Live Chat by Formilla – Real-time Chat & Chatbots Plugin

Follow our WordPress Live Chat Plugin tutorial to get started.

Yes, our live chat software easily installs with WooCommerce sites. Install and activate the plugin from within your WordPress/WooCommerce admin panel for the chat button to appear on your site.

Watch our video tutorial to learn how.

The Chat ID is the unique identifier for your particular account. Your live chat widget won’t display on your WordPress website unless you have a Chat ID entered on the settings page. You will receive this ID via email upon registering with Formilla.com via the Formilla Chat link on your WordPress admin panel.

Yes. Start by logging in to your Formilla account, then mouse over Settings and select Widgets from the submenu that appears. On the next page, click the edit/pencil icon under Actions for your chat widget. You can modify the hours of operation from the Widget Details tab and click Save Changes.

Yes, the Email Notifications option is enabled by default for every Formilla Live Chat widget you create. Removing the email address(es) on the Widget Details tab of the live chat widget configuration page disables the feature. Alternatively, you may add additional email recipients by simply comma-separating each email address. You can respond to emails using your preferred email client, or directly from the Formilla Conversation History.

The Formilla Helper Bot can be setup and trained to answer questions from your customers automatically. To configure a chatbot (paid feature add-on), you can simply mouse over Automation in the left menu, then select Helper Bots from the sub-menu that appears. At the top of the next screen, click Create Helper Bot to get started.

Chatbots can be used to collect contact information from site visitors as a means to generate leads, and ask additional qualifying questions to determine the size of the opportunity, gauge the customer’s interest and where they are at in the buying cycle, or route them right to your sales team or even book a demo on your calendar.

Formilla offers a Calendly scheduling feature. Chatbots can be configured to display your Calendly calendar directly inside the widget for the visitor to choose from any available dates and times for a demo or phone consultation. Chatbots can first qualify the visitor, and then decide whether to offer them a demo if they’re a valuable lead.

If you’re using the web interface, it behaves just like any chat client; you must login to Formilla.com (the chat client) via your WordPress Admin Panel –> Formilla Chat menu item, or directly at Formilla.com in a new browser window. Once you’ve logged in and navigated to the dashboard ( Dashboard from the main menu), you’re considered online and ready to accept chats. Ensure your status indicator says Online in the header bar, of course. If you log off, your chat will go to offline mode. If you’re using our iPhone/Android apps instead of the web interface, simply log in to the mobile app and Formilla.com will recognize you’re online and mark you as available.

Yes. Access your WordPress admin panel and select Plugins from the left menu. Find the Formilla Live Chat plugin and click the ‘Deactivate’ link to hide the widget from your WordPress site. If you’re using either of our Premium plans, you can also hide the live chat button and widget from inside your widget settings. To do this, start by logging in to your Formilla account, then mouse over Settings and select Widgets from the submenu that appears. On the next page, click the edit/pencil icon under Actions for your chat widget. You should now be in the settings area, where you can select the Advanced Options tab. Simply check the box for the feature at the bottom “Hide the chat button/widget when agents are offline” and Save Changes. This will simply hide the live chat button from your WordPress site when you log out of Formilla or mark yourself as “Offline” status.

Yes, we call these Smart Messages. Simply login to your Formilla account, mouse over Automation in the left menu, then choose Smart Messages from the sub-menu that appears. We normally create your first Smart Message when you sign up, however, you can delete (or edit) it and create your own by clicking the Create Smart Message button and choosing Chat Message to get started. This feature comes with any of our Premium plans and you get unlimited Smart Messages.

Yes. To enable this setting, start by logging in to your Formilla account, then mouse over Settings and select Widgets from the submenu that appears. On the next page, click the edit/pencil icon under Actions for your chat widget. You should now be in the settings area, where you can select the Advanced Options tab. Simply check the box for the feature “Enable Auto Response”, and enter your desired auto-response text in the field that appears, along with how long (for example, 60 seconds) before it should trigger. Also, be sure to Save Changes when complete. Going forward, any time a website visitor initiates a conversation and you do not respond in 60 seconds, the auto-response will trigger.

Yes. For free chat accounts, enable this setting by logging in to your Formilla account, then mouse over Settings and select Widgets from the submenu that appears. On the next page, click the edit/pencil icon under Actions for your chat widget. You should now be in the settings area, where you can select the Advanced Options tab. Our free chat plan allows you to require visitors to enter an email address or a message before starting a chat. If you are using either of our Premium packages, you will notice the ability to add pre-chat form fields near the top of the Advanced Options tab instead. You can add up to four fields to your live chat box, such as First Name, Last Name, Email, Phone, or any other Custom field. Keep in mind at least one field must be required for the chat box.

Yes. Use our mobile apps for iPhone/iPad, or Android devices to chat from your mobile phone on the go! For those using the web interface, it is currently not optimized for your mobile phone.

To create a new in-app or email message, or to find your existing Smart Messages, just mouse over Automation and select Smart Messages from the left menu in your Formilla account. Here you can view the status of your existing messages and their performance, or simply create a new message by clicking the Create Smart Message button and choosing your desired type of message from the flydown menu. Note: to send email messages, you’ll need to ensure your email address is verified with Formilla from the Settings –> Users page, and also setup your business email with Formilla. Once you create your first Email Smart Message, you’ll notice a link at the top to configure your Custom Email Domain ; simply follow the instructions on the next page to configure your DNS records properly.

The default setting for in-app messages is to display Once after 5 seconds. With this configuration, the message will not display again. In this case, you can test with a different browser, or modify the settings from the Advanced Options to display the widget more frequently. For instance, we recommend setting the message to display Always and to set the “Display if user has already interacted with it?” option to Yes when testing. This way, you’ll continuously see the message. To find the settings mentioned, mouse over Automation and click Smart Messages from the left menu, then click the edit/pencil icon next to your in-app message to enter the settings area. Next, choose the 2nd tab called Message , and scroll down to the Edit Advanced Options accordion. Be sure to click the header of the accordion to expand it and find the settings.

Formilla will pop-up the live chat box to the corresponding visitor of your web site after a few seconds or on the next page load.

Yes. To do this, start by logging in to your Formilla account, then mouse over Settings and select Widgets from the submenu that appears. On the next page, click the edit/pencil icon under Actions for your chat widget. You should now be in the settings area, where you can select the Advanced Options tab to find the “Request Chat Text” field. Be sure to Save Changes when complete.

Yes. Currently the real time visitor monitoring/tracking feature of Formilla comes with our Professional package tier or higher.

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