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Set Up Live Chat

Why This Matters

Live chat lets you talk to website visitors in real time. Answer questions instantly and turn more visitors into customers.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

​Step 1:Click on the “Hi,Username” button in the top right corner, then select “Organization”.

Step 2

Step 2:Click on the “Configuration” tabStep 3:Scroll down the list and select ScriptsStep 4:Click “Add” to add your live chat scriptStep 5:Add the label, and your Live Chat Script and click “Save”.

Step 3

Step 6:Scroll up and click “Publish” to take your live chat online.

Step 4

Related ArticlesHow to Set Up Sales to EPC ChatHow to Set up Stakt Integration SettingsHow to set up SCH Welcome Call for Integrated Organizations?How to Set Up BOM Settings?How to Add EasyQuote Widget?.

Pro Tips

  • 💡 EasyQuote tip: Test your changes on a preview before publishing to make sure everything looks right.

  • 📱 Mobile-friendly: Check that your EasyQuote pages look good on phones — most customers browse on mobile.

  • 🔄 Keep it fresh: Update your EasyQuote content regularly to reflect current pricing and services.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Widget not appearing on website

Check that the embed code is placed correctly in your website's HTML. Clear your browser cache and refresh.


Last updated: 2026-05-15 · Source: Set Up Live Chat

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