Works?

Experience OctaChat

15-minute setup. Try our 24/7 Live Chat Service and see first-hand how our real, live agents triple your Lead Conversions.

1 Sign up

Signup for the 14-day free trial.

2 Add code

Add few lines of chat code to your site. We do this for you if you don't have a tech.

3 Approve Script

Approve the Agent Script we send your way & Chat Goes Live!

Engage

We politely greet each visitor to your website before they have a chance to navigate away.

Interact

Our highly-trained operators interact with visitors and collect information about their situation.

Connect

We summarize the conversation and connect the web visitor with your team.

OctaChat connects immediately with prospective clients and increases your conversion rate.

When a visitor arrives, a proactive chat window appears and engagement begins. Watch How

Here is a sample conversation that shows exactly how we capture leads with a human touch.

  • Hi, do you need any assistance with your personal injury case?
  • Yes. I was in an accident about 2 months ago. My car was totaled. According to the police report, the other party was at fault. I have no physical injuries. Just headaches for a month.
  • I am sorry to hear this happened. May I have your first and last name, please?
  • Kevin Johnson.
  • Thanks, Kevin. May I know when and what city/state did this take place in?
  • June 24. Sunnyvale, CA. I was driving straight ahead. No stop sign, no traffic light. Car in opposite direction made a left turn, and I hit the car. 2 air bags were deployed. My arms were numb for a few hours. Unable to release seat belt. Went to ER.
  • Thank you for the details, Kevin. I recommend you speak with one of our Attorneys who can review your case details and provide you with options moving forward. In order to assist you better may I have your phone number and email address, please?
  • Sure. 408-***-****, k********@*****l.com
  • Thanks. May I know what is the best time during the day when our staff can call you to discuss this further?
  • Now is a good time.
  • Sure thing! I can connect you with our office right away for further assistance. May I connect you using the number you just provided?
  • Yes, that would be great!
  • Alright. Just a moment while I am attempting to connect you with our office.
  • I am connected. Thanks for all your help today.
  • You're welcome. Thank you for contacting us.






  • Greeting A welcome message to initiate the chat. It’s customizeable.
  • Assistance Needed Visitor shares basic details of what the assistance is required for.
  • Name of VisitorAgent gets visitor’s first and last name.
  • Location/Region Confirmation of location in order to determine if it falls within the actual service area.
  • Lead Information The most important part, contact information is taken.
  • Scheduling/Appointment Preference The agent confirms the best time slot for either a visit or a call from the office.
  • Attempt Live Call Connect Ensuring visitor's convenience, a call is placed to connect them with the office then and there.
  • Ending/Closing The statement taking the chat session towards end.

No Thanks! My Static Contact Us Forms will do a Better Job at Converting than Actual Humans Available for Chat 24/7.

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