Onboarding Portal

All you need to get started with Chat Metrics

Easy Steps : Sign Up Approve Client Brief Install Code Snippet Go Live


Sign – up

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Client Brief

Welcome to Chat Metrics.

The purpose of this document is to ensure we are able to deliver the highest number of new clients for you. To that end, we would like to point out some critical components of this document.

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Please ensure this document is returned complete and approved within seven days. If you require any assistance or have any question please let us know and we will respond accordingly.

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Code Installation

You load a small piece of code into your website or you can use our in-house developer capabilities at no charge. Now, you are set to receive Leads 24/7.

Please use this link to get the code and install guide.

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Go Live

Once you approve the FAQs and install the code on your website, our team will be going live within the same/next day.

Thank you again for entrusting Chat Metrics with your website visitor conversations. We look forward to being at your service.

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Our integration with Zapier makes it possible to integrate with 1000+ apps and counting such as Google Analytics, Salesforce, Marketo, Pardot, Active Campaign, HubSpot,Sugar, InfusionSoft Google AdWords and more…

Our team of in-house developers will work with you to capture the fields that you would like to integrate and can be set up in few simple steps. It only takes a few minutes and we look after it for you.

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