Overview
A native chat widget keeps capture inside HelloGrowthCRM: fewer vendors, consistent routing, and AI-assisted first responses when enabled. Configure business hours and escalation so reps are not surprised after hours.
What data is involved
- Anonymous sessions promoted to leads when identity is shared.
- AI draft transcripts stored per your retention policy.
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Chat Widget → design, placement, and business hours.
- Enable AI drafts and escalation rules to reps.
- Embed the snippet on your marketing site or product.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Chat Widget → design, placement, and business hours.
- Enable AI drafts and escalation rules to reps.
- Embed the snippet on your marketing site or product.
Best practices
- Tune AI replies to escalate on pricing, legal, or angry sentiment.
- Measure deflection vs human takeover rates weekly at first.
Best for & common use cases
Teams that want native chat without a separate vendor for basic capture and routing.
- Capture anonymous visitors and promote them to owned leads when email is shared.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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