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Real-time chat. Real-time revenue.

Your homepage gets two kinds of traffic: prospects shopping for an MSP, and clients who need a quick answer. MSP Process Live Chat captures both in real time — proactively engaging visitors, qualifying them with smart sequences, paging whoever's free across five channels, and landing every conversation in your PSA. Nothing slips. Even after-hours.

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Real-time
Inbound capture
5-Channel
Agent paging
Mobile
Answer on the go
100%
Logged to PSA
Two Audiences · One Channel

The same chat does double duty.

Most of your inbound traffic is shopping for an MSP — or already is one of yours and just needs a fast answer. Live chat is the only channel that serves both well, in seconds, without forcing them to pick up the phone.

💼 For Prospects · Sales

Convert browsers into booked demos.

  • ✓Proactive triggers on services & pricing pages.
  • ✓Pre-chat form qualifies before paging an owner.
  • ✓Calendly drop-in for instant demo booking.
  • ✓Lead synced to HubSpot, Pipedrive, or your CRM.
🛠️ For Existing Clients · Support

Quick fixes without picking up the phone.

  • ✓Returning visitors auto-recognized & matched to PSA.
  • ✓Sequencer captures the issue context before paging.
  • ✓Quick fixes never become tickets — but get logged.
  • ✓Real issues escalate cleanly into a PSA ticket.
What's Included

Built for MSPs who are busy doing real work.

Live chat is only useful if your team can actually answer it. Every feature here is built around that — fast paging, clean handoff, mobile coverage, and zero clipboard work.

Proactive engagement triggers

Pop up at the right moment — when a visitor lingers on pricing, hits the services page twice, or scrolls past 70% of a case study. Configurable per-page and per-rule.

Configurable

5-channel agent paging

When a chat starts, alert the right person via Teams, Slack, SMS, email, or phone call simultaneously — until somebody claims it. No "did anyone see that?"

Simultaneous

Smart pre-chat sequencers

Ask the right questions up front — name, company, urgency, what they tried — so the agent walks in with full context. Less "let me ask a few things first."

Context-First

Mobile app — answer anywhere

Techs and owners answer inbound chats from their phone in the MSP Process app. Between client visits, on the road, after-hours — chat doesn't sit waiting.

iOS · Android

After-hours capture sequencer

When everyone's off-shift, the sequencer takes a full handoff — name, contact, issue, best AM time — and drops the lead on the morning queue with auto-confirmation.

Never Missed

Native PSA & CRM sync

Every conversation lands as a ticket or lead — ConnectWise, Datto, HaloPSA, HubSpot, Pipedrive. Transcript attached. Source attribution preserved. Compliance-ready.

100% Logged
How It Works

From visitor to resolved ticket — in five steps.

Every chat runs through the same pipeline so nothing leaks. Captured. Qualified. Routed. Resolved. Logged.

  1. 01

    Captured

    Visitor opens chat — proactive trigger or self-initiated. Returning clients matched to PSA on contact.

  2. 02

    Qualified

    Sequencer asks 2–4 routing questions. Sales path or support path branches automatically.

  3. 03

    Routed

    Agent paged across Teams, Slack, SMS, email, mobile app — first to claim takes the chat.

  4. 04

    Resolved

    Agent works the issue from desktop or mobile. Calendly drop-ins, file transfers, transcript building inline.

  5. 05

    Logged

    Transcript synced to PSA & CRM with source attribution. Ticket or lead opened automatically.

Real Impact

What MSPs see in the first 60 days.

Chat changes the math on inbound. Faster response, more booked demos, fewer phone calls, cleaner data.

3.2×
More booked demos
vs. "contact us" form alone in the same period.
38 sec
Median first response
Across multi-channel paging — vs. hours on email.
42%
Reduction in inbound calls
Quick fixes resolved in chat instead of phone.
100%
Conversation capture
Every chat → ticket or lead. Source attribution preserved.
We found MSP Process at a conference last year. From the very first demo to implementation the process was smooth. We use the tool daily — to validate users, to chat with clients who prefer text, and it's even replaced our email-encryption tool for sharing sensitive info.
Jeff Wilder
President · Century Group
Stop Letting Prospects Bounce

Capture every inbound conversation. Land it in your PSA.

See how MSP Process Live Chat captures every inbound conversation — qualifies it, routes it, and lands it in your PSA. 20-minute demo. Built for MSPs.

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