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HelpoSoft 3.12.2 Cumulative recovery restores the complete Cloud marketing dependency chain and protects mixed-version upgrades. Release notes
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Website support Available

A fast, branded live-chat experience connected to your entire support operation.

Install one non-blocking widget, serve several websites, identify visitor context and move every conversation between AI and human support without losing history.

Included in supported deployments. Domain verification, widget configuration and realtime transport must be tested before launch.

Best for: Support, sales and success teams that need immediate website conversations.

Interface preview · demo workspace
Live ChatOperational view
AvailabilityAvailable
PlatformHelpoSoft Cloud
Production ruleVerify configuration before rollout
TransparencyView product status
Core workflow

Designed around the outcome, not a checkbox.

Each capability should have a clear owner, test path and customer-safe failure behavior before production expansion.

1

Branded widget

Five visual styles, selectable launchers, custom colours, logos, sounds and optional white-label branding.

2

Reliable delivery

Realtime WebSocket/SSE support with adaptive AJAX fallback, retries, unread badges and duplicate-message protection.

3

Visitor context

See current page, referrer, browser, device, language, timezone, IP and approximate location.

4

Multi-site control

Operate one website or switch to an all-sites command center from the same workspace.

Enterprise use cases

Three ways Live Chat becomes accountable work.

These scenarios describe operating patterns—not invented customer results. Validate them against your channels, roles and Cloud configuration.

01

Pre-sale qualification

Route high-intent visitors by page, website and department while preserving the full conversation for follow-up.

Faster ownership without forcing visitors through a generic form.
02

Authenticated customer support

Pass signed identity from an application so agents can distinguish trusted account context from browser-supplied text.

Safer support for logged-in users and account-specific workflows.
03

Offline continuity

Convert unavailable chat into accountable ticket work with expected response messaging and preserved page context.

No dead-end experience when the human team is offline.
Production readiness

Prove the workflow before expanding it.

Enterprise readiness comes from repeatable evidence: correct access, correct state, safe failure and a named operational owner.

Review security controls
Before configuration

Prerequisites

  • Verified website and allowed domains
  • Permission to add the asynchronous loader
  • Defined online and offline operating hours
  • Agent ownership and escalation policy
Before production

Evidence to verify

Loader resilience

Confirm the website remains usable when the HelpoSoft endpoint is unreachable.

Message integrity

Verify one visitor message, one agent reply and one attachment appear exactly once.

Context accuracy

Confirm website, page, referrer and signed identity are visible only where intended.

Implementation path

Move from configuration to a production-ready workflow.

Introduce the capability in controlled steps, verify ownership and delivery, then measure the result.

1

Add and verify a website

Start with the minimum configuration and access required for a safe test.

2

Customize the widget and launcher

Validate the step with real support examples and documented ownership.

3

Paste the asynchronous installation snippet

Validate the step with real support examples and documented ownership.

4

Import approved knowledge

Validate the step with real support examples and documented ownership.

5

Answer from the shared inbox

Review outcomes, feedback and operational gaps before expanding.

Capability breakdown

Everything agents and managers need around the workflow.

Feature availability and limits depend on the current Cloud release, configuration, provider eligibility and commercial entitlement.

Typing and presence indicators
Read and delivery receipts
Secure file attachments
Proactive engagement campaigns
Customer identity tokens
AI-to-human handoff
Conversation assignment and routing
CSAT after chat closure
Operating evidence

Measure the workflow without inventing success.

Use production definitions, exclude demo workspaces and reconcile sampled metrics to the underlying support records.

First-response timeDefine owner, calculation and review cadence
Chat abandonment rateDefine owner, calculation and review cadence
Transfer rateDefine owner, calculation and review cadence
Offline conversion rateDefine owner, calculation and review cadence
CSAT after closureDefine owner, calculation and review cadence
Cloud responsibility

One managed platform with three accountable layers.

Separate HelpoSoft Cloud operations, customer configuration and connected-provider responsibilities before production rollout.

Operating responsibility

Managed cloud platform

HelpoSoft operates the contracted application environment, release process, platform monitoring and service restoration procedures.

Review responsibilities
Operating responsibility

Customer configuration

Your organization controls users, roles, channels, knowledge, automation, AI policy, retention choices and lawful use.

Review responsibilities
Operating responsibility

Connected providers

Email, messaging, AI, voice, CRM and billing providers retain their own eligibility, pricing, retention and availability responsibilities.

Review responsibilities
Connected systems

Relevant integrations

Check availability, permissions, data flow and provider dependencies before connecting production accounts.

Known boundaries

What this capability does not remove.

Provider rules, Cloud configuration, identity decisions and team policy remain real responsibilities.

1

Browser privacy controls, ad blockers and Content Security Policy can affect widget loading.

2

Approximate location is not a substitute for verified customer identity.

3

Continuous human availability should never be promised without staffing.

Launch governance

Production approval checklist.

Use evidence from a controlled workspace before expanding customer-impacting behavior.

Confirm workspace roles and least-privilege access for every person who can configure or operate this capability.
Test normal, duplicate, delayed, failed and unauthorized scenarios in a non-production workspace.
Document the customer-visible fallback when the capability or a connected provider is unavailable.
Assign an operational owner, review cadence and measurable acceptance criteria before launch.
Verify retention, export, deletion and audit requirements for the data used by this workflow.
Procurement review

Questions buyers should resolve.

Commercial entitlement, provider dependency and operating responsibility should be explicit before purchase.

1

Which plan entitlement and usage limits apply to this capability?

2

Which HelpoSoft Cloud controls are included and which settings remain customer-owned?

3

Which connected providers, credentials, regions and external charges are required?

4

What evidence can be supplied for access, delivery, failure handling, recovery and change history?

Product FAQ

Questions about Live Chat.

The current loader is asynchronous, uses bounded timeouts and fails closed when HelpoSoft cannot be reached.

Yes. Each workspace can operate multiple websites with per-site filtering and an all-sites overview, subject to plan limits.

Yes. You can use draft, assisted or automatic modes and define confidence, topic and handoff rules.
Enterprise evaluation pathContinue from page content to verifiable Cloud controls.
Product statusIntegration statusTrust CenterSecurity questionnaire
One customer support workspace

Bring every support conversation into one intelligent, accountable operation.

Start with live chat and tickets. Add AI, messaging, multi-site control and service operations when your team is ready.