Setup in Minutes

  1. Deploy HTML for chat, visitor monitoring, and conversion tracking in three easy steps
  2. Change and customize your visitor's experience as often as you want
  3. Add new SmartInvites on-the-fly
  4. Start your Free Trial now

Fast, Stable and Secure

  1. Rapid, secure, HTML-based product
  2. Redundant architecture backed by 99.95% Uptime Guarantee (see Terms of Service)
  3. Robust .NET operator interface

Easily Customizable

  1. Display your logo
  2. Determine the color scheme and text styles you prefer
  3. Ask for name and email before chat
  4. Survey visitors after chat

SmartInvite - The Intelligent Invitation Engine

  1. SmartInvite watches your website for you
  2. Intervene at just the right moment to increase conversions and decrease shopping cart abandonnment
  3. Create custom invitations for landing pages, campaigns, visitor profiles, pay-per-click keywords
  4. Read more about SmartInvite

Operator-to-Operator IM

  1. Discuss chats, emails, contacts and tickets
  2. Easy-to-use interface automatically attaches IM session to the transaction
  3. Saves interaction for later reference

Simple Reports

  1. Measure Operator Productivity and Team Service Levels for chats and emails
  2. Pay commissions based on chat sale conversions
  3. Report in PDF, HTML, XLS, or CSV

Monitor and Convert

  1. Track visitors from the moment they reach your site until they convert
  2. Display search engine key words that brought visitors to your site
  3. Measure all conversions - including those that had chats

Team Email Management

  1. Manage sales@ support@ and info@ email accounts effectively as a team
  2. Transparent queueing allows any team member to assist
  3. Label, Categorize, Discuss emails like they are tickets

Contact Lifecycle Management

  1. Keep visits, chats, emails and tickets linked to a contact record
  2. Leverage contact record data to stay in close touch with your customers
  3. Use tickets to facilitate your internal development, service, or tracking processes

Features List

Hover your mouse over a feature for more details

Live Chat

Free Edition (Signup Now)

  • Standard Chat Buttons - Enables adding chat buttons to your website that visitors can click to launch a chat.
  • Multiple Website Support - Enables implementing chat buttons on multiple websites and enables your operators to see where each chat originates.
  • Chat Buttons in Email Signatures - Enables adding a chat button to your email signatures.

Additional features in the Free edition: Instant Loading Chat Window, Resizable Chat Window, Auto-Link URLs, Unicode Support, Chat Queue, Standard Chat Alerts, Related Chats, Related Visits, Sorting, Hiding/Showing/Moving Columns, Answer Next, Chat Buttons on Secure Pages

Basic Edition (includes all Free Edition features plus)

  • Instant Online Chat History - Saves all your chat sessions and allows you to access them online.
  • Pre-Chat Survey - Setup a survey form that prompts visitors for information prior to the chat starting and allow the chat to be routed to the appropriate department.
  • Customizable Chat Buttons - Enables replacing the standard images in your chat buttons with your own custom images.
  • Customizable Logo, Colors, and Fonts - Enables customizing the logo, colors, and fonts displayed in the chat window.
  • Canned Message Folders - Organize your Chat Canned Messages into folders for better organization and faster retrieval.

Additional Boldchat Basic features include: Auto-Browser, Push Link, Answer Chat Timeout, Block Auto-Browser URL's, Variables for Canned Messages, Auto-Switch Chat Buttons, Typing Indicator, Sign-In as Away, Advanced HTML Support, Customize Row Formatting Rules, Join Chat, Print Chat, Assign Chats, Multiple Language Support, Email Chats to Visitors , Email Chats to Operators, Unavailable Email Form, Spell Checker, Customizable Alerts, Flag Chats, Block Visitor from Chats, Canned Messages, Answer & Greet, User Defined Folders, Filtering, Setup Chat Rules, Grouping

Pro Edition (includes all Basic Edition features plus)

  • SmartInvites - Automatically invite to chats based on customizable rules.
  • Secure Chats - Enables encrypting chats with 128 bit encryption appropriate for transmitting credit card information safely during chats.
  • Geo Location - Enables showing the country, region, and city for any visitor in a chat.
  • Post-Chat Survey - Setup a survey form that prompts visitors for feedback after they have ended the chat with your support operator.
  • Multi-Chat View - Allows you to see multiple chats in multiple windows at the same time.
  • Department targeted chats - Create chat buttons that can be targeted at specific departments.

Additional Pro Edition features include: Visit IP Ignore List, Discuss Chats, Hot Key Canned Messages, Search Chats, Reports, Invite to Chat, User Defined Categories, User Defined Statuses, Custom Fields, Folder Permissions, View Chat, Scheduled Reports

Visitor Monitoring

Basic Edition

  • Real-Time Visitor Monitoring - Track visitors on your website as visitors move from page to page.
  • IP and Reverse IP - See the IP address and Reverse IP (host name) of each visitor.
  • Entry URL Tracking - View the Entry URL of every visitor (useful to see which visitors came from ad campaign #1 vs. ad campaign #2).

Additional Basic Edition features include: Current URL Tracking, Page View History Tracking, Return Visitor Tracking, Custom Visitor Info, Referer URL Tracking, Online Visit History, Related Chats, Related Visits, Sorting, Filtering, Grouping, Hiding/Showing/Moving Columns, User Defined Folders

Pro Edition (includes all Basic Edition features plus)

  • SmartInvites - Automatically invite to chats based on customizable rules.
  • Visit reports - Generate PDF reports to summarize visit activity.
  • Geo Location - Enables showing the country, region, and city for any visitor on your website.
  • Search - Search the online visit history by IP, date range, or visit reference to find any visit. Also, search for visits that have converted into sales or new accounts.
  • Visit Folder Permissions - Restrict access to folders for individual operators.

eCRM Edition

  • Auto-Thread Emails - Enables user and operator replies to be automatically grouped together under an Email Thread allowing prior communications to be easily reviewed and allowing open/close status to be managed at the Email Thread level.
  • Multiple Email Accounts - Allows you to setup and manage multiple email accounts (like sales@, support@, info@, etc.).
  • View, Forward, and Reply To Emails - Enables viewing, forwarding, and replying to emails with all forwards and replies Auto-Threaded appropriately. Supports From, To, Cc, Bcc, and Subject fields.
  • Canned Message Folders - Organize your Email Canned Messages into folders for better organization and faster retrieval.
  • View Attachments - Enables viewing of attachments.
  • SSL Support for Email - Support for connecting to POP3 mail accounts over SSL.

Additional features of Boldchat Email management: Encoding Emails, Auto-Bcc, Advanced HTML Support , Auto-Link URLs, Assign Email Threads, Compose New Emails, Spell Checker, Close Email Threads, Flag Email Threads, Discuss Email Threads, Search, Reports, Related Ticket, Related Contact, Sorting, Filtering, Grouping, Hiding/Showing/Moving Columns, User Defined Folders, Folder Permissions, User Defined Categories, User Defined Statuses, Custom Fields, Scheduled Reports

Contact Management

eCRM Edition

  • Assign ownership of contacts - Assign Contacts to team members to define clear follow-up responsbility.
  • Post operator-to-operator discussion - Enables Operators to post internal messages to each other to discuss a Contact. Can be used to coordinate answers such as "Jim or John, could you follow-up with this customer? He is interested in our Reseller program.
  • Customer History - See the entire history of chats, emails, tickets, and visits.

Additional features of Boldchat Contact management: Flag, Search, Reports, Sorting, Filtering, Grouping, Hiding/Showing/Moving Columns, User Defined Folders, Folder Permissions, User Defined Categories, User Defined Statuses, Custom Fields, Scheduled Reports

Ticket Management

eCRM Edition

  • Assign, Flag - Assign Tickets to team members to define clear follow-up responsbility. Flag Email Threads for later follow-up or to retreive an important Email Thread quickly.
  • Discuss, Print Ticket - Enables Operators to post internal messages to each other to discuss a Ticket. Can be used to discuss how to reply such as "Jim or John, please upgrade customer Account no. 546545465145 to the premium plan". Allows you to print out your tickets.
  • Search - Search the online ticket history by keyword, operator, and date range to find any email.
  • Reports - Generate PDF reports to summarize ticket activity.
  • Related Chats and Emails - See all Chats and Emails related to the current Ticket.

Additional features of Boldchat Ticket management: Sorting, Filtering, Grouping, Hiding/Showing/Moving Columns, User Defined Folders, Folder Permissions, User Defined Categories, User Defined Statuses, Custom Fields, User Defined Report Folders, Scheduled Reports

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Works With Vista