How to Prepare for Your Webchat Demo

How to Prepare for Your Webchat Demo


So you’ve decided to experiment with webchat for business and you’re ready to book your first demo. Maybe you’ve booked a few to compare your options.

What can you expect from your live chat demo? What can you do to prepare? We’ve got you covered with a few tips on preparing for your live chat demo, plus some live chat limitations to look out for.

Tip #1 on preparing for your webchat demo: brainstorm some questions

We realize 15 minutes isn’t a ton of time to fully review all the features of a live chat for business platform.

You may want to take a few minutes to jot down whatever questions you have beforehand. And any live chat providers should be more than happy to answer them.

Booking a demo with us? Shoot all your questions our way. Don’t be shy. We love answering questions and helping our customers! And if you happen to think of a question after the demo, don’t hesitate to get in touch.

Tip #2 on preparing for your webchat demo: jot down some features you’d like to see

One of the major advantages of using live chat for business is having all the features you need. Some of these might include:

  • Chatbot template responses tailored to your industry

  • Integrations with CRMs, Google Analytics, Facebook Messenger, etc.

  • PIN-protected sensitive data logs that comply with HIPAA regulations

The good news is, ZyraTalk has all these and then some. Take some time to consider the features you need to maximize your ROI.

And if you don’t see those features during the demo, don’t be afraid to ask. (Which leads us to our next tip.)

Tip #3 on preparing for your webchat demo: don’t be afraid to ask for clarification

Don’t know what a webhook is and how to set it up for integrations? Ask.

Want to learn more about chat window customization options? Ask.

Not sure what support options are available to you? You guessed it -- ask.

Any live chat provider should jump at the chance to answer your questions and provide clarification when needed.

A few things to watch out for

Look, we know that if you’re shopping around for a live chat for business solution, you’ve probably booked multiple demos.

That’s alright. We’re not mad at it. You gotta explore your options, right?

But there are a few things you should be aware of before committing to a solution.

Sneaky per-volume or per-user payment models

When preparing for your chatbot demo, be sure to ask for full transparency on pricing. Some live chat providers offer per-volume or per-user price models.

These price structures vary, but they’ll cost you more in the long run. (And they have significant limitations.)

Per-user models cap the number of agents you’re allowed to onboard. Similar to this structure is the pay per hired agent model, in which the live chat service provides their own agents.

Of course, for small local businesses, this isn’t an ideal option. You and your team members have spent years building a trustworthy reputation with your customers. You know them on a first-name basis.

Onboarding new, remote customer service agents who don’t have that familiarity with your customer base can weaken your brand’s credibility and cause friction.

Per-volume models can also fluctuate drastically. Website traffic, number of chats, and number of leads captured are just a few factors that can affect the price. If you exceed your contracted allowance, you could face extra fees and go over budget.

To make the process less confusing, ZyraTalk offers unlimited chats, unlimited users, and unlimited notifications. No strings attached and no surprises.

Low conversion rates

With live chat for business, your customers get the instant answers they’ve come to expect. Not to mention the chance to discuss sensitive issues discreetly. Plus, your team enjoys higher productivity rates. Win-win-win.

The beautiful thing about live chat is that one customer service agent can handle multiple chats. But, as the old saying goes, too much of a good thing is a bad thing.

Customer service agents can only handle so many chats. And besides, most of your customers will have the same queries.

Automated chat handles those common queries for you. It also ensures you don’t lose conversions because your agents are juggling too many chats at once.

Our hybrid solution strikes the perfect balance between automated chat and live chat, allowing you to jump in at any time.

Irrelevant features for your sector

A good chatbot demo will go beyond showing you all the bells and whistles of the backend. You should see how the dashboard and chatbot will work to achieve your specific goals and meet your needs.

We serve hundreds of clients in a variety of sectors, including home service, medical, dental, and legal. We’ve analyzed thousands of conversations to create industry-specific chatbot responses that drive results.

But we wouldn’t show a potential home service client our HIPAA-compliant chat features or our medical bot.

Instead, we’ll give them a tour of the home service bot and show them how to set up BBB reviews.

No two ZyraTalk demos are the same, because no two clients are the same. A demo that feels scripted or off-the-shelf could be a red flag.

Preparing for your webchat for business demo: wrapping up

The point of a webchat demo is to get a behind-the-scenes look at the platform. But it’s also your chance to discover if a live chat provider goes above and beyond to serve their clients.

Is the dashboard intuitive and easy to use?

Are they transparent about their prices or do they hide extra fees in the fine print?

Does the platform come with limitations and restrictions?

These are just a few things to keep in mind when preparing for your webchat demo. You’ll want to take a few minutes to brainstorm some other questions or talking points.

If a live chat provider doesn’t tick all your boxes, we encourage you to keep shopping. And we’re not just saying that because we do provide live chat. (Among many other services.)

We have roots in small business. We know building a loyal customer base takes time and significant effort. That’s why we designed a solution that saves you time and effort to spend where it matters most.

Since you’re here, it’s safe to say you’re preparing for a live chat demo. (Hopefully with us!) But if not, might we suggest you add ZyraTalk to your list of solutions to try?

Our omnichannel conversational marketing solution is HIPAA-compliant, easy to use, and fully customized to your needs.

Mention you read this post and we’ll even throw in a 30-day free trial run. No strings attached. After all, it’s hard to cover all the powerful features of our dashboard in just 15 minutes.

Get Started For Free