Live Chat

Talk to website visitors in real time without leaving Leadara. Embed a chat widget on your site, reply from the Live Chat inbox, and trigger journeys when someone opens a chat or sends a message.

What you can do

• Enable a customizable chat widget on any site that already uses the Leadara script.
• Pick widget theme (light, dark, or match your website) and an accent color from preset swatches in Settings.
• Manage conversations in Waiting, My chats, and Closed inboxes.
• Browse the visitor list in a side panel — on the right in RTL — with colored avatar placeholders, initials, last-message preview, and a green online indicator when the visitor is still on your site.
• See visitor context — profile, last seen, and recent events — while you reply.
• Use canned replies for fast, consistent answers.
• Set business hours and an offline message when your team is away — visitors still see Online now with your team's photo stack when a teammate has the conversation open.
• Add proactive triggers that greet visitors on specific pages after a delay.
• Choose where the chat bubble appears — all pages or selected URL rules (same editor as popups).
• Require name and mobile before visitors can message — standard for support teams that need a callback number and for marketers who want every chat tied to a contact profile.
• Optionally text visitors by SMS when your team replies — choose whether to send when they are still on your site or only after they have left.
• Browser notifications for your team when a visitor sends a message — on by default in Settings; alerts go to your chat team when one is selected.
• Choose a chat team in Settings — their photos appear as an overlapping stack in the widget header (up to three faces). Hover a face to see that teammate’s name. Whoever is online on that chat sits on top of the stack. The first selected member is still the default face when nobody is online.
• In the visitor widget, each support reply shows the agent’s profile photo beside the bubble (hover for the name) and a small, muted name under the message text.
• Start journeys when visitors open a chat (chat.started), send a message (chat.message), or when you close a thread (chat.closed).

How it works

Visitors chat through the widget embedded by your existing Leadara installation. New visitors can type their question first; when they press Send, a short pre-chat form (name + mobile) appears if Leadara does not already know them. Your welcome message is the first line in the thread after they submit. Known visitors with a mobile number on file skip the form.

The mobile number is saved on the visitor profile so your team sees it in the inbox, SMS journeys can reach them, and segments can include chat starters.

Messages sync in real time to the dashboard inbox. When you send the first reply, the conversation is assigned to you — the same flow support teams expect from dedicated chat tools. While you have a thread open, the visitor widget shows your team's profile photos in a stack (yours on top while you're online) next to your workspace brand name, and switches to an online state even outside business hours. Replies in the thread show who answered — photo beside the bubble and the agent’s name in small text under the message.

In Settings, pick your chat team — the members who represent live chat in the widget and receive browser alerts. Order matters for the default offline stack; online teammates always float to the front of the stack. Leave the list empty to keep the previous behavior (any workspace member).

Journey triggers use your normal event pipeline — no extra setup beyond choosing Event trigger and the chat event name.

Tips

• Use proactive rules on high-intent pages like pricing or checkout, not every page on the site.
• Keep canned replies short; your whole team can share workspace-wide templates.
• Link from the visitor panel to Users for full history when a chat needs deeper context.
• Turn off Require name and mobile in Settings only if you truly want anonymous messaging — most marketing teams keep it on.
• Under SMS when visitors get a reply, enable texting when your team answers in the inbox. Pick which SMS provider to use (only providers you have already set up under Integrations appear). Offline means the visitor left your site or closed the widget; Online means they are still browsing with the Leadara script active.
• When SMS replies are on, the conversation screen shows a reminder that each operator message sends a text — combine your answer into one message instead of several short replies.
• Under Browser notifications for your team, keep alerts on so chat team members get a push when a visitor messages — useful when the dashboard tab is in the background. See Web Push for journey pushes to visitors.
• Add at least one person under Chat team so visitors always see a real teammate in the widget header — upload profile photos under Account first.