# Best Live Chat Software for Small Business - Page 6

## How Many Live Chat Software Products Does G2 Track?

**Total Products under this Category:** 463

### Category Stats (Aug 2026)

- **Average Rating:** 4.47/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Callbell (+2.42%) - Among all products in this category, Callbell recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Live Chat Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 100,300+ Authentic Reviews
- 463+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Live Chat Software
 ![G2 Grid® for Live Chat Software plotting products by satisfaction and market presence](https://www.g2.com/categories/live-chat/grids.png?focus%5B%5D=2743&focus%5B%5D=574&focus%5B%5D=10366&focus%5B%5D=3270&focus%5B%5D=1281845&focus%5B%5D=61400&focus%5B%5D=5884&focus%5B%5D=1322078)

Highlighted products: Zoho Desk, Zendesk for Customer Service, Podium, Fin, WhatsApp Business Platform, Tidio, Smartsupp, and Shopify Inbox.

Underlying data: [Grid® JSON](https://www.g2.com/categories/live-chat/grids.json?focus%5B%5D=zoho-desk&focus%5B%5D=zendesk-for-customer-service&focus%5B%5D=podium&focus%5B%5D=fin&focus%5B%5D=whatsapp-business-platform&focus%5B%5D=tidio&focus%5B%5D=smartsupp&focus%5B%5D=shopify-inbox&segment=small-business)

**Sponsored**

### Fin

Fin is a single Customer Agent that can take on different roles, depending on what the conversation needs. Fin can handle sales, service, and more - all as part of one continuous experience for the customer. Key benefits of Fin AI Agent: - Automates complex tasks such as refunds, transaction disputes, and technical troubleshooting. - Easy to configure with a no-code experience that anyone on your team can manage. - Works with any helpdesk, including Salesforce, HubSpot, and Freshdesk – no migration required. - Affordable at scale with pricing starting at just $0.99 per outcome. - Provides complete visibility and control through tools to analyze, train, test, and deploy Fin across all channels. - Engages buyers as they explore your site, providing instant, relevant answers when intent is highest. - Moves prospects closer to a decision, answering questions about pricing and features, addressing objections, and matching solutions to their needs. - Closes opportunities by guiding qualified buyers to the right next step – booking meetings, starting trials, or handing off to sales with full context. How it works: Fin combines generative AI with deterministic rules to act just like your best human agents. You can give Fin detailed, step-by-step instructions, and it will follow them with speed and reliability –&nbsp;reducing time to resolution and improving customer satisfaction. Under the hood, Fin is powered by Fin APEX 1.0, the highest-performing, fastest model for customer service. Every layer is optimized for accuracy, speed, and reliability, so Fin can handle high volumes and complex queries with confidence. Proof of performance: - Fin resolves 67% of customer queries on average, with rates as high as 93% for some teams. - Trusted by 6,000+ customer service teams, including the world’s leading AI companies like Anthropic. - In independent tests, Fin consistently outperformed competitors, delivering higher resolution rates than Forethought, Decagon, and others. Ranked #1 AI Agent on G2, with the highest number of reviews.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=191&secure%5Bchosen_at%5D=2026-08-02T16%3A40%3A35Z&secure%5Bdisplayable_resource_id%5D=191&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=191&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=3270&secure%5Bresource_id%5D=191&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Flive-chat%2Fsmall-business%3Fpage%3D6%26selected_view%3Dgrid&secure%5Btoken%5D=b189c5dc00ec4d0042a79721f87516dc6943ffc2c0bd2ac123364604ff0f61de&secure%5Burl%5D=https%3A%2F%2Fwww.fin.ai%2Fdrlp%2Fai-agent&secure%5Burl_type%5D=custom_url)

### [Consolto](https://www.g2.com/products/consolto/reviews)

Consolto’s hope is that with their SMB-focused conferencing solution, anyone can offer high impact, one-on-one digital services that are on par and even exceed those provided by larger organizations. The Problem According to Consolto.com, right now setting up a videochat with a client can be somewhat of an awkward process with current solutions like Zoom, Skype or Google Hangouts which were not built for business to client scenarios. They require either: Some sort of client installation -- bummer. Username/Password credentials -- where is that darn password? Sending a link or an email to connect with prospective clients -- tedious. Adding to contacts -- privacy anyone? Little to no backoffice capabilities. How’s one supposed to get any business done? Another important aspect that is poorly addressed by these solutions is their ability to manage the sessions. For example, Zoom does not save texts from chats, so important notes and insights written during sessions are lost. These types of solutions make it difficult to manage sales or consultation sessions. Consolto sees their solution as a VCRM -- a Videochat-based Customer Relationship Management platform that was designed to enhance business interactions. It enables anonymous, contactless (without exchanging contact details), frictionless (no downloads, no credentials) real-time communication via video. Their product is available either as a website widget or a direct link enabled through a Personal Page. Fully optimized for the needs of SMBs and freelancers, Consolto’s easy to install solution (just one line of code) deploys an impressive roster of high impact functionality that simplifies the management of videochat business interactions. These functionalities include meeting scheduling, in-app invoicing and payments, memos, session transcription (coming soon), CRM-like followup notifications, client analytics and persistent messaging, to name just a few.

**Average Rating:** 4.7/5.0

**Total Reviews:** 67

#### How Do G2 Users Rate Consolto?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Lead Development:** 8.9/10 (Category avg: 8.5/10)
- **Customization :** 8.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Consolto?

- **Seller:** [Consolto](https://www.g2.com/sellers/consolto)
- **Year Founded:** 2018
- **HQ Location:** Yokneam Illit, Israel
- **Twitter:** @ConsoltoTweet  
14 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d3def59e83ffbc6ac7dee9050a487ca9456ca36fe0a74fa1a6e76afd2e0a3187&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28613630%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder
- **Top Industries:** Marketing and Advertising
- **Company Size:** 85% Small, 4% Medium

#### What Do G2 Reviewers Say About Consolto?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Consolto to be a **user-friendly solution** with easy setup and seamless integration for web communication.
- Users appreciate the **easy setup** of Consolto, enabling quick integration and swift access to its comprehensive features.
- Users value the **easy integrations** of Consolto, making it simple to incorporate multiple functionalities into their workflows.
- Users value the **easy integration** of Consolto, enabling quick setup and seamless use within their websites.
- Users value the **intuitive design** of Consolto, which enhances user experience and simplifies customer engagement.

##### Cons

- Users feel that the **limited integrations** of Consolto restrict the potential for enhanced functionality and convenience.

#### What Are Recent G2 Reviews of Consolto?

**["All-in-One Solution with Outstanding Support and Seamless Integration"](https://www.g2.com/survey_responses/consolto-review-11957681)**

**Rating:** 5.0/5.0 stars

_— Ajit S._

[Read full review](https://www.g2.com/survey_responses/consolto-review-11957681)

**["Seamless Communication Made Effortless with Consolto"](https://www.g2.com/survey_responses/consolto-review-12042549)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/consolto-review-12042549)

#### What Are G2 Users Discussing About Consolto?

- [What is Consolto used for?](https://www.g2.com/discussions/what-is-consolto-used-for)

### [Vision Helpdesk](https://www.g2.com/products/vision-helpdesk/reviews)

Vision Helpdesk is 14 years young and serves 20000+ customers, It offers the best customer service tools - solutions for every size business. 1) Help Desk Software (Multi-Channel Help Desk) 2) Satellite Desk (Multi-Company / Brand Help Desk) 3) Service Desk (ITIL / ITSM Desk) - PinkVerify Certified 4) Live Chat Software Vision Helpdesk offers SaaS and Download versions of above all products. It starts as low as $8 per mo per staff agent.

**Average Rating:** 4.6/5.0

**Total Reviews:** 93

#### How Do G2 Users Rate Vision Helpdesk?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10)
- **Lead Development:** 9.1/10 (Category avg: 8.5/10)
- **Customization :** 8.4/10 (Category avg: 8.5/10)
- **Co-Browsing:** 8.8/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Vision Helpdesk?

- **Seller:** [Vision Helpdesk](https://www.g2.com/sellers/vision-helpdesk)
- **Year Founded:** 2005
- **HQ Location:** Nasik
- **Twitter:** @visionhelpdesk  
1,346 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=02ed301dfb6f91c033e8560cbc8b15ffdbbfc614045fa7bedba32ad419241ba7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2276513%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Information Technology and Services
- **Company Size:** 61% Small, 34% Medium

#### What Do G2 Reviewers Say About Vision Helpdesk?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user-friendly interface** and **multi-channel support** features of Vision Helpdesk for efficient ticket management.
- Users appreciate the **automation features** of Vision Helpdesk, enhancing productivity and streamlining ticket management effectively.
- Users appreciate the **ease of use** of Vision Helpdesk, which simplifies ticket management and enhances overall productivity.
- Users benefit from the **efficient ticketing system** of Vision Helpdesk, streamlining workflows and enhancing productivity.
- Users appreciate the **automation features** of Vision Helpdesk, significantly boosting productivity and streamlining ticket management.

##### Cons

- Users find the **steep learning curve** of Vision Helpdesk challenging, requiring significant time and training to master.
- Users often find **limited customization** options in Vision Helpdesk, restricting the ability to meet specific business needs effectively.
- Users find the **complex user interface** of Vision Helpdesk overwhelming, posing a steep learning curve for new users.
- Users find the **outdated and complex user interface** of Vision Helpdesk overwhelming, particularly for newcomers.
- Users struggle with **lack of resources** for automation and documentation, making it hard to access important data.

#### What Are Recent G2 Reviews of Vision Helpdesk?

**["Excellent experience using Vision helpdesk software"](https://www.g2.com/survey_responses/vision-helpdesk-review-6990362)**

**Rating:** 5.0/5.0 stars

_— Abhishek B._

[Read full review](https://www.g2.com/survey_responses/vision-helpdesk-review-6990362)

**["Advantages"](https://www.g2.com/survey_responses/vision-helpdesk-review-11644001)**

**Rating:** 5.0/5.0 stars

_— Himanshu P._

[Read full review](https://www.g2.com/survey_responses/vision-helpdesk-review-11644001)

#### What Are G2 Users Discussing About Vision Helpdesk?

- [What improvements would you recommend for Vision Helpdesk to better meet your customer support needs?](https://www.g2.com/discussions/what-improvements-would-you-recommend-for-vision-helpdesk-to-better-meet-your-customer-support-needs)

### [Chatra](https://www.g2.com/products/chatra/reviews)

Chatra is a comprehensive live chat and chatbot platform designed to enhance customer engagement and drive sales for businesses of all sizes. By integrating real-time communication tools with intelligent automation, Chatra enables companies to interact proactively with website visitors, address inquiries promptly, and guide potential customers through the purchasing process. Its user-friendly interface and robust feature set make it an invaluable asset for improving customer support and increasing conversion rates. Key Features and Functionality: - Live Chat: Facilitates real-time conversations between businesses and website visitors, allowing for immediate assistance and personalized support. - Chatbots: Automates routine tasks and responses, providing 24/7 support and capturing leads even when live agents are unavailable. - Cart Saver: Identifies visitors who have items in their shopping carts and enables proactive engagement to reduce cart abandonment rates. - Shared Inbox: Consolidates messages from various channels, including email and social media, into a single interface for streamlined communication management. - Visitor Insights: Offers real-time data on website visitors, including their location, browsing behavior, and shopping cart contents, empowering businesses to tailor their interactions effectively. - Multi-Platform Support: Provides desktop applications for Windows and Mac, as well as mobile apps for iOS and Android, ensuring seamless communication across devices. Primary Value and Solutions Provided: Chatra addresses the critical need for businesses to engage with customers promptly and effectively in the digital landscape. By offering a suite of tools that combine live chat, automation, and visitor analytics, Chatra helps businesses: - Boost Sales: Engage potential customers in real-time, answer their questions, and guide them through the purchasing process, leading to increased conversion rates. - Enhance Customer Support: Provide immediate assistance and resolve issues swiftly, resulting in higher customer satisfaction and loyalty. - Reduce Cart Abandonment: Proactively reach out to visitors who have abandoned their shopping carts, addressing concerns and encouraging them to complete their purchases. - Streamline Communication: Centralize messages from multiple channels, ensuring that no customer inquiry goes unnoticed and improving response times. - Gain Valuable Insights: Access detailed information about website visitors and their behavior, enabling businesses to make data-driven decisions and personalize their marketing strategies. By integrating Chatra into their operations, businesses can create meaningful connections with their customers, optimize their sales processes, and build a strong foundation for long-term success.

**Average Rating:** 4.2/5.0

**Total Reviews:** 31

#### How Do G2 Users Rate Chatra?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10)
- **Lead Development:** 8.1/10 (Category avg: 8.5/10)
- **Customization :** 7.7/10 (Category avg: 8.5/10)
- **Co-Browsing:** 6.5/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Chatra?

- **Seller:** [Chatra (by Brevo)](https://www.g2.com/sellers/chatra-by-brevo)
- **Year Founded:** 2015
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f4f6ca5f26ea76d9cbeb5cc0ba8ea2f842a6c9417660b8b5373c6b767da5f1e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchatra.io%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 69% Small, 25% Medium

#### What Do G2 Reviewers Say About Chatra?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface and feature integration** of Chatra for efficient customer support and lead management.
- Users appreciate the **efficient messaging features** of Chatra, enhancing communication and customer support with ease.
- Users love the **user-friendly interface** of Chatra, enhancing communication and support with ease and efficiency.
- Users appreciate the **ease of use** of Chatra, seamlessly integrating messages, emails, and customer support functions.
- Users love the **easy management** of messages and customer information in Chatra for effective support.

##### Cons

- Users experienced initial **bugs** like silent notifications, though many were resolved over time.

#### What Are Recent G2 Reviews of Chatra?

**["Great fit for small businesses"](https://www.g2.com/survey_responses/chatra-review-11745379)**

**Rating:** 5.0/5.0 stars

_— Reema D._

[Read full review](https://www.g2.com/survey_responses/chatra-review-11745379)

**["Quick response with chatbot"](https://www.g2.com/survey_responses/chatra-review-8213013)**

**Rating:** 4.0/5.0 stars

_— Tony R._

[Read full review](https://www.g2.com/survey_responses/chatra-review-8213013)

#### What Are G2 Users Discussing About Chatra?

- [What does Chatra do?](https://www.g2.com/discussions/what-does-chatra-do)
- [How do I disable Chatra?](https://www.g2.com/discussions/how-do-i-disable-chatra)
- [Is Chatra good?](https://www.g2.com/discussions/is-chatra-good)
- [What is Chatra?](https://www.g2.com/discussions/what-is-chatra)

### [Help Scout](https://www.g2.com/products/help-scout/reviews)

Help Scout is the go-to support platform for growing businesses. It's quick to set up, easy to use, and allows teams to manage all support interactions—whether through email, live chat, social media, or self-service—in one unified platform. With advanced tools for collaboration and organization, teams using Help Scout are able to assist 52% more customers. Those who take advantage of our AI features see an additional 36% boost in productivity. Plus, you can build help centers and embed support options directly on your website or app, giving customers instant answers and reducing support volume by 30%. It's no wonder Help Scout is a favorite among support professionals and customers. You can get started in just 15 minutes and become a power user within a day. Teams using Help Scout achieve 25% higher CSAT scores than the industry average and consistently surpass their metrics, helping more customers while delivering exceptional service.

**Average Rating:** 4.4/5.0

**Total Reviews:** 418

#### How Do G2 Users Rate Help Scout?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Lead Development:** 7.9/10 (Category avg: 8.5/10)
- **Customization :** 7.7/10 (Category avg: 8.5/10)
- **Co-Browsing:** 9.1/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Help Scout?

- **Seller:** [Help Scout](https://www.g2.com/sellers/help-scout)
- **Company Website:** www.helpscout.com
- **Year Founded:** 2011
- **HQ Location:** Boston, MA
- **Twitter:** @helpscout  
11,601 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=73743eedbaa9fb84461526de8a8e367ccbdc000e89a8f75ae3ebc9983543351a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1447019%2F&secure%5Burl_type%5D=linkedin_company_website)  
291 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CEO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 33% Medium

#### What Do G2 Reviewers Say About Help Scout?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Help Scout, finding navigation intuitive and support integration seamless.
- Users value the **responsive technical support** and continual updates, enhancing their experience with helpful new features.
- Users value the **helpful support** from Help Scout, appreciating constant updates and responsive feature requests.
- Users value the **responsive customer support** from Help Scout, enhancing their overall service experience over the years.
- Users love the **knowledge base accessibility** of Help Scout, enabling customers to find solutions independently.

##### Cons

- Users find Help Scout's **limited features** frustrating, especially for advanced reporting and customization needs.
- Users find Help Scout's **limited features** restrictive, especially regarding analytics, customization, and chat availability.
- Users desire **more advanced features** in Help Scout, such as enhanced collaboration and better search functionalities.
- Users find the **limited customization** options of Help Scout restrictive, impacting their ability to tailor the experience.
- Users find the **limited functionality** of Help Scout restrictive, desiring more advanced features and better content management options.

#### What Are Recent G2 Reviews of Help Scout?

**["Seamless, Human-Like Support Emails with Strong Behind-the-Scenes Collaboration"](https://www.g2.com/survey_responses/help-scout-review-12844841)**

**Rating:** 4.0/5.0 stars

_— Afzal M._

[Read full review](https://www.g2.com/survey_responses/help-scout-review-12844841)

**["Customer Context at a Glance with Human, Efficient Workflows"](https://www.g2.com/survey_responses/help-scout-review-12639419)**

**Rating:** 4.0/5.0 stars

_— Noxy P._

[Read full review](https://www.g2.com/survey_responses/help-scout-review-12639419)

#### What Are G2 Users Discussing About Help Scout?

- [What is Help Scout used for?](https://www.g2.com/discussions/what-is-help-scout-used-for)
- [Is Helpscout a CRM?](https://www.g2.com/discussions/is-helpscout-a-crm) - 1 comment
- [What should I look for in a ticketing system?](https://www.g2.com/discussions/what-should-i-look-for-in-a-ticketing-system) - 2 comments
- [What is customer support software?](https://www.g2.com/discussions/what-is-customer-support-software) - 1 comment
- [What is help scout?](https://www.g2.com/discussions/what-is-help-scout) - 1 comment

### [HighLevel](https://www.g2.com/products/highlevel/reviews)

HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial!

**Average Rating:** 4.6/5.0

**Total Reviews:** 634

#### How Do G2 Users Rate HighLevel?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10)
- **Lead Development:** 7.6/10 (Category avg: 8.5/10)
- **Customization :** 8.3/10 (Category avg: 8.5/10)
- **Co-Browsing:** 7.2/10 (Category avg: 8.1/10)

#### Who Is the Company Behind HighLevel?

- **Seller:** [HighLevel](https://www.g2.com/sellers/highlevel)
- **Company Website:** gohighlevel.com
- **Year Founded:** 2018
- **HQ Location:** Dallas, Texas
- **Twitter:** @gohighlevel  
8,862 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=089a0fc65d9582c7686e98c3d2241d83a7dea5d7f4dda4b2af2942b3940a420d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhighlevel%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,407 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Consulting
- **Company Size:** 64% Small, 3% Medium

#### What Do G2 Reviewers Say About HighLevel?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **flexibility and affordability** of HighLevel, praising its comprehensive features and seamless integrations.
- Users appreciate the **efficiency and customer service** of HighLevel, enjoying comprehensive options without extra costs.
- Users appreciate the **excellent customer support** of HighLevel, which enhances overall satisfaction and functionality.
- Users value the **extensive features** of HighLevel, applauding the innovative tools that enhance their marketing capabilities.
- Users value the **intuitive automation** capabilities of HighLevel, enhancing functionality and streamlining client management effortlessly.

##### Cons

- Users find the **learning curve challenging** , as the complexity and constant updates can be overwhelming.
- Users desire **more features** in HighLevel, particularly for email marketing and live streaming integrations.
- Users find a **steep learning curve** with HighLevel, which can be challenging for those unprepared for extensive training.
- Users find HighLevel to be **not intuitive** , facing confusion due to its complexity and extensive information.
- Users express frustration over **poor customer support** , often receiving unhelpful, vague responses to their inquiries.

#### What Are Recent G2 Reviews of HighLevel?

**["Fantastic Onboarding with HighLevel — Expert Support, Automation & All-in-One CRM"](https://www.g2.com/survey_responses/highlevel-review-13050560)**

**Rating:** 5.0/5.0 stars

_— Marque C._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-13050560)

**["Outstanding C \*\*\*\*\* 5 stars for Mari Aguilar. she needs a raise I will be sending her boss an email"](https://www.g2.com/survey_responses/highlevel-review-12853292)**

**Rating:** 5.0/5.0 stars

_— Joe G._

[Read full review](https://www.g2.com/survey_responses/highlevel-review-12853292)

#### What Are G2 Users Discussing About HighLevel?

- [How are other agencies working around HighLevel’s limits for bigger or more custom clients?](https://www.g2.com/discussions/how-are-other-agencies-working-around-highlevel-s-limits-for-bigger-or-more-custom-clients) - 3 comments, 1 upvote
- [Has pricing and “hidden” add‑ons changed how you package HighLevel to your own clients?](https://www.g2.com/discussions/has-pricing-and-hidden-add-ons-changed-how-you-package-highlevel-to-your-own-clients) - 1 comment
- [What tips do you have for keeping email and SMS healthy when the tech side feels fragile?](https://www.g2.com/discussions/what-tips-do-you-have-for-keeping-email-and-sms-healthy-when-the-tech-side-feels-fragile) - 1 comment, 1 upvote
- [How are you handling HighLevel’s steep learning curve without losing days of billable time?](https://www.g2.com/discussions/how-are-you-handling-highlevel-s-steep-learning-curve-without-losing-days-of-billable-time) - 1 comment
- [Unstable workflows and random glitches slow down client work and force me to recheck everything](https://www.g2.com/discussions/unstable-workflows-and-random-glitches-slow-down-client-work-and-force-me-to-recheck-everything) - 1 comment, 1 upvote

### [Watermelon](https://www.g2.com/products/watermelon/reviews)

Watermelon is the most user-friendly conversational AI platform to automate conversations, no coding required. Cut down your workload by linking service channels. Combine your software and start automating customer service with an AI Agent. The agent makes sure you are available for your customers 24/7, during every step of their customer journey.

**Average Rating:** 4.5/5.0

**Total Reviews:** 93

#### How Do G2 Users Rate Watermelon?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Lead Development:** 7.7/10 (Category avg: 8.5/10)
- **Customization :** 8.1/10 (Category avg: 8.5/10)
- **Co-Browsing:** 6.6/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Watermelon?

- **Seller:** [Watermelon](https://www.g2.com/sellers/watermelon)
- **Year Founded:** 2018
- **HQ Location:** Utrecht, NL
- **Twitter:** @WatermelonHQ  
2,988 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fed7037f4b5ed1042eac589e65ae5f18ee710a92f3306e5ee47eaecd1a274c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwatermelon-b-v-%2F&secure%5Burl_type%5D=linkedin_company_website)  
80 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail, Education Management
- **Company Size:** 67% Small, 29% Medium

#### What Do G2 Reviewers Say About Watermelon?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Watermelon **very easy to set up** and appreciate its helpful customer service and chatbot functionality.
- Users appreciate the **responsive customer support** of Watermelon, which enhances their overall experience and satisfaction.
- Users find Watermelon’s **ease of use** exceptional, streamlining communication and enhancing customer support efficiency effortlessly.
- Users praise Watermelon for its **easy AI chatbot setup** , enhancing customer service and boosting registrations significantly.
- Users value the **easy setup and effective AI chatbot** of Watermelon, enhancing engagement and improving registrations effortlessly.

##### Cons

- Users find it frustrating that the AI has **limitations in consistency and functionality** , impacting overall satisfaction and efficiency.
- Users face challenges with **inadequate AI features** , including slow responses and difficulties in training the chatbot effectively.
- Users face a **steep learning curve** initially, requiring time and knowledge to configure the Watermelon chatbot effectively.
- Users express a desire for **missing features** in Watermelon, noting limitations like lack of insights and tracking capabilities.
- Users report **chatbot issues** with unresponsive behavior and the need for manual URL updates, leading to inefficiencies.

#### What Are Recent G2 Reviews of Watermelon?

**["Efficient Chatbot, Intuitive and Quickly Set Up"](https://www.g2.com/survey_responses/watermelon-review-13186108)**

**Rating:** 4.5/5.0 stars

_— Ian d._

[Read full review](https://www.g2.com/survey_responses/watermelon-review-13186108)

**["Easy Setup and Fast Human Support — AI Agent Online a few weeks"](https://www.g2.com/survey_responses/watermelon-review-13052974)**

**Rating:** 4.5/5.0 stars

_— Dennis v._

[Read full review](https://www.g2.com/survey_responses/watermelon-review-13052974)

#### What Are G2 Users Discussing About Watermelon?

- [What is Watermelon used for?](https://www.g2.com/discussions/what-is-watermelon-used-for)

### [CallRail](https://www.g2.com/products/callrail/reviews)

CallRail is the lead engagement platform that makes it easy for businesses to attract more leads, convert more customers, and optimize their marketing. Serving more than 220,000 businesses worldwide, CallRail’s AI-powered solutions help businesses attribute each call, text, chat and form to their marketing journey, use insights from their conversations to better understand their buyers, and eliminate missed opportunities with AI that can handle lead interactions 24/7.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,740

#### How Do G2 Users Rate CallRail?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Lead Development:** 8.8/10 (Category avg: 8.5/10)
- **Customization :** 6.8/10 (Category avg: 8.5/10)
- **Co-Browsing:** 6.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind CallRail?

- **Seller:** [CallRail](https://www.g2.com/sellers/callrail)
- **Company Website:** www.callrail.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @CallRail  
6,067 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=82fca7a26343309ac83a51e2c155ddd9ac6130b3ba2b4b54bc117ccc56375be6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2567008%2F&secure%5Burl_type%5D=linkedin_company_website)  
353 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Marketing and Advertising, Real Estate
- **Company Size:** 73% Small, 22% Medium

#### What Do G2 Reviewers Say About CallRail?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of CallRail, which simplifies call management and improves tracking efficiency.
- Users appreciate the **ease of use and effective tracking features** of CallRail, enhancing call management and campaign visibility.
- Users value the **detailed call tracking** capabilities of CallRail, providing clear insights into effective marketing campaigns.
- Users love the **insightful tracking capabilities** of CallRail, enabling clear campaign analysis and improved marketing strategies.
- Users value the **attribution accuracy** of CallRail, which effectively links calls to specific marketing efforts for better insights.

##### Cons

- Users find the lack of **group text messaging and outbound call recording** frustrating and limiting for their needs.
- Users experience **integration issues** with CallRail, particularly with niche CRMs and patient management software connections.
- Users find the **learning curve steep** due to unclear navigation and insufficient support for less common features.
- Users experience **call issues** with delays in call reflections and unhelpful customer support during integration challenges.
- Users often face **number issues** , including spam calls and concerns about billing based on call minutes.

#### What Are Recent G2 Reviews of CallRail?

**["Voice Assist Is a Game Changer—Clean UI, Smooth Integrations, Solid Performance"](https://www.g2.com/survey_responses/callrail-review-12646622)**

**Rating:** 4.5/5.0 stars

_— Manind G._

[Read full review](https://www.g2.com/survey_responses/callrail-review-12646622)

**["Effortless Call Tracking with AI Insights, Needs Setup Simplification"](https://www.g2.com/survey_responses/callrail-review-11188871)**

**Rating:** 4.5/5.0 stars

_— Kevin D._

[Read full review](https://www.g2.com/survey_responses/callrail-review-11188871)

#### What Are G2 Users Discussing About CallRail?

- [I'm new to CallRail and can't figure out how to integrate it with my marketing analytics. Any guidance?](https://www.g2.com/discussions/i-m-new-to-callrail-and-can-t-figure-out-how-to-integrate-it-with-my-marketing-analytics-any-guidance)
- [What is CallRail used for?](https://www.g2.com/discussions/callrail-what-is-callrail-used-for)
- [How do I temporarily disable Chrome Remote Desktop?](https://www.g2.com/discussions/how-do-i-temporarily-disable-chrome-remote-desktop)
- [How do I cancel CallRail?](https://www.g2.com/discussions/how-do-i-cancel-callrail) - 1 comment
- [Is CallRail free?](https://www.g2.com/discussions/is-callrail-free) - 2 comments

### [Glassix](https://www.g2.com/products/glassix/reviews)

Glassix’s on a mission to broaden access to Conversational AI and Omnichannel Customer Communication, empowering businesses to unlock their untapped potential and achieve unmatched scalability.  With its AI Omnichannel capabilities, Glassix reshapes customer journeys. We transcend temporal boundaries, meeting customer needs at every touchpoint, even during dormant hours. Trusted by Nike, Avis, Nintendo, Domino's, and Dyson, Glassix propels missions forward with its transformative technology. With Glassix, managing your customer interactions has never been easier. Our unified inbox eliminates the need for multiple tools, streamlining workflow management and reducing expenses. From AI-powered chatbots to personalized greetings, keep your customers engaged in one place. Glassix is the AI-powered unified messaging platform that keeps your customer conversations connected across any digital channel - Instant messaging apps and SMS text, email conversations, live chat on your website or app, and social media messages. The secure platform offers a robust feature-set delivered as a subscription service complete with visual no/low code chatbot tools that require no technical knowledge to get started. Customers can hit the ground running with conversational AI capabilities powered by GPT-4, or leverage the Glassix API to build out highly customized experiences. Working together with a global network of integration partners, Glassix serves a growing customer base of established brands, high growth ventures, and small businesses alike. Experience the power of Glassix as it refines interactions, allowing you to deliver exceptional customer experiences. Say goodbye to manual tasks and reclaim your valuable time. With our automation capabilities, conversations flow effortlessly, leaving your customers in awe.

**Average Rating:** 4.8/5.0

**Total Reviews:** 197

#### How Do G2 Users Rate Glassix?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.1/10)
- **Lead Development:** 9.6/10 (Category avg: 8.5/10)
- **Customization :** 9.0/10 (Category avg: 8.5/10)
- **Co-Browsing:** 9.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Glassix?

- **Seller:** [Glassix](https://www.g2.com/sellers/glassix)
- **Year Founded:** 2015
- **HQ Location:** Tel Aviv, Israel
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=769392b391ccb3bf6c1479df75bc5b1c24834a8095cf5532aecec0ef25b0ec3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fglassix%2F&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Real Estate
- **Company Size:** 67% Small, 30% Medium

#### What Do G2 Reviewers Say About Glassix?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Glassix to be **simple and easy to understand** , avoiding unnecessary complications with data.
- Users find Glassix to be **simple and easy to use** , avoiding unnecessary complications with data management.
- Users appreciate the **intuitive design** of Glassix, finding it simple and easy to understand without confusion.
- Users appreciate the **simplicity and ease of understanding** of Glassix, avoiding complications with data management.
- Users value the **simple and easy-to-understand** nature of Glassix, making it accessible and user-friendly.

##### Cons

- Users find a **lack of integrations** with Glassix, limiting its functionality and making it feel incomplete.
- Users feel that Glassix has **limited features** , lacking completeness as a standalone program.
- Users feel that Glassix lacks **complete features** , making it feel insufficient for comprehensive program needs.

#### What Are Recent G2 Reviews of Glassix?

**["Restructuring School Communication"](https://www.g2.com/survey_responses/glassix-review-9468016)**

**Rating:** 5.0/5.0 stars

_— Reem O._

[Read full review](https://www.g2.com/survey_responses/glassix-review-9468016)

**["We get more done with Glassix AI"](https://www.g2.com/survey_responses/glassix-review-9744629)**

**Rating:** 5.0/5.0 stars

[Read full review](https://www.g2.com/survey_responses/glassix-review-9744629)

### [Stream Chat](https://www.g2.com/products/stream-chat/reviews)

Stream Chat is a messaging API and SDK suite for developers building in-app chat. Teams integrate it to ship production messaging in weeks instead of building and maintaining real-time infrastructure in-house. Client SDKs cover React, Swift, Android, Flutter, React Native, Angular, JavaScript, Unity, and Unreal, each with a UI kit you can customize or replace entirely. The backend runs on Go and RocksDB across 12 global edge locations, holding sub-40ms latency and 5M concurrent connections in a single channel behind a 99.999% uptime SLA. Features include threads, reactions, typing indicators, read receipts, push notifications, message search, translation, AI moderation, and role-based permissions. SOC 2, ISO 27001, GDPR, and HIPAA compliant. Used by 4,000+ companies including Strava, Patreon, and Nextdoor, serving over 1 billion end users.

**Average Rating:** 4.5/5.0

**Total Reviews:** 52

#### How Do G2 Users Rate Stream Chat?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10)
- **Lead Development:** 10.0/10 (Category avg: 8.5/10)
- **Customization :** 9.2/10 (Category avg: 8.5/10)
- **Co-Browsing:** 10.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Stream Chat?

- **Seller:** [Stream](https://www.g2.com/sellers/stream)
- **Year Founded:** 2015
- **HQ Location:** Boulder, US
- **Twitter:** @getstream\_io  
12,275 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3f5e34d8c7231db23e95f08f550d7b3624af560eab6a2e70ef6cbf10bf3f954b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5338728&secure%5Burl_type%5D=linkedin_company_website)  
336 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, CTO
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 64% Small, 23% Medium

#### What Do G2 Reviewers Say About Stream Chat?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Stream, making video sharing and collaboration seamless for teams.
- Users appreciate the **easy integration** of Stream, enabling quick setup for chat and activity feeds with minimal coding.
- Users appreciate the **simple usability** of Stream, facilitating seamless video sharing and team collaboration.
- Users appreciate the **developer-friendly API integration** of Stream, enabling quick setup of chat and activity feeds.
- Users appreciate the **powerful, developer-friendly API** of Stream, enabling quick and easy integration for chat features.

##### Cons

- Users note the **analytics limitations** in Stream, impacting video management and overall value relative to the cost.
- Users find the **cost limitations** of Stream concerning, especially as user numbers increase and budgets get tighter.
- Users find the **difficult setup** challenging, particularly with authentication and token configurations for newcomers.
- Users find the **pricing steep** , especially for smaller projects, leading to concerns about affordability as usage grows.
- Users experience **filtering issues** in Stream, making it challenging to access specific content and manage discussions effectively.

#### What Are Recent G2 Reviews of Stream Chat?

**["Effortless Integration and Excellent Documentation for Developers"](https://www.g2.com/survey_responses/stream-chat-review-11926158)**

**Rating:** 5.0/5.0 stars

_— Vikas K._

[Read full review](https://www.g2.com/survey_responses/stream-chat-review-11926158)

**["Stream Makes Real-Time Chat Integration Effortless for Developers"](https://www.g2.com/survey_responses/stream-chat-review-11931293)**

**Rating:** 4.5/5.0 stars

_— Ahsan Y._

[Read full review](https://www.g2.com/survey_responses/stream-chat-review-11931293)

#### What Are G2 Users Discussing About Stream Chat?

- [What is Stream Chat used for?](https://www.g2.com/discussions/what-is-stream-chat-used-for)

### [Hiver in Gmail](https://www.g2.com/products/hiver-in-gmail/reviews)

Hiver in Gmail transforms Gmail into a powerful AI-native help desk. Support teams can manage shared inboxes, collaborate on conversations, automate workflows, and use AI to handle requests more efficiently, all without leaving the comfort and familiarity of their Gmail inbox. Key features of Hiver in Gmail: - Shared Inbox Management: Shared inboxes like support@, info@, or help@ can be managed directly inside Gmail. Every incoming email can be assigned to a specific person, and teammates can collaborate through internal notes without a single forward or CC. - AI across the support lifecycle: Every conversation is automatically tagged and triaged as it arrives. Agents get drafted responses based on your help docs and CRM data, and every reply is checked for tone, completeness, and accuracy before it goes out. - AI knowledge management: Instead of waiting for someone to audit your knowledge base, Hiver does it continuously. It flags outdated content, spots gaps, and auto-generates articles your team can review and publish. - Cross-team collaboration and escalation: Loop in teammates with internal notes, initiate Slack messages, link Jira issues, create ClickUp tasks, and log cases in Salesforce, all without leaving the conversation. Every handoff keeps the full context intact. - Analytics and reporting: Track response times, SLA compliance, and individual agent performance without leaving Gmail. Filter by customer tier, client, domain, or any custom field your team uses. - Workflow automation with a visual builder: Build automations that go beyond fixed rules. AI reads the context of each conversation, assigns it to the right agent, and extracts key details like order IDs or invoice numbers. Those details can then trigger downstream actions or update records in connected tools like Salesforce or Jira, without anyone doing it manually. Support teams at 10,000+ organizations, including the likes of Bynder, Epic Games, and Flexport, trust Hiver to run their support function. Part of what drives that trust is knowing Hiver in Gmail comes with 24x7 product support led by humans, on all its plans, regardless of what tier you’re on.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,251

#### How Do G2 Users Rate Hiver in Gmail?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Lead Development:** 3.3/10 (Category avg: 8.5/10)
- **Customization :** 7.8/10 (Category avg: 8.5/10)
- **Co-Browsing:** 3.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Hiver in Gmail?

- **Seller:** [Hiver](https://www.g2.com/sellers/hiver-bd5d22b3-3d5d-4b36-90d9-e569926f1908)
- **Company Website:** hiverhq.com
- **Year Founded:** 2011
- **HQ Location:** San Jose, CA
- **Twitter:** @hiverhq  
5,617 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=373d998300137e058ae7c1f5b5a9753e917625b6bea523bc09ccbf084049ff85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1241281%2F&secure%5Burl_type%5D=linkedin_company_website)  
294 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 66% Small, 27% Medium

#### What Do G2 Reviewers Say About Hiver in Gmail?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Hiver, making team communication and task assignments efficient and streamlined.
- Users value the **effective team collaboration** features of Hiver, enhancing communication and organization within their remote teams.
- Users value the **efficient email management** of Hiver, enhancing communication and task assignment for remote teams.
- Users find Hiver enhances **communication** , facilitating seamless collaboration and improving productivity in team workflows.
- Users praise Hiver for its **sophisticated collaboration features** , enhancing team productivity and streamlining communication effectively.

##### Cons

- Users face **email issues** with Hiver in Gmail, including glitches, difficulty in searching, and limited formatting options.
- Users feel **missing features** hinder Hiver's potential, wishing for more integrations and enhanced email management tools.
- Users find the **limited features** of Hiver in Gmail restricting, particularly for mobile functionality and analytics.
- Users experience **slow loading** with Hiver in Gmail, which can hinder quick actions during busy workflows.
- Users experience **bug issues** with Hiver, including disconnections and slow performance, complicating the user experience.

#### What Are Recent G2 Reviews of Hiver in Gmail?

**["Effortless Email Management, Enhanced Customer Experience"](https://www.g2.com/survey_responses/hiver-in-gmail-review-12082024)**

**Rating:** 5.0/5.0 stars

_— Ronak S._

[Read full review](https://www.g2.com/survey_responses/hiver-in-gmail-review-12082024)

**["Efficient Inbox Management with Stellar Free Features"](https://www.g2.com/survey_responses/hiver-in-gmail-review-11024153)**

**Rating:** 5.0/5.0 stars

_— Nadia S._

[Read full review](https://www.g2.com/survey_responses/hiver-in-gmail-review-11024153)

### [ChatBeacon AIX 2026](https://www.g2.com/products/chatbeacon-aix-2026/reviews)

AI-Powered Live Chat and Customer Service Software ⭑ Turn Every Customer Conversation Into a Smarter Outcome ChatBeacon AIX brings AI-powered customer service, live chat, and customer intelligence together in one unified platform. It helps organizations answer questions faster, support live agents, protect valuable opportunities, and deliver more personalized service across every customer conversation. https://www.chatbeacon.ai/ AI agents provide immediate answers using approved company knowledge. When a customer needs human assistance, the conversation can be routed to a live agent, with the customer’s information, conversation history, and reason for the inquiry already available. This creates a smoother experience for the customer and gives the agent the context needed to help without asking the customer to start over. ChatBeacon AIX allows customer service, sales, and digital teams to automate routine questions while keeping live agents involved when personal attention, judgment, or specialized knowledge is needed. AI and live support work together on one platform rather than operating as separate, disconnected systems. ⭑ What Makes ChatBeacon AIX Different ❇️ ChatBeacon Recall CRM ChatBeacon Recall CRM is a customer conversation history and context feature built into ChatBeacon AIX. It helps live agents recognize returning website visitors, review previous conversations, understand earlier questions, and continue the relationship without treating every interaction like the first. By giving agents access to relevant customer history, ChatBeacon Recall CRM helps customer service and sales teams provide faster, more informed, and more personalized support. ❇️ ChatBeacon Cue ChatBeacon Cue is an AI assistant for live chat agents. It analyzes the current customer conversation and helps agents respond faster by suggesting relevant answers and surfacing information from approved company knowledge. The live agent remains in control and decides which response to send. This allows teams to benefit from the speed of AI while preserving human judgment and oversight. ❇️ AI Escalation AI Escalation moves a customer from an AI agent to a live agent or the appropriate team when human assistance is needed. The customer’s question, contact information, conversation history, and reason for escalation can remain available during the handoff. This helps the agent understand the issue more quickly and prevents the customer from having to repeat information or restart the conversation. ✅ Key Benefits \* Resolve More Customer Questions: ChatBeacon AIX helps organizations provide fast, consistent answers to routine and frequently asked questions, including during times when live agents are unavailable. \* Improve Live Agent Productivity: AI can handle repetitive conversations and help agents locate relevant information more quickly. This allows live teams to spend more time on complex questions, sensitive situations, and higher-value customer needs. \* Create Better AI-to-Human Experiences: Customers can move from AI assistance to live support without losing important conversation details. Agents receive more context at the beginning of the interaction, which can reduce delays and improve the overall experience. \* Protect Leads and Service Opportunities: ChatBeacon AIX can engage website visitors, collect important information, and route valuable conversations to the appropriate agent, department, or workflow. \* Deliver More Personalized Support: Customer history and previous conversations help teams recognize returning visitors and respond with a better understanding of their needs. \* Manage Customer Conversations in One Platform: Organizations can manage AI agents, live agents, routing, reporting, customer context, and engagement tools from one centralized environment. ✅ Key Features \* AI-Powered Customer Service: AI agents answer customer questions using approved company content, business information, and knowledge sources. \* Live Chat Software: Website visitors can connect with live agents for real-time customer service, sales, and support. \* Seamless AI-to-Live-Agent Handoff: Customers can move from AI assistance to a live person while preserving the conversation and important customer details. \* AI Assistance for Live Agents: Agents can receive suggested responses, relevant information, customer context, and AI-generated conversation summaries. \* Co-Browse and Screen Sharing: Agents can help customers navigate websites, complete forms, understand online processes, and resolve complex issues visually in real time. \* Proactive Chat Engagement: Organizations can invite visitors to chat at important points in the customer journey based on website activity and behavior. \* Lead Capture and Conversation Routing: ChatBeacon AIX can collect visitor information and direct conversations to the appropriate person, department, or workflow. \* Visitor Monitoring and Customer Context: Agents can view useful information about website activity, previous interactions, and customer needs before or during a conversation. \* Conversation Transfers: Chats can be transferred between agents and teams while preserving important conversation information. \* SMS and Digital Messaging: Organizations can continue customer conversations beyond the website and provide additional ways for customers to connect. \* AI-Generated Summaries and Reporting: ChatBeacon AIX can summarize conversations and provide insight into customer questions, agent activity, AI performance, and service trends. \* Customizable Chat Experiences: The chat interface, branding, messaging, routing, AI behavior, and workflows can be configured to fit the organization’s customer experience. \* Centralized Administration: Administrators can manage AI agents, live agents, conversations, routing, reporting, and platform settings from one environment. \* Cloud and On-Premise Deployment: Organizations can choose cloud or on-premise deployment based on their infrastructure, security, compliance, and data-control requirements. ⭑ Built for Organizations That Need More Than a Basic Chatbot ChatBeacon AIX is designed for organizations that need AI automation and live human support to work together. It provides the speed of AI, the judgment of live agents, and the customer context needed to deliver more effective service. The platform is well suited for customer service, sales, financial services, healthcare, higher education, government, and other industries where accuracy, security, personalization, and access to human support remain important. ⭑ About ChatBeacon ChatBeacon AIX is developed by SmartMax Software, Inc., a U.S.- based software company with more than two decades of experience building live chat, customer engagement, and real-time support technology. Since 2005, ChatBeacon has helped organizations connect with customers online, support live service teams, and manage complex digital conversations. ChatBeacon AIX builds on that experience by combining AI automation, live human support, customer history, agent assistance, and real-time engagement tools in one unified customer service platform.

**Average Rating:** 4.6/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate ChatBeacon AIX 2026?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10)
- **Lead Development:** 8.4/10 (Category avg: 8.5/10)
- **Customization :** 9.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind ChatBeacon AIX 2026?

- **Seller:** [SmartMax Software](https://www.g2.com/sellers/smartmax-software)
- **Year Founded:** 1993
- **HQ Location:** Tulsa, US
- **Twitter:** @chatbeaconai  
894 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=21dcb82ac1386c8e9ac18fec55a00917225fb5949bf8d047474f8661629c7469&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchatbeaconio%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Services
- **Company Size:** 68% Medium, 53% Small

#### What Are Recent G2 Reviews of ChatBeacon AIX 2026?

**["Perfect tool for give the best support with live chat features"](https://www.g2.com/survey_responses/chatbeacon-aix-2026-review-4272799)**

**Rating:** 4.5/5.0 stars

_— Mikel D._

[Read full review](https://www.g2.com/survey_responses/chatbeacon-aix-2026-review-4272799)

**["ChatBeacon: A Powerful Virtual Delivery Staple with Live Chat, Video, and AI"](https://www.g2.com/survey_responses/chatbeacon-aix-2026-review-13090596)**

**Rating:** 5.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/chatbeacon-aix-2026-review-13090596)

#### What Are G2 Users Discussing About ChatBeacon AIX 2026?

- [What is ChatBeacon Live Chat used for?](https://www.g2.com/discussions/what-is-chatbeacon-live-chat-used-for)

### [Olark](https://www.g2.com/products/olark/reviews)

Olark live chat is the easiest way to boost your sales, help solve issues and understand your customers. Give your customers the answers they need immediately and gain powerful insights about what they want for relationships that last. Olark is WCAG 2.0 AA compliant, accessible, and GDPR ready.

**Average Rating:** 4.3/5.0

**Total Reviews:** 220

#### How Do G2 Users Rate Olark?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Lead Development:** 8.3/10 (Category avg: 8.5/10)
- **Customization :** 7.7/10 (Category avg: 8.5/10)
- **Co-Browsing:** 8.9/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Olark?

- **Seller:** [Olark](https://www.g2.com/sellers/olark)
- **Year Founded:** 2008
- **HQ Location:** Ann Arbor, MI
- **Twitter:** @olark  
5,794 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e565440c732dcb2f659d3880be0d06191cced29d5246411bf9d47e6a7d81e2a1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F469764%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Internet
- **Company Size:** 51% Small, 44% Medium

#### What Do G2 Reviewers Say About Olark?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Olark, making it enjoyable for both admins and users alike.
- Users enjoy the **nice interface** of Olark, making it a pleasant experience for both admins and customers.

##### Cons

- Users are frustrated by the **billing issues** related to exporting transcripts individually, necessitating extra payments.

#### What Are Recent G2 Reviews of Olark?

**["Olark is easy to use and has many features."](https://www.g2.com/survey_responses/olark-review-8956324)**

**Rating:** 5.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/olark-review-8956324)

**["Olark is pretty good"](https://www.g2.com/survey_responses/olark-review-252990)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/olark-review-252990)

#### What Are G2 Users Discussing About Olark?

- [What is Olark used for?](https://www.g2.com/discussions/what-is-olark-used-for)
- [What does Olark do?](https://www.g2.com/discussions/what-does-olark-do)
- [Does Olark have an app?](https://www.g2.com/discussions/does-olark-have-an-app)
- [How does Olark work?](https://www.g2.com/discussions/how-does-olark-work)
- [What is Olark chat?](https://www.g2.com/discussions/what-is-olark-chat) - 1 comment

### [Interakt](https://www.g2.com/products/haptik-interakt/reviews)

Launched in 2020, Interakt is a full-stack conversational marketing, sales, and support platform built on top of official WhatsApp Business APIs. Over 10,000 businesses across the globe trust Interakt to reduce CAC, improve customer LTV, and drive repeat purchases. The platform is built on the same technology that powered the Indian government’s MyGOV COVID Bot on WhatsApp, which handled 150 million users and 600 million messages. Additionally, it brought the world the first-ever end-to-end, immersive shopping experience on WhatsApp for Jio Mart. This achievement earned recognition from Mr. Mark Zuckerberg himself.

**Average Rating:** 4.5/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate Interakt?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Lead Development:** 8.8/10 (Category avg: 8.5/10)
- **Customization :** 7.9/10 (Category avg: 8.5/10)
- **Co-Browsing:** 7.4/10 (Category avg: 8.1/10)

#### Who Is the Company Behind Interakt?

- **Seller:** [Haptik](https://www.g2.com/sellers/haptik)
- **Year Founded:** 2013
- **HQ Location:** New York, US
- **Twitter:** @haptik  
5,970 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9850b7887d231c0d1cea07e39676b6bb9388d2b4d2b9ae7cc7a20f468add33c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhaptik-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
309 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Apparel & Fashion, Marketing and Advertising
- **Company Size:** 65% Small, 28% Medium

#### What Do G2 Reviewers Say About Interakt?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Interakt to be **easy to use** , enabling efficient communication and management through its user-friendly platform.
- Users find Interakt to be **incredibly helpful** for team communication and client interaction automation.
- Users love the **ease of automation** in Interakt, enhancing their WhatsApp campaigns and customer interactions.
- Users value the **easy campaign setup** in Interakt, benefiting from simple, user-friendly automations and chat features.
- Users find Interakt's **chat features** simple and user-friendly, enhancing interactions with customers through effective automation.

##### Cons

- Users express disappointment with **poor customer support** , citing limited options and slow response times.
- Users find **adjustment difficulties** when setting the automated flow, leading to a frustrating experience with Interakt.
- Users feel the **app availability is primarily for bulk messaging** , lacking more interactive and user-friendly features.
- Users find that **setting automated flows** can be tricky, leading to potential frustrations in using Interakt.
- Users find the **complex features** of Interakt overwhelming, leading to a steep learning curve for regular use.

#### What Are Recent G2 Reviews of Interakt?

**["Feature-Rich WhatsApp Business Solution for Scalable Communication"](https://www.g2.com/survey_responses/interakt-review-12927422)**

**Rating:** 4.5/5.0 stars

_— Vijin V._

[Read full review](https://www.g2.com/survey_responses/interakt-review-12927422)

**["Robust Whatsapp Solution for Business."](https://www.g2.com/survey_responses/interakt-review-12602137)**

**Rating:** 5.0/5.0 stars

_— Mandip P._

[Read full review](https://www.g2.com/survey_responses/interakt-review-12602137)

### [WotNot](https://www.g2.com/products/wotnot/reviews)

WotNot automates your customer interactions at scale with chatbots. Solve business challenges like getting more leads, booking more appointments, scaling your customer support with cutting-edge chatbots. Customers use WotNot to provide a personalized customer experience to their current or future customers which is available 24/7, responds instantly, totally reliable, and speaks the customer language. Add a chatbot to any vertical like Real Estate, Insurance, Finance, Healthcare, Automotive, SaaS, Banking, Consumer Goods, Manufacturing, and Education to cater to multiple use-cases. With WotNot's No-code Bot Builder, you can build bots fairly easily with an intuitive visual builder. Manage multiple bots for different activities based on the triggers and conditions defined by you. Also, WotNot offers a done-for-you service wherein our team of experienced conversation design experts understand your needs and carefully create a conversation flow that matches the needs of your business and keep optimizing the flow by reviewing the results. Join 3000+ businesses across the world trusting WotNot with their customer interactions.

**Average Rating:** 4.6/5.0

**Total Reviews:** 101

#### How Do G2 Users Rate WotNot?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Lead Development:** 9.5/10 (Category avg: 8.5/10)
- **Customization :** 9.0/10 (Category avg: 8.5/10)
- **Co-Browsing:** 9.0/10 (Category avg: 8.1/10)

#### Who Is the Company Behind WotNot?

- **Seller:** [WotNot](https://www.g2.com/sellers/wotnot)
- **Year Founded:** 2018
- **HQ Location:** Ahmedabad, Gujarat
- **Twitter:** @wotnot  
2 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6046b603fa7e9a8a2f715db416b2b5b0ff858a94e906c65457f97dd0ccd59e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14537921%2F&secure%5Burl_type%5D=linkedin_company_website)  
37 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Education Management
- **Company Size:** 65% Small, 29% Medium

#### What Do G2 Reviewers Say About WotNot?

_AI-generated summary from verified user reviews_

##### Pros

- Users find WotNot's platform incredibly **easy to use** , appreciating its intuitive interface and seamless integration capabilities.
- Users commend WotNot's **exceptional customer support** , noting its quick responses and helpful assistance during chatbot deployment.
- Users find WotNot's **helpful customer support** invaluable, making chatbot creation and integration a smooth experience.
- Users praise WotNot for its **seamless integrations** , enhancing chatbot functionality and improving user experience throughout.
- Users highlight the **ease of use and rapid deployment** of WotNot, appreciating its intuitive interface and excellent support.

##### Cons

- Users face **integration issues** with WotNot, making it challenging to connect with other platforms effectively.
- Users find the **lack of integrations** frustrating, wishing for more compatibility with various tools and platforms.
- Users often mention **limited features** of WotNot, pointing out the need for more robust functionalities and integrations.
- Users face challenges due to **missing features** like inadequate integrations and the need for better customization options.
- Users face **chatbot issues** such as errors, limited backend access, and slow feature maturation impacting their experience.

#### What Are Recent G2 Reviews of WotNot?

**["AI Chatbots and Automations driving Real Operational Impact"](https://www.g2.com/survey_responses/wotnot-review-12381704)**

**Rating:** 4.5/5.0 stars

_— Ojas K._

[Read full review](https://www.g2.com/survey_responses/wotnot-review-12381704)

**["WotNot Makes Chatbot Building Fast and Easy with an Intuitive, Stable Flow Builder"](https://www.g2.com/survey_responses/wotnot-review-12323412)**

**Rating:** 4.0/5.0 stars

_— Zaid B._

[Read full review](https://www.g2.com/survey_responses/wotnot-review-12323412)

#### What Are G2 Users Discussing About WotNot?

- [What is drift chatbot?](https://www.g2.com/discussions/what-is-drift-chatbot)
- [What are chatbots used for?](https://www.g2.com/discussions/wotnot-what-are-chatbots-used-for)
- [What is WotNot?](https://www.g2.com/discussions/what-is-wotnot)
- [Is WotNot free?](https://www.g2.com/discussions/is-wotnot-free) - 1 comment

### [TeamSupport](https://www.g2.com/products/teamsupport/reviews)

TeamSupport takes you beyond the ticket to deliver the answers your customer, your team, and your business need. More than a ticket management tool, TeamSupport is a purpose-built AI customer success platform for growing B2B SaaS companies, where onboarding, support, and ongoing innovation are the keys to acquiring, growing, and retaining customer relationships. We focus on the actual use of your SaaS product — listening to the signals embedded in every onboarding call, every first-time question about a feature, and every persistent bug report. Those moments aren’t just support interactions; they’re a goldmine of product and customer insight. We ensure your customers are trained, guided through adoption, supported to get maximum value, and encouraged to expand their use. With our account-level insights and B2B-focused AI agent you can make better decisions, protect your customer base, and keep growing.

**Average Rating:** 4.4/5.0

**Total Reviews:** 877

#### How Do G2 Users Rate TeamSupport?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Lead Development:** 8.3/10 (Category avg: 8.5/10)
- **Customization :** 8.4/10 (Category avg: 8.5/10)
- **Co-Browsing:** 8.3/10 (Category avg: 8.1/10)

#### Who Is the Company Behind TeamSupport?

- **Seller:** [TeamSupport](https://www.g2.com/sellers/teamsupport)
- **Year Founded:** 2008
- **HQ Location:** Dallas, TX
- **Twitter:** @TeamSupport  
13,505 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e58dc842b54a3156f3c150e2c118c4f2598c6f9975b9026e9decefb1803ad790&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteamsupport-com%2F&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®
- **Phone:** +1 (800) 596-2820

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Software Developer
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 44% Medium, 39% Small

#### What Do G2 Reviewers Say About TeamSupport?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface and extensive features** of TeamSupport, enhancing customer support efficiency and effectiveness.
- Users value the **ease of use** of TeamSupport, enhancing our team's efficiency and customer service experience.
- Users find the **support team incredibly helpful** , offering deep insights and effective solutions for their concerns.
- Users commend the **excellent customer support** of TeamSupport, highlighting their helpfulness and in-depth product understanding.
- Users value the **task reminders** of TeamSupport, greatly enhancing their organization and efficiency in managing workloads.

##### Cons

- Users experience a **steep learning curve** with TeamSupport, requiring time to master its full capabilities.
- Users face **slow loading** issues with TeamSupport, leading to inconvenience and difficulty navigating lengthy email threads.
- Users often experience **slow performance** with TeamSupport, causing inconvenience and delays in managing email communication effectively.
- Users find the **inadequate search functionality** frustrating, limiting their ability to efficiently reference past solved problems.
- Users note the need for improved **integration with other software tools** to enhance TeamSupport's functionality and customization.

#### What Are Recent G2 Reviews of TeamSupport?

**["Excellent B2B Communication Office with Continuous Enhancements"](https://www.g2.com/survey_responses/teamsupport-review-8885777)**

**Rating:** 5.0/5.0 stars

_— Kari B._

[Read full review](https://www.g2.com/survey_responses/teamsupport-review-8885777)

**["TeamSupport Simplifies Multi-Client Ticket Tracking with Helpful Performance Metrics"](https://www.g2.com/survey_responses/teamsupport-review-12433366)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/teamsupport-review-12433366)

#### What Are G2 Users Discussing About TeamSupport?

- [What is TeamSupport used for?](https://www.g2.com/discussions/what-is-teamsupport-used-for) - 1 comment, 1 upvote

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Spotlight Categories

[E-Commerce Platforms](https://www.g2.com/categories/e-commerce-platforms)

[Virtual Event Platforms](https://www.g2.com/categories/virtual-event-platforms)

[Product Lifecycle Management (PLM) Software](https://www.g2.com/categories/product-lifecycle-management-plm)

[Product Analytics Software](https://www.g2.com/categories/product-analytics)

[Business Process Management Software](https://www.g2.com/categories/business-process-management)

Similar Categories

- [Help Desk](/categories/help-desk)
- [Customer Self-Service](/categories/customer-self-service)
- [Social Customer Service](/categories/social-customer-service)
- [Appointment Reminder](/categories/appointment-reminder)
- [Call & Contact Center](/categories/call-contact-center)

- [Client Onboarding](/categories/client-onboarding)
- [Co-Browsing](/categories/co-browsing)
- [Complaint Management](/categories/complaint-management)
- [Contact Center Outsourcing Services](/categories/contact-center-outsourcing-services)
- [Contact Center Payments](/categories/contact-center-payments)

- [Conversational Support](/categories/conversational-support)
- [Customer Communications Management](/categories/customer-communications-management)
- [Customer Education](/categories/customer-education)
- [Customer Service Automation](/categories/customer-service-automation)
- [Customer Success](/categories/customer-success)

[Browse Live Chat Themes](/categories/live-chat/themes)

 ![Jeffrey Lin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeffrey Lin")
JL

Researched and written by [Jeffrey Lin](https://research.g2.com/insights/author/jeffrey-lin)

Updated 

Products classified in the overall Live Chat category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Live Chat to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Live Chat category.

In addition to qualifying for inclusion in the Live Chat Software category, to qualify for inclusion in the Small Business Live Chat Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More

* * *

## How Do You Choose the Right Live Chat Software?

### What You Should Know About Live Chat Software

### What is Live Chat Software?

Live chat software allows website visitors to get a response in real time from a company’s customer service agents, sales representatives, or virtual assistants. These products are typically deployed as a widget in the bottom corner of a business’ website and may be activated when a user clicks on the widget. Alternatively, a pop-up chat window may prompt a user to start a conversation.&nbsp;Companies searching for the best live chat software for business websites typically weigh widget customization, chatbot capability, and integration with their existing customer support stack. Based on G2 reviews, customer support and sales teams evaluate live chat software by comparing real-time response speed, customer engagement features, and ecommerce platform integrations.

Live chat solutions can be used in a wide variety of contexts, including customer service, technical support, sales, and marketing. Most often, businesses implement live chat to provide website visitors with a direct channel to receive real-time customer support. For example, live chat agents can assist visitors with website navigation or answer questions about a business’ products or services. Live chat is also an effective method for lead generation. When a website visitor is interested in purchasing a product or service, live chat can be used to connect them with a sales representative. If a representative is unavailable, live chat widgets include a lead capture form to collect the prospect’s information so a salesperson can follow up with them as soon as possible.

Although live chat windows exist on a website 24/7, this doesn’t mean a business needs their agents to be available to answer inquiries all day. An offline mode allows website visitors to submit questions or concerns that can be handled either by a chatbot or by an agent when the live chat is back online. Live chat often serves as a company’s first line of defense to help chat agents answer quick questions and escalate deeper concerns in an organized way. The goal of these products is to increase efficiency for both the agent and the customer.

#### What Types of Live Chat Software Exist?

**Text only solutions**

Text-only live chat software allows agents and customers to communicate via text form. Typically, the customer will be approached by a pop-up chat window that helps initiate a conversation.

**Voice or video solutions**

Live chat software with video or voice capabilities--in addition to text--allow a more personalized conversation with customers. Video chat conversations are especially helpful for complex questions that require a visual representation. Face-to-face video conversations are not the only features of video and voice live chat; users can enable screen sharing to visually convey an issue that’s difficult to explain via text.

### What are the Common Features of Live Chat Software?

Live chat functionality can vary from product to product. When considering a live chat solution for a business, it’s important to consider which features will be most beneficial to the particular use case. The following are some core features within live chat software:

**Analytics:** Reporting related to live chat analytics gives administrators insight into customer service metrics such as support response time, overall support performance, and customer satisfaction. These insights help managers understand the highs and lows of the customer experience and the team’s performance.

**Visitor monitoring:** Real-time visitor monitoring tracks where visitors are on the website and how long they stay on a certain web page. These insights give a sense of where visitors are gravitating to on a web page and can even help generate leads.

**Response templates:** For common questions, canned responses are very efficient. Agents can have responses ready to send as soon as a common question pops up.

**Branding:** Since live chat exists on a company’s website, it’s important for the widget and conversation window to match the company’s branding and website design. To accomplish this, live chat products offer customizable design options to change the colors and images of the application. Branding customization features ensure a seamless brand experience for customers.

**Customer feedback:** After a live chat conversation, a customer can rate the conversation and share feedback on whether or not their question was adequately handled. Managers can use this feedback to further understand the quality of an agent’s work.

**Proactive messages:** While live chat is already an approachable asset, it’s helpful for website visitors to be prompted with a friendly pop-up greeting to let them know they’re invited to chat whenever they’d like. A proactive message is an approachable way to entice visitors to communicate with the company.

**Integrations:** Live chat products should integrate seamlessly with a company’s technology stack to ensure the information shared in chat conversations is available across departments. Integrations with CRM software are important for storing and accessing customer information during a support conversation, as well as adding new contacts for lead generation. Live chat typically integrates with other customer service solutions, especially help desks, to improve omnichannel customer experiences.

Many live chat software solutions will also offer the following features:

- [Live chat software with in-app messaging capabilities](https://www.g2.com/categories/live-chat/f/in-app-messaging)
- [Live chat software with lead development capabilities](https://www.g2.com/categories/live-chat/f/lead-development)
- [Live chat software with knowledge base capabilities](https://www.g2.com/categories/live-chat/f/knowledge-base)
- [Live chat software with targeted email capabilities](https://www.g2.com/categories/live-chat/f/targeted-emails)
- [Live chat software with co-browsing capabilities](https://www.g2.com/categories/live-chat/f/co-browsing)

### What are the Benefits of Live Chat Software?

Businesses of all types benefit from using live chat software to provide instant and approachable customer support. Using live chat makes customer support more efficient for both the agent and the customer for several reasons:

**Customer engagement:** Live chat is a simple and accessible way for customers to approach a company. Customers are more likely to engage than if the company only offered phone and email support, because of its convenience.

**Real-time support:** With live chat, website visitors don’t need to wait very long for an answer to a simple question. Without a long turnaround, visitors are more likely to engage with the company, knowing their time is not being wasted. In comparison, inquiries submitted via email or social media have an unpredictable response time. Since questions are answered quickly, agents are more productive and get through more inquiries.

**Improved efficiency and productivity:** In comparison to phone calls, live chat is relatively cheap and takes less effort from both the customer and the agent. Additionally, it’s easy to multitask between different live chat conversations, allowing for more support in less time. Since live chatting requires reading and typing, conversations have more downtime between messages. This allows customer service agents to multitask and handle multiple chat windows at once. Depending on how many conversations are going on, agents can also use downtime to talk on the phone with another customer while handling live chat conversations.

**Lead generation:** Live chat is approachable for customers, so it’s an easy way to begin a sales conversation. The informality of live chat makes a sales conversation more comfortable for the customer, so it’s a great opportunity to bring in a sale.

### Who Uses Live Chat Software?

Professionals who communicate with customers directly, such as customer service teams and sales teams, use live chat to instantly chat with customers or gather data on the conversations customers have with customer service agents.

**Customer service:** Customer service teams use live chat software to communicate with website visitors who use the feature to ask questions or voice concerns. If any complaints need to be escalated, chat agents can use routing features to transfer the conversation to a manager. When purchasing a live chat solution for customer service, businesses should remember to look for products that integrate with the company’s existing support software.

**Sales:** Sales teams can utilize live chat software to generate leads. Since the buyer is expressing interest in the company by initiating a conversation using the live chat feature, it’s a great opportunity to spark a sales conversation. If a company wants to implement live chat to accelerate sales and improve conversion rates, it’s important to find a product that integrates with the CRM or system of record.

#### Software Related to Live Chat Software

Related solutions that can be used together with live chat tools include:

[Help desk software](https://www.g2.com/categories/help-desk) **:** Help desk software provides a ticketing system for customer service teams to organize and respond to inquiries regarding a company’s products or services. Traditionally, help desks take in customer inquiries from email and web forms, but these solutions are increasingly supporting omnichannel customer service by incorporating other channels such as social media, live chat, SMS, and call center technology. As a result, many help desk solutions include a live chat tool.

[Customer self-service software](https://www.g2.com/categories/customer-self-service) **:** Customer self-service software provides a platform for end users, prospects, or customers to access information and perform tasks without the assistance of customer support representatives. Customer self service can take many different forms and may include chatbots, intelligent virtual assistants, knowledge bases, FAQs, and community forums.

[Social customer service software](https://www.g2.com/categories/social-customer-service) **:** Businesses use social customer service software to assist their customers via social networks and social messenger apps. These solutions collect customer inquiries from social media and assign them to support team members. While live chat software allows customers to receive support when visiting a company’s website, social customer service enables support teams to respond proactively to customer complaints or questions. Some live chat tools offer the ability to transfer chat interactions to social messaging platforms, so the conversation can be continued on the customer’s preferred platform.

[Conversational marketing software](https://www.g2.com/categories/conversational-marketing) **:** Live chat tools may integrate with or include features of conversational marketing software. Conversational marketing helps businesses improve conversion rates by identifying and engaging with potential customers throughout their buying journey. These products accelerate the buying process by transferring qualified leads to sales representatives or facilitating follow-up conversations if a customer is not yet ready to buy.

[Chatbots software](https://www.g2.com/categories/chatbots) **:** Chatbots, which are often called virtual agents or virtual assistants, are used in place of a human to conduct specific tasks or provide information based on written or spoken requests. Customer support tools, such as live chat, help desk, or contact center solutions, may already have chatbots implemented as a first line of defense when dealing with customers.

### Challenges with Live Chat Software

Although live chat software can be implemented relatively quickly, the adoption of these tools can pose additional challenges. Before purchasing live chat software, businesses must make sure to have a plan to address potential issues before they arise.

**Increase in support requests:** Naturally, adding an immediate and accessible means for customers to contact the business will result in an influx of support requests and conversations. To avoid overwhelming the business’ chat support team, companies can roll out the live chat product gradually. Users may also wish to open it up to smaller segments of customers over time rather than all at once.&nbsp;

**Staff training:** A big part of customer support is empathizing with the customer. For even simple inquiries, it’s important for agents to come across as friendly and approachable via live chat. Tone is sometimes difficult to read through text, so it’s easy for website visitors to misinterpret a message from a support agent. Agents should be trained on how to express empathy in text form to prevent any tone assumptions.

**Spam or inappropriate messages:** While approachability is generally considered beneficial, it opens the possibility of potential scenarios involving inappropriate or irrelevant messages. Fortunately, many live chat offerings have a spam filter or block functionality, which allows agents to distinguish real messages or block aggressive customers.

### Which Companies Should Buy Live Chat Software?

Any business with a website can use live chat software. These products are beneficial to companies of all sizes, from small businesses to large enterprises. However, there are a few types of businesses that are particularly suited for live chat.

**E-commerce:** E-commerce brands and any business that sells products online should consider buying a live chat solution. While customers browse an e-commerce site, they may run into technical issues or have questions about specific product specifications, shipping, or return policies. Live chat offers the opportunity for a business to answer a customer’s question right away, increasing the chance that the customer will complete their purchase.

**Services:** Live chat can be very beneficial for businesses in the service industry, especially banking, healthcare, real estate, travel, and hospitality. For these industries, exceptional customer service is paramount to the success of the business. Live chat provides clients and prospects with an instant connection to a business so they can quickly resolve issues or have their questions answered.

Based on G2 reviews, the most-cited evaluation criteria for live chat software on business websites are widget customization, chatbot quality with smooth AI-to-human handoff, and native integrations with the CRM and help desk already in use. For customer support teams, reviewers consistently call out omnichannel coverage across email, SMS, WhatsApp, and social messengers, alongside ease of use, as the day-to-day features that determine adoption. Ecommerce buyers specifically cite Shopify integration, mobile apps for responding to chats away from the desk, and visitor tracking as the difference between live chat solutions that drive customer engagement and ones that sit idle. Sales-led teams highlight high-intent visitor identification and real-time client support as the features that turn live chat from a support tool into a lead-generation channel.

### How to Buy Live Chat Software

#### Requirements Gathering (RFI/RFP) for Live Chat Software

Whether a company is purchasing a live chat solution for the first time or looking for a replacement, the first step is defining a list of requirements the product must meet for the business to be most productive. These requirements will help buyers narrow down the list of products to consider.

First, buyers must evaluate the need for live chat software, and ask the following questions:

- Who will be using the product most often?
- How many users (or seats) do we need?&nbsp;
- Will it be used for customer service or technical support?&nbsp;
- Will the sales team use it for lead generation or guiding customers on their buying journey?

At this point, it’s also important to list the features that will prove most useful for the teams using the product. For improving customer self-service and freeing up team members’ time, companies may require a product that can automate workflows to resolve customer issues without human assistance. Buyers must consider if the product should integrate with any other software their business uses, such as CRM or help desk.

#### Compare Live Chat Software Products

**Create a long list**

Based on the list of requirements, buyers should create a long list of no more than 10 products that appear to meet the business needs. Consulting online review sites is a great way to start the long list. G2 has thousands of [software categories](https://www.g2.com/categories?q%5Bcategory_type_eq%5D=software) with over 1 million verified user reviews. G2’s Live Chat software category can help buyers find the highest rated or most popular products based on reviews from verified customers.

**Create a short list**

After consulting customer reviews and creating a long list of live chat software products, companies must begin eliminating the options that won’t work for their business. The easiest way to do this is to first eliminate the products outside budget. Small businesses or startups should look at each product’s pricing plans to determine if the product will still be affordable as the company scales up. At this point, buyers should also eliminate products that don’t offer all the required features.

**Conduct demos**

Once a short list of about three to five products is ready, companies should begin reaching out to vendors to schedule demos. Demos allow buyers to take a closer look at each live chat solution’s functionality and ease of use. This may also be the first opportunity to glimpse each vendor’s onboarding style and service levels and determine if they are helpful and communicative and whether they are focusing too much on the sales pitch.

#### Selection of Live Chat Software

**Choose a selection team**

The company’s software selection team should already consist of a project manager to manage the process from start to finish and an executive sponsor to ensure buy-in from the company’s decision makers. Naturally, the selection team should also include several employees who will be using the live chat daily, such as sales representatives or customer service agents.

**Negotiation**

Before signing a contract, buyers should make sure to negotiate for the best price and ask about any discounts for which their business may qualify. This is also the time to discuss implementation and onboarding services and payment plans.

**Final decision**

Finally, it’s time to decide on a live chat software and sign the dotted line. In the days and months after the purchase, buyers must monitor the company’s progress with the new product. Is the live chat working as intended? Have users fully adopted all the features? Will the product scale with the company’s growth? If the answer to any of these questions is “no,” the buyer should consider raising the concerns with the vendor. If they are unable to resolve these issues, it may be time to look for alternatives.

### Live Chat Software Trends

**Screen sharing**

Sometimes questions are easier to ask with visuals. To help prevent miscommunication, screen sharing allows the customer to show a support agent the basis of their question instead of communicating it through text. Since typing out questions can be a lengthy process for complex issues, screen sharing can help save time and prevent frustration for both the customer and the agent.

**Automation**

Using chatbots and automated responses for simple customer concerns means having an agent online 24/7 is not necessary. As artificial intelligence becomes more desirable to help businesses automate processes, live chat vendors continue to add features like intelligent responses and automated workflows to their products. These options ensure customers receive assistance at any hour, maintaining customer satisfaction and consistently generating leads.