solreliance
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Real-Time Live Chat Support for a Global SaaS Platform

Project Overview

In early 2020, a rapidly growing SaaS (Software-as-a-Service) company based in London contacted us. They offered cloud-based collaboration tools for remote teams, including project management, file sharing, and task automation. With a user base expanding globally, the client struggled to maintain quick, helpful, and humanized support across multiple time zones.

They were using a basic chatbot and an overloaded email ticketing system. Response times were long, churn was increasing, and potential leads were dropping off the website without conversion. That’s when they turned to us to implement and manage 24/7 live chat support.

Our job was to create a proactive, high-converting chat experience that:

Project Objectives:

  • Provide 24/7 real-time chat support with human agents
  • Reduce customer wait time to under 15 seconds
  • Achieve 90%+ First Chat Resolution (FCR)
  • Drive lead conversions through pre-sales assistance
  • Lower email ticket volume by at least 40%
  • Seamlessly integrate with the client’s CRM and knowledge base

Project Info

  • πŸ“‚ Category:

    Live Chat Support

  • πŸ•’ Duration:

    2020 – Present

  • 🌍 Client Location:

    United Kingdom

  • πŸ”§ Services:

    24/7 Live Chat, Technical Support, Billing Queries, Onboarding Assistance, Lead Capture, Knowledge Base Integration

Our Strategic Approach

We took a multi-layered approach to revamp the client's customer support experience by building a robust, friendly, and technically efficient live chat team backed by training, automation, and analytics.

1. Platform-Specific Agent Training

We designed a 3-week training program tailored to the client's SaaS platform, including:

  • Navigation of the dashboard and app features
  • User onboarding steps and best practices
  • Troubleshooting login issues, integrations, and sync errors
  • Subscription plan explanations and upgrades/downgrades
  • Use of knowledge base and documentation

Each agent had to complete mock chats and pass certification tests before going live.

2. 24/7 Global Support Coverage

We deployed live chat agents across three shifts, ensuring round-the-clock support for users in North America, Europe, Asia, and Australia.

Using LiveChat and later transitioning to Intercom, we set up:

  • Tiered routing (Pre-sales vs Technical Support)
  • SLA alerts for long wait times
  • Mobile chat support for agents during off-peak hours

This enabled us to offer real-time support in less than 12 seconds average wait time.

3. Proactive Chat Triggers for Lead Generation

To improve conversions, we implemented:

  • Behavior-based triggers (e.g., after 30 seconds on pricing page)
  • Chat invites for visitors showing exit intent
  • Custom greetings based on geolocation

Example:

β€œπŸ‘‹ Hey there! Looking for the best plan for your team? Let me help you choose.”

This led to a 38% increase in visitor-to-lead conversion rate in the first 90 days.

4. Seamless CRM & Help Desk Integration

We integrated Intercom with:

  • HubSpot CRM for lead syncing
  • Zendesk for escalations
  • Google Analytics for behavior tracking

This gave the client full visibility into the chat journey, agent performance, and customer behavior β€” fueling improvements in both marketing and support.

5. Tiered Support & Escalation Workflow

Not all queries could be solved on chat, so we developed an efficient escalation path:

  • Tier 1: General usage help, onboarding, plan guidance
  • Tier 2: Technical bugs, API errors, data migration support
  • Tier 3: Dev team escalations (handled via Slack bridge)

We kept escalations under 6% of total chats by empowering Tier 1 agents with self-service tools and a rich internal FAQ.

Results Achieved

MetricBefore Our InvolvementAfter (6 Months)
Avg. Response Time4.8 minutes11 seconds
First Chat Resolution (FCR)52%91%
Chat-to-Email Ratio1:33:1
New Leads Captured50/month120/month
Chat Satisfaction (CSAT)78%97%
Agent Productivity~10 chats/day25 chats/day avg.