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

AI Support Agent

Be there for your customers 24/7 across your website, WhatsApp, Instagram, Messenger and Email.

Trained on your website and knowledge base, your AI agent delivers instant, accurate answers in multiple languages and seamlessly hands conversations to your team when human support is needed.

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.

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.

Post-chat Surveys

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

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.

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.

Simplify workflows with Chatway API

Chatway’s API helps you reduce manual work, connect your systems and automate everyday support actions. From updating customer data to sending messages, everything stays in sync.Instead of switching between platforms or updating things by hand, you can keep everything connected and running smoothly in the background.

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.

WhatsApp, Messenger, Instagram & Email Integration

With Chatway, you can manage and respond to messages from WhatsApp, Facebook Messenger, Instagram, and Email - all from a single, easy-to-use dashboard. Bring every conversation into one unified inbox and deliver faster, more organized customer support across every channel.

Totally, we’ve got even more cool features!

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.

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.

Analytics

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

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.

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.

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.

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

Reviewed on Reviewed on Icon

Our Users Say It Best

Chatway saves us massive time and support costs. Their AI agent handles about 95% of incoming support requests automatically. It connects to our knowledge base and replies instantly across chat, email, and social messages. Setup was quick and the platform gets the job done.

Moshe F. Saraf

Founder, Pareto Solutions

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 Racine

Founder, Orion’s Corner

We’re extremely satisfied with the live chat solution we use across all our websites. Real-time translation helps us support customers across five countries, and the new AI chatbot answers many inquiries quickly. This saves our customer service team time for more complex cases and has greatly improved the overall customer experience.

Henrik Bennarp

CEO, Halle System

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

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!