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Customers usually start a live-chat conversation by opening the chat bubble on your website, help center, or app and sending a message. Your job is to make that entry point visible, collect only the information you need, route the conversation to an available person or AI assistant, and provide an honest alternative when nobody is available.
The exact sequence depends on your software and settings. Some services let visitors begin anonymously, some show a pre-chat form, and some require the customer to sign in before a human conversation can start. The guide below covers both the customer experience and the business setup needed to make it work reliably.
What starting a live chat looks like
A live chat normally begins in an embedded widget. The widget may appear as a speech-bubble button in a lower corner of a website, as a “Chat” or “Contact us” link in a help center, or as a support panel inside an app. LiveChat describes its widget as the place where visitors start a conversation, and Atlassian uses the widget as the entry point to its chat experience.
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After opening it, the customer may see one of three paths:
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- Human-first chat: the message is sent to a logged-in support agent who is accepting chats.
- AI-first chat: an assistant asks questions or suggests answers, with a route to a person when the issue needs human help.
- Unavailable or offline mode: the widget accepts a message for later, presents another contact channel, or is hidden until support is available.
A visible bubble is not proof that a human is ready. In LiveChat, the active widget depends on agents being logged in and accepting chats; when no team member is active, the configured experience can switch to offline messaging or disappear. Atlassian documents its own immediate and later fallback behaviors, so businesses should describe what their selected system actually does rather than promise an instant reply.
For the exact product behavior, see LiveChat’s manager handbook, Zendesk’s live-chat setup documentation, and Atlassian’s chat-experience guide.
How customers start a new live chat
1. Open the company’s website, help center, or app
Go to the official website or signed-in area where support is offered. Look for a chat bubble, a button labeled Chat, or a Contact us link. On a help center, the button may be in the page corner or in the support navigation rather than beside the article you are reading.
If you cannot see a button, check that you are on the company’s support property rather than a marketing or checkout page. The business may display the widget only on selected pages, only during staffed hours, or only after the page finishes loading.
2. Open the widget and identify who will answer first
Select the button to open the conversation panel. Read the opening message and labels carefully. It should indicate whether you are speaking with a person, an automated assistant, or a choice of both. Some systems let an AI assistant handle the first questions and transfer the conversation when a human is needed.
Do not assume that an automated greeting means a human has joined. Wait for the interface to show an agent name or a clear handoff notice before treating the exchange as a human conversation.
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3. Complete any pre-chat form
A service may ask for contact details before it enables the message box. Zendesk’s documented default pre-chat form requests a name, email address, department, and initial message, with a phone field that can be optional. Other systems can request fewer or different fields.
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4. Sign in when the service requires it
Follow the sign-in prompt if it appears. Access rules are not universal: Atlassian documents sign-in for its human live-chat experience, while another service may allow a visitor to begin with only a name and email address. Use the account associated with the order, subscription, or workspace you need help with so the agent can see the correct context.
5. Write a useful first message
State the outcome you need, identify the affected product or order, and include the exact error text if there is one. A concise opening gives the agent or assistant enough context to choose the right route without several rounds of clarification.
A practical format is:
What I need: [specific outcome]
Account or order: [identifier, if requested]
What happened: [short description and exact error]
What I already tried: [steps that did not work]
Never paste a password, full payment-card number, authentication code, or other secret into a chat. Use the secure account or verification process the company provides if an agent needs to confirm ownership.
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6. Send the message and watch the status
Press Send once, then look for a confirmation, queue position, typing indicator, or agent assignment. Keep the panel open if the service says a reply is coming in the current session. If the interface offers a transcript or email-copy option, use it when you need a record of the conversation.
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7. Follow the displayed fallback if nobody is available
If the widget says that all agents are busy or offline, use the option it presents:
- Leave a message with your email address and a concise description.
- Use the listed email, phone, ticket form, or community channel.
- Return during the published support hours.
LiveChat and Atlassian document different unavailable-agent behaviors. The correct action is therefore the one shown by that company’s widget, not a generic assumption that a live agent will answer later.
What businesses must configure before inviting customers to chat
Enable the channel and choose where it appears
Turn on the live-chat channel in the customer-service platform, then place the widget on the pages where customers actually need help: the main site, account area, checkout flow, or help center. Limit placement when a page has a different support process, and make sure the button is visible against the site’s background on desktop and mobile layouts.
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Configure the opening experience
Set the widget’s label, greeting, language, and appearance so customers recognize it as an official support channel. Decide whether it opens automatically or waits for a click; an invitation should not cover navigation or interrupt a customer who is reading an article.
Define the intake fields deliberately. Ask for the minimum information needed to route and answer the request. If you collect a name, email, department, order number, or phone number, explain why the field is needed and mark optional fields clearly. Zendesk’s default form is a documented example, not a requirement for every platform.
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Choose the first responder and handoff rule
Decide whether a human receives the first message, an AI assistant handles initial questions, or both are available. If AI is used, write a clear escalation rule for requests involving account access, billing disputes, sensitive data, or a customer who asks for a person. The handoff should preserve the conversation context so the customer does not have to repeat the issue.
Assign departments, queues, skills, or working hours so new chats reach the right team. A widget that accepts messages without an owner creates the appearance of support while delaying the response.
Set honest availability and after-hours behavior
Choose what happens when no agent is logged in or when agents do not accept a chat. Possible outcomes include an offline form, a displayed alternative channel, a queue message, or hiding the widget. Publish support hours where customers can find them and make the greeting match the actual schedule.
Test both staffed and unstaffed states. LiveChat’s documentation links the active widget to agents being logged in and accepting chats; the behavior can change when that status changes. Atlassian documents an immediate fallback when no agent is available and another fallback when agents fail to accept, but those timings are specific to its product configuration.
Install using the method that matches your site
For a custom site, copy the vendor’s widget script into the documented location and publish it through your normal release process. For a supported platform, use the official plugin or integration when available. LiveChat lists manual JavaScript installation as well as plugins such as WordPress and Shopify; Zendesk provides its own website and help-center placement instructions.
After installation, test the published page in a private browser window, on a phone, and with browser extensions disabled. Confirm that the button opens, the form submits, the message reaches the intended queue, and the fallback appears when agents are unavailable.
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Platform behavior at a glance
The following comparison focuses on documented setup behavior rather than claiming that one product is universally better.
| Platform | First-response options | Entry requirements | Availability and fallback | Installation notes |
|---|---|---|---|---|
| LiveChat | Human agents; an active widget depends on agents being logged in and accepting chats. | Configured by the business; the cited setup pages do not establish a universal sign-in requirement. | Can offer offline messaging or hide the widget when no active team member is available. | Manual JavaScript plus integrations/plugins, including WordPress and Shopify. |
| Zendesk | Human chat through the configured widget; other automation depends on the account setup. | Its documented default pre-chat form asks for name, email, department, and initial message; phone is optional. | Configured by the business through widget and form settings. | Widget can be added to a website or help center using Zendesk’s documented setup flow. |
| Atlassian Customer Service Management | Human chat, AI assistance, or a combination with human handoff, according to the configured experience. | Atlassian documents sign-in for human live chat. | Provides documented immediate and later fallback paths when agents are unavailable or do not accept. | Follow Atlassian’s chat-experience setup for the relevant service project and portal. |
These differences affect how much effort a customer must make before sending the first message, who answers first, and what happens after hours. Configure the widget copy and support instructions to match the selected behavior exactly.
How to troubleshoot a customer who cannot start chat
The chat button is missing
- Confirm the customer is on a page where the widget is installed.
- Check whether the business hides the widget outside support hours or when no agents are active.
- Test the page without an ad blocker or script-blocking extension.
- Verify that the widget code or plugin is present on the published site, not only in a draft or staging environment.
The widget opens but will not send
- Check whether a required name, email, department, or message field is empty.
- Remove unsupported attachments or sensitive data and try a short text message.
- Refresh the page and reopen the widget if the session expired.
- Use the fallback contact method if the service reports that no agent or queue is available.
The customer is routed to the wrong team
Review department fields, routing rules, business hours, and agent availability. Make the opening question specific enough to distinguish billing, technical, sales, and account-access requests. Test each route with a separate message before announcing the widget.
The customer expects a person but reaches AI
State the responder type in the greeting and provide a visible request-for-human option when the platform supports handoff. Define which topics must be transferred and ensure the receiving team can see the conversation history.
No reply arrives after the first message
Check whether the interface showed a sent confirmation, queue notice, or offline-message receipt. If it did not, the message may not have been submitted. If it did, follow the stated response channel or time window rather than opening duplicate chats that can split the context.
A simple operating checklist for support teams
- Open the public page as a new visitor and locate the chat entry point.
- Confirm the greeting identifies whether the first responder is human, AI, or both.
- Submit the minimum pre-chat details and verify that required fields are understandable.
- Send a test message containing a known department or issue type and confirm routing.
- Log out or mark all agents unavailable and verify the exact offline or alternative-channel message.
- Repeat the test on a mobile viewport and in the help center if both properties use chat.
- Check that a human handoff preserves the initial message and collected details.
- Review the widget after every major site, plugin, or support-hours change.
Frequently Asked Questions
Frequently Asked Questions
Is a phone number required to begin a live chat?
Not necessarily. Zendesk’s documented default pre-chat form makes the phone field optional, while another service can choose different fields. Provide a phone number only when the form marks it as required or when it is genuinely useful for the requested follow-up.
Why can a chat button appear at one time and disappear later?
The business may configure the widget to display only when agents are logged in and accepting conversations, or only during published support hours. LiveChat documents both an offline-message option and a hidden-widget option for unavailable teams.
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1Fix the driver behind crashes, sound loss and screen glitches2Repair Windows errors before they cause bigger problems3Scan for outdated or missing drivers - takes under a minuteWhat should a customer do when an automated assistant cannot solve the issue?
Use the assistant’s human-escalation or contact option if it is shown, include the original question and any requested account context, and follow the resulting queue or alternative-channel instructions.
Can a business add chat without editing website code?
Sometimes. LiveChat documents plugins and integrations for platforms such as WordPress and Shopify, while custom sites may use its JavaScript installation. Zendesk and Atlassian each provide product-specific setup paths, so the available method depends on the site platform and service.
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