Used by teams like yours

Find the playbook for your industry.

The same platform fits very different teams — SaaS pre-sales, e-commerce checkout deflection, agencies juggling client widgets, schools answering parent questions. Pick yours.

SaaS & Software E-commerce Agencies Education Finance & Healthcare

Trusted across industries

Series B SaaS DTC retailer Marketing agency University Credit union Real-estate broker Travel ops SaaS support team

SaaS & Software

Pre-sales conversion + in-app support, on the same widget.

The job to be done

SaaS teams use MyLiveChat for two adjacent jobs at once: convert pricing-page visitors into trial signups (sales motion), and help in-app users when something breaks (support motion). The trick is using the SDK to identify logged-in users so support gets context and pre-sales chats stay frictionless.

Top features used

  • Smart Triggers on /pricing fire when a visitor dwells >30s
  • Visitor SDK identify() attaches plan + user_id once logged in
  • AI bot grounded in product docs handles 60%+ of "how do I X" questions
  • Segments separate trial users from paid customers for routing
  • Webhooks push handoff events into Slack #support-fires
+22%trial signup rate
62%tickets deflected
<30savg response
3xchats per agent
We replaced Intercom and immediately saw chats from pricing-page visitors lift signup rate by ~22%. The AI bot answers product questions 24/7 so we stopped staffing weekend support.
VP of Customer Success · Series B B2B SaaS

E-commerce & Retail

Cart-abandonment recovery + post-purchase support.

The job to be done

E-commerce stores live or die by funnel friction. MyLiveChat catches checkout-stalled shoppers with a proactive nudge, answers shipping/returns questions before they become tickets, and routes high-AOV visitors to a human agent while letting the AI bot handle the long tail.

Top features used

  • Checkout-dwell trigger fires on /cart or /checkout idle 45s
  • Exit-intent trigger rescues abandoning visitors with a coupon offer
  • AI Knowledge Base answers shipping cost / return policy / refund window
  • Identity SDK passes order context (cart total, items) to agents
  • Public help center ranks for organic SEO traffic
+14%cart recovery
71%shipping Qs auto-answered
$28avg AOV lift / chat
4.8CSAT score
The exit-intent trigger alone pays for our plan ten times over. We were losing $3k/week to checkout abandonment; now we recover about a third.
Founder · DTC apparel brand

Agencies & Consultants

Multi-client setup. White-labeled per brand.

The job to be done

Agencies install MyLiveChat on every client site they manage. Each client gets their own brand-customized widget; the agency keeps a unified dashboard for monitoring and a single billing relationship. AI bot per-client trained on their KB — so one agency manages chat for 20 brands without 20 different platforms to learn.

Top features used

  • White-label customization per client (logo, color, name)
  • Multi-site account with one team console
  • Per-client KB trains a separate AI bot per brand
  • REST API for embedding chat metrics into client reports
  • Webhooks route per-client handoffs to per-client Slack channels
20+client sites managed
1console to learn
40%margin on resold seats
~3hronboarding per client
We bill our clients $79/month for chat-as-a-service, pay MyLiveChat $19, and provide better support than any of them would have built themselves. Margin pays a part-time agent.
Director · Marketing agency, 18 retainer clients

Education & Schools

Parent / student / staff questions, all 24/7 grounded in your handbook.

The job to be done

Schools and bootcamps use the AI bot to answer the same parent / student questions hundreds of times: "when does enrollment open", "what's the late-pickup policy", "how do I reset my LMS password". Knowledge base trained on the student handbook means answers are accurate and citable. Live chat handoff for the questions that genuinely need a human.

Top features used

  • AI bot trained on student handbook + admissions FAQ
  • Multilingual — parent base often bilingual
  • Public help center ranks for "how to apply to X"
  • Operating hours route to "we'll reply by email" outside school hours
  • 50% non-profit discount on every paid plan
74%parent Qs handled by AI
3languages supported
24/7parent self-serve
$0extra IT overhead
Our front office stopped fielding the same five questions on a loop. The AI bot answers in English, French, and Spanish, citing the actual handbook section — parents trust it because they can see where the answer came from.
Director of Communications · K-12 international school

Finance & Healthcare

Compliance-conscious. Hosted in your jurisdiction.

The job to be done

Regulated industries can't run AI bots that hallucinate, can't ship customer PII outside their data region, and can't accept "trust us, we're SOC 2." MyLiveChat's RAG-grounded AI cites every source, the SDK can be configured to redact sensitive fields before transmission, and the platform offers regional data hosting (EU / North America) plus a self-hosted option for the most compliance-bound teams.

Top features used

  • RAG grounding — AI cites the article, no fabricated answers
  • Regional data hosting (EU / NA) on Growth plans
  • Self-hosted option for HIPAA / PCI-bound deployments
  • Bring-your-own OpenAI key — you control the AI vendor relationship
  • Visitor delete API for GDPR right-to-be-forgotten
0fabricated answers
EU/NAdata residency
BYOOpenAI key
SOC 2Type II audited
Our compliance team approved MyLiveChat in three weeks — faster than any vendor we've onboarded. The RAG citations were the unlock; we can show our regulator exactly which document any AI answer came from.
Head of Digital · Regional credit union
Patterns across industries

Three jobs every team uses chat for.

Industry colors the details. The underlying jobs are the same.

Pre-sales conversion

Catch high-intent visitors at peak interest — on pricing, before checkout, after watching a demo. Smart Triggers fire automatically.

SaaS E-commerce Agencies

Support deflection

AI bot grounded in your KB answers the routine 60%+ of questions. Tickets only escalate to humans when the AI hits its confidence limit.

All

Onboarding + activation

Triggers fire when a visitor lands logged-in but inactive: "Need help getting started? Here's a quick-start guide." Combined with identify() data to personalize.

SaaS Education
All in one platform

Same product, every plan.

Live Chat Platform

Real-time messaging, agent console, smart triggers.

Learn more →

AI Chatbot

Grounded in YOUR knowledge base. Smart handoff to humans.

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Knowledge Base

Public help center + AI training data, in one editor.

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