9 Best Zendesk Alternatives for Small Businesses

Are you looking for Zendesk alternatives for your small business’s customer support?

You’re not alone. While Zendesk is a popular choice, many users have complained about its high costs, complex interface, and limited support. These factors are important for small businesses, where every penny and minute counts.

Here at WPBeginner, we understand these challenges firsthand. We’ve tested many different customer service tools to optimize our own operations and helped millions of users with their projects.

In this guide, we will walk you through the best Zendesk alternatives for small businesses.

Best Zendesk Alternatives

The Best Zendesk Alternatives: A Summary

RankPlatformBest ForStarting Price
🥇GrooveComplete customer support solution$16/user/mo
🥈Heroic InboxWordPress ticketing system$199.50/yr
🥉NextivaPhone support$23.95/user/mo
4HubSpotSupport + CRM$15/user/mo
5HelpDeskAdvanced ticket management$29/user/mo
6LiveChatLive chat support$20/user/mo
7ChatBotAI chat support$52/mo
8Help ScoutSimple help desk$20/user/mo
9FreshdeskFreemium solution$15/user/mo

Why Trust WPBeginner?

The WPBeginner editorial team has over 16 years of experience in WordPress, digital marketing, and eCommerce. We’ve tried and tested various plugins and software on real websites to find the most suitable ones for our readers’ specific needs.

Want to learn more? Just check out our editorial process.

How We Found and Tested the Best Zendesk Alternatives

To review the best Zendesk alternatives, we focused on one key question: why are people moving away from Zendesk in the first place?

Our research found 3 key problems:

  • Difficult to use –The latest Zendesk UI (user interface) has a higher learning curve than the previous version and takes more time to navigate.
  • Expensive – Zendesk’s most affordable plan is $55/agent per month. If you have at least a team of 5 agents, you will need to pay $3300 per year to use the platform. That’s a significant expense for a small business.
  • Limited support – Zendesk’s 24/7 online support is only available via an add-on. Meanwhile, there are many other customer service platforms out there that offer that feature out of the box.

From there, we decided to focus on finding the best Zendesk alternatives with the following criteria: ease of use, value for money, and great support.

Some options on the list just happen to be products we already use on our WordPress websites, so we are confident in recommending them. The ones we don’t use are popular platforms that we tested ourselves.

We are honest with our reviews and will let you know if there are any drawbacks you should consider. We would not recommend a product that we personally would not use.

Here’s some more advice on how to pick customer support software for your business:

“To pick the right platform, identify the communication channels that resonate best with your customers and determine the solution based on your business needs. From there, narrow down products based on price, essential features, user reviews, and your experience during a free trial or demo.”

Jess Pingrey from Fit Small BusinessJess Pingrey from Fit Small Business

1. Groove (Best Overall Zendesk Alternative)

Groove vs Zendesk comparison landing page

Out of all the customer service software we’ve tested, Groove is the best Zendesk alternative by far. We’ve been using Groove to manage both support and marketing emails across our projects, and it’s been a smooth experience from day one.

What truly sets Groove apart is its easy-to-use interface. Even if you are a small business owner with no prior experience with help desk software, you’ll be up and running in no time. The design is clean and clutter-free, with straightforward language that makes every button and tool clear.

Here’s the best part: Groove offers a powerful omnichannel customer support platform for a fraction of the price of Zendesk’s basic plan. With Groove, you can create a shared inbox, add live chat functionality, manage social media messaging, and build a knowledge base – all under one roof.

An example of a shared GrooveHQ inbox

Groove also has exceptional customer support. They offer onboarding assistance to get you started quickly, and their 24/7 support is available to all users, regardless of their plan.

Pros of Groove:

  • Effortless ticket management – Groove makes managing tickets easy with automation capabilities like routing rules and automatic escalation for complex customer interactions.
  • Enhanced ticketing system – Groove boasts features like collision detection to prevent duplicate communication, internal notes for team collaboration, and agent availability to help with workload distribution.
  • True omnichannel support – No matter your plan, you’ll get a shared inbox, live chat, social media messaging integrations, and a self-service knowledge base, all in one place.
  • Actionable insights – Gain valuable intel with Groove’s reporting metrics, including first response times, customer satisfaction reports, and average resolution times.
  • Extensive API and integrations – Groove seamlessly integrates with popular tools you already use, like Zapier, Slack, and Jira.

Cons of Groove:

  • Limited AI-powered features – These tools are only available on higher-tier plans.

Pricing: Starts at $16/user per month, with a 7-day free trial. Their highest plan costs $56/user per month and unlocks advanced features like advanced rule automation, team-specific reporting, and load balancing for optimized conversation assignments.

Why we chose Groove: It’s simply the best Zendesk alternative for anyone seeking a user-friendly and affordable customer software solution. The user-friendly interface, powerful features, and exceptional customer support make Groove a strong competitor.

For more details, you can read our full Groove review.

2. Heroic Inbox (Best for Ticket Management in WordPress)

Heroic Inbox

If you use WordPress to manage your website, then Heroic Inbox is a great alternative to Zendesk for handling customer support emails. We’ve talked extensively about this help desk plugin in other reviews, and that’s for a good reason.

With Heroix Inbox, you can manage all your emails from Gmail or Outlook in one place, right within your WordPress dashboard. Plus, you can have unlimited inboxes for not just your customer support teams but also other departments like marketing or sales.

Heroic Inbox integrates seamlessly with WooCommerce, so you can see the customer’s purchase history directly within the ticketing system. This lets you provide more targeted and helpful support. Plus, you have access to a complete history of all your support tickets for easy reference.

Another benefit of Heroic Inbox is that it supports multiple languages right out of the box, which is helpful if you have customers around the world. This is a major advantage over Zendesk, where you need a higher-tier plan to offer multilingual support.

Pros of Heroic Inbox:

  • Unlimited power – Manage an unlimited number of tickets and users without worrying about monthly fees.
  • Time-saving features – Save precious time with features like saved replies and auto-responders for frequently asked questions (FAQs).
  • Seamless teamwork Set up efficient collaboration with features like team notes, draft replies, and collision detection to avoid duplicate efforts.
  • Enhanced communication Allow both customers and agents to provide richer context within messages by attaching files directly to tickets.

Cons of Heroix Inbox:

  • Limited user roles – Heroic Inbox offers only two user roles: Mailbox User and Administrator.
  • No live chat – You’ll have to install a different plugin to respond to customer queries directly.

Pricing: Heroic Inbox’s pricing structure is based on website licensing. It starts from $199.50 per year for a single website.

For the best value, consider the Heroic Bundle Essential for $299.50 per year. This bundle includes both Heroic Inbox and Heroic KB, so you can create a knowledge base for customers to help themselves and reduce your support tickets.

Why we chose Heroic Inbox: This help desk solution stands out as a Zendesk competitor for WordPress. While it doesn’t include a built-in live chat feature, you can easily add that functionality with another plugin if needed.

You can learn more about Heroic Inbox in our HeroThemes review.

3. Nextiva (Best for Call Centers)

Nextiva help desk page

While chat and knowledge bases are popular, some customers still prefer talking directly to agents. That’s why we wanted to show you a Zendesk alternative that can fulfill this need.

Meet Nextiva, the top-rated business phone service. This platform offers comprehensive customer service tools, including call center, voicemail, SMS, live chat, video, and social media support.

Fun fact: we use Nextiva at WPBeginner for our call center. It lets our teams easily handle customer calls from anywhere in the world without using their own personal cell phone numbers.

Nextiva makes call handling a breeze. You can direct calls based on priority and skills, with easy transfers between agents. Plus, you can offer callback request options, letting customers choose when to receive a call for better convenience.

Pros of Nextiva:

  • Enhanced call experience – See caller details on-screen to prepare for conversations and improve your agents’ service.
  • Smart routing – Use Interactive Voice Response (IVR) to direct calls to the right agents based on their business hours, skills, priority, and more.
  • Call recording – You can record, pause, and playback customer interactions anytime for future reference.
  • Reliable service – Enjoy an industry-leading 99.999% uptime guarantee, which means you won’t have to worry about losing connection in the middle of a conversation.

Cons of Nextiva:

  • Limited unlimited calling – Nextiva’s unlimited plan is currently only available in the US and Canada.

Pricing: The Business Communication plans start from $23.95/user per month for a team of 1-4 people. Besides phone support features, these plans include team communication tools like video conferencing. Prices can get lower as your team grows.

If you just want to use the phone service to support your customers, then you can contact the Nextiva team to get a quote on their Contact Center plans.

You can also use our Nextiva coupon to get 21% off of your first purchase.

Why we chose Nextiva: It’s a great Zendesk alternative if phone support is important to your business. Its comprehensive call center features let you assist customers easily over the phone.

You can learn more about the service in our full Nextiva review.

4. HubSpot (Best for Support + CRM)

HubSpot vs Zendesk landing page

Do you want to manage customer support and customer relationship management (CRM) on the same platform? If you use Zendesk and want a simpler solution, then consider HubSpot. It’s known for its CRM and offers a customer support solution called HubSpot Service Hub.

HubSpot combines support and CRM in one platform, so you don’t need separate tools. To access both, you can get the Customer Platform plan, which includes Service Hub, Sales Hub, Content Hub, Operations Hub, and Commerce Hub.

Service Hub offers more than just ticketing. It has features like conversational bots to answer simple queries, email health reporting to track the effectiveness of your email outreach and a mobile app for managing customer interactions on the go.

Pros of HubSpot:

  • Powerful free plan – Includes features like canned snippets for faster responses and Slack integration for real-time notifications.
  • Unified platform – Integrates seamlessly with its other HubSpot products for marketing and sales. This way, all your data and interactions are accessible within a single platform.
  • Automation tools – Streamline your workflow with automatic conversation routing, automated to-do lists, and triggers to send customer emails automatically.

Cons of HubSpot:

  • Pricing jump – There’s a big gap from the Starter plan to the Professional plan ($15/user per month to $1080/month), which might be a lot for some. This can be a hurdle if you need specific features like WhatsApp integration, which is only available in higher tiers.

Pricing: A free plan is available for businesses with up to 5 agents. Paid Customer Platform plans start at $15/user per month.

Why we chose HubSpot: It’s a great all-in-one solution for businesses. It covers support, CRM, marketing, and more. If you like things simple and want all your customer communications in one place, HubSpot is a solid choice instead of Zendesk.

For more information, check out our full HubSpot review.

5. HelpDesk (Advanced Ticketing System)

HelpDesk as Zendesk alternative landing page

HelpDesk is an excellent Zendesk alternative if you are looking for a powerful ticketing software solution.

Like Zendesk, HelpDesk lets you create multiple custom forms for different purposes, such as technical support requests or sales inquiries. There’s no limit to the number of forms you can create, giving you the flexibility to tailor the intake process to your specific needs.

HelpDesk also simplifies the process of managing complex issues. If a customer submits multiple tickets related to the same problem, then you can easily merge them into a single thread for a clearer overview.

Additionally, HelpDesk offers a shared ticket view feature similar to Zendesk’s ticket-sharing functionality. This lets multiple team members collaborate on the same ticket simultaneously, allowing them to resolve a complicated issue together.

Pros of HelpDesk:

  • Advanced ticketing features You can merge tickets, allow team members to view the same ticket, and enable users to follow tickets that may be relevant to their teams.
  • Email delivery tracking Track the deliverability of your support emails to ensure they reach your customers.
  • Built-in AI features – All plans include AI-powered features like ticket summaries and text enhancements to improve your customer communication.
  • Multi-channel support – HelpDesk offers 24/7 support via chat, email, and phone so that you can get assistance whenever needed.

Cons of HelpDesk:

  • Limited pricing – HelpDesk offers only one plan. If your business outgrows this plan, then you’ll need to upgrade to a custom-priced Enterprise plan.

Pricing: The Team plan costs $29/agent per month and includes unlimited contact forms, multiple mailboxes, unlimited workflows to automate tasks, and 5 email templates to respond to customer inquiries. A 14-day free trial is available.

Why we chose HelpDesk: This help desk platform can be a great option if you want a Zendesk alternative with a robust ticketing system. The single plan’s key features are enough for most small businesses, so long as you don’t create more than 5 email templates.

6. LiveChat (Best for Live Chat Support)

LiveChat as Zendesk alternative landing page

LiveChat is a handy tool made by the same folks who created HelpDesk. We’ve used it for many of our eCommerce projects to answer pre-sales questions.

Getting started with LiveChat is super simple. When we did it, all we had to do was just sign up, add the LiveChat plugin to the WordPress website, and log in via the plugin page. The chat widget would then pop up on the site, ready to connect with customers.

But LiveChat isn’t just a basic chat tool. It’s also packed with cool features like real-time chat monitoring, automatic prompts to collect visitor emails when no agents are around, and routing chats to the right experts for tricky questions.

Pros of LiveChat:

  • Live chat focus – Chat-specific features like tracking traffic, letting customers rate agents, and directing chats to the right people.
  • Great for online stores – It integrates with eCommerce platforms like WooCommerce, Shopify, and BigCommerce. Plus, you can track chats that lead to sales.
  • Chat window editor – You can customize the chat feature to suit your branding and use pre-made themes.
  • Fast loading time – The chat window opens faster than many other live chat providers and works across every device.

Cons of LiveChat:

  • Basic analytics in the lowest-priced plan – The Starter plan only gives you simple stats like daily and weekly summaries. You’ll need to upgrade for more detailed insights into how your agents are doing.

Pricing: Starts from $20/agent per month. With the Starter plan, you can monitor up to 100 visitors and get access to your chat history from the past 60 days. A 14-day free trial is available, and you can use our LiveChat coupon to get 30% off your first purchase.

Why we chose LiveChat: We use LiveChat frequently on our websites, and we think it’s a top choice for businesses looking for an easy-to-use live chat solution.

Just remember, LiveChat focuses solely on live chat. If you also need a ticketing system and a knowledge base, then you will have to pay for HelpDesk, too.

You can learn more about the software in our LiveChat review.

7. ChatBot (Best for AI Chatbot Support)

ChatBot Review: Is is the right chatbot plugin for your WordPress website?

Managing customer support for a small business can be tough, especially if you can’t afford a big team. If that’s the case, ChatBot can be a great Zendesk alternative.

ChatBot is a cloud-based AI assistant for your website. It can handle customer questions in real time like live chat, but you don’t need a human agent to run it. Even if you already have a support team, ChatBot can take care of basic questions to free up your team’s time for more complex issues.

Before launching your ChatBot, you can train it using various resources like FAQs, website content, articles, or even your existing knowledge base. ChatBot can also learn from unanswered questions to improve its response accuracy over time.

We use ChatBot in our SaaS businesses to handle questions before a sale and pass on the tough queries to our live support team.

Pros of ChatBot:

  • Teachable AI – ChatBot lets you teach and improve your AI helper so it gets better at giving helpful answers.
  • Performance insights – Get useful stats about how your bot is doing, like how many messages it handles, when it’s busiest, and how engaged users are.
  • Data security – ChatBot works independently and is not affiliated with big AI companies like OpenAI, so your data stays safe within your system.
  • Dynamic responses – ChatBot can use images, product cards, and carousels to create engaging and informative conversations.

Cons of ChatBot:

  • Overage chat fees – If you go over your monthly limit, you’ll pay a small fee for each extra chat ($0.03 each).

Pricing: Starts at $52 per month billed annually, which includes up to 1,000 monthly chats. They also offer a 14-day free trial.

Why we chose ChatBot: For small businesses, ChatBot is a budget-friendly way to handle customer questions without hiring any staff. Plus, it integrates with LiveChat and HelpDesk, so you can build a full support system that covers all your bases.

To learn more, you can read our comprehensive ChatBot review.

8. Help Scout (Simple Zendesk Competitor)

Help Scout vs Zendesk comparison landing page

Zendesk offers a powerful suite of customer support tools. But for small business owners, it can feel overwhelming. If that sounds like you, then Help Scout might be a perfect fit.

Help Scout is a popular customer support software known for its user-friendly interface. While it’s slightly more expensive than Groove at $20/user per month, Help Scout provides all the essential functionality you need to manage customer conversations effectively.

Another key advantage we discovered is that their Business Hours feature is available in all plans, unlike Zendesk where it’s restricted to higher tiers. This feature lets you activate auto-replies based on your operating hours.

Pros of Help Scout:

  • Customizable data tracking – Track specific data points on each customer interaction to gain valuable insights into customer engagement.
  • White-labeling – You can customize Help Scout’s customer portal interface to match your brand and create a seamless customer experience.
  • In-site or in-app surveys – Use these to quickly collect Net Promoter Scores (NPS) or gain customer feedback on your website’s user experience.
  • Smart content suggestions – Help Scout can recommend relevant help content to customers based on the webpage they’re visiting, reducing the burden on your support team.

Cons of Help Scout:

  • Limited integrations in the lowest-priced plan – The lowest plan doesn’t connect with popular task management tools like Jira and has no AI features.
  • Limited scalability – The core features are great, but we found some bugs and limits when our projects started to grow. Our Groove announcement explains more about why we decided to switch away from Help Scout.

Pricing: Starts from $20/user per month with a 15-day free trial. The lowest plan has a cap of 25 users. You will need to upgrade to the $40/user per month plan for unlimited users.

Why we chose Help Scout: This customer service platform prioritizes its core functionality and user-friendliness over having a lot of features. Because of that, Help Scout is a great Zendesk alternative for small businesses and startups.

9. Freshdesk (Freemium Zendesk Alternative)

Freshdesk as Zendesk alternative landing page

Starting a new business can be expensive, and every penny counts. If you are looking for a cost-effective way to manage customer support, Freshdesk is a great option to consider.

We found Freshdesk’s free plan to have a surprising amount of functionality for small businesses just getting started. It allows you to manage customer inquiries from email and social media with a team of up to 10 agents.

You can also create rules to automatically route tickets to the most qualified team member. As a result, your customers receive the best possible care.

Freshdesk also provides valuable insights into your support performance with built-in ticket trend reports. This allows you to stay on top of your workload and identify areas for improvement.

Pros of Freshdesk:

  • Free plan – The plan provides a robust ticketing system with email and social media support, perfect for startups on a budget.
  • Self-service portal – Empower customers with a knowledge base to answer common questions and troubleshoot issues independently.
  • All year-round support – Freshdesk offers 24/7 email support in the free plan and 24/5 phone support in higher tiers.
  • Actionable analytics – The free plan offers basic ticket trend reports. Meanwhile, paid plans include advanced analytics like customer journey tracking, average handling times, and custom metrics to suit your specific needs.

Cons of Freshdesk:

  • Limited communication channels – The free plan doesn’t include live chat or phone support. To access these features, you’ll need to purchase additional Freshworks add-ons or upgrade to the Customer Service Suite.

Pricing: Free plan available. Paid plans start from $15/agent per month. Upgrading unlocks additional features like SLA management, which helps ensure your team consistently meets your company’s service level agreements.

Why we chose Freshdesk: If you run a new business, Freshdesk’s free plan can be a lifesaver. You can focus on growth while offering your customer support without breaking the bank.

What Is the Best Zendesk Alternative for Small Businesses?

The best Zendesk alternative for small businesses is Groove. It offers omnichannel support, covering chat, email, knowledge base, social media, and more all at a fraction of Zendesk’s cost.

For people using WordPress, Heroic Inbox is also worth considering. It lets you manage tickets and your knowledge base directly from WordPress, saving you from switching between platforms too often.

Alternatively, if your business relies on phone support, then Nextiva is your best choice.

Top Zendesk Competitors: FAQs

Let’s answer some commonly asked questions about Zendesk alternatives:

What are the disadvantages of Zendesk?

Despite its extensive features, Zendesk is too pricey for some small businesses, as its plans start from $55/user per month. Its UI is also more difficult to use compared to other platforms, and the support is not the most responsive.

For this reason, we recommend using Groove, Heroic Inbox, or Nextiva as alternatives.

Is Zendesk free?

No. Zendesk’s plans are all paid, though they have a 14-day free trial.
If you’re looking for a free Zendesk alternative, then we recommend Freshdesk or HubSpot as both offer powerful free plans.

How do you evaluate customer service software?

The first thing you must do is understand your team’s requirements. This will help you avoid going over budget and find the best business tool that suits your exact needs.

We also recommend taking a look at trusted review sites like WPBeginner Solution Center and testing the software yourself to see how easy it is to use.

Discover More Customer Support Guides

We hope this article helped you discover the best Zendesk alternatives for your small business. You may also want to check out our list of the best HubSpot alternatives and our ultimate guide to growing your business online without a lot of money.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

Disclaimer: We also looked at other Zendesk competitors, such as Gorgias, HappyFox, Kustomer, Salesforce Service Cloud, and Zoho Desk. However, they didn’t meet our criteria for the best options for small businesses.

The post 9 Best Zendesk Alternatives for Small Businesses first appeared on WPBeginner.

How to Add a Chatbot in WordPress (Step by Step)

Are you looking to add a chatbot in WordPress?

A chatbot is software that can start talking with your website visitors. Adding a chatbot to your website can help you provide instant customer support, generate leads, and improve the user experience.

In this article, we will show you how to easily add a chatbot in WordPress, step by step.

add chatbot-in-wordpress-og

What Is a Chatbot?

A chatbot is a computer program that uses a chat interface to talk with your website visitors. It acts just like your customer support team does when they use a live chat plugin.

However, while live chat is a real-time conversation between a customer and your support staff, chatbots are automated.

This means that they can only provide answers that you have programmed them for.

For example, a customer service chatbot can answer questions about products or services, troubleshoot problems, and make recommendations.

Similarly, a healthcare chatbot might answer questions about health conditions, provide reminders for appointments, and connect patients with doctors.

Why Should You Use a Chatbot in WordPress?

Adding a chatbot to your WordPress website will allow you to provide 24/7 customer support to your visitors, even when your support team isn’t available.

This will reduce the number of support tickets on your website and improve user experience.

Chatbots can also be used to automate other customer support tasks like answering frequently asked questions, providing product support, and fixing smaller issues.

This will save a lot of time and let your team focus on more complex issues.

If you have an online store, then you can also use a chatbot to find out about a customer’s interests and ask them about their needs. The chatbot can then answer the customer’s queries and close the deal.

Having said that, let’s see how to easily add a chatbot in WordPress, step by step. We’ll cover three different methods, and you can use the quick links below to jump to the one you want to use:

Add a Chatbot in WordPress Using Heroic KB (Best for Customer Support)

If you want to create a custom chatbot to automate customer support inquiries, then this method is perfect for you.

Heroic KB is the best WordPress knowledge base plugin that adds a searchable knowledge base to your existing site.

It also comes with a powerful Heroic AI Assistant that lets you easily add a chatbot to your knowledge base page. The AI chatbot is trained directly from your knowledge base articles so it can provide accurate responses to visitor questions.

To get started, you need to install and activate the Heroic KB plugin. If you need help, see our tutorial on how to install a WordPress plugin.

Note: You’ll need the Heroic KB Pro plan to access the Heroic AI Assistant.

Once the plugin is activated, you need to create a knowledge base so that you can train your AI chatbot on it. Make sure that your knowledge base includes detailed, high-quality articles that will help your audience learn how to use your products/services.

Website documentation preview

For step by step instructions, you can follow our tutorial on how to add knowledge base documentation in WordPress.

After you’ve created your knowledge base, you can set up the Heroic AI Assistant.

To do that, go to Heroic KB » Settings from the WordPress dashboard and click on the ‘Help Assistant’ tab.

From there, you need to place a checkmark next to the Enable Help Assistant, Show Help Assistant on this Site, and AI Help Assistant options.

Enable the Heroic AI Help Assistant

You can also select the main color of your Help Assistant chatbot on this page.

When you’re done, click on the ‘Save Changes’ button.

Next, you need to click on the ‘AI Help Assistant’ tab from the Heroic KB Settings page. Here, you need to add API keys for OpenAI and Pinecone.

Add OpenAI and Pinecone API keys in Heroic KB

You can generate an OpenAI API key on the OpenAI website by visiting the API Keys page from your paid account.

Simply generate a new secret key and copy and paste it into the Heroic KB AI Help Assistant Configuration settings.

OpenAI API keys

You can generate a Pinecone API key on the Pinecone website with a free or paid account.

Just go to the ‘API Keys’ page and click on the ‘Create API Key’ button. Then, copy and paste it into the Heroic KB settings.

Generate Pinecone API key

After copying and pasting your API keys, you also need to fill out the ‘Pinecone Environment’ field.

For free Pinecone accounts, you can use gcp-starter as the Pinecone Environment. For paid accounts, you can use any GCP Region supported by Pinecone like eu-west4-gcp or us-central1-gcp, for example.

Enter Pinecone environment

Don’t forget to hit the ‘Save Settings’ button.

Next, click on the ‘Create Pinecone Index’ button to automatically create a new Pinecone index.

Create Pinecone index

You can check the ‘Status’ box to see if your API keys have been validated and the Pinecone index has been created.

Check status of your Pinecone index

Once those are ready, you can start to train the AI assistant chatbot on your knowledge base.

To do that, simply click on the ‘Train on this site’s Heroic Knowledge Base’ button.

Train Heroic AI assistant on your knowledge base

The AI assistant will then begin training, this may take a few minutes depending on the size of your knowledge base. The progress will be displayed in the Training panel.

Completed training for Heroic AI assistant

When the training is complete, you can visit your Knowledge Base page to see your Heroic AI Assistant chatbot in action.

Visitors can ask a question and the chatbot will provide an accurate response based on your knowledge base documentation.

Example of Heroic AI assistant chatbot

Add a Chatbot in WordPress Using ChatBot (Best for Sales & Customer Service)

If you are looking for an all-in-one chatbot for lead generation, sales, customer service, and more, then this method is for you.

You can easily add a chatbot to your WordPress site using ChatBot. It is the best AI chatbot software that allows you to make chatbots using a drag-and-drop builder. It also offers more chatbot customization options and multilingual features.

First, you will need to install and activate the free ChatBot plugin. For detailed instructions, please see our step-by-step guide on how to install a WordPress plugin.

Upon activation, visit the ChatBot menu tab from the WordPress admin sidebar and click the ‘Connect Account’ button.

Click Connect to account button

This will open the ChatBot website in a new window, where you have to enter your login credentials and click the ‘Login’ button.

However, if you don’t have an account on ChatBot yet, then just click the ‘Sign up free’ link at the top.

Login to your Chatbot account

This will take you to a new page where you will need to provide your email address and enter an account name and password.

Once you are done, just click the ‘Create account’ button.

Create Chatbot account

Upon account creation, you will be redirected to your WordPress dashboard. You have now successfully connected your WordPress site with ChatBot.com.

Now, to start creating a chatbot, just click the ‘Go to dashboard’ button.

Click the Go to dashboard button

You will then be directed to your ChatBot account dashboard.

From here, click the ‘Create bot’ button at the top to start the process.

Click Create bot button

This will take you to the ‘Create new story’ page, where you need to choose the type of chatbot that you want to make.

By default, ChatBot allows you to create a customer service bot, job application bot, lead generation bot, FAQ bot, sales bot, and more.

However, you can also pick the ‘Build from Scratch’ option to make a bot yourself. For this tutorial, we will be creating a customer service bot.

Choose the customer service bot template

This will open the premade customer service bot template on your screen.

From here, you can easily create a conversation flow for your chatbot by clicking on the ‘Bot Response’ tabs in the chatflow.

This will open a prompt on the screen, where you can add chat responses and quick replies like text, images, and buttons by dragging and dropping the blocks into the prompt.

Once you have done that, just add the bot response and click the ‘Save and Close’ button at the top.

Add a bot response

If you want, you can also add custom filters with the chatbot response by clicking on the ‘Add Filter’ button in the prompt.

This will open a dropdown menu where you can pick a filter that will be added to your chatbot’s response, including:

  • Message: Personalize the conversation by tailoring the responses to the user’s message.
  • Score: Prevent irrelevant conversations by filtering out messages that have a low score.
  • Failures: Improve chatbot accuracy by filtering out messages that are likely to result in failure. This can prevent the chatbot from giving incorrect or misleading information.
  • Email: Rule out invalid email addresses or address users by their emails.
  • Name: Create a personalized experience for the user or block messages that contain certain names.
  • Username: Filter out messages that contain certain usernames.
  • Integration: Create specific messages for users who use a particular tool.
  • Language: Write messages in specific languages for multilingual websites.
  • Timezone: Filter messages according to the relevant time zone.

Additionally, you can create specific messages for users in different regions and countries. This can be helpful if you have a large international audience.

Add filter to response

After that, you can also select conditional logic for the now-filtered response. The response that you are creating will only be used by the chatbot if the customer that it is interacting with fits the filter.

For example, if you have a multilingual website and want to create a chatbot for different languages, then you can use the ‘Language’ filter.

Once you do that, select the ‘= equals’ option as the condition and then type in the language name.

After that, you can add the response in the language that you chose. In our example, when a user types a query in the chatbot in Italian, the chatbot will show them the Italian response that we created with this filter.

Add filter value

When you have finished adding your filter, just click on ‘Apply filter’.

After that, you can also use the ‘+’ button to add different blocks to your chat flow. This will open a prompt where you can select any block of your choice, including:

  • User Input: Add user messages that will trigger the bot’s response.
  • FAQ: Add frequently asked questions and their answers in this block.
  • Attachment Input: Let users attach files in an ongoing conversation with the chatbot.
  • Bot Response: Add a chatbot’s response to a question.
  • Backtracking: Prevent users from viewing previously matched interactions with the bot.
  • Fallback: Display a general message or trigger an action anytime your chatbot can’t match the user query with any chatbot response.
  • Flow: Visually organize complex chatbot response scenarios.
  • Add to segment: Segment all the users into different groups based on user data.
  • Delete from segment: Delete users from a specific segment.
  • Set attribute: Save information about users.
  • Mark Goal: Mark a conversation as having reached its goal.

You also have the option to send a transcript of a conversation to an email address or tag different chatbot conversations with keywords and phrases.

Add FAQs block to the chatflow

For example, if you choose the FAQ block, it will open on your screen, where you can now add common customer support questions and their answers.

Your chatbot will then use these responses to answer customer queries on your website.

Add FAQs

Next, click on the ‘Main Menu’ bot response tab to open the block prompt. Here, you can add buttons for all the services that your chatbot can offer using the Button block.

After that, click on each Button block to open its settings and configure where you want the button to direct the users.

For example, you can allow users to be directed to the FAQs chatbot response that you created by selecting the button type as ‘Go to block’.

Next, select the ‘FAQ’ block from the ‘Go to’ dropdown menu and click the ‘Save Settings’ button.

Configure main menu bot response

Other than FAQs, you can also create buttons for directing users to your newsletter signup, contact us page, discount offers, and more.

Once you are done, don’t forget to click the ‘Publish’ button at the top to store your settings.

Publish the bot

A prompt will now open on your screen, asking you to provide a name for your chatbot.

After entering the details, simply click the ‘Confirm’ button to publish your chatbot.

Save chatbot

Next, visit your WordPress dashboard and head over to the ChatBot tab, where you will now notice that the ‘Choose your bot’ section will be visible on the screen.

Note: Keep in mind that it might take 3-4 hours between creating your chatbot and it being visible in your WordPress dashboard.

Now, simply choose the bot that you just created from the dropdown menu.

After that, toggle the ‘Hide chat on mobile’ switch to ‘On’ if you don’t want people visiting your website from their phones to be able to see the chatbot.

Add chatbot to your site

You can also toggle the ‘Hide chat for Guest visitors’ to ‘On’ if you want the chatbot to be exclusive for your members only.

Finally, click the ‘Add to Site’ button. Now, you can visit your website to view the chatbot in action.

Chatbot preview

Add a Chatbot in WordPress Using HubSpot (Free & Easy)

If you are looking for a free and easy way to build a chatbot, then you can use this method.

HubSpot is an amazing customer relationship management (CRM) system that comes with a suite of tools for sales, customer service, marketing, and content management.

It even lets you create automated conversations with your website visitors with its free chatbot builder.

First, you will need to install and activate the HubSpot plugin on your website. For detailed instructions, you may want to see our beginner’s guide on how to install a WordPress plugin.

Upon activation, you need to visit the HubSpot menu tab from the WordPress admin sidebar and enter your email address to create a HubSpot account.

If you already have one, then just click the ‘Sign In’ link at the bottom.

Create or sign in to your HubSpot account

Once you’ve provided your details and set a password for your new account, HubSpot will ask you about the industry that you work in.

Simply select an industry of your choice from the dropdown menu and click the ‘Next’ button.

Add your industry and click the 'Next' button

After that, HubSpot will create a new account for you and then ask you to connect it with your WordPress site.

From here, simply click the ‘Connect Website’ button.

Connect website to HubSpot

Now, it’s time for you to start creating your chatbot.

To do this, visit the HubSpot » Live Chat page from the WordPress dashboard and click the ‘Create chatflow’ button.

Click the Create Chat flow button

This will take you to the next page, where you can select any of the premade chatbot templates.

By default, HubSpot allows you to create a concierge bot, qualify leads bot, meetings bot, ticket bot, offline bot, or even a chatbot from scratch.

For this tutorial, we will be creating a ‘Tickets bot’.

Just select the chatflow you want to use and then click the ‘Continue in HubSpot’ button to move forward.

Choose a bot template

You will then be directed to your HubSpot account, where you will be creating the rest of your chatbot.

From here, click the ‘Next’ button to move ahead.

Click Next on the HubSpot website

In the next step, you need to select the language for your chatbot from the dropdown menu.

You can leave the other settings as they are and click the ‘Create’ button.

Choose chatbot language

Your template will now open in the chatbot builder, where you can edit the chatflow.

Simply click on the ‘Options’ tab in the bot response and select the ‘Edit’ link.

This will open the action settings in the left column, where you can change the action name and text.

In HubSpot, an action is a step in the chatbot conversation that performs a specific task, like asking questions or sending responses. The first action for your chatbot will be the first question that is sent to the website visitor.

configure chatbot action settings

After that, scroll down to the ‘Your visitors’ responses’ section and type all the quick replies that a visitor may potentially give to this question.

For example, a visitor may ask you how to purchase your product, or they might want to report an error that they are facing on your website.

Add customer quick replies

After that, scroll back to the top and switch to the ‘If/then branches’ tab.

From here, you have to select the action the chatbot will take if the customer replies with one of the quick responses that you just added.

For example, if you want the chatbot to open support tickets every time a user is unable to receive a confirmation email with credentials, then select the ‘Create Ticket’ option from the dropdown menu.

After that, just click the ‘Save’ button to store the action settings.

Choose an action for customer response

After that, you can leave the rest of the chatflow settings as they are or keep editing the different actions for your chatbot.

Chatbot will now create a support ticket for all the quick responses that you’ve added to the action prompt.

Next, switch to the ‘Target’ tab from the top. Here, you have to choose where the chatbot widget will appear on your website.

You can leave these settings as they are if you want the chatbot to appear on every page of your website.

However, if you want to hide the chatbot on specific pages, then you will have to click the ‘Add exclusion rule’ link. This will open another rule where you can simply add the URL of the page where you want to hide the chatbot in the field on the right.

Configure target settings

Once you are done, scroll down to the ‘Visitor information and behavior’ section. Here, you can choose the visitors that you want the chatbot to be shown to.

For example, if you only want visitors who are part of your contact list to be able to see the chatbot, then you can choose the ‘Visitor’ option from the left dropdown menu and the ‘Is a contact’ option in the right field.

After that, click the ‘Save’ button and switch to the ‘Display’ tab.

Add exclusion rule and behavior rule

From here, you can upload an avatar image for your chatbot and change its name.

Next, expand the ‘Chat display behavior’ section and choose the chatbot’s default state when the triggers are met.

For example, if you want the bot’s welcome message to appear immediately once someone visits your website, then you can choose the ‘Pop open the welcome message as a prompt’ option.

If you pick ‘Only show the chat launcher’, then visitors will have to click on your chatbot to see its prompts.

However, if you want the chatbot to appear only when a trigger is met, then you can select the third option.

Configure chat display behavior

After that, scroll down and choose the trigger for the chatbot appearance.

For instance, if you want the chatbot to be displayed once the visitor is leaving your site, then select the ‘On exit intent’ option.

However, you can also choose the percentage of pages scrolled or minutes spent on your website as triggers.

Next, you can also switch to the ‘Mobile’ tab to configure chat display settings for mobile phones.

Once you have done that, simply click the ‘Save’ button to store your changes.

Choose a trigger for chatbot

Now, switch to the ‘Options’ tab from the top to configure general settings like delay message text, session timeout, generic error message, bot language, availability, and more.

After that, click the ‘Save’ button to store your settings. Finally, toggle the switch at the top to activate your chatbot on your website.

Save HubSpot chatbot

Now, you can visit your WordPress site to see your chatbot in action.

This is what it looked like on our demo website.

HubSpot chatbot preview

Bonus: Add Live Chat to Your WordPress Site

Live chat is a communication tool that allows visitors to chat with a member of your customer support team through a chat window on your website.

It is a super popular way to connect with customers and has a satisfaction level of 73%, which is much higher than email, phone, and SMS support.

Adding live chat to your WooCommerce store will allow customers to get help quickly and easily without having to wait on hold or send an email. 

This reduces the bounce rate, increases sales, and even gives you a chance to collect feedback from users.

You can easily add this feature to your website using LiveChat, which is the best live chat support software for WordPress.

Live Chat Inc Website

It comes with pre-made live chat templates, real-time chat, multiple support channels, canned responses, chat transcripts, chat analytics, and so much more.

Plus, it integrates with tools like WooCommerce, HubSpot, ChatBot, Constant Contact, and Mailchimp.

For detailed instructions, you can see our step-by-step tutorial on how to add free live chat in WordPress.

We hope this article helped you learn how to easily add a chatbot in WordPress. You may also want to see our guide on how to optimize the customer journey in WooCommerce and our top picks of the best video chat software for small businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Add a Chatbot in WordPress (Step by Step) first appeared on WPBeginner.

8 Best WordPress Chat Plugins (Expert Pick)

Are you looking for the best chat plugins for WordPress?

Chat plugins allow you to talk with your users in real time to provide support. You can also create chatbots to help customers when your team isn’t available to improve the user experience.

In this article, we will share the best WordPress chat plugins that will help you communicate with your users.

Best chat plugins for WordPress

Why Use Chat Plugins in WordPress?

With chat plugins, you can easily add live chat functionality to your WordPress website. This allows you to open a channel of real-time communication to interact with your visitors.

Most users do not like using emails, SMS, or help desk plugins to reach out to a website because those methods can be a bit time-consuming.

However, with chat plugins, customers can contact you directly if they need to debug an issue, provide feedback, or get help with your products and services.

With WordPress chat plugins, you can further improve the quality of the customer service on your site by helping users address their concerns over live chat and providing support.

You can also create chatbots for when your team isn’t available to assist customers, open support tickets, and solve their problems,

Plus, if you have an online store, then you can even use chat plugins to increase sales by letting your team or chatbots answer questions from potential customers.

Chat plugins can also make your website more user-friendly, help build a community around your brand, and increase customer loyalty.

That being said, here is a list of the best chat plugins for WordPress that can help you communicate with your users.

1. LiveChat

LiveChat website

LiveChat is a super popular live chat software that can easily be integrated with your WordPress website using its plugin.

It allows you to communicate with your users in real time by adding a chat widget to your website.

Plus, the tool is super easy to use. It comes with many customization options like chat widget themes and the ability to add your company logo, change the chat window message, add social media buttons, and create custom live chat agent profiles.

It can also integrate with over 130 tools like Facebook, Dropbox, ZenDesk, and WooCommerce, making LiveChat the ultimate choice for online stores.

LiveChat customer reply

Pros

  • The chat functionality loads super quickly, which is great for user experience.
  • The tool saves all the chat history and transcripts and even lets customers provide feedback for your product or service using its rating system.
  • LiveChat can integrate with ChatBot to add chatbots to your site.
  • It offers file uploads, canned responses, and analytics.
  • LiveChat comes with a multiple chat window feature for customer support teams.

Cons

  • LiveChat does not offer a free plan.
  • Sometimes, a client may not receive a chat notification.
  • It can be a bit difficult to use for beginners.

Why we recommend using LiveChat: It is the leading live chat software in the industry that lets you add and customize a chat widget.

If you have an online store, then we recommend using LiveChat due to its comprehensive features, ability to open multiple chat windows for different customers, integration with over 130 tools, and much more.

2. HubSpot Chat

HubSpot website

HubSpot is a powerful customer relationship management (CRM) platform that comes with a suite of tools for marketing, sales, and customer service, including HubSpot Chat.

It is the best WordPress chat plugin on the market that allows you to easily add chatbots and live chat functionality to your website with its free plugin.

The plugin lets you chat with your customers in real time and even saves their contact information in HubSpot’s customer relationship management app.

This can help you build an email list or communicate with your customers using SMS, email, or Slack.

If you have a small business, then you can also use HubSpot to create chatbots that provide support to your customers when your team members aren’t available for live chat.

HubSpot chatbot preview

Pros

  • HubSpot has a free plugin that can be used to add live chat and chatbots.
  • The CRM also offers other features like email marketing, forms and popups, landing pages, and detailed analytics.
  • It comes with a marketing automation that sends an email when a customer reaches out.
  • You can respond to chats directly from the inbox and even take notes, create support tickets, and schedule calls.

Cons

  • There are limited customization options for the chat widget.
  • To unlock advanced features, you will have to upgrade to the paid plan.

Why we recommend using HubSpot: We recommend using HubSpot because it is the best WordPress chat plugin that allows you to create live chat widgets and chatbots without using any code. It also saves your customer information, creates support tickets, and offers a suite of other tools that can help you grow your business.

3. ChatBot

Chatbot.com website

ChatBot is a drag-and-drop chatbot builder that allows you to make smart chatbots for your website without writing any code. This makes it the best AI chatbot software for WordPress.

You can then easily add these chatbots to your WordPress site using the free ChatBot.com plugin. For detailed instructions, just see our tutorial on how to add a chatbot in WordPress.

ChatBot comes with pre-made templates, a chatbot testing tool, a customizable chat widget, and integrations with platforms like Slack, Facebook, WhatsApp, and more.

Plus, it also lets you create a multilingual chatbot using different filters, making it a great choice if you have a multilingual website.

Chatbot preview

Pros

  • ChatBot can integrate with LiveChat to provide live chat and chatbot support.
  • It provides detailed analytics about your chatbot’s performance.
  • ChatBot can organize your users in a contact list and even import new customers directly to your CRM.
  • It automatically collects user data during conversations and archives all the conversations between customers and the chatbot.

Cons

  • Its free plan offers limited features.
  • Creating a workflow in ChatBot can be a bit difficult for beginners due to the numerous customization options.

Why we recommend using ChatBot: We recommend using ChatBot if you want to design a detailed chatbot for your website. If you have a multilingual website, then ChatBot is a great choice as it lets you create chatbots in multiple languages.

4. Brevo Chat

Brevo chat website

Brevo is a popular SMS and email marketing service that offers a chatbox feature. It allows you to chat with your visitors in real time and respond to questions, resolve issues, and qualify leads. It even lets you create chatbots to answer user questions when your support team isn’t available.

To create a chatbox with Brevo, all you have to do is sign up for an account on the website and then connect to your WordPress blog using a free plugin.

Pros

  • It allows visitors to rate conversations with chat agents, which can help you gain feedback from users.
  • Brevo Chat allows you to see what visitors are typing before they send the message, which can help prepare you for the answer.
  • It allows your visitors to chat with you using their mobile devices.
  • Brevo Chat offers a CRM, landing pages, user data segmentation, SMS and email marketing features, and more.

Cons

  • The Brevo chatbox can be a bit slow at times.
  • It offers limited customization.

Why we recommend using Brevo Chat: If you are looking for an all-in-one solution that lets you manage your users through SMS, email, live chat, and chatbots, then Brevo is the perfect choice. It is powerful and allows you to communicate with all your customers in one place.

5. Tidio

Tidio website

Tidio is a WordPress live chat and chatbot plugin that uses conversational AI to solve up to 70% of your customer’s problems.

It comes with pre-built chatbot templates and customizable chat widgets. Tidio also shows a live typing preview and saves the chat history with customers.

Tidio even integrates with WooCommerce and allows your support team to see a customer’s cart, check their order history, and recommend other products in the chatbox.

Pros

  • Tidio is super beginner-friendly and has a free version.
  • It comes with a customizable chatbox design.
  • It allows your support team to open tickets in the chatbox.
  • Tidio integrates with platforms like HubSpot, Brevo, Constant Contact, and more.
  • Tidio lets you manage email, Facebook Messenger, and live chat conversations in one place.

Cons

  • Its paid plan is a little expensive.
  • Tidio is not available in many languages.
  • It can be slow and unresponsive at times.

Why we recommend using Tidio: Overall, Tidio is an amazing chat plugin. If you are on a budget or just have a simple WordPress blog, then you can use the free version of Tidio to easily connect with your visitors.

6. JivoChat

JivoChat website

JivoChat is an all-in-one business messenger tool that lets you communicate with website visitors using email, live chat, chatbots, phone calls, and more.

Other than adding chat widgets to your website, the tool lets you contact your customers on their preferred social media platforms like Facebook, Instagram, or WhatsApp.

Some of JivoChat’s other features include chat history, voice messages, file and screen sharing, video calls, multiple chat agents, and chat routing.

Pros

  • The plugin has a free version with most of the features of the paid plan.
  • It comes with built-in CRM tools.
  • JivoChat monitors visitor behavior on your site and offers smart triggers.
  • It provides detailed analytics and reports on chat performance.

Cons

  • Its paid plan can be expensive, especially for small businesses.
  • JivoChat offers limited chat widget customization options.
  • It sometimes does not tell the visitor when the chat agent leaves the chat.

Why we recommend using JivoChat: We recommend using JivoChat if you are used to chatting with visitors over multiple platforms, as the plugin allows you to create a central place for all your messages.

7. Olark

Olark website

Olark is another great chat plugin that allows you to integrate chatbots and live chat widgets on your WordPress site.

It enables you to customize your chatbox according to your WordPress theme and even allows you to add a contact form to the widget. This can help your support team collect customer data so that they can contact users at a later date or build an email list.

Pros

  • With Olark, you can easily distribute chats and monitor team performance.
  • You can integrate the tool with Mailchimp, Salesforce, HelpScout, and Zendesk.
  • Olark lets you create automated messages for when your team isn’t available.
  • It comes with analytics and reporting features.

Cons

  • It does not offer a free version.
  • Olark does not allow you to create a custom chatbot.
  • To create complex automated workflows, you have to integrate Olark with other platforms.

Why we recommend using Olark: We recommend using Olark if you have a large customer support team, as the tool lets you monitor your agents’ performance. It even comes with chatbots and automated message features to make work easier for your team.

8. Chaty

Chaty website

Chaty is a well-known WordPress plugin that offers a multi-channel communication platform. With this plugin, you can easily chat with your website visitors through Facebook, Messenger, Slack, Telegram, and more.

It adds a floating chat widget to your website and lets you choose a trigger for when the chatbox should be displayed.

Pros

  • You can add various buttons in the chatbox, like email, Google Maps, and phone number.
  • It has a free version.
  • You can add a contact form to the chat widget.
  • Chaty can connect with live chat solutions like Tidio, Formilla, and Zoho.
  • Chaty’s built-in ticketing system allows you to track and manage customer issues and requests.

Cons

  • Some of Chaty’s features, like multi-channel support and a ticketing system, are only available in the premium plan.
  • Chaty does not offer a mobile app for chat agents.
  • The plugin chatbox can be slow at times.

Why we recommend using Chaty: Overall, Chaty is a great solution if you are on a budget because it has a free version. You can also use this tool to chat with users over social media platforms.

Which Is the Best Chat Plugin for WordPress?

In our expert opinion, LiveChat is the best WordPress chat plugin, especially for online stores, because of its comprehensive features and integration with WooCommerce.

If you are looking for an affordable and user-friendly alternative, then HubSpot is easy to use, allows you to add a chatbot and a chat widget to your website, and even has a free version.

Similarly, you can also use Brevo Chat if you want to manage all your SMS, email, and chat messages in one place.

However, if you have a multilingual site, then ChatBot is the best choice because it lets you create a chatbot in any language you want and even integrates with LiveChat.

Frequently Asked Questions About WordPress Chat Plugins

Let’s wrap up with some of the questions that our readers often ask us about using chat plugins for WordPress.

Do I need a WordPress chat plugin?

By using a chat plugin on your website, you can communicate with your users in real-time to provide customer service quickly and efficiently.

You can also use WordPress chat plugins to increase sales by answering questions about your products or services and convincing visitors to buy your products.

You can even reduce the number of support tickets on your site by immediately solving problems through chat widgets.

What is the best live chat plugin for WordPress?

If you want to add live chat functionality to your website, then we recommend using LiveChat, which is the best live chat solution for WordPress.

It offers beautifully designed live chat support apps, allows you to add pre-chat survey forms, integrates with CRMs, and is also easily customizable.

For details, you can see our showcase of the best live chat software for small businesses.

Best WordPress Guides for Customer Communication

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 8 Best WordPress Chat Plugins (Expert Pick) first appeared on WPBeginner.

NLP Chatbot Resiliency: A Chat With Botpress

In the race to design great conversational experiences, adaptable NLU models will play a key role in the creation of truly intelligent chatbots. In this article, learn how Botpress stemmed from frustrations with poorly designed bots that led to a launch of an open-source managed NLU platform. Also, see why the future of chatbot design will shift from an intents-based approach toward knowledge-based models that offer greater adaptability and resiliency.

Developer Accessibility Key to NLP Chatbot Advancement

Chatbots have come a long way over the years, evolving from simple command-response models to the more nuanced NLP conversational models of today. 

Use a Chatbot To Generate Documents and E-Sign

Very recently, I was taking a flight and had to change my flight to the following day. Instead of jumping onto a phone call, I was able to work with a chatbot to reschedule. The bot was able to look up my information and saved me a lot of time, and saved me the hassle of listening to muzak waiting on hold.

These days, chatbots are all over the place. They are on websites, built into apps, and even built into intranets and communication tools like Microsoft Teams. According to IBM, chatbots can reduce customer service costs by 30% because they save on expensive call center calls, get answers more quickly for users who prefer to text rather than talk, and give you much more reliable data to improve customer experiences.

Testing Chatbots for the Unexpected

Quite often we are consulted to design a robust test strategy for a mission-critical enterprise chatbot. How is it possible to test something for all possible unexpected user behaviour in the future? How can someone confidently make assumptions on the quality if we have no clue what the users will ask the chatbot?

Short-Tail vs Long-Tail Topics

While we do not own a magic crystal ball to look into future usage scenarios, from our experience we gained the best results with a systematic approach in a continuous feedback setup. In almost every chatbot project the use cases can be categorized:

How To Build a Webex Chatbot in Node.Js

Workers in healthcare, education, finance, retail—and pretty much everywhere else—are clocking in by logging on from home. This has opened up opportunities for developers to build tools to support hybrid work for every industry, not just their own. One of those opportunities is in the area of ChatOps, the use of chat applications to trigger workflows for operations.

As software developers, we’ve been doing ChatOps for years—sending commands from inside a chat space to deploy applications, restart servers, and open pull requests. However, IT professionals aren’t the only ones collaborating through virtual meetings and team platforms these days. In 2020, everybody else started doing it, too.

10 Best Help Desk Software for Small Businesses 2024 (Compared)

We handle thousands of support queries every day across all of our partner companies, and we’ve used a bunch of different help desk software to do it. While we have first-hand experience with support tools like Groove, Heroic Inbox, and Help Scout, we know that there are plenty of other options suitable for small businesses.

That’s why we’re here to help. We’ve tested lots of help desk software to find the best options for you. While doing so, we paid attention to ease of use, workflow automation, and price.

In this article, we will show you some of the best help desk software on the market.

Best help desk software for small business

An Overview of the Best Help Desk Software

SoftwareStarting PriceBest ForFree Trial/Version?
🥇Groove$4.08/user/moAll-in-one help desk
🥈Heroic Inbox$199.50/yearShared support inbox in WP
🥉Help Scout$20/user/moAdvanced help desk
4HelpDesk$29/user/moAdvanced ticket assignment
5HubSpot$15/moHelp desk + CRM
6Freshdesk$15/user/moOmnichannel support
7Nextiva$23.95/user/moPhone support
8LiveChat$20/user/moLive chat support
9ChatBot$52/moAI chatbot support
10WPForms$49/50/yrContact form support

How Do We Test and Review Help Desk Software?

Here’s what we did to recommend the best help desk software for your small business:

  • Finding out what’s important – First, we looked into the key factors that small businesses prioritize when selecting help desk software (like ease of use and workflow automation). This ensured we could focus on the essentials rather than just fancy features.
  • Trying them out – We actually use some options on the list ourselves for different projects, so we are confident in recommending them. Others are popular options that we tested ourselves. We would not recommend a product that we wouldn’t use.
  • Reading user feedback – We take into account real stories and reviews from people who use the software. This makes sure our suggestions are based on real experiences and situations that people actually encounter.
  • Being honest – If there are any downsides, we will tell you. We want to be straight up about what we find.

Why Trust WPBeginner?

At WPBeginner, our editorial team has over 16 years of experience in WordPress, eCommerce, and online marketing. We dive deep into every plugin or software, test them on real websites, and ensure they meet our high standards before recommending them.

Want to know more about how we do it? Just check out our editorial process.

1. Groove

Groove review: Is it the right help desk for your WordPress website?

Out of all the help desk platforms we have tried, Groove is one of the most affordable and easiest to use. At a small business-friendly price, it offers all the key features you need to provide fast personalized support to your customers.

In fact, we use Groove at WPBeginner to manage our email support needs.

First off, Groove’s intuitive shared inbox allows you to easily manage customer conversations via email, live chat, and even social channels like Facebook Messenger and Instagram. This way, you can be present wherever your users are most active.

Plus, you can easily create a self-service knowledge base that your customers can use 24/7, which helps to reduce support requests.

Groove also includes easy-to-read reports that will help you track the success of your customer support team. It includes important metrics like average first response time, average resolution rate, total resolutions, happiness rate, and much more.

Analyzing your customer support activities using Groove

Pros of Groove:

  • Shared email inbox that can connect to Gmail, Outlook, Office 365, live chat, and social channels.
  • Features to make conversation assignments more efficient, like collision detection to avoid double replies, @mention notifications, and private internal notes for team collaboration.
  • 50+ automation templates and rules to streamline your customer request processes, such as auto-replies, conversation routing, conversation classification, SLA management, and more.
  • AI features to save you more time, such as reply assistance, instant reply creation, conversation summaries, and conversation explanations.
  • Easy-to-use and customizable live chat widget that lets you interact with customers from any page on your site in real time.
  • Integrations with popular apps and tools like Slack, HubSpot, Salesforce, and GitHub, just to name a few.

Cons of Groove:

  • WordPress users can only integrate Groove with their websites using code.
  • If you use the Standard plan, then you cannot customize your knowledge base using your own branding.

Pricing: The Standard plan starts at $4.08 per user per month and includes 2 channels, 2 email inboxes, live chat, and more. There’s also a free 7-day trial with no credit card required.

Why we chose Groove: All in all, Groove offers an excellent end-to-end customer experience for support. You can use it for email support, live chat, and knowledge base all in one user-friendly and affordable platform.

For more details, see our complete Groove review.

2. Heroic Inbox

Heroic Inbox

When reviewing software for this article, we also considered how some WordPress users prefer to manage their customer support processes right in their WordPress admin dashboard. This way, you don’t have to go back and forth between two different platforms.

If that sounds like you, then check out Heroic Inbox. It is the best help desk plugin for WordPress because it lets you manage all your emails and support tickets right from your WordPress admin area.

The best part is that you can add unlimited tickets and unlimited users in one central place. Other options in the list may come with limits, making Heroic Inbox more cost-effective in comparison.

Since everything is done in WordPress, you can simply add existing WordPress users to your inbox so that they can work on their tickets right away. You can also add notes to conversations that are only visible to your team, perfect for coordinating responses.

Adding notes to email tasks

Pros of Heroic Inbox:

  • Unlimited tickets and users with no monthly fees.
  • Ticket history available. You can read previous conversations with the customer so that you have all the key information you need while providing support.
  • Features to save time on repetitive tasks, like saved replies and auto-responders.
  • Read receipts to see when customers have read your messages.
  • WooCommerce integration that allows you to see the customer’s purchases while helping them out.

Cons of Heroic Inbox:

  • During our testing, we found its Gmail setup not as user-friendly as other options because you need to create a Google Workspace app first.
  • Only includes two types of user roles: Mailbox User and Administrator.

Pricing: Heroic Inbox’s plans start from $199.50 per year to use on 1 website. Unlike many other help desk solutions on this list, there are no per-user limits or pricing.

Or you can get the Heroic Bundle Essential for $299.50 per year. It also includes Heroic KB, which lets you create a knowledge base to reduce the number of support tickets you receive.

Why we chose Heroic Inbox: If you’d rather manage your tickets inside WordPress, then Heroic Inbox is the best help desk software for you.

To get the most value for money, we recommend getting the Heroic Bundle so that you can offer customer support via tickets and knowledge base. You can learn more about Heroic Inbox in our HeroThemes review.

3. Help Scout

Help Scout

Help Scout is one of the most popular all-in-one help desk software on the market and for a good reason. It has nearly every feature you need to streamline your customer support process and then some.

Like Groove, Help Scout can help manage all of your chat and email support requests from one place. That way, your customers can reach out using the method they prefer, and your support team can manage requests from a single queue.

You can also speed up support requests by creating saved replies so your team can respond to common questions instantly.

One feature that stood out for us during testing was the SEO options for the knowledge base. Included in all plans, you can create articles in your help center that are optimized for search engines using Help Scout’s automatically generated sitemap.

Pros of Help Scout:

  • Time tracking report to see where your support team is spending the most time so you can improve your customer interaction workflows.
  • The Beacon live chat can recommend knowledge base articles for users to solve problems. If they can’t find a solution, then they can chat with your team.
  • Survey and rating features to collect user feedback on how well your customer support team did.
  • Office hours to enable automatic replies based on your business hours.
  • SMS and phone support are available via integrations.

Cons of Help Scout:

  • With a starting price of $20 per user per month, the price could be a bit expensive for small businesses that are just starting out.

Pricing: The Standard plan starts at $20 per user per month (with a limit of 25 users) and includes 2 shared mailboxes, live chat, 1 knowledge base, and 100+ integrations. A free 15-day trial is available.

Why we chose Help Scout: As a top-rated help desk software, Help Scout offers great essential features and some additional ones that can scale your support team. If you have the budget for it, then we recommend using Help Scout.

4. HelpDesk

HelpDesk website

Do you want to make support ticket assignments easier for your team? If so, then consider HelpDesk.

This tool boasts a clean and user-friendly interface, but we found that its features go beyond the surface. Besides assigning tickets to agents, you can also add ‘followers’ to tickets to ensure non-agent users relevant to the issue stay in the loop.

Plus, you can merge multiple support tickets into a single one. This comes in handy when dealing with duplicate submissions from the same customer or managing related issues under a single ticket.

Additionally, HelpDesk lets you create multiple teams to separate conversations related to sales, customer support, marketing, finance, IT support, and so on. This means each team can concentrate on their own work, but they can also forward tickets easily if they need to.

Pros of HelpDesk:

  • Ticket merging to make handling duplicate tickets and related tickets easier.
  • Ability to create multiple teams, useful for separating conversations based on which team is most relevant to them.
  • Team collaboration tools to handle customer issues like ticket following, collision detection, and agent mentioning.
  • Workflow improvement features like first response time and resolution time to figure out the average speed of responding to a ticket.
  • Simple pricing compared to other options on the list. There is only one starter plan that includes all of the features (except white labeling), and then you need to upgrade to a custom plan.

Cons of HelpDesk:

  • Like Help Scout, HelpDesk’s starting price may seem too expensive for new businesses.

Pricing: For teams, pricing starts at $29 per agent per month and includes a ticketing system, a 60-day chat history, and more. A free 14-day trial is available.

Why we chose HelpDesk: We were impressed by the fact that HelpDesk includes most of the features in the starting plan, including its AI ticket summary and AI text enhancement. Some software makes you upgrade for these, but HelpDesk includes them from the start.

Though it might seem pricey at first, as your business grows, the cost could feel more reasonable. It also integrates with LiveChat and ChatBot, which we will talk more about later in the article.

5. HubSpot

HubSpot marketing automation tools

HubSpot is a well-known all-in-one platform for help desk, marketing, sales, and customer relationship management (CRM). During our testing, we found that HubSpot is a great option for people who want an all-inclusive solution for managing their customer interactions.

With HubSpot’s Customer Platform, a support agent can escalate a support issue to a sales representative, who can then follow up with the customer. This seamless escalation and collaboration can lead to increased sales opportunities and improved customer satisfaction.

HubSpot’s service desk features are also pretty robust. Besides the standard shared inbox and ticketing system, you also get a live chat bundled with a chatbot function to respond to customer questions when your agents are unavailable.

Pros of HubSpot:

  • Connects with other HubSpot products like marketing, sales, and CRM so you can create a seamless customer experience with just one platform.
  • Trackers for important support metrics like ticket volume, agent response time, and more. This helps you see if you are hitting your goals and meeting your customer service level agreements (SLAs).
  • Conversation routing to automatically assign tickets to specific users, such as the least busy agents.
  • Free plan available.

Cons of HubSpot:

  • HubSpot is a versatile platform. However, because it covers so much ground, its help desk features might not be as detailed as some of the other options on the list.

Pricing: A free plan is available for all users. The Customer Platform plans start from $15 per month. You can also get a Starter plan for the service desk only at $15 per month for one seat.

Why we chose HubSpot: HubSpot’s help desk does more than just customer support. It’s also your CRM, marketing, and sales hub. It’s a one-stop solution for managing everything, ideal for those who want simplicity across the board.

Learn more about this platform in our HubSpot review.

6. Freshdesk

FreshDesk

Freshdesk is another popular, cloud-based help desk software option for businesses. It’s very user-friendly, while still offering plenty of advanced features.

First off, the help desk system includes AI automation rules to automatically assign tickets based on certain rules. For example, if the ticket’s subject includes refund-related keywords, then you can automatically route it to the agent specializing in that field.

What stood out to us about Freshdesk is its ticket conversion features. They allow you to convert phone calls, social media direct messages, and even brand mentions into tickets and have your team handle those issues. This allows you to create an omnichannel customer experience.

Pros of Freshdesk:

  • AI automation to improve your customer support workflow and run processes on autopilot.
  • Ticket integration features for converting external messages from various communication channels into tickets.
  • Ability to create a self-service portal through forum support, FAQs, and a help widget.
  • Powerful call center features, like automated AI voice responses.

Cons of Freshdesk:

  • There used to be an official Freshdesk plugin for WordPress, but it’s no longer available.

Pricing: The basic version of the software starts at $15 per month per agent. There is a free version of the support software that supports up to 10 agents, but it only includes ticketing and knowledge base features. A 14-day free trial is available.

Why we chose Freshdesk: Freshdesk can be a great help desk software for people looking for a user-friendly yet powerful tool to assist their customers. While not as cheap as Groove, it’s still much more affordable than more well-known options like Help Scout.

7. Nextiva

Nextiva help desk page

Nextiva is the best business phone service for small businesses. Beyond phone support, they offer a complete multichannel support solution that works great for small business owners and large call centers.

In fact, we use Nextiva at WPBeginner for all of our phone support needs. It helps our teams respond to incoming customer calls from anywhere in the world without using their own personal cell phone numbers.

The integrated help desk solution is also excellent. It lets you communicate across many different channels from a single app including, phone, email, and team messaging.

The ticket management system is straightforward to use, and you can set priorities, send reminders, message your team, and more.

Pros of Nextiva:

  • Features to enhance your customer support processes, such as canned responses, self-service knowledge base, and instant insights about your customers.
  • Like HubSpot, Nextiva offers great integration across different services. If you use their help desk tool, then you can use it together with their business VoIP and sales CRM.
  • Mobile app available for agents to respond to tickets on the go.
  • Powerful phone support features like call forwarding, custom greetings, virtual business phone numbers, analytics, and more.

Cons of Nextiva:

  • Nextiva’s unlimited calling is only available for users in the US and Canada.
  • If you are not interested in phone support, then using Nextiva for your help desk can seem like overkill.

Pricing: Nextiva’s plans start from $23.95 per month per user. You can also use our Nextiva coupon to get a 21% discount.

Why we chose Nextiva: While ticket, chat, and knowledge base support can be helpful, some folks prefer talking over the phone to get direct assistance. We find Nextiva to be perfect for reaching those customers.

For more information, you can read our full Nextiva review.

8. LiveChat

LiveChat website

Do you want to use live chat support as your primary help desk service? Then look no further than LiveChat. This is what we use across all of our eCommerce projects to support our pre-sales staff, and it integrates with HelpDesk.

The setup is really quick and easy. When we went through the setup process, all we had to do was create a LiveChat account, install the LiveChat plugin on WordPress, and sign in through the plugin page. Then, we could see the LiveChat widget right away on our website.

LiveChat also comes with mobile, desktop, and tablet apps across Android and iOS. This way, your support team can answer requests without logging into the WordPress dashboard.

We also like LiveChat’s work hours feature. Agents’ statuses can automatically switch to accepting chats during business hours and not accepting them when offline. This ensures agents can finish ongoing conversations or transfer them to colleagues before going offline.

Pros of LiveChat:

  • Easy to set up on WordPress websites.
  • Work hours settings to transfer chat requests from offline agents to online ones.
  • Customizable LiveChat window to match your website’s branding.
  • Speedy and responsive chat window. It loads faster than many other live chat providers and works across every device.
  • If you use their KnowledgeBase app, you can integrate it with LiveChat to browse and send articles in the chat window.

Cons of LiveChat:

  • Some basic features that you may find in other solutions, like chat tagging, canned responses, and metrics dashboard, are only available if you get a higher-tier plan.

Pricing: The plans start from $20 per month per person. A 14-day free trial is available. You can also use our LiveChat coupon to get an exclusive 30% discount.

Why we chose LiveChat: We’ve been using LiveChat for our own projects, so we are confident it will be a good fit for those who want to use chat support for their help desk. It’s easy to set up in WordPress and won’t slow down your website.

Learn more about this help desk software in our complete LiveChat review.

9. ChatBot

ChatBot Review: Is is the right chatbot plugin for your WordPress website?

Live chat and ticket support are great, but they require human agents to operate and maintain. At times, you may not have the resources to hire users or the time to actually respond to customer questions.

This is where ChatBot can come in handy. This AI chatbot software makes it easy for small businesses and startups to create chatbots that answer questions at all times. This process can make your customer service more effective, and free up time for your support staff.

We use ChatBot in several of our SaaS businesses to handle pre-sales questions and forward users to our live support team if necessary.

ChatBot also integrates easily with WordPress, WooCommerce, LiveChat, HelpDesk, and/or your customer service software of choice.

Pros of ChatBot:

  • Drag-and-drop builder to create a customer support chatbot quickly.
  • Industry-specific chat templates to help you develop a unique chatbot based on user questions and scenarios.
  • Standalone AI (no relations to OpenAI, Bard, or Bing AI), so your data will be secure.
  • Features to improve your chatbot’s accuracy, like training them using unmatched queries and tracking changes you’ve made to your chatbot.

Cons of ChatBot:

  • Any additional chat that is not included in your plan will cost $0.03 per chat.

Pricing: It starts at $52 per month billed annually for up to 1,000 monthly chats, and goes up from there. There’s a 14-day free trial included in every plan, so you can see if chatbots work for your business.

Why we chose ChatBot: This help desk software is an excellent option if you don’t have the resources to hire assistants but still want to offer chat support. You can also use it to complement your existing support options so that you are always available 24/7.

10. WPForms

WPForms Site

If you want to create a contact form to submit tickets, then check out WPForms. It’s the best contact form plugin for WordPress and is used on over 6 million websites. We use WPForms here on WPBeginner and across all of our other websites.

You can use the drag-and-drop builder and the customizable support ticket template to create a contact form quickly.

The free version of the plugin lets you build a basic contact form and includes spam protection, email notifications, and more.

The pro version of the plugin takes these features even further and turns th plugin into a useful service desk tool. It lets you create more advanced forms with conditional logic, form abandonment functionality, geo-location, and more.

Pros of WPForms:

  • User-friendly form submission management dashboard, so you can quickly respond to customer queries in WordPress.
  • Instant form notifications that automatically send you an email when a user submits a form. You can notify yourself or your team members in charge of customer support.
  • User journey addon that lets you see what your visitor did on your website before submitting a form. This makes it easy to see where your user got stuck so you can resolve their issue faster.
  • Tons of software integrations, including service desk, HR software, project management tools, marketing automation tools, and more.

Cons of WPForms:

  • Since WPForms is mainly a contact form plugin, its built-in features are not as comprehensive as other help desk solutions.

Pricing: The Basic plan starts at $49.50 per year and has features for simple form creation. But to get access to user journey reports, advanced integrations, and more, the Pro plan is $199.50 per year.

You can also use our WPForms coupon code to get 50% off.

Why we chose WPForms: If you have a small business website and just need a simple ticket submission solution, then WPForms can be a great start. It also integrates with popular service desk software like Freshdesk.

You can learn more about this plugin in our WPForms review.

What Is the Best Help Desk Software for a Small Business?

If you are looking for the overall best help desk software solution, then Groove is our top recommendation. It offers an affordable and easy-to-use customer support platform with a shared inbox, automation features AI assistance, and customizable live chat.

Alternatively, if you want a help desk plugin to manage all of your support tickets right from the WordPress dashboard, then we recommend Heroic Inbox. With features like saved replies, WooCommerce integration, and no per-user limits, it’s a cost-effective solution for managing customer support.

For a more popular choice, Help Scout could be the right help desk software for you. It comes at a higher price tag than Groove, but it has the essential and advanced features to improve your customer support.

Help Desk Software: Frequently Asked Questions

Now that we’ve discussed the best help desk software for a small business, let’s answer some frequently asked questions:

What is help desk software?

Help desk software is a tool that helps businesses manage their support team and respond to customers’ requests for help. It includes features like creating tickets for problems, sending automatic answers, and connecting with other tools to make support easier.

Is a help desk a CRM?

No, a help desk is not a CRM system. While both are tools used in customer service, they serve different purposes and have distinct functionalities. A help desk is focused on providing technical support to users, while CRM helps businesses manage their interactions with current and potential customers.

Which is the best ticketing system for small businesses?

The best ticketing system for small businesses is Groove. The price is affordable compared to most options on the market. Still, it has all the features you need, such as a shared inbox and efficient ticket assignment with collision detection and private internal notes.

Ultimate Guides for Your Business Help Desk

We hope this article helped you find the best help desk software for your business. You may also want to see our picks of the best email marketing services for small businesses and our guide on how to choose the best WordPress hosting.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

Disclaimer: Aside from the top help desk software on this list, we also looked at other providers like Zoho Desk, Jira Service Management, LiveAgent, Hiver, HappyFox, Zendesk Support, and more.

However, we decided not to list them to help you avoid choice paralysis so you can quickly find the best software option for your needs.

The post 10 Best Help Desk Software for Small Businesses 2024 (Compared) first appeared on WPBeginner.

Chatbot Testing: Deeper Insights to Framework, Tools and Techniques

Over the years, the dynamics of business marketing and implementing technology to drive better customer experience have transformed significantly. Chatbots are one such fine example of the same.   

Almost every website you visit these days provides you with virtual assistance with chatbots. More importantly, chatbots help business owners to manage and expand their business services as well as CRM practices.   

12 Best WordPress Automation Tools and Plugins Compared (2021)

Are you looking for the best WordPress automation tools and plugins?

By automating tasks on your WordPress website, you can save time and money while growing your website traffic and business.

In this article, we’ll share the best WordPress automation tools and plugins to help you speed up your workflows.

12 best WordPress automation tools and plugins

Why Use WordPress Automation Tools and Plugins?

When you’re running a WordPress website, there are many repetitive tasks that can take up a lot of your time.

By using WordPress automation tools and plugins, you can free up your time to spend on more productive tasks. They help to automate tasks like marketing, lead generation, social media, customer support, and much more.

For example, you can create an AI chatbot to automate basic customer support, or use an email autoresponder to welcome new subscribers.

That being said, let’s take a look at some of the best WordPress automation plugins and tools you can use to automate your WordPress site.

1. Uncanny Automator

Uncanny Automator

Uncanny Automator is the best WordPress automation plugin in the market. It lets you create powerful workflows to save time and reduce errors without writing any code.

Uncanny Automator seamlessly integrates with all the most popular WordPress plugins and third-party tools in the market. This makes it easy to set up your own custom automations in a couple of clicks.

Think of it like Zapier, but for WordPress websites.

For example, you can connect WordPress with Google Sheets, integrate Slack and WordPress, create buttons that trigger actions, and so much more.

There’s support for 70 different WordPress plugins and third-party apps to help you create endless automations and run your WordPress blog more efficiently.

You can get started with the free version of the plugin, which supports all kinds of WordPress plugins and actions.

2. Constant Contact

Constant Contact

Constant Contact is the best email marketing service for small businesses.

Constant Contact lets you stay in touch with your visitors after they leave your website. You can use it create automated email sequences to build customer relationships, sell products, and more.

Plus, it’s very easy to set up and create your own email newsletters. You can use the drag and drop email creator and bundled email templates to quickly create beautiful emails to send to your subscribers.

It also integrates with popular lead generation tools like WPForms and OptinMonster to fully automate your lead generation and follow-up process.

You can use our Constant Contact coupon code to get 20% off your monthly plan.

Alternatives: SendinBlue, HubSpot, and Drip are great alternatives for email marketing automation.

3. OptinMonster

OptinMonster

OptinMonster is the best conversion optimization software and WordPress popup plugin in the market. It lets you automate your lead generation and convert website visitors into new email subscribers and customers.

OptinMonster includes a library of high-converting templates you can use to create location based popups, announcement bars, slide-ins, gamified spin wheels, and more to capture your user’s attention.

Spin the wheel popup example

All of the templates can be fully customized with the drag and drop builder.

There are also advanced targeting features so that each campaign will display based on the rules you decide. For example, you can have popups display for visitors in a certain location, or show targeted messages for different pages on your website.

Note: You can get a free version of OptinMonster to get started.

4. WPForms

WPForms

WPForms is the best contact form plugin in the market used by over 4 million websites. It’s very beginner friendly and lets you create forms that make it easy for your visitors to get in touch with you.

The drag and drop form builder lets you quickly create a nearly endless amount of forms like contact forms, order forms, email subscription forms, survey forms, and more.

Beyond beginner-friendly form creation tools, you’ll find advanced features like conversational forms, geolocation tracking, login forms, and much more.

WPForms easily integrates with a ton of other tools and plugins so you can easily automate any action after someone fills out your form.

For example, you could automatically send the data to a Google Sheet, register new users on your membership site, get an SMS message from your form, and much more.

The free version of WPForms lets you create simple contact forms, but for the more advanced form creation features, you’ll need to update to WPForms pro.

5. Chatbot

ChatBot

Chatbot.com is the best AI chatbot software for WordPress. It lets you easily automate live chat on your website by setting up your own chatbot.

It comes with an easy to use chatbot builder and template library, so you can quickly create your own chatbot without any coding or technical skills.

The templates include different scenarios where a user might reach out to live chat, including customer support, bookings, selling products, and more.

Plus, it integrates with popular live chat software like LiveChat, so you can have a live agent jump in if the user needs extra help.

6. HubSpot

HubSpot CRM

HubSpot is one of the best CRM software for small businesses. It allows you to manage your leads better and automate aspects of your online marketing.

With HubSpot, you can easily manage your marketing, sales, and customer service together in one place. All of your customer data will be updated automatically.

You can view detailed performance reports to help you improve your sales and lead generation process.

Plus, it integrates easily with all the top email marketing and lead generation plugins and tools.

You can get access to the core features of the CRM for free, but to get even more features and advanced tools, you can upgrade to one of the paid plans.

7. TrustPulse

TrustPulse

TrustPulse is the best social proof plugin for WordPress that lets you set up automatic notifications to improve website conversions and make more sales.

TrustPulse automatically monitors activity on your site. When potential customers are close to buying something on your site, they will see a notification from other customers who have just made a purchase.

By simply displaying social proof, you’ll give your visitors a nudge to complete their purchase.

TrustPulse example

TrustPulse can be installed on any website without any code and customized to easily match your website’s design.

Plus, there are advanced targeting options so you can choose which products and pages you want your social proof notifications to display on.

For more details, see our guide on how to use FOMO to increase conversions.

8. Smash Balloon

Smash Balloon

Smash Balloon is a collection of 4 different WordPress social media plugins that let you add social feeds from Facebook, Instagram, Twitter, and YouTube to your website.

It’s the most popular social media feed plugins for WordPress, used by over 1.4 million websites.

Smash Balloon automates your website content by displaying your latest social media activity. This can save you time and keep your website content fresh, while keeping visitors engaged on your site.

Plus, it can boost your social proof by displaying your social media followers, comments, and like counts.

There are a lot of different ways you can customize how your social media feeds display.

For example, you can customize the design to match your brand, choose from a handful of pre-designed templates, and even add Instagram shoppable feeds to make more money.

Smash Balloon Instagram example

All of your feeds will be automatically updated when you post new content to your connected social media accounts.

You can choose to add individual social media feeds to WordPress, or use the Smash Balloon Social Wall plugin to display all of your social media feeds in one place.

There are also free versions of Smash Balloon available to let you try before you buy.

9. RafflePress

RafflePress

RafflePress is the best WordPress giveaway and contest plugin in the market that lets you grow your email list, traffic, and social media followers with giveaways and contests.

It has a drag and drop builder, so you can easily create successful giveaways using proven templates that will attract your visitor’s attention.

To enter your giveaway, your visitors will need to enter their email address, so you can automatically gain new email newsletter subscribers.

Plus, you can connect other tools you’re using like your WordPress form plugins, WordPress CRM, marketing automation tools, and more.

There is a free version of RafflePress available. If you want more powerful features to skyrocket and automate your growth, then you need to get RafflePress pro.

10. MonsterInsights

MonsterInsights

MonsterInsights is the best analytics solution for WordPress used by over 3 million websites.

It helps you automate tracking on your website with Google Analytics, without having to modify your tracking code. For more details, see our beginner’s guide on how to install Google Analytics in WordPress.

Plus, you can view these stats directly inside your WordPress dashboard. You’ll get a quick overview of your traffic sources, most popular pages, and more.

MonsterInsights stats

You can optimize your website to get more traffic, revenue, and email subscribers when you know this information.

MonsterInsights has a free version available, but to unlock the tool’s true power, you’ll want to upgrade to the premium version.

11. SeedProd

SeedProd

SeedProd is the best drag and drop WordPress page builder in the market used by over 1 million websites.

With SeedProd, you can create beautiful landing pages to automate things like product sales, webinar signups, newsletter subscriptions, and more.

SeedProd templates

There are built-in blocks that let you add things like countdown timers, optin forms, and more to build urgency and get your visitors to take action.

Plus, you can integrate your landing page with your email marketing service to send an automated email after they sign up.

The lite version of SeedProd lets you create simple maintenance mode pages, but for advanced page building features, smart blocks, and the library of templates, you can sign up for the pro version.

12. PushEngage

PushEngage

PushEngage is the best push notification software for WordPress. It lets you send automated push messages to your visitors after they leave your website.

You can set it up to automatically send out new blog post notifications, or use it to send custom messages.

Thank you push notification

It comes with all kinds of advanced marketing features like automatic drip campaigns, opt-in reminders, interactive messages, and more.

Your campaigns can be customized to work with your online store so you can increase revenue and reduce abandoned carts.

The level of personalization and targeting available will greatly help to improve your website conversions. For more details, see our guide on how to add web push notifications to WordPress.

We hope this article helped you find the best WordPress automation tools and plugins. You may also want to see our guide on how to get a free SSL certificate and our expert picks on the best HR payroll software for small businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 12 Best WordPress Automation Tools and Plugins Compared (2021) appeared first on WPBeginner.

14 Best WooCommerce Sales Funnel Plugins to Boost Your Conversions

Are you looking for the best WooCommerce sales funnel plugins to boost your conversions?

There are many WooCommerce plugins out there to help you optimize your sales funnel, so you can make more money from your existing traffic.

In this article, we’ve hand picked some of the best WooCommerce sales funnel plugins you can use to increase conversions.

14 best WooCommerce sales funnel plugins to boost your conversions

Why Use WooCommerce Sales Funnel Plugins?

WooCommerce makes it easy to create an online store, but the default features and settings aren’t built to help you sell more products.

On average, only 10% of shoppers will add anything to their carts. After they do, 60-80% of them abandon their carts without finishing the purchase.

Luckily, there are all kinds of WooCommerce plugins to help you boost conversions, so you can make more sales from your existing traffic. Using WooCommerce sales funnel plugins can help your store in a lot of ways.

  • Recover sales from users abandoning their carts
  • Stay in touch with customers via email marketing
  • Create store pages to promote best-selling products
  • Offer coupon codes to bring in more sales
  • And much more

With that said, let’s look at some of the best WooCommerce sales funnel plugins that you can use with your WooCommerce store.

1. SeedProd

SeedProd

SeedProd is the best drag and drop WordPress page builder in the market used by over 1 million websites.

It’s very easy to use and has a collection of pre-made templates and blocks that will help you customize your WooCommerce product pages, checkout pages, and more.

SeedProd WooCommerce blocks

By creating custom pages for your WooCommerce store, you can improve conversions, promote popular and related products, and make more money.

Plus, it works with any WooCommerce theme, so you can create custom product pages, checkout pages, and more, without any limitations.

There is a free version of Seedprod you can use to create beautiful landing pages. However, the WooCommerce blocks are only available in the pro version of the plugin.

2. OptinMonster

OptinMonster

OptinMonster is the best WordPress popup plugin and lead generation tool in the market used by over 1 million websites.

It helps you convert your abandoning website visitors into new customers and email subscribers.

You can use OptinMonster to boost your conversions, reduce shopping cart abandonment, show targeted website messages, grow your email list, and much more.

OptinMonster has a ton of built-in popup features that can help you boost sales easily.

For example, you can create floating header or footer bars perfect for announcing ongoing sales, free shipping, sale countdown timers, and other special offers.

Floating header bar

Plus, every popup can be customized to display based on the rules you decide. For example, you could set your countdown timer to only appear during checkout, or only show a sales banner on a certain product category.

You can even create popups that will display based upon the visitor’s location. Plus, you can gamify popups with the spin the wheel feature, and much more.

Spin the wheel popup example

For more details, see our guide on how to create a WooCommerce popup to increase sales.

Note: You can get a free version of OptinMonster to get started through WordPress.

3. MonsterInsights

MonsterInsights

MonsterInsights is the best analytics solution for WooCommerce stores.

It’s incredibly easy to set up and comes with enhanced eCommerce tracking, which gives you more insights you can use to optimize your funnel and make more sales.

Plus, all of this information is displayed directly in your WordPress dashboard. You don’t need to sort through the complex Google Analytics reports to find what you’re looking for.

WooCommerce analytics report

You can also get a detailed breakdown of your shopping cart activity, the total number of purchases, top performing products, and more.

This helps you make data-driven decisions to grow your business and quickly see if the changes you’re making are helping to improve your store’s conversions.

WooCommerce cart report

For more details, see our step by step guide on how to setup WooCommerce conversion tracking.

4. WooFunnels

WooFunnels

WooFunnels is an easy to use WooCommerce sales funnel builder. It lets you create lead pages, checkout pages, order bump pages, upsells, downsells, and more.

It has dozens of different templates you can use to create your sales funnel pages in a couple of clicks.

You can easily customize every page of your funnel with the drag and drop builder. WooFunnels also includes built in customer reporting, so you can track customer and order data.

5. TrustPulse

TrustPulse

TrustPulse is the best social proof plugin for WooCommerce that helps you improve conversions and get more sales.

When potential customers are close to making a purchase, they’ll see a notification from other customers who have just made a purchase. By adding social proof, you give your visitors a nudge to complete their purchase.

TrustPulse example

TrustPulse makes setting up this kind of notification incredibly easy. You can install it on any WordPress website without code and customize the notifications to match your brand and website design.

There are advanced targeting options, so you choose the products and pages to run the campaign.

For more details, see our guide on how to use FOMO to increase conversions.

6. CartFlows

CartFlows

CartFlows is a feature rich WooCommerce sales funnel builder that helps you optimize your WooCommerce checkout process.

It includes a variety of templates and lets you create custom pages for every part of the sales process, including thank you pages, checkout pages, and more.

Once you activate the plugin, it’ll automatically replace the default WooCommerce checkout with a checkout process optimized for conversions.

Plus, it integrates with most popular WordPress page builders like Divi, Beaver Builder, etc to easily customize the templates and pages.

7. LiveChat

LiveChat

LiveChat is the best live chat support software in the market. It lets you easily add live chat to your WooCommerce store and instantly respond to questions.

This makes it easy to help your visitors move forward with their purchase and avoid abandoned carts. Plus, the chat window can be fully customized to match your brand.

It also integrates with top email marketing, WooCommerce CRM, and customer support tools.

The live chat apps work across mobile, tablet, and desktop devices, so you can answer questions on the go, without having to login to your WordPress dashboard.

For more details, see our guide on how to add LiveChat to your WooCommerce store.

Alternative: If you’re looking for chatbot software, then check out ChatBot.com to fully automate your WooCommerce live chat.

8. Nextiva

Nextiva

Nextiva is the best business phone service in the market that works seamlessly with WooCommerce.

Adding a business phone number to your online store will help improve credibility and trust, while boosting your store conversions.

Since it’s a virtual business phone app, you can use it to receive calls on your mobile phone, tablet, and desktop computer.

It offers advanced enterprise level features at an affordable price like call routing, auto-attendant, and more.

Once you’ve set up your business VOIP, you can add a free click-to-call button to your store, so customers can reach your team with a single click.

Alternative: RingCentral and Ooma are good business phone alternatives.

9. WP Mail SMTP

WP Mail SMTP

WP Mail SMTP is the best WordPress SMTP plugin in the market used by over 2 million websites. It helps to ensure that all of your WooCommerce emails are delivered to your customer’s email inboxes.

WooCommerce will send email notifications to the store owner and customers when certain actions are taken in your store.

But, many WordPress hosting companies haven’t set up the email function correctly, and some even block it from happening. In this case, your store emails will not send.

WP Mail SMTP fixes this problem and uses an SMTP service provider to send emails. This ensures your emails will actually be delivered to your user’s inbox and not go to the spam folder.

The free version of WP Mail SMTP will work for most WooCommerce stores. The premium version, WP Mail SMTP Pro, gives you access to premium support, a white glove set up service, and even more features.

10. Advanced Coupons

Advanced Coupons

Advanced Coupons is the best WooCommerce coupon code plugin in the market. It expands the default WooCommerce coupon functionality and helps you boost sales by offering attractive coupons for your visitors.

It easily integrates perfectly with WooCommerce and lets you create BOGO offers (Buy One Get One), scheduled coupons, auto apply coupons, shipping coupons, and more.

You can even get started with the free version of the plugin to test out different coupon offers and see how it impacts your online store.

For more details, see our guide on how to create smart coupons in WooCommerce.

11. Easy Affiliate

Easy Affiliate

Easy Affiliate is the best affiliate tracking and management plugin for WooCommerce.

It lets you easily create an affiliate program for your online store, so your customers can promote your products.

When someone joins your affiliate program, they’ll get a unique link and will earn a commission whenever a sale is made through their link.

It’s fully customizable, and you can control who is allowed to join your affiliate program and the payment options you want to offer.

Easy Affiliate also includes reporting, so you can track sales, payments, link clicks, and more.

For more details, see our guide on how to add an affiliate program in WooCommerce.

12. WPForms

WPForms

WPForms is the best contact form builder in the market used by over 4 million websites. It’s very beginner friendly and lets you create contact forms to answer your customer’s questions and resolve issues.

You can choose from the collection of 100+ prebuilt templates to quickly create the exact kind of form you need.

WPForms templates

You’ll find templates for user feedback forms, polls, surveys, and more. Then, you can simply customize the form with the easy to use drag and drop builder.

The free version of WPForms lets you create simple contact forms, but if you want to create more advanced forms, then you’ll need the premium version of WPForms.

13. PushEngage

PushEngage

PushEngage is the best web push notification software in the market used to send over 9 billion push messages every month.

It lets you connect with your visitors and customers after leaving your online store with targeted push messages. These are messages that will display in your subscriber’s browser even when they’re not browsing your store.

For example, if a customer adds items to their cart and leaves before making a purchase, then you can send an abandoned cart notification to improve conversions.

You can also send out information about product webinars, flash sales, coupons, and much more.

There’s also a free version of the plugin that lets you send messages to up to 500 subscribers.

For more details, see our guide on how to add web push notifications to WordPress.

14. Constant Contact

Constant Contact

Constant Contact is the best email marketing service for WooCommerce businesses. It’s packed with features while still being beginner friendly, so you can easily add it to your store and start building your email list.

With this tool, you can easily manage your email subscribers and deepen your relationship with your customers.

Every plan gives you access to unlimited emails, tracking and reporting, list segmentation, and much more.

It has dozens of professionally designed email templates built for specific niches, so you can quickly start creating your own email campaigns.

WPBeginner readers can use our Constant Contact coupon code to get 20% off your plan.

Alternative: HubSpot, SendinBlue, and Drip are great alternatives for WooCommerce email marketing.

15. Bonus: Uncanny Automator

Uncanny Automator

Uncanny Automator is the best automation plugin for WooCommerce. It acts as a connector between your WooCommerce store and other apps, so they can talk to each other without you writing any code.

It’s very easy to use and comes with all kinds of automated workflows you can set up in a couple of clicks.

With Uncanny Automator, you can automate many WooCommerce tasks to save time and offer your customers a better user experience.

For example, you can automatically send SMS notifications to your customers and send order data to Google Sheets for better customer tracking.

There are dozens of other automations you can create to help you run your online store more efficiently.

We hope this article helped you find the best WooCommerce sales funnel plugins to boost your conversions. You may also want to see our guide to creating a free business email address and creating an email newsletter the right way.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 14 Best WooCommerce Sales Funnel Plugins to Boost Your Conversions appeared first on WPBeginner.

Intelligent Process Automation Umbrella: Most Advanced, Most Intelligent and Hyperconnected Systems

Introduction

The COVID19 Pandemic situation has given birth to the new normal where businesses and personal communities have learned how to: flawlessly stay contactless when still in contact; work from home and still get all the work done in time; keep distance but still work together virtually; and maintain the emotional quotient in the team. As the second wave of this pandemic hits us across the world, it has become even more important to run the business engine, meet the revenue targets and sustain this competitive market despite the working conditions or available resources. While businesses continue to struggle with these unknown parameters set by natural calamities, the major struggle is to meet the constantly evolving customer expectations that can make or break a company’s performance. 

Therefore, to ride this high wave, enterprises must be well equipped to deliver services with quick turn-around, simplified delivery, simplified payment, simplified tracking, and excellent customer support services. Global businesses have started leveraging the Most Advanced, Most Intelligent and Hyperconnected Systems to achieve such precision in seamless customer experience. 

The Ultimate Chatbot Development Guide for a Niche Edge

Enterprise concerns or requirements in chatbot development have been progressing rapidly without much hindrance. With the coming of artificial intelligence development services, the need for contextual communication to simulate almost human-like responses has become inevitable. The fact that it can be effortlessly deployed and automated is even more beneficial.

Chatbots are being pushed in development for dynamic intelligence to engage in contextual communication giving users human-like interactions through real-life situations. This is a trendy and promising path that is now carried out by every software development company as there is a dire need to provide a transformative user experience and also in narrowing down enterprise hassles.

Chatbot for eCommerce

There are various scenarios that chatbots cover these days, for example, customer support which I wrote an article about it before, you can find it here. In this article, you will learn about how a chatbot reply to a search message.

The use case scenario is when a user is looking for an item and requests that via a chatbot on your website or mobile app. Then chatbot parses the message and based on the keyword, replies to the user with a search result in which the user can choose one of the items.

Chatbot for Customer Support

These days there are many use cases for conversational AI. Conversational AI refers to the use of messaging apps, speech-based assistants, and chatbots to automate communication and create personalized customer experiences at scale. In this article, you will learn about the chatbot.

In the following project, we go through implementing a chatbot using Java and Apache OpenNLP.