Live Chat

2023 Guide: How to Add a Free Live Chat to your Website in 3 Steps

Martin Perez

Dec 16, 2022 • 5 min read

Looking to add a free live chat to your website in 2023, but don’t know where to begin?

No problem! Luckily, adding a live chat for customer support to your website is extremely easy and beneficial. In recent surveys, 44% of online consumers say that having questions answered by a live person while purchasing something in one of the most important features of a website

Today, we will break down the steps to effectively add this feature to your site. After all, the easiest way to add value to your product or service is to also offer awesome customer service.

We will show you how to add a live chat to your website in 3 simple steps:

Create a new team on Moment
Create a Free Moment Account and Verify Your Email
Copy and Paste the Code Snippet in the <head> Tag of Your Website

Choose a Live Chat Tool

There are multiple live chat tools out there. Here's a list of the 7 best live chat apps for customer support in 2023. As a result, you will want to lay out the needs of your business when it comes to a live chat provider.

The reality is that the needs of your business or industry will be different from others. So, make sure to do some research on the different features that different providers might offer.

We obviously recommend Moment, a robust and fully-featured live chat platform. It also comes bundled with extra features such as session recording, its own CRM platform and more.

The rest of this tutorial will go over how to add a live chat to your site with Moment.

Add a Live Chat to Your Website in 3 Simple Steps

1. Create a New Team on Moment

First off, you will need to create an account with your live chat platform of choice.

In Moment, creating an account is free and does not require a credit card or method of payment.

To start you'll need to create a new team on Moment, we recommend using your company's name.

2. Create a Free Moment Account and Verify Your Email

You'll be taken to this page where you will need to create an account and confirm your email address.

Create your account and verify your email to use the free live chat tool on Moment. — Create your new account and verify your email.

3. Copy and Paste the Code Snippet in the <head> Tag of Your Website

After setting up your team, you'll be taken to this page:

Installing the Moment CRM code snippet to get free live chat on your website. — Installing your code snippet on your website, to display the free live chat.

Click on the blue install button, Moment will provide you with a code snippet to install on your site. If you do not know how to do this, you can forward it to your webmaster. Simply copy and paste this code into your <head> tag

You will also be given the option to enable Moment Tracking. This feature records the sessions (session recording) of your users on your site, allowing you to see the issues they have experienced while assisting them. This feature is fully optional.

The code snippet settings, which generates the code to enable your free live chat widget on your website. — Settings for your code snippet, copy them to be pasted in your website's <head> tag.

Once the snippet is installed on the site, your chat pop up window will appear at the bottom of every page.

Customizing Your Live Chat

Now that you have your live chat installed on your website, You can customize it!

In the drop down-menu on the left top corner, Under General, click on Team Settings

You'll be taken to the General Settings Tab. On this page, you'll be able to change your team name, chat message, color and insert your company logo!

Customizing the look and feel of your free Moment CRM live chat. — Customize your new free live chat! (Found in the General Settings tab)

Adding Team Members To Your Live Chat

If you have other people in your company helping with customer support, now it’s time to add them as team members.

Under the Team settings category, you will see Members. Click on "Members" and you will be taken to your team's member directory.

Then click on "Add Member" on the top left corner:

Inviting new members to be able to manage your live chat messages. — Adding new members to your team, allowing them to interact with live chat messages.

Here you will be able to set up their account. Team members will then receive an email invite to join the team and start providing support. You can also add them as an Admin, if you'd like them to be able to change settings in your Moment team dashboard.

Adding a Live Chat to a Specific Website

If you're looking to add a live chat to a specific website, take a look at our specific tutorials for different CMS:

That's it! Add a Free Live Chat Today!

That completes the live chat setup on your website! Wasn’t that easy?

Now that you are ready to begin providing live chat support on your website, why not read our guide on how to do it efficiently?

You can also sign up for our free ecommerce certifications, and learn how to use Moment CRM's free live chat and other tools to generate more sales!

Happy Chatting 💬