Best Chat Resources with Drift
On this page we'll be linking and going over some resources and tips which cover best practices when using Drift Chat.
Bot Skill: Article Lookup and Ticket Creation
The bot has three helpful skills so you can automate 100% of your support. We call these Help: Article Lookup, Help: Ticke...
Bot Skill: Book a Meeting
Drift makes booking meetings with leads easier than ever. With the Book a Meeting bot skill your bots can book meetings fo...
Bot Skill: Email Capture
Drift builds contact details for each site visitor, so that you can identify and qualify leads, follow up using Drift Emai...
Bot Skill: Phone Capture
For many of our customers, having the phone number of a prospect or lead is essential to follow up or schedule a meeting. ...
Bot Skill: Route Conversation
What this skill can do:
In addition to routing the conversation inside of a Goal, the "Route Conversation" skill gives you...
Changing the Drift icon to a logo, or custom image
Ready to take your Drift customization to the next level? Like other customers, you can change the default chat icon to an...
Chat to Call
Chat to Call is Drift's first voice solution to help connect buyers with sellers. Allow reps to jump from chat to a phone...
Chat to Zoom
Chat to Zoom is Drift's first integrated video conferencing solution to help connect buyers with sellers. Enable reps to ...
Commonly Used Drift Attributes
Drift Attributes are fields that have been collected and are commonly supplied by Drift Intel. These fields can be used f...
Every day, you have:
Your customers telling you why they are on your site
Your customers telling you what they care ab...
At Drift, we believe that gathering customer feedback is paramount to delivering a phenomenal experience. That's why we cr...
Conversation Search and Alerts
Conversation Search and Alerts are available on the Premium, Advanced, and Enterprise FY22 plans.
Conversation Sessions - Core Integrations
Many customers are using Drift’s in-house integrations to send data about their contacts to their CRM or MAP instances. C...
Deleting Your Account
Sometimes Drift might not be the right product for your company. We totally understand that and we're here to help.
Drift Admin Seat
The Drift Admin seat allows you to access all of the settings pages within Drift as well as all conversations!
Interested in checking out more of our Drift Insider, you can do so here!
Drift Audiences helps you drive your pipeline, ...
Drift Office365 Permissions
The Drift App in Azure is what allows us to interact with our users Microsoft accounts, for both calendars and SSO. Some ...
Drift Sales Seat
The Drift Sales seat provides a unified experience for sales reps using Drift by bringing together the most valuable part...
Drift vs Other Live Chat Products
How Is Drift Different Than Existing Live Chat Products?
There are hundreds of live chat products out there from companies...
Exporting Content Before Leaving Drift
So maybe you've decided to step away from Drift, or maybe you just need to get the info exported so you can analyze your ...
Exporting your Contacts
Now that you've gathered a lot of information from your leads, you may be wondering how to export your contact list.
Giving Your Bots Personality
When you’re getting Drift setup for the first time, it can be exciting to create a bot mascot that will be the fa...
Glossary of Clearbit fields we add to a contact record once we get the email address
When a visitor comes to your site and gives you their email, you'll notice that some properties in your righthand sidebar ...
Google Analytics to Drift Terms and Definitions
fires when the user receives a message from a t...
How to Build Chat Bots - Best Practices
Chat Bots are available on the Premium, Advanced, and Enterprise Drift plans.
Chat Bots's are Drif...
How To Set Up Group Meetings
Group Meetings are available on the Premium or Above Drift plan.
With Group Meetings, you can now ...
Identifying Logged-In Users with Drift
Drift is all about meeting your customers where they are to facilitate great conversations. To that end, you may want to ...
Image Dimensions for Avatar, Chat Widget, Email, and Bots
Make your conversations and public-facing profiles more personal by adding your own pictures!
This document covers suggest...
List of Countries Used for Syncing to Integrations
Looking for list of country names and codes that Drift uses while syncing to outside integrations? Looks no further! The ...