Communicationabout 10 min

    How do I add live chat to my website in TactStack?

    Short answer

    Drop the chat widget on your site, ask for a name and number in the first exchange, and route the conversation into your shared inbox. When nobody is available, an assistant answers common questions and books the appointment so a late-night visitor never leaves empty-handed.

    Before you start

    • Access to edit your website or its tag manager.
    • A greeting question worth answering.
    • Who monitors chat during business hours.
    • An after-hours fallback.

    Step by step

    1. 1

      Install the widget

      Paste the snippet sitewide, or on the pages where people are deciding: services, pricing, and contact.

      Chat converts best where hesitation happens.

    2. 2

      Ask for a phone number early

      Get name and mobile in the first exchange so the conversation can continue by text if they close the tab.

      A chat without a contact method is an anonymous visitor you cannot recover.

    3. 3

      Continue the conversation over text

      Move the thread to SMS so you keep talking after they leave the site.

      Most website visitors leave mid-conversation, and text follows them.

    4. 4

      Set an after-hours answerer

      Hand chat to an assistant outside business hours to answer questions and book appointments.

      Evening browsing is when a lot of homeowners actually shop.

    5. 5

      Route chats into the shared inbox

      Assign by page, service, or round robin so somebody owns the reply.

      Chat that only lives in a widget gets missed the moment things get busy.

    6. 6

      Test on a phone

      Most visitors are on mobile. Confirm the widget does not cover your call button or cookie notice.

      A widget that blocks the call button costs more than it earns.

    What good looks like

    • Website visitors turn into named leads with phone numbers.
    • Conversations continue by text after they leave the site.
    • Nights and weekends get answered and booked.
    • Chat volume shows you which pages create questions.

    Common mistakes

    The ways this goes wrong in communication, and what to do instead.

    Chat with nobody watching it

    An unanswered chat reads as an abandoned business.

    Do this instead: Assign an owner during hours and hand off to an assistant outside them.

    Not collecting a phone number

    The visitor closes the tab and the lead evaporates.

    Do this instead: Require name and mobile before the conversation goes further.

    Widget covering key buttons on mobile

    Blocking the call button trades a phone call for nothing.

    Do this instead: Check the mobile layout and reposition the widget so nothing important is hidden.

    Frequently asked

    5 questions about add live chat to your website

    It adds a channel for people who will not call. Most businesses see chat leads on top of call volume, not instead of it.

    Pick the next thing to set up, or back up a step if something here assumed work you have not done yet.

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    Guides that lead into this one, in case you skipped a step.

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    Managed Tech clients hand this to us. We build it, test it, maintain it, and add to it as the business changes, so nobody on your team has to become the person who knows how the system works.

    Schedule a fit callCallCalls are answered by Troy, our AI assistant. Troy answers questions about the system and services and can schedule, reschedule, or cancel appointments. He never sells or makes offers. Any communication with TactStack is stored in our systems and referenced by Troy during certain interactions. AI can make mistakes.Full documentation