Tips, Tricks & Best Practices

MFernandez_VM
Contributor

Two chats for different times

SOLVE

hi brilliant HS minds! 

 

I have a question for you: what would you do to set up two chats, in the same pages, but at different times. 

 

So far my only way of doing it is just switching on and off when the chats are live: 

Screenshot 2023-07-19 at 14.19.58.png

Happy to give a bit of context. 

 

We attend to questions during our working hours with a personal chat. 

 

I want to have a chatbot live when we finish our working ours so we can keep capturing leads and sending people to the appropriate ways of contact after hours and on weekends. 

 

Any other ideas on how to do this? The only option for the chat on display is this: 

Screenshot 2023-07-19 at 14.22.07.png

I have tried the "offline bot" type but the options are the same, which is confusing 🙂 

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Two chats for different times

SOLVE

Hey @MFernandez_VM, thanks for reaching out! This is an excellent question.

 

Honestly, it probably will be tricky to accomplish through two separate chats unless you're actively using the team member status within the inbox (toggling the "you're available" button during business hours and untoggling it outside of business hours).

 

Have you looked into accomplishing this within a single chatbot? You could run your leads through the chatbot as usual, collecting the info you need along the way, and then use the Send to team member action. The cool thing about this action is that it can send a different message based on team member availability/business hours. If it's within business hours and a team member is available, HubSpot will push the conversation to live chat and notify your team while sending your message letting the user know that someone is on the way to chat with them. If it's outside of business hours, you can send a message that you'll have a team member reach out as soon as they can. HubSpot will also send a notification to the team in this instance in case someone is able to hop in and start chatting:

 

Screen Shot 2023-07-19 at 8.39.57 AM.png

 

That should help you with data collection and inquiry routing without sacrificing the live chat functionality within business hours.

 

Hope this helps at least get you started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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2 Replies 2
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Two chats for different times

SOLVE

Hey @MFernandez_VM, thanks for reaching out! This is an excellent question.

 

Honestly, it probably will be tricky to accomplish through two separate chats unless you're actively using the team member status within the inbox (toggling the "you're available" button during business hours and untoggling it outside of business hours).

 

Have you looked into accomplishing this within a single chatbot? You could run your leads through the chatbot as usual, collecting the info you need along the way, and then use the Send to team member action. The cool thing about this action is that it can send a different message based on team member availability/business hours. If it's within business hours and a team member is available, HubSpot will push the conversation to live chat and notify your team while sending your message letting the user know that someone is on the way to chat with them. If it's outside of business hours, you can send a message that you'll have a team member reach out as soon as they can. HubSpot will also send a notification to the team in this instance in case someone is able to hop in and start chatting:

 

Screen Shot 2023-07-19 at 8.39.57 AM.png

 

That should help you with data collection and inquiry routing without sacrificing the live chat functionality within business hours.

 

Hope this helps at least get you started!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
MFernandez_VM
Contributor

Two chats for different times

SOLVE

Hi! Thanks for taking the time on checking this. 

I was also thinking on your proposed idea, and I guess that is the only way to have this automated for now 😄 Will try and test the different ways for a few days to see what works best for us! 

 

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