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 created a Chatbot/ Live chat tool, you will be able to setup the live chat configurations by following the guidelines below.
Having separate teams to handle live chat would be ideal in certain scenarios.
1. Go to Settings in your main dashboard.
2. Click on Teams and create new team.
3. Enter a name for your Live chat team and select the members whom you want to include. Click on Create team.
If your live agents are not responding to customer queries 24/7, you can set up the live chat to be available based on the business hours and/or availability of Live agents. Here is how you can do it:
1. Navigate to Settings->Social inbox->Live chat hours.
2. Select your preferred Time zone.
3. Select the type.
• Business hours
Live chat will open based on the normal opening hours set regardless of the availability of users online.
• Business hours + Users online
Live chat is open based on the normal opening hours but the agents should be online. The live chat will be closed if the agents are offline during business hours.
• Users online
Live chat will open only when agents are online.
4. Click on Add. Set the start and end time. Select the team(s) to notify and enable the toggle.
5. Special opening hours.
This can be used to enable/ disable chat bot during special occasions and would override the usual business hours set previously.
Assume that the live chat team will be working during additional hours (Not during the usual business hours), you can add an override under Special opening hours. As an example, if your extended business hours are from 09.30 AM to 05.30 PM you can update as illustrated below.
If you want to set the live chat to be offline on a specific day (during a holiday on a week day), you can add an override and enable Set offline. Refer to the illustration below.
You can enable notifications for Live chat requests from customers. Here is how you can do it:
• Chatbot builder interface
Notify the designated team when a button is clicked or when the customer reaches a specific message in the conversational flow. Simply follow the steps below:
1. Navigate to the Flow section of your Tool in the Chatbot builder section.
2. Select the element to which you want to trigger the notification.
3. Click on Actions and add a new action. Click on Send notification.
4. Select the team which you want to notify and enable the toggle.
In addition to this, you can set the team at the beginning of the flow and notify them by adding an action to another element in the latter part of the flow.
1. Click on Add an action and select Set team.
2. Select another element and add an action.
3. Click on Send notification and select Team set in flow.
Sound and banner notifications for Live chat conversation can be enabled/ disabled via settings. You also have the option to choose between various notifications sounds and adjust the volume. Refer to the guide below:
1. Navigate to the Settings -> Notifications -> Chat.
2. Enable/ Disable Banner and Sound according to your preference.
3. Select an option to configure when you want to play the notification sound and banner.
4. Select your preferred notification sound and adjust the volume. You can customize this separately for Live chat messages and normal messages.
Your browser would hibernate the tabs, which are not active, to save memory and improve performance.
This means that if you have not accessed your Live chat tab in your browser for a particular period of time, you might not get notified when a new live chat is requested.
It is advisable to configure your browser settings to keep https://dash.serviceform.com site always active or disable the memory saver feature.
• Google Chrome
Click the three dots (top right), select Performance. With Memory Saver on, prevent tabs from sleeping by clicking Add and entering the site URL.
• Microsoft Edge
Click the three dots (top right), then go to Settings > System and Performance. You can prevent the Live chat page from getting paused by adding their URLs.
In order to enable both the settings:
1. Click on the settings icon on the URL bar of your browser and click on Site settings.
2. Allow Background sync and Sound settings.
Learn more about the basics of live chat in the next article.
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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