Click To Engage is designed to be up and running fast. No developer required for most setups. Most businesses go live on the same day they sign up.
All you need is one small snippet of JavaScript in your website's header. There is no complex configuration, no separate plugin for each channel, and no changes to your existing website design.
Paste one line of code into the <head> of your website. That is all that is needed for the widget to appear. The same code powers all four channels.
WordPress, Shopify, Wix, and Squarespace plugins are available. Install from the plugin directory and connect your account — no code editing required.
For teams using Google Tag Manager, the Click To Engage tag can be added and managed centrally without touching your codebase.
From your dashboard, enable the engagement channels that make sense for your business. Each can be configured independently.
Set your widget colour, welcome message, and pre-chat form. Choose which pages it appears on, when it should proactively open, and what happens when no agents are available.
Connect your knowledge base, FAQ page, or upload documents. Configure the AI's tone, the questions it should ask leads, and when it should hand off to a human agent.
Enable click-to-call and set your calling hours. The call button appears on the pages you choose. Agents answer from the dashboard — no desk phone required.
Connect your WhatsApp Business number, set a pre-filled opening message, and position the button on your site. Conversations come into your shared inbox like any other channel.
Add your team members and define how conversations should be distributed. Routing rules ensure the right people receive the right conversations.
Add agents by email. Each team member gets their own login and can be assigned to specific channels, departments, or locations.
Route chat from your pricing page to sales, support queries to your support team, and technical questions to specialists — automatically, based on criteria you define.
Define when each agent or team is available. Outside those hours, the AI covers live chat and visitors can leave contact details for a callback or follow-up.
All live chat, AI handoffs, browser calls, and WhatsApp messages arrive in one shared team inbox. Agents do not need to switch between tools to handle different channels.
All conversations in one place. Assign to an agent, transfer to a colleague, or take over an AI conversation with a click. Nothing falls through the cracks.
Before responding, agents see which page the visitor came from, their previous conversations, and any information they shared — without having to ask.
Canned responses and shortcuts help agents handle common questions quickly and consistently. Build a library of approved answers your team can reuse.
Built-in analytics help you understand which channels are generating the most conversations, how quickly your team responds, and where visitors are engaging most on your site.
Track how many chats, calls, and messages your team handles each day, week, and month. Spot peaks and plan staffing accordingly.
Measure how long visitors wait before an agent responds. Use the data to set team targets and identify when more agents are needed.
See how many leads each channel captures and which pages generate the most enquiries. Focus your efforts where visitor engagement is highest.
Book a short demo and we will walk you through the full setup — from widget installation to your first conversation.
Request Demo