The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:
Once you have set up Live chat, leads can be sent to either your Email(Copy) and/or Xrm. By default, you would get the Live chat conversation to your registered e-mail by default. Refer the guide below to change and/or add Email addresses to receive leads:
1. Navigate to the Settings section in your Chatbot builder interface.
2. By default, the account owner will get the lead from Live chat to the registered Email address. You can Enable/ Disable this feature.
3. You can add a list of Email addresses to which you want to send copies of leads and modify the subject of the Email.
When you're in the live chat interface, you can spot the visitor details on the right sidebar. You have two options for sending these details, and here's how you can do it:
• You send the lead by creating a ticket if you have setup Xrm.
1. Click on Create ticket.
2. Select your preferred xRM space that you want to save the lead in.
3. Check the lead details and click on Create Ticket.
4. Click on Go to item to check the lead that was created.
• Send a copy of the chat via E-mail.
1. Enter an Email address to which you want to send the lead to. Click on send email.
2.Check the Email that you received via notifications@serviceform.com.
You can send acknowledgement messages automatically to the customers when the live agent fails to join the chat on time. In this way you can make sure that you do not lose a qualified lead. Note that you will need to disable AI if you are willing to use this feature. Here is how you can do it:
1. Navigate to the AI section in the chatbot builder interface and disable the AI feature.
2. Navigate to the Settings section in the chatbot builder interface and scroll down to the Live chat settings section.
3. Type a message that you want to send when the initial message is sent by the customer and set a waiting time(in seconds).
4. Type a second message to send after the previous waiting time has been passed and set a waiting time(in seconds).
5. Select the conversational flow element that you want to direct the customer to when the waiting time for the second acknowledgement message has been passed.
6. Click on Save settings.
Tags can be used to keep track of different types of live chat conversations, i.e. leads, spam, potential lead, etc... Let's see how we can create tags:
1. Navigate to Settings -> Social inbox -> Tags and create Tag(s) for everyone and/or for specific teams.
2. Name your Tag and click on Okay.
3. Save settings.
Tagging chats can be helpful in statistics and in keeping track of different types of chat interactions. Once tags are created, you can easily tag each and every chat via the Chat dashboard:
1. Navigate to the Chat dashboard and select a chat.
2. Scroll down to the Tags section in the right side panel and click on the drop down menu. Select one or more tags according to your preference.
The Live chats can be automatically transferred to another team if the respective team fails to respond in the first instance. By doing this, you can make sure that you do not lose a qualified lead or an existing customer. Refer to the guide below:
1. Navigate to Settings -> Social inbox -> Auto team transfers. Click on Add.
2. Set the Original team who will be handling live chats and select the day(s) in which you want to initiate auto team transfer.
3. Choose how long (in seconds) to wait before moving the chat to another team if the previous team doesn't join and set the team. Click on Save transfers.
Customers can review the experience and support that they got from the chatbot and/or live agent(s). You can easily set this up via the Chatbot builder interface:
1. Navigate to Settings and scroll down the Review and lead settings section.
2. You can ask for a review when the customer has reached the end of the conversational flow and/or when the live chat has ended. You can enable/ disable the toggles according to your preference.
3. Enter a title and description for the Review form. Make sure to save the changes.
Serviceform starts for free and you can use it for free forever. If you want to generate more than 50 interactions per month, our plans start at,
Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.
The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.
You can sign up with just a single click through Google or Microsoft. Or you can enter your company email address and sign up. No credit card required and you can use Serviceform for free forever.
Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.
Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.
Yes, our conversion specialists are happy to help you do the setup. Simply book an appointment with our team and let them know what you want.
Yes, Serviceform tools can be integrated with more than 100 applications including, Hubspot, Salesforce, ClickUp, and even Google Sheets. Click here to learn more.
Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.
Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.
Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:
Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.
his may happen if:
Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.
Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.
Basic: Always try first—it’s less resource-intensive.
Advanced: Use if Basic doesn’t return results.
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