LiveChat integration allows you to synchronize your chat transcripts to Survicate effortlessly.
Read on to learn how you can transfer your chat transcripts from Livechat to Research Hub! 🚀
Connect LiveChat with Research Hub
Step 1. Go to Integrations in your Survicate panel and search for LiveChat.
Step 2. Click Connect in the top-right corner of the next page.
A pop-up window will appear for you to log in to your LiveChat account. If you don't see the pop-up window, you may need to allow pop-ups in your browser. Please look for the settings in your browser's URL bar, or follow the instructions for Chrome, Firefox, or Safari.
📌 After connecting the integration, enable the automatic synchronization of chat transcripts from LiveChat to Research Hub.
⌛️ The automatic synchronization of chat transcripts from LiveChat to Survicate Research Hub will send newly closed conversations every hour on the hour (at the beginning of each hour), if there are new closed chats to sync.
You can choose whether you want to sync all chats or just those tagged with chosen tags.
🎉 Select one of the options and click Save.
Step 3. You can decide whether to collect your chat transcripts from the moment of connection or to pass on past chat transcripts as well. Just select a time frame for importing past chats and click Import.
After choosing to import past chat transcripts, you will start receiving them to the Research Hub right away. You can watch the count increase directly in the integration box as past chats are imported, so you always know how much data is available before you run your first project.
💡 The Last year option will import chats from the last 365 days.
Using Research Hub
Now that you have connected an integration to Research Hub, you can use this feedback as a source in any Project. Research Hub's AI will analyze it alongside feedback from your other connected sources to:
surface key themes and trends across your feedback;
identify issues and concerns reported by customers;
generate a ready-to-review report summarizing findings and conclusions.
Run a Project
To analyze your chat transcripts, click + New research project in the Hub:
When you choose the data for your project, go to the Integrations tab and select LiveChat:
The report summarizes the key themes from your feedback, with each conclusion linked directly to the source quote. Click a purple annotation to open Supporting feedback and read the original chat behind the conclusion:
💡To maximize its effectiveness, combine LiveChat with other sources within the same project, which will strengthen your findings.
Once your report is generated, Research Hub surfaces AI-discovered insights based on the patterns found across your sources. From there, you can select any specific insight to track it over time. Open the Feedback tab of a tracked Insight to see the chats it's based on:
Add more feedback
At any point, click Data to connect another source. If you haven't uploaded any transcriptions or files yet, go to Hub ➡️ Data sources to upload them first. You can then use them in your running research.
Check out this section of our Help Center to read more about feedback sources available in Research Hub.
If you add more data to your project and want to include it in the report, click Regenerate. The report has to be approved for the Regenerate button to appear.
Regenerating erases your existing report, including any edits, and replaces it with a new version, so you'll be asked to confirm first:
Charts
In the Charts tab, you can create custom charts and dashboards within your Research Project. These charts and dashboards are specific to the feedback and analysis of particular research projects. Click + Add chart to create your first chart. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data. Then click Save widget.
Once you create your first widget, you can add more via the + Add chart button in the upper right-hand corner of the screen:
💡 Column and stacked column charts show trends over time. If you want to analyze totals, use a bar or pie chart. All charts show both numbers and percentages.
You can also add any chart to your report by typing / in the report.
❗ Charts are based on tracked Insights. If your project doesn't have any yet, Track the Insights you want to follow first.
Research Agent
The Research Agent can answer your question based on data from various sources that you used in this Research project.
It can also help with Survicate-related product questions!
To open the Agent, click on Ask Agent in the bottom right corner of your research project in the Hub:
💡 You can select a fragment of the report, and the Agent will focus on this given fragment to answer your question in context.
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.