SiteStaff Chat is a proactive live chat service provider that offers professional chat agents to engage with website visitors and provide customer support in real time. Their American-based chat agents are trained to handle inquiries, answer questions, and assist customers effectively. SiteStatff Chat helps law firms improve the efficacy of their sales funnel and convert potential leads into customers. SiteStatff Chat is HIPAA-compliant and private, channeling leads through secure servers to your inbox.
Additional benefits of the SiteStaff Chat Integration include:
24/7 fully-managed live chat experts that are specific to your firm to help capture more visitors and properly qualify leads
Call connect – Chat experts can initiate a call in real-time to your firm when the buyer is at the highest peak of interest
Consult booking – SiteStaff Chat can qualify leads and book them directly into your calendar
Work efficiently – SiteStaff Chat can do the work of 2.5 full-time employees at a fraction of the cost, saving time and increasing sales
ROI Guarantee, US-based legal experts, and customized knowledge base
Using the integration with Neos, SiteStaff Chat provides an additional call-to-action on the website that captures your firm's lost visitors, qualifies them, and then adds to Neos. Information such as the source, contact information, and transcript will be added as an Intake in Neos.
Contact SiteStaff Chat for more information and pricing.
Activate SiteStaff Chat in Neos
To connect your firm's SiteStaff Chat integration:
1. In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
2. Select the Site Staff tab.
3. Use the Staff field to select the Neos user email address that should be used to enable the SiteStaff Chat integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "SiteStaff Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "SiteStaff Chat Integration"
Staff Code, e.g., "SiteStaff"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "SiteStaff"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The SiteStaff Chat Integration staff should have the following permissions:
Directories
• Enabled
Name Details
• Can Add
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
For questions using SiteStaff Chat, contact their customer care at 888-351-3889.
For firms that are new to SiteStaff Chat, contact Marc Cherabie, Business & Partnership Development via email: [email protected] or phone: 720-280-3132.