Chatway is Built for

Finance

In finance, trust matters. Customers want to know that when they reach out for support, they’re speaking to someone who understands their needs and protects their data. Chatway is built to support financial service providers in delivering exactly that. The moment a customer initiates a chat, visitor verification helps you identify if they’re returning visitors and see past conversations in order to create a personalized experience.

Each conversation is securely stored and can be exported for audits, reviews, or documentation. Post-chat surveys follow each interaction, allowing you to measure satisfaction in real time and gather direct feedback. These insights make it easier to identify service gaps, track patterns, and refine your support process with confidence.

Key Features

Visitor Identification & Secure Chat History

If you’re using a custom-built platform, Chatway lets you identify logged-in users and display their data directly in the chat. This helps agents know exactly who they’re speaking with and offer personalized support. Visitors also see their past conversations in the widget, so they never have to repeat themselves.

Visitor Identification & Secure Chat History

Download & Email Chat Transcripts

Download full chat transcripts for easy review and follow-ups. Email them to yourself, your team, or the customer to keep everyone informed.

Download & Email Chat Transcripts

Post-chat Surveys

Send customizable surveys after chats to collect feedback, track satisfaction, and improve your support in real time.

Post-chat Surveys

Pre-chat Form & Custom Contact Fields

Collect key details like name, email, and more with customizable forms. Choose whether to display the form before or after a visitor’s first message, so you can capture the right info upfront and deliver a more personalized chat experience.

Pre-chat Form & Custom Contact Fields

Tags & Custom Visitor Data

Stay organized by tagging conversations with relevant themes or issues. Add custom visitor data, like purchase history or account details, to offer more personalized support.

Tags & Custom Visitor Data

Display Frequently Asked Questions

Add an FAQ section where answers to common questions are visible directly in your chat widget, allowing visitors to find helpful information even before speaking with an agent.

Display Frequently Asked Questions

Email & Facebook Messenger Integration

Create a dedicated @chatwaymail.com address linked to your account and also forward emails from your current address to Chatway. All emails and Facebook Messenger messages appear in your Chatway dashboard, giving you a centralized view of customer conversations.

Email & Facebook Messenger Integration

Totally, we’ve got even more cool features!

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Widget Translation

Connect with a global audience using Chatway’s chat widget, which supports over 20 languages. Choose your preferred language and customize messages, widget text, and FAQs for a seamless experience in your visitors' language.

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Chat Assignment & Private Notes

Assign conversations to the right support agents with a few clicks and leave private notes for teammates to improve support. These notes remain hidden from customers, ensuring efficient communication behind the scenes.

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Analytics

Access key metrics like resolved and unresolved chats, and see how many chats each agent handled. Monitor performance and identify areas for improvement.

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Page & Country Targeting

Control exactly where and to whom your live chat widget appears. Show the widget on specific pages, like your pricing or product pages, and target visitors from selected countries. This ensures the right people see the chat at the right time.

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Reminders

Stay on top of important tasks with Chatway’s reminder feature. Set reminders to follow up with customers, notify team members, or track key activities. This helps you stay organized and ensures nothing important gets missed.

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Unlimited Conversations

Chat with as many visitors as you want, on any plan. With Chatway, you don’t have to worry about missing any customer conversations. Stay connected and keep your customers engaged.

Stories of Success

Our Chatway helps businesses all around the world communicate better with their website’s visitors. Hear their experiences firsthand

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Reliable and excellent support

- DenisH Shares Their Story on Trustpilot

Chatway has significantly enhanced my website’s engagement with its seamless integration of live chat, email, and social media messaging platforms. The helpdesk feature has been an invaluable resource, streamlining customer support and improving overall response times . Additionally, the new features like real-time visitor monitoring and customizable chat widgets have equipped my site with advanced tools to better serve and retain customers. Thanks, Chatway.

DenisH

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Our Users Say It Best

Mary
Mary's Quote

This app is actually much easier to use than one I previously tried. It's very, very user-friendly and support has been extremely helpful. The price is excellent and I definitely am glad that I found this one. It's totally worth using and trying out.

Mary

Founder, Orion’s Corner

Mary
Barak's Quote

Game Changer. Chatway Live Chat is a great plugin. I've used to use a WhatsApp link, and since changing to Chatway Live Chat, I'm getting a lot more chat requests and, as a result, a lot more paying customers. I highly recommend it!

Barak Liberman

Founder, Bridge Online Academy

Mary
Laslo's Quote

Simply the best live chat app that exists on Shopify. Beautiful design, easy customization, and instant messaging with customers through the app.

Laslo Dosa

Founder, Avvo

Mary
Matias's Quote

Smooth and easy. Simple interface and a good way to engage with potential customers.

Matias Yabar-Davila

Founder, Coach Social

Mary
Asbjørn's Quote

Added Chatway to my website in minutes, and I get notified on my email and phone app when customers ask questions on my website. Works great.

Asbjørn Kofoed-Nielsen

Founder, WDT Tool

Connect Chatway Anywhere

Install Chatway on any website platform and manage conversations from live chat, email, and Facebook Messenger. All in one inbox

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