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Additional Articles in Product

  • How to Add CQLs to a Bot Flow Now that we have this fun and exciting metric, the CQL, that you can measure in the app, knowing how to add it to a bot flow is important so that you can automatically qualify how hot each leads are!…
  • Whose face will display in the welcome message? The Drift chat widget can display up to three faces!  We do this to help your visitors know who they're most likely to talk to. The goal is to set the best possible expectations for your visitors and…
  • Set Up Routing Rules One of the most important things when talking to your leads or customers is making sure that people get connected to the right person at your company. Especially in sales teams, different sales rep...
  • Advanced Widget Settings You asked, we listened! Using Drift's Advanced Chat Widget settings, you can now turn the ability for your users to send attachments through chat on or off. You can also remove the flashing browser...
  • Seeing What Page Your Customers Are On Track which page your customers are on while in the conversation view!
  • Salesforce Routing When you're using a tool to capture, qualify, and connect to our leads aka Drift, the lead ownership should be based on my source of truth (Salesforce), so that your reps can focus on talking to th...
  • 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 Here's how Go to your Drift sidebar and choose "Contacts" The icon on the top righ...
  • How to Add Participants to Conversations When a conversation is happening in Drift, you may have one or multiple people on your team talking to a lead or customer. What's important is that everyone who matters is in the loop, which is why w…
  • Create Segments Based Off Playbooks Activity Playbooks are super powerful tools that can help you reach out to the right leads, at the right time. However, sometimes leads can slip through the cracks and dont end up interacting your message.  O…
  • Why is the Chat Widget Hidden? (Check out our HelpVid on the same topic) When setting up your Drift account, there are a few things you need to make sure of before the chat icon show up on your site. Here is a checklist of things…
  • How to Delete a Contact Contacts can easily be deleted directly from the Contact section of Drift. Simply select the contact(s) that you would like to delete and the option to delete them will appear in the top right corner.
  • Why Isn't My Playbook Showing? Setting up your first Playbook can be exciting and super fun! Conversational marketing is so much easier to do when you can talk to the right people, at the right time on your site. We wanted to put …
  • What is the Difference Between the Welcome Message and Playbooks? With so many exciting updates in Drift, sometimes it can be confusing to keep up with which feature does what. This doc can help you make sense of all the different options you have to talk to your s…
  • Conversation Stats and Reporting Your conversation reporting dashboard has gotten a huge makeover. You can now see where on your site the most conversations are started, what time of day is most popular for chatting in, and much mo…
  • Lead Stage Classification: Using Your Goals Add attribute to contacts automatically through the LeadBot.
  • 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 that have been d
  • Setting up Team Hours Drift Teams is a tool that will help you customize Drift so that it accurately reflects how your organization functions and delivers the ri
  • Widget Targeting by Team One use of Drift Teams is to further refine your widget targeting so that you're only showing it to the right people at the right time. If
  • Playbook Targeting By Team One use for Drift Teams is to specify which playbooks (any chat playbook) you want to show when a certain team is online or offline. If you
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