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Initio
Live chat for sales & support teams

Turn website visitors into customers

Most visitors leave with a question they never asked. Initio puts a real person on every page, answering in real time, reaching out before they go, and sending each chat to the right team.

Initio live chat dashboard with real-time visitor conversations

Drops into any website in minutes, no plugin required

WordPress Shopify Webflow Wix Squarespace Any HTML site
How it works

From a quiet visit
to a closed deal

Four moments, one conversation: this is what Initio does on autopilot.

01
A visitor lands

They arrive from a search or an ad, start browsing, and form a question they will never email you about.

02
Hi there Need help finding something?
Initio reaches out

A friendly message fires at the right moment (by page, time, or referrer), or the visitor opens the chat themselves.

03
Route to
Sales
Support
Billing
It routes itself

Pick a topic and the conversation goes straight to Sales, Support, or Billing, and only that team is notified.

04
Lead captured
Your team closes it

An agent replies with full context (page, location, history), answers fast, and the lead is captured automatically.

Live chat

Answer the moment they ask

A lightweight widget sits on every page. Visitors get a real reply in seconds over a live connection (no refresh, no waiting), and your whole team works from one shared inbox.

  • Instant messages with typing indicators
  • One shared inbox your team can claim and assign
  • Files, links, and saved canned replies
Initio live chat conversation answering a visitor in real time
Visitor intelligence

Know who you're talking to

See everyone on your site in real time: the page they are reading, where they came from, their country and device, and whether they are new or returning. Every reply starts with context.

  • Live list of who is online right now
  • Current page, referrer, and visit history
  • Country, city, and device at a glance
Initio live visitor list with location, page, and device
Proactive engagement

Reach them before they leave

Most people never click the chat bubble. Initio starts the conversation for you (triggered by the page, time on site, or referrer), so quiet traffic turns into real conversations.

  • Triggers by page, time, and traffic source
  • Agents can open a chat with a live visitor
  • The widget opens straight to your message
Initio proactive chat message appearing on a website
Smart routing

Send every chat to the right team

No more "let me transfer you." Group agents into departments, let visitors pick a topic, and each conversation routes itself to the right place, notifying only the team that should handle it.

  • Departments for Sales, Support, Billing
  • Visitors self-route with a quick topic pick
  • Focused queues, no cross-team noise
Initio routing a chat to the right department
Everything included

The whole
conversation toolkit

Not a stripped-down chat bubble. Everything your team needs to answer fast, stay organised, and never lose a lead.

Internal notes Leave context for the next agent. Visitors never see them.
File sharing Send and receive screenshots, PDFs, and documents in chat.
Read receipts Know the moment your reply is actually seen.
Business hours Show your real availability and switch to offline mode automatically.
Offline lead capture Away? The widget collects the question and the email.
CSAT ratings Ask for a rating at the end and watch quality over time.
Tags and priorities Sort the urgent from the routine and find any chat later.
Contacts and export Every visitor who talks to you becomes a contact you can export.
Departments Group agents by team so chats land where they belong.
Visitor bans Block abuse by visitor, IP, or entire country.
Dark mode A dashboard your team can stare at all day without going blind.
Trust

Your conversations
stay yours

Chat data is customer data. Initio is built so it can only ever be seen by the people you invite, and it leaves with you whenever you want.

Shield with a padlock, representing isolated and encrypted conversation data
Isolated by design Every workspace is fenced off at the data layer. One customer can never read another's chats.
Encrypted in transit Every message, on the widget and in the dashboard, travels over TLS.
Your domains only Lock the widget to the sites you own with a domain allowlist.
Role-based access Agents, admins, and owners each see exactly what they should.
Export any time Take your contacts and conversations with you. No lock-in, no ransom.
Right to be forgotten Delete a visitor and their data goes with them. Permanently.

Built for the way your team works

Whatever you do, the goal is the same: talk to the right person at the right time. Pick your world.

"We answer visitors the second they have a question. Conversations that used to die in our inbox now close in chat, and we finally see who's on the site instead of guessing."

SaaS support teamUsing Initio for sales & support
FAQ

Questions, answered

Still unsure? Talk to us and we'll answer properly.

How long does it take to set up?

Minutes. Create a workspace, copy your widget snippet, and paste it before the closing body tag. It works on WordPress, Shopify, Webflow, Wix, Squarespace, or any custom site, and it loads asynchronously so it never slows a page down.

Will the widget slow my website down?

No. The script loads asynchronously and is served compressed from cache, so it never blocks your page from rendering. Your visitors see your site first, exactly as fast as before.

Do I need a developer?

Only if pasting one line of HTML counts. There is no plugin to maintain, no build step, and no API to wire up. Colours, position, and messages are all changed from the dashboard, not the code.

What happens when nobody is online?

The widget switches to offline mode on its own, using your business hours. Visitors leave their question and email, it lands in your inbox as a lead, and you follow up when you are back.

Can I try it for free?

Yes. The free plan is genuinely free, with no card and no trial countdown. When your team or your conversation volume grows, you move up a plan.

Who can see my chat data?

Only the people you invite. Every workspace is isolated at the data layer, traffic is encrypted in transit, and you can export or delete your data whenever you want.

Pricing that grows with you

Start free, then move to Starter, Growth, or Business as your team and conversations grow. No setup fees, cancel anytime.

Start talking to your visitors today

Add Initio to your site, invite your team, and turn your next visit into a conversation. Live in minutes.