Loading current feature details…
Retry feature details Enable JavaScript for current plan details and feature explanations, or contact LiveAdviser .
THE LIVEADVISER PLATFORM Every conversation.A clearer next step. Connect the live exchange to customer history, secure follow-up, team expertise and the tools that move service forward.
Play ▷ Real LiveAdviser · synthetic example data · silent demonstration
CONVERSATIONS A conversation is the beginning. Keep the whole story. Live chat, guided intake, customer profiles, tickets and a secure customer portal keep the work connected.
Customer profiles Team collaboration Conversation history Visitor live chat Voice notes
Real product · example data
Customer profiles Know the person behind the request. Keep useful contact details together and return to a customer’s linked support history.
Create a profile Add useful context Return to the saved record Play tour Restart
Live website chat Serve visitors in a real-time adviser workspace with a website widget. Explore capability ↗ Guided intake and support-team selection Collect a useful request and route the visitor toward the appropriate team. Explore capability ↗ Queues and manual assignment Manage waiting visitors and accept conversations; automatic assignment is a separate premium capability. Explore capability ↗
Explore 45 more capabilities Reviewed adviser transfers Pass ownership and handoff context to an eligible colleague. Explore capability ↗ Conversation priority and tags Organize urgency and retain useful classifications with the record. Explore capability ↗ Snooze and timed follow-up Pause a conversation until a chosen follow-up time while retaining its owner and history. Explore capability ↗ Internal notes and conversation timeline Keep handoff context separate from public customer messages. Explore capability ↗ Saved replies Prepare reusable responses for common questions. Explore capability ↗ File sharing and voice notes Exchange supported files and recorded audio within the conversation. Explore capability ↗ Dictation into a draft Turn speech into editable text; the adviser reviews it before sending. Explore capability ↗ Visitor context and previous support references Help staff understand the current visitor and available earlier support context. Explore capability ↗ Temporary visitor blocking Block a visitor identity for 24 hours within the brand; administrators can review and unblock. Explore capability ↗ Proactive visitor invitations and goals Invite eligible online visitors and track configured conversion goals. Explore capability ↗ Business hours and offline alternatives Offer knowledge help, contact requests and secure follow-up when live support is unavailable. Explore capability ↗ Visitor conversation continuity Restore the supported conversation state when the widget reconnects or reloads. Explore capability ↗ Typing and message status indicators Give participants the implemented typing and message-delivery context. Explore capability ↗ Automatic queue assignment Assign waiting conversations to eligible available advisers. Explore capability ↗ Skills and intent-based routing Match requests with configured team skills and classified intent. Explore capability ↗ Internal and public support tickets Create follow-up work from live conversations, contact requests or staff entry. Explore capability ↗ Secure customer ticket portal Let requesters read public replies, respond and exchange supported files. Explore capability ↗ Company-branded customer emails and portal Keep customer-facing follow-up recognizable as the company serving the visitor. Explore capability ↗ Public replies and private internal notes Maintain customer correspondence separately from staff-only discussion. Explore capability ↗ Statuses, priority, ownership and due dates Track the ticket through awaiting-customer, internal-work and completion states. Explore capability ↗ Ticket reminders and notifications Keep authorized staff informed of follow-up activity and reminders. Explore capability ↗ Attachment visibility controls Separate requester-visible files from internal-only ticket files. Explore capability ↗ Ticket activity history Inspect the ticket's operational changes and correspondence history. Explore capability ↗ Ticket and contact-request exports Export supported records and structured ticket evidence. Explore capability ↗ Configurable service-level policies Set supported response/resolution targets and expose deadlines and breach signals. Explore capability ↗ Reusable customer profiles Maintain customer names and contact details independently of one support request. Explore capability ↗ Multiple emails, phones and addresses Store useful customer contact methods and primary-address details. Explore capability ↗ Customer search and record linking Link authorized conversations and tickets to the appropriate profile. Explore capability ↗ Related support history and reviews See available customer context across linked support interactions. Explore capability ↗ Duplicate correction and profile activity Correct duplicate-profile situations and inspect profile changes. Explore capability ↗ Profile archive and privacy erasure Apply supported profile lifecycle/privacy operations while respecting linked-record boundaries. Explore capability ↗ Private direct messages Coordinate with colleagues inside the workspace. Explore capability ↗ Case rooms linked to support work Bring the relevant staff together around a conversation or ticket. Explore capability ↗ Mentions and notification preferences Draw a colleague's attention and choose available notification behavior. Explore capability ↗ Team files and voice notes Share supported files and recorded audio within authorized rooms. Explore capability ↗ Message editing, removal and room membership controls Manage collaboration content and participants within the supported rules. Explore capability ↗ Searchable completed conversation history Find earlier chats through the supported filters and search. Explore capability ↗ Full chat transcript Read the preserved customer and adviser messages in context. Explore capability ↗ Visitor-requested transcript email Let a visitor request the supported chat transcript through the protected email flow. Explore capability ↗ Voice transcripts in history and exports Include supported audio transcript text alongside the original recording and language data. Explore capability ↗ Conversation Word export Download the supported conversation document, with transcript and available related context. Explore capability ↗ Linked tickets, summaries and operational timeline Follow the chat's outcome, handoff context and linked follow-up work. Explore capability ↗ Customer satisfaction ratings and written feedback Collect visitor feedback after support interactions. Explore capability ↗ Rating trends, distributions and comparisons Review available adviser, department and brand breakdowns over a supported date range. Explore capability ↗ Review-to-conversation context and exports Inspect the original interaction and supported review export data. Explore capability ↗
Astra · AI A little help. Right where advisers work. Help advisers with knowledge suggestions, AI-assisted draft refinement, summaries and speech tools. When enabled and configured, a grounded assistant can also offer approved knowledge help while advisers are offline.
AI writing assistance
Real product · example data
AI writing assistance A better draft. Still your voice. Compose a response, choose a refinement style and review the returned draft before sending.
Compose a draft Choose the tone Review the suggestion Play tour Restart
Knowledge-backed reply suggestions Find approved answers and place a chosen suggestion into an editable draft. Explore capability ↗ AI writing assistance Refine a reply toward professional or casual tone, shorten it or expand it; staff retain final review. Explore capability ↗ Professional reply refinement Use the Professional transformation to prepare a calm, empathetic business reply for adviser review. Explore capability ↗
Explore 9 more capabilities Warm and conversational refinement Use the warm conversational transformation while retaining the draft's meaning. Explore capability ↗ Shorten a draft Ask for a more concise reply; protected details and adviser review take priority over shortening. Explore capability ↗ Expand with useful detail Clarify the existing explanation without inventing facts, eligibility or promises. Explore capability ↗ Conversation summaries and tags Create a durable handoff summary; system summaries remain available when AI generation is unavailable. Explore capability ↗ Visitor self-service knowledge answers Help visitors from approved content, with an optional configured AI reasoning service. Explore capability ↗ Document-to-knowledge drafts Import material into draft answers for administrator review before publication. Explore capability ↗ Website knowledge sources Maintain knowledge drawn from configured website sources. Explore capability ↗ Knowledge publication controls Review drafts and publish approved answers rather than exposing unreviewed imports. Explore capability ↗ Brand-aware knowledge and assistant setup Apply supported knowledge and assistant settings within the company/brand scope. Explore capability ↗
LANGUAGES Serve across languages. Preserve the original. Translate supported conversations and voice transcripts under company policy, with original content still available.
Language controls
Real product · example data
Language controls Make language part of the service. Set company language preferences and translation directions for messages and available voice transcripts.
Set the language experience Choose translation directions Review supported languages Play tour Restart
Automatic conversation translation Translate visitor and adviser messages while keeping the original content available. Explore capability ↗ Multilingual visitor experience Offer configured language choices and localized widget copy. Explore capability ↗ Adviser language preferences Choose an interface locale and automatic, original-only or ask-before-translation behavior. Explore capability ↗
Explore 5 more capabilities Private Team message translation Apply permitted translation to internal collaboration as well as customer conversations. Explore capability ↗ Voice-note transcript translation Translate available audio transcripts without replacing the original recording. Explore capability ↗ Company terminology glossary Maintain approved terminology for translated content. Explore capability ↗ Right-to-left language support Support RTL direction for Arabic and Hebrew; full-screen localization is not complete. Explore capability ↗ Original text and translation review indicators Preserve authoritative originals and flag results that need review. Explore capability ↗
GUIDANCE When a conversation needs another pair of eyes. Bring in a supervisor or guide a visitor through the supported website experience, with consent and access controls.
Supervisor assistance Consent-based co-browsing
Real product · example data
Supervisor assistance Support the adviser in the moment. Supervisors can review an authorized conversation and prepare private coaching in the same workspace.
Review the live workspace Prepare private coaching Play tour Restart
Supervisor live assistance Help an eligible adviser during a live conversation. Explore capability ↗ Private adviser whispers Coach the adviser without adding the whisper to the public customer conversation. Explore capability ↗ Join, takeover and reviewed reassignment Intervene using the supported assistance and ownership controls. Explore capability ↗
Explore 7 more capabilities Read-only Live Monitor Watch eligible public conversation activity without writing to it. Explore capability ↗ Automatic monitor selection and playback controls Use the supported monitoring view and media controls; automatic selection pauses when appropriate. Explore capability ↗ Assistance policies and audit history Govern assistance access and retain an auditable record of supervisor activity. Explore capability ↗ Consent-based guided browsing Help the visitor within the supported website experience. Explore capability ↗ Pointer and page guidance Guide attention using the implemented co-browse controls. Explore capability ↗ Sensitive-content masking Protect sensitive form values and excluded content from the adviser mirror. Explore capability ↗ Revocable and scoped guidance sessions End or revoke guidance within the conversation's authorization boundaries. Explore capability ↗
OPERATIONS Build a stronger service operation. Review quality, coach staff, forecast demand and plan workforce coverage with the capabilities in your chosen plan.
Quality and coaching Workforce planning Visitor reviews Operational reports
Real product · example data
Quality and coaching Make good service a shared practice. Define weighted scorecards and prepare coaching plans with measurable goals.
Define the scorecard Weighted quality criteria Prepare a coaching plan Play tour Restart
Configurable quality scorecards Assess completed conversations using supported criteria and scoring. Explore capability ↗ Automated conversation sampling Select eligible conversations using configured volume and priority rules. Explore capability ↗ Reviewer queues and capacity Assign reviews and manage reviewer workloads and deadlines. Explore capability ↗
Explore 27 more capabilities Conversation assessments and evidence Review eligible conversation content and retain assessment results. Explore capability ↗ Quality trends and performance signals Inspect quality scores and supported trend/department views. Explore capability ↗ Coaching plans and follow-up actions Turn quality findings into accountable coaching work. Explore capability ↗ Adviser acknowledgement and appeals Let staff acknowledge feedback and request a reviewed decision. Explore capability ↗ Reviewer calibration Compare assessments against the configured calibration benchmark. Explore capability ↗ Quality audit and deadline attention Retain quality program changes and surface supported overdue work. Explore capability ↗ Demand and staffing forecasts Estimate staffing needs using deterministic forecasting; do not market this as an AI forecast. Explore capability ↗ Versioned forecast overrides and publishing Review, adjust and publish a forecast with its version history. Explore capability ↗ Schedule creation and baseline generation Build the supported staffing schedule from available workforce inputs. Explore capability ↗ Shift management and schedule publishing Maintain shifts and publish or lock supported schedule periods. Explore capability ↗ Personal weekly availability Let staff maintain their available working times. Explore capability ↗ Time-off requests and approvals Request, review and track supported leave categories. Explore capability ↗ Demand-versus-coverage views Compare workload needs with scheduled adviser coverage. Explore capability ↗ Schedule adherence and exception handling Review supported adherence states and resolve recorded exceptions. Explore capability ↗ Workforce profiles, exports and audit history Manage workforce inputs and export supported planning/operational records. Explore capability ↗ Core conversation and adviser reports Inspect the existing support-volume and adviser-performance series. Explore capability ↗ Supported report exports Export supported report data within the allowed date window. Explore capability ↗ Period comparisons and operational intelligence Compare periods and inspect the advanced operational views. Explore capability ↗ Ticket backlog, ageing and resolution signals Identify open work and supported follow-through/quality signals. Explore capability ↗ After-hours, unserved and abandoned demand See where visitors could not receive live service. Explore capability ↗ Brand, department and coverage analysis Analyze authorized segments and supported scheduled-capacity comparisons. Explore capability ↗ Workforce OIDC single sign-on Connect supported staff authentication to a company's identity provider. Explore capability ↗ Workforce SAML single sign-on Use the implemented SAML staff sign-in integration. Explore capability ↗ Provider MFA expectations and access policy Apply configured staff authentication expectations; this is not a standalone built-in authenticator product. Explore capability ↗ SCIM 2.0 user lifecycle provisioning Provision, update and deactivate company users through the supported SCIM interface. Explore capability ↗ Directory group access mappings Map external groups to supported roles, departments and brands. Explore capability ↗ Controlled activation and recovery access Configure optional/required SSO with the implemented activation and recovery safeguards. Explore capability ↗
CONNECTIONS Connect the next step to your business. Use governed actions, scoped APIs and supported messaging-provider connections to extend the service workflow.
Governed actions
Real product · example data
Governed actions Turn a request into a governed next step. Inspect an actual example run: its plan, execution result and approval evidence stay together.
Review activity Inspect the execution Check the decision trail Play tour Restart
Connected customer service actions Send approved business requests to external systems using defined input and response contracts. Explore capability ↗ AI-assisted action planning Turn an objective into a proposed action plan for the configured workflow. Explore capability ↗ Adviser and event-triggered actions Start supported actions manually or from configured new events. Explore capability ↗
Explore 17 more capabilities Approval queues and risk policies Require review for selected actions and preserve approval decisions. Explore capability ↗ Identity, hours and execution safeguards Apply verification requirements, business hours and per-conversation/company admission limits. Explore capability ↗ Trusted conversation fields and public transcript Pass supported context, including the public chat transcript, using explicit outbound field mappings. Explore capability ↗ Signed requests and outcome validation Verify defined success responses and protect outbound calls with signing and bounded retries. Explore capability ↗ Action run history and safe setup tests Inspect execution/decision history and test configured actions without customer impact. Explore capability ↗ Brand and verified-domain management Configure company brands and verified sites within the available allowance. Explore capability ↗ Widget appearance and localized brand copy Configure the supported widget, launcher and visitor-facing text options. Explore capability ↗ Departments, members and access scope Manage staff roles and authorized team/brand assignments. Explore capability ↗ Working hours, visitor entry paths and routing setup Maintain supported schedules and visitor intake paths. Explore capability ↗ Company knowledge and language administration Govern approved answers, company languages and translation preferences. Explore capability ↗ Privacy, retention and visitor moderation controls Manage the supported protection and retention configuration. Explore capability ↗ Connected email, SMS, WhatsApp, Facebook and Instagram Bring supported external messaging into the shared conversation workspace. Explore capability ↗ Channel delivery states and failed-message operations Inspect supported provider delivery outcomes and failed-message recovery operations. Explore capability ↗ Scoped OAuth machine access Give external systems the supported tenant-scoped API access. Explore capability ↗ Business data APIs and integration quick start Connect supported customer/support records and service interfaces. Explore capability ↗ Signed outbound webhooks Deliver supported events to an external system with signature verification. Explore capability ↗ Delivery activity, credential lifecycle and audit Review connection activity and manage supported secret/revocation controls. Explore capability ↗
IDENTITY AND EVERYDAY CONTROL Confidence in who is there. Apply visitor assurance, personal account protection and company governance. Customer identity and staff single sign-on serve different purposes, with their own setup and permissions.
Configurable customer verification policy Choose when customer actions require stronger identity assurance. Explore capability ↗ Verified-email codes Use supported email-code verification for visitors. Explore capability ↗ Company-supplied signed customer identity Accept supported short-lived customer identity tokens with the configured assurance checks. Explore capability ↗ Action-specific verification requirements Apply available assurance requirements to attachments, guided browsing and other supported protected actions. Explore capability ↗ Identity status and audit trail Inspect supported verification state and identity events without exposing private keys. Explore capability ↗ Add purchased staff seats as the team grows Additional licensed staff seats can be purchased as your team grows. The current plans do not set a plan headcount cap. Purchased seats are paid seats, not unlimited free users. Explore capability ↗ Pooled purchased-seat attachment storage Grow supported conversation, ticket and Team storage with effective purchased seats; knowledge limits are separate. Explore capability ↗ Company billing and AI consumption view Review subscription activity and recorded AI consumption without implying unlimited AI or perfect provider cost attribution. Explore capability ↗ Professional adviser profile and photo Show the profile image where the supported participant context calls for it. Explore capability ↗ Workspace lock and remembered-device controls Use the supported session security and account controls. Explore capability ↗ Company audit history and scoped permissions Inspect supported company events and protect records by company, brand and department. Explore capability ↗ Safe file handling and input limits Keep baseline upload and input protections in every plan. Explore capability ↗
Availability depends on your plan and company configuration. AI, translation, transcription, identity providers and connected channels require their supported setup and may involve separate consumption or provider charges. Multilingual messages do not imply full localization of every application screen.
A MORE CONNECTED SERVICE TEAM Help your people Explore the customer journey and the tools behind it.
