Always Open

How-to guide ·

Always Open puts a chat bubble on your website. Customers ask questions any time, and it answers from your own information. When it can't answer, it takes their name and number for you.

1. Getting started

  1. Open the link we sent you and choose a password.
  2. You'll see a short tour of the five tabs. You can skip it.
  3. Sign in later at chat.gtexpected.com/app with your email and password.

2. Teaching it about your business (Setup tab)

  1. Type your website address and press Read my site. It reads up to 10 pages and shows a list of what it learned.
  2. In Anything else customers should know?, write anything that isn't on your website, in plain sentences. For example: "We don't do septic inspections. Payment is due at the visit."
  3. In Never answer these, list topics it should always hand to you, like exact repair costs.
  4. Set your open days and hours. The chat tells customers when you're closed, and your home page counts after-hours chats.
  5. Add the email for new leads and the first name of who calls people back.
  6. Press Save changes. Your chat uses the new information right away.

Tip: try your chat on the Home tab after every change. Ask the questions your customers ask most.

The first time, Cloudflare sends a one-time "verify your email" message to your lead email. Click it, or lead emails can't reach you. Leads always show on the Leads tab either way.

3. Adding it to your website (Put it on your site tab)

  1. Press Copy code.
  2. Paste it into your website just before </body>. The tab lists where that is on Wix, Squarespace, WordPress, GoDaddy and Shopify.
  3. Open your website. A round chat button appears in the bottom-right corner.

No website? Use the direct chat link on the same tab in emails, texts, social profiles or a QR code. We're happy to set either up for you.

4. Leads

When a customer wants a callback, a quote or to book, or asks something the chat can't answer, it asks for their name and phone or email. Each one shows on the Leads tab and is emailed to you.

Press Call back to mark a lead Called ✓ once you've reached them. The orange number on the tab counts leads still waiting.

5. Chats

Every conversation is saved. Tap one to read it. Answers it couldn't give have a dashed outline, so you can see what to add in Setup.

6. Your home numbers

  • Chats this week: conversations started in the last 7 days.
  • Answered without you: how many of its answers came from your information.
  • Leads to call back: leads not marked called yet.
  • Came in after hours: chats that started while you were closed.
  • Questions it couldn't answer: add those answers in Setup.

Questions

Will it make things up? It's told to answer only from your information and to say it's not sure otherwise. Read your chats now and then, and add anything it missed.

Can customers tell it's automatic? If they ask, it says it's your automatic chat helper.

Is there a limit? Each business has a daily limit to block abuse. If it's reached, the chat asks for contact details instead.

Forgot your password? Email info@gtexpected.com and we'll send a new link.

Always Open by Greater Than Expected