How to Install and Set Up Live Chat in HighLevel

Imagine this. A hot prospect lands on your pricing page. They have their credit card out, ready to buy your top-tier agency retainer. But they have one quick question about the onboarding timeline. They look for a way to ask you.

All they find is a clunky “Contact Us” form that promises a reply in 24 to 48 business hours. They do not want to wait two days. They want an answer right now. So they close the tab, Google your competitor, and buy from the guy who actually answers his messages. You just lost a massive deal because your website felt like a ghost town.

You cannot scale an agency if your website visitors are left talking to a wall. HighLevel fixes this instantly with Live Chat inside Conversations. You can talk to prospects in real-time, answer their objections on the spot, and close the deal before they even leave your homepage. Let us turn your website into a real-time conversion machine.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Build the Chat Widget

First, we need to create the actual chat interface that your visitors will see.

1. Navigate to Sites > Chat Widget.
2. Click + New to create a brand new widget.
3. Crucial step: Make sure you set the chat type specifically to Live Chat. This unlocks the real-time messaging capabilities inside your unified inbox.

Part 2: Customize the Experience

Make it look and feel like your agency.

1. Set your Intro Message to give visitors a warm, friendly greeting before they even start typing.
2. Customize the Agent Avatar & Branding so the chat window perfectly matches your brand colors and vibe.
3. Configure your Inactivity Fallback Message. If your team takes too long to reply, this automated message will step in to collect the visitor’s contact details so you never lose the lead.
4. Set up your Chat Timeout Message to politely close out the conversation if the visitor walks away from their computer.
5. Finally, copy the installation code and paste it into your website’s footer or body section. (Running WordPress? Just install the LeadConnector Plugin).

Part 3: Manage Chats in the Unified Inbox

Stop bouncing between apps. Handle everything in one place.

1. Open your Conversations section. As soon as a visitor sends a message, it appears here in real-time.
2. Look for the specific chat icon to easily identify your live web visitors.
3. Use the filter view options to isolate just your Live Chat messages so you can prioritize instant replies.
4. When the conversation is officially over, simply use the End Chat option to clear it out.

Part 4: Automate Your Chat Routing

Don’t leave chats sitting unassigned. Route them directly to your best closer.

1. Go to Automations > Workflows and click + New Workflow.
2. Click Add New Trigger and select either Customer Replied or New Chat Message.
3. Under trigger filters, set Channel = Live Chat, then add another filter for Chat Widget is and select your specific widget from the dropdown.
4. Click the + below the trigger and choose Assign to User. Pick the exact team member you want handling these live leads.
5. Click Save and toggle the workflow from Draft to Publish.

Responding to prospects in real-time ensures you strike while the iron is hot and capture revenue that usually bounces right off your page.

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