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:
1. Sign in to your Serviceform account and make sure that the Chatbot is installed on your Website.
2. Click on Chat which is located in the side bar.
3. Click on Chatbots or select your team under the Teams section to access and view all the chats assigned to you or your team. The Chats will start appearing when users interact with the chatbot.
4. Select the Chat that you want to join and click on Join conversation.
5. Type your message and click on Send.
6. You can click on Leave Chat once the conversation has ended.
This feature is especially helpful for agents managing high chat volumes or monitoring multiple leads in real time.
You can open multiple chat windows by holding Shift key and clicking on the chats you want to open.
You can access the details section of a chat by clicking on the details icon.
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You can close any individual window using the X button in the top-right corner of that chat.
Note :
You can transfer a live chat to another team or an agent by sending a request via the live chat interface. Refer to the guide below:
1. Scroll down through the Details side bar and click on the Transfer chat button located below the agent details.
2. Select the team/ agent to transfer the chat.
3. The requested user can find the chat highlighted in green. Click on the chat.
4. You can see who has requested you to join the chat. Click on Join conversation.
Make use of the quick reply feature to reduce the chat handling time by storing the most frequently used messages:
1. Navigate to the Settings section in the main dashboard. Click on Social inbox and then Quick replies.
2. Click on Add a quick reply. Quick replies can be added to everyone, teams, or just yourself.
3. Enter your text and click on Okay.
4. Save your changes.
Once you have saved your changes, you can navigate to the Live chat interface and find the Quick replies option:
Unwanted chats can be deleted with a few clicks:
1. After selecting the chat, click on the Bin icon located in the top right hand side of the screen.
2. Click on Okay.
You can archive and unarchive chat(s) in the live chat dash board. An archived chat would be unarchived automatically if the customer texts in the same session. Refer to the guide below:
1. Select the chat that you want to archive under Your inbox or Chatbots tab and click on the archive option located in the top right hand side of the Live chat interface.
2. Click on Okay.
Chats can archived automatically when a lead is submitted:
1. Navigate to Settings in the Chatbot builder interface after selecting your tool.
2. Scroll down to the Review and Lead settings section and enable Archive chat after submission.
You can find the archived chats under the Archive tab. Here is how you can unarchive chats:
1. Click on Archive in the live chat dashboard and select a chat. Click on archive an icon.
2. Click on Okay.
Learn more about the advanced settings of live chat bot.
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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