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Jul 25
 Wednesday Written By: admin

Today begins the beta testing phase of a new tool that can help manage Twitter for your business. BoldChat, with an integrated Twitter management tool, is available now! To become a beta tester, first, signup here. You’ll be directed to create a BoldChat account and download a new beta edition of BoldChat (or to login if you have a current account). Then, be sure to follow our @BoldBeta account on Twitter. Participation in the beta test is free and is slotted to last for 30 days. Each time you send us a suggestion or feedback via Twitter (tweet or DM), you’ll be entered in our drawing to win a new iPad.*


What Can You Expect During the BoldBeta?

  1. Full Functionality of BoldChat. The beta test will include a fully functional trial of our product, so all features of BoldChat will be available for use. We encourage you to use other features too. We don’t know yet what product edition the final Twitter functionality will be in.
  2. Some Bugs. The purpose of the Beta is to get feedback from BoldChat users. The product is usable right now, but not finalized, so there will be bugs. Why release a product with bugs? Releasing it to you at this point allows us to incorporate user suggestions in the final incarnation of the product.
  3. Some Missing Features. It may not have all the features you want – yet. Let us know what you think is missing! (And each time you do, you’ll be entered in our contest.) We can’t guarantee all suggestions will be incorporated, but we’d like to know how you’re using Twitter and what you want in a Twitter management solution.
  4. Lots of Support. When you experience issues, we want to hear from you. Send us a tweet or DM with simple feedback. Some issues will be escalated to email or phone support when necessary.

Here’s a quick video to guide you through getting started! But, don’t forget to follow @BoldBeta and download the software here!

*You can send as many suggestions as you like during the Beta test, each will count as a separate entry for the iPad, but to be entered into the drawing they need to contain constructive suggestions or quality feedback.


Jul 25
 Wednesday Written By: admin

By now, we’ve all seen customer service go bad via social media. Customers (myself included) are impatient. It’s not uncommon for a consumer to go through all available channels of communication and, by now frustrated, turn to the world of social media – Twitter, in particular.

Twitter Video Image

What this means in today’s world is that brands should be managing their online presence via Twitter – not just broadcasting. It seems only natural that an integrated communications solution is the way to go, but how do you cut through all of the clutter? BoldChat’s managed Twitter solution (which releases in Beta later today) can help by setting up a workflow for Twitter. To find out more about the Twitter integration, check out this 6-minute demonstration. You might also want to take a look at a webinar we presented with Website Magazine, 5 Ways to Immediately Engage Website Visitors. The Twitter integration is covered in that presentation as well!

We’ll be managing the beta program by monitoring Tweets that come in on @BoldBeta, so if you’re planning on participating, follow us there!

Jul 19
 Thursday Written By: admin

We’ve been publishing data about live chat for a number of years. We know that there are individuals from some brands who download every piece of research that we put out. Although some don’t use our services, this tells us that we are regarded as a leader in live chat and an industry expert. We’re proud of the work we do in live chat research and we’ll take that compliment!

Brad Einarsen, of Klick Health (who is not affiliated with BoldChat as a customer or partner of any kind) recently published a blog post on the use of live chat within Pharma companies. Brad points out,

“Normally I would be pretty skeptical of white papers from a SaaS vendor, will they really report on all data? or will they cherry-pick to make the data say what they want? Reading the methodology in the white paper I do have to give them credit, they are on their game and the level of disclosure in this section does give me a comfort level with their data.”

Thanks, Brad!

He has a great point. Consumers and businesses alike are right to question sources when researching a product or service. The Internet gives us access to a great number of white papers, research reports, product reviews and much more.  If looking at a product review, is it a paid opportunity or is it from an unbiased third party? If it’s paid, it may (or may not) be a fair comparison of the reviewed products and services, but it is almost definitely not a comprehensive review of comparable products or services in the spectrum. White papers and research reports, while well-written, can present similar problems. Where does the data come from? How large was the sample?

At BoldChat, we’re transparent about our research partnerships and we talk about our methodology as it relates to the data being presented. It may be impossible – or at the very least, extremely difficult – to get completely unbiased data, but one thing you can do is look for transparency from the source.


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Jul 11
 Wednesday Written By: admin

Those of us at BoldChat are, not surprisingly, big fans of live chat. We love this technology not just because we make it, but because we know how powerful it can be for businesses. Put simply, live chat works. As consumers, we love it for the same reason – it’s efficient while simultaneously putting the chatter in the driver’s seat of the conversation. I personally prefer live chat above any other method for communicating with Internet merchants. We describe “live chat fans” in our annual Live Chat Effectiveness research and, without a doubt, I am one.

Except when I’m not.

Despite my love of the technology – how easy and fast it is to get my questions answered – even I know that the technology is the easy part.  Without a properly trained and empowered agent on the other end the experience is almost not worth having.

Here’s proof – an actual chat I had just a few days ago. Note the date and time of the chat – it’s Saturday at around ten in the morning.

When Chats Go Bad

So here’s 7 minutes I can’t get back. Oh, and there’s a new membership this merchant didn’t get. Why this particular chat software didn’t auto-correct the spelling error is beyond me, but I actually don’t mind it. That error is about the only thing that tells me I was speaking to an actual person. Given the way this chat was going I half-expected that I was chatting with a bot.

These types of interactions depress me.  While I applaud this merchant for deciding chat is a channel they want to offer, they must be scolded for not providing their agents with what they need to succeed. This wasn’t, thankfully, my first chat experience. If it had been, I doubt I’d ever try it again.

Jun 15
 Friday Written By: admin


How many of your chats lead to a sale? How many visitors download your newest piece of collateral? Which of your operators have the highest close rates?

If you’re using BoldChat, you can easily find out the answers to these questions through our proprietary conversion tracking. Find out more about conversion tracking and the edition it’s available in here, on our website.

Conversion tracking is HTML-based and allows you to set up a wide variety of desired website actions and track them in relation to your live chat or click-to-call implementation. Two views of conversion data are provided – a grid view which allows at-a-glance performance analysis, and the inclusion of the metrics into the reporting engine. Conversion tracking passes value information and shared operator data enabling accurate commissioning of agents.

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May 30
 Wednesday Written By: admin

Benchmarking Image

Earlier this month, we released our Live Chat Performance Benchmarks report. An updated version of our 2009 report, it queried the anonymized data of our customer base, including tens of millions of chat records, hundreds of millions of website visit records and billions of unique page URL recorded visits. BoldChat has access to one of the largest live chat communities in existence. This massive base of real-world data allowed us to extract the findings presented in the document.

A sample of the results featured in the report:

  • Chatters are 7.5 times more likely to convert than visitors who don’t chat. Up from 4.1 in 2009.
  • Chatters that engage via proactive invitation are 8 times more likely to convert than visitors who don’t chat. Up from 6.3 in 2009.
  • Chatters spend about 55% more per purchase than non-chatters.
  • Proactive invitations appear to be critical for higher traffic websites. Among these sites, proactive invitations had an average acceptance rate of 9.7%.
  • Websites in the top 20% for post-chat survey satisfaction scores had a 266% greater change to convert a chatter than an average site.

To read more and begin measuring how your live chat implementation stacks up with our findings, download the Live Chat Performance Benchmarks report.

May 19
 Saturday Written By: admin

We originally published this piece in January 27, 2009, but it still rings true today.

There might be a temptation to run some reports on your live chat implementation and hand those out, showing who has had the most conversions, who types the fastest, who took the most chats, etc. But quantity of interaction is only one of the benefits you can garner from using live chat.

You probably ignore that voice that says “calls may be recorded for quality purposes” – that’s because call centers have been working on quality for years. Live chat should be no different.

Creating a Chat Quality Assurance program isn’t hard or overly time-consuming. I’ve done it several times over the years. Done well, it not only improves the quality of your interactions with your customers, it can give you a chance to salute your high performers and use incentive systems to boost morale. It’s a win, win, win.

The best part about implementing a program is how much easier it is with live chat than in a call center. In a call center you either have to listen realtime and score the call or you have to have recording and playback capability. Then, if you provide feedback, if you don’t have the call recorded, it can easily be a he-said/she-said about what happened on the call. In live chat the entire interaction is all there and you can coach on tone, timing, inquisitiveness, accuracy, professionalism, closing skills – or any other elements critical to organization. You will find that providing feedback to your agents on their chat performance is faster, easier, more accurate, and less prone to misinterpretation.

To get started, follow these easy steps.

  1. Create a matrix of the 10-20 elements you really want your agents to get right. Include some simple-yet-essential elements such as greeting and closing as well as some subjective elements that will help you mold the voice your want your agents to represent you with.
  2. Assign a number of points possible for each element. (Hint: if you make the total equal 100, the paradigm will be easier for agents to connect to).
  3. Decide how many chats you will review per agent and how frequently you will review them. (Hint: 2-3 chats per day is not too much feedback; 2-3 per month isn’t really a program – shoot for something in the middle).
  4. Create a simple recognition program in which everyone one who achieves gets rewarded. You want all your customers to have a great experience, so don’t dis-incent all the non-top-agent by only rewarding one prize.
  5. Make the incentives fun, inexpensive, and quickly rewarded. Certificates, coupons, mugs, food, etc.
  6. Review the program with the agents so they understand how the program works and what matters to you.
  7. Salute excellence weekly or monthly for all who qualify and also with a quarterly award that gets lunch paid for by the boss. You can also try to get an executive to agree to take your annual star to lunch. One of the best ways I ever got the corner office to understand the value of what agents were doing was when they took one to lunch!

Quality was important years ago when call centers started recording and scoring calls for training – in today’s ecommerce world of many available options, quality can be the single biggest difference and the one you have the most control over.

Make sure your live chat tool keeps chat histories and allows your supervisors to make notes to the agent about them within the chat record – enabling you to focus on the quality critical to your success with your customers and prospects.

Get started now, it will only take a couple of hours to craft and short period of time each day or week.

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Nov 23
 Tuesday Written By: admin

It makes sense that a company who’s been helping individuals organize their personal spaces since 1997 would be interested in live chat.

Organize-It, an online retailer of storage and organization products, now offers customer service support via live chat in addition to their 24/7 phone support. Like BoldChat, Organize-It is committed to making customer service more accessible and to continuously increasing the quality of service offered.

“Within hours of implementing live chat we were receiving questions from customers and effortlessly addressing their issues,” said Catherine Parent, Senior Customer Service Representative at Organize-It.

Organize-It General Manager Chris Nylen is also excited about the expanded hours and the new communication channel. “Live chat offers an immediate and personal connection with our customers,” said Nylen.


“Having live chat is a sign that a business is genuinely dedicated to the highest levels of service both before and after the sale,” said Ross Haskell, Director of Marketing for BoldChat. “Our research shows that once a consumer uses the technology, they start looking for it everywhere they shop. We are pleased that has embraced our live chat solution as a way to actively engage their website visitors.”

In the fast-paced and ever-changing world of ecommerce, meeting the demands of consumers is a key to success. Organize-It is one ecommerce company that gets it!

We get it too. Read more.

Nov 05
 Friday Written By: admin

Recently, an article titled, The Dumbest Piece of Sales Advice You’re in Danger of Following, by Jill Konrath, was sent to me. It was a good laugh and great advice too.


Embrace rejection? No, thanks. She sums it up well by making this point:  if you embrace rejection as a part of the job and quickly move on to make the next call, you’re doomed to repeat the same mistakes over and over.

As the author points out, when you learn from your interaction, your approach will change and your results will change. So, let’s take a look at that underlying lesson. If you were to contact customers who canceled your service, returned your company’s product or otherwise dealt you a hearty serving of rejection, what do you think they would say to you? What would they say about your product or service?

On a regular basis, I call customers who cancel service. I ask them about their experience as a customer, how chat is/was used at their company. I ask them if there were any specific experiences that made them cancel service. We learn a lot about our customers from these conversations.

But, just as important, we recently surveyed our active customers. Because if customer experience is important (and it is) there are really two sides to the story: how former customers say we did and how current customers say we are doing! For a peek at the results of our annual Customer Satisfaction Survey, visit our Customer Support page.

What are you doing to learn the lesson?

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Oct 25
 Monday Written By: admin

85% of leads generated with chat


When Blue Soda Promo spun off from its parent company, they took BoldChat with them. The brand was launched in 2010 and though still in beta stage, the website is live and they are taking orders for more than a million promotional products. Based on revenue, Blue Soda Promo is already ranked as one of the top 50 distributors of promotional products in the United States.

Blue Soda Promo focuses on small to medium sized businesses who want to order with a few clicks of the mouse. This behavior is a great match for live chat.

Before live chat software, customers would call the company or use a “contact us” form. Now, at, 85% of leads are from chat. In fact, something as simple as adding proactive chat has increased the company’s total chat volume by about 45%.

According to Tej Shah, Director of eCommerce at Blue Soda Promo, “Customers who bought from us starting with proactive chat, convert at almost 11 times the rate of those who don’t chat with us. There are a variety of factors that need to be considered when weighing reactive chat vs. proactive chat, but I would say we’ve seen an approximate 20% increase in our conversion rate.”

And the way Tej sees it, they’ve been using it for a few years and haven’t yet used all the capabilities that are offered to them. This will allow them to continue to increase their engagement rate without spending additional dollars. And looking forward, there’s plenty of opportunity to expand their capabilities, like taking advantage of BoldChat’s integration with SalesForce or using the built-in email management functionality.

This “not your typical promotional products company” has been described as having ridiculously good customer service. We like the sound of that and hope you do to. In fact, why not try them out? Place an order through their site using the code: BOLDCHAT and experience it yourself!

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