Live Chat & Chatbot for Sales

Help the user with live chat and chatbot — from tool selection and widget setup through chatbot flow design, agent routing, visitor tracking, and chat-to-lead conversion. This skill is tool-agnostic but includes platform-specific guidance for Brevo Conversations, Drift (Salesloft), Intercom, HubSpot, Crisp, LiveChat, Zendesk, Tidio, Freshdesk, and ZoomInfo Chat.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user: