LiveChat and Vitally Integration

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Enrich Vitally with real-time insights from LiveChat interactions. Use Latenode's visual editor to map chat data to user profiles, triggering automated actions based on sentiment. Scale easily with our pay-by-execution pricing.

Swap Apps

LiveChat

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Vitally

Create a New Scenario to Connect LiveChat and Vitally

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Vitally will be your first step. To do this, click "Choose an app," find LiveChat or Vitally, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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LiveChat

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Connect LiveChat

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Run node once

Add the Vitally Node

Next, click the plus (+) icon on the LiveChat node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.

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Vitally

Authenticate Vitally

Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.

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Vitally

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Configure the LiveChat and Vitally Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the LiveChat and Vitally Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring LiveChat, Vitally, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the LiveChat and Vitally integration works as expected. Depending on your setup, data should flow between LiveChat and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect LiveChat and Vitally

LiveChat + Vitally + Slack: When a customer expresses dissatisfaction in LiveChat, indicated by a specific tag being applied to the chat thread, create a note in Vitally to flag the customer's concern. Then, notify the customer success team in a dedicated Slack channel to address the issue promptly.

Vitally + LiveChat + Jira: When a customer's health score drops in Vitally, automatically create a support ticket in Jira to track the issue and its resolution. Simultaneously, use LiveChat to proactively send a targeted message to the customer, offering assistance and support based on their changing health score.

LiveChat and Vitally integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context โ€“ all visually, and without code.

About Vitally

Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.

See how Latenode works

FAQ LiveChat and Vitally

How can I connect my LiveChat account to Vitally using Latenode?

To connect your LiveChat account to Vitally on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Vitally updates from new LiveChat conversations?

Yes, you can! With Latenode, instantly trigger Vitally updates when new conversations begin in LiveChat. Ensure customer success is always informed, automating key insights.

What types of tasks can I perform by integrating LiveChat with Vitally?

Integrating LiveChat with Vitally allows you to perform various tasks, including:

  • Automatically creating new Vitally users from LiveChat transcripts.
  • Tagging Vitally users based on keywords in LiveChat conversations.
  • Updating Vitally user segments with LiveChat customer satisfaction scores.
  • Sending personalized onboarding flows based on LiveChat interaction.
  • Alerting sales when a VIP engages via LiveChat.

What LiveChat data is accessible within Latenode workflows?

Latenode provides access to LiveChat data including chat transcripts, visitor details, agent information, and custom variables, enabling personalized workflows.

Are there any limitations to the LiveChat and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical LiveChat data might require manual import.
  • Vitally's API rate limits can impact high-volume workflows.
  • Complex data transformations may necessitate JavaScript knowledge.

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