SafariChat by SafariDesk

Live chat features

Everything your team needs to run live support with speed, ownership, and operational discipline.

SafariChat combines the queue controls support leads need with the execution tools agents need, so the same platform can handle front-line response, escalation, and service review.

Billing conversation summary

Copilot in thread

Annual renewal clarification

Summary and suggested reply generated from conversation history

AI summary Requires review

Summary

Customer wants to confirm whether prorated charges will show on the current invoice or the next cycle.

Draft

Seat updates apply immediately and are prorated on the current cycle. I can confirm the final amount after checking your account plan.

Supervisor note

Escalate only if invoice values differ from policy output.

Draft in 4s Summary in 2s One-click approve

Overview

One operating surface for response speed, workflow control, and service-quality review

  • Real-time inboxes with queue ownership and assignment rules
  • Macros, private notes, mentions, and supervised escalations
  • Pre-chat forms, routing logic, and business-hour fallback handling
  • Widget customization with brand, language, and trigger controls
  • CSAT, SLA, and operational reporting across teams and brands
  • Embed, SDK, API, and webhook options for deeper implementation

AI assistant and copilot

Move through complex conversations with summaries, drafts, and next-step guidance

SafariChat helps agents recover context quickly, respond faster, and keep escalations aligned to policy without turning the queue into a black box.

  • Conversation summaries for handoffs and supervisor reviews
  • Editable reply drafts grounded in thread history and policy context
  • Suggested next actions when a case needs escalation or follow-up

Billing conversation summary

Copilot in thread

Annual renewal clarification

Summary and suggested reply generated from conversation history

AI summary Requires review

Summary

Customer wants to confirm whether prorated charges will show on the current invoice or the next cycle.

Draft

Seat updates apply immediately and are prorated on the current cycle. I can confirm the final amount after checking your account plan.

Supervisor note

Escalate only if invoice values differ from policy output.

Draft in 4s Summary in 2s One-click approve

Widget customization

Shape the live chat entry point around your brand, pages, and support journey

Control how the widget looks, when it appears, and what it asks so the customer entry flow matches your product and operating model.

  • Brand colors, launcher labels, and welcome prompts
  • Trigger rules by page, audience, or product flow
  • Localized messaging for multilingual support environments

Brand and launcher controls

Widget profile

Website widget profile

Control the first impression before a customer joins the queue

Localized Per-page triggers

Launcher

Need help choosing a plan? Talk to support.

Welcome prompt

Share your question and we will route you to the right team.

Display rule

Show after 18 seconds on pricing, immediately on help center pages.

3 locales 2 trigger rules Brand-safe contrast

Pre-chat forms

Collect the details your team needs before the first reply leaves the queue

Capture the customer context that changes routing and urgency so agents do not spend the opening minutes reconstructing the issue.

  • Required fields for issue type, plan, urgency, or account email
  • Queue routing tied directly to pre-chat answers
  • Different forms by product area or support lane

Pre-chat routing form

Entry qualification

High-intent support intake

Customer details determine queue, SLA, and first-response ownership

Required fields Auto-routing

Field

Company email: support@acme.inc

Field

Issue type: Billing discrepancy

Route

Assigned to Finance support with 15-minute first-response target.

7 route outcomes 15m SLA applied 0 manual triage

Realtime controls

Keep active conversations coordinated while multiple teammates work the same queue

Typing indicators, presence, assignment, notes, and live SLA status help teams respond without collision or confusion.

  • Live assignee state and teammate presence indicators
  • Private notes, mentions, and handoff cues inside the same thread
  • Visible SLA status while a conversation is still in motion

Live handoff control

Queue execution

Priority support conversation

Realtime assignment state prevents duplicate replies

Typing visible Mention sent

Customer

Can I stay on this thread while you confirm the billing adjustment?

Grace

Yes. I have finance checking the account now and I will update you here directly.

Mention

@finance-team please confirm adjusted total before 14:30 EAT.

2 teammates present 1 mention open SLA paused 0m

Business hours and offline handling

Set expectations cleanly when teams are unavailable and capture work for the next operating window

SafariChat lets you align operating hours, queue-specific schedules, and fallback capture forms so off-hours traffic is still handled deliberately.

  • Business-hour calendars by region, queue, or team
  • Offline forms that preserve the same intake data quality
  • Auto-replies with next-response expectations and follow-up promises

Queue after business hours

Off-hours workflow

Outside business window

Customers still receive clear guidance and the right follow-up path

Offline mode Fallback form

System

Support is currently offline. Share your billing question and we will respond when the finance queue reopens at 08:00 EAT.

Customer

We need confirmation on the new seat count before tomorrow morning.

System

Queued for priority morning review based on urgency field.

Next reply 08:00 Urgency captured Queue pre-assigned

Rich media support

Resolve issues with screenshots, files, and links directly inside the conversation timeline

Customers and agents can exchange the evidence needed to resolve a case without breaking context across email threads or file-sharing tools.

  • Image, document, and media attachments inside the same thread
  • Link previews and structured timeline history
  • Media retained with the resolution trail for later review

Media and file exchange

Resolution context

Invoice discrepancy thread

Files and links live in the same conversation history

3 attachments Preview ready

Customer

I uploaded the invoice PDF and the screenshot showing the current plan count.

Agent

Received. I can see both files and I am comparing them with the workspace subscription record now.

System

Attachment preview generated for invoice-2026-03.pdf and screenshot-plan-count.png.

2 uploads 1 link preview All assets retained

Multi-brand and inbox control

Run multiple brands, support motions, and ownership rules without losing central visibility

Separate queues and permissions where required, then keep leadership reporting and operational governance in one place.

  • Independent inboxes by brand, market, or product line
  • Role-aware access so teams only see the work they own
  • Central visibility for leadership and shared services

Two brands, one control layer

Cross-brand operations

Cross-brand support map

Separate operating lanes with shared governance and reporting

Role aware Rollup reporting

Brand A

Technical support queue routes to product specialists with 30-minute SLA.

Brand B

Onboarding support routes to customer success with business-hour handling.

Leadership

Weekly reporting rolls both brands into one operational review pack.

2 brands 13 queues 1 review pack

CSAT and feedback tracking

Close the loop on quality with customer feedback that maps back to teams and queues

SafariChat captures post-resolution sentiment and exposes the comments, trends, and outliers that matter for coaching and service improvement.

  • Post-conversation ratings after resolution
  • Queue-level and agent-level feedback trends
  • Comment visibility for coaching, QA, and service reviews

Weekly CSAT review

Feedback loop

Customer satisfaction pulse

See which teams are improving and which conversations need review

4.7/5 weekly 8 flagged

Rating

Billing queue improved from 4.4/5 to 4.8/5 after macro cleanup.

Comment

Customer praised the speed of the finance escalation and clarity of the response.

Action

Review 8 low-rated threads for handoff quality and expectation setting.

412 ratings 4.7/5 8 threads flagged

Implementation and integrations

Start with a script, then connect SafariChat deeper into your stack when the operation matures

The platform supports lightweight deployment for launch speed and more structured API or webhook integration when your support operation needs it.

  • Website embed for quick channel launch
  • SDK paths for deeper product experiences
  • API and webhook hooks for CRM, identity, and analytics workflows

From embed to workflow integration

Deployment path

Implementation workspace

Connect the support layer to the rest of your business stack

API ready Webhook live

Deploy

Embed snippet maps customer messages into the website support queue immediately.

Connect

Webhook events push conversation milestones into analytics and downstream workflows.

Extend

API endpoints support account and workflow orchestration as usage grows.

12 webhooks API enabled Launch in one sprint

Help center integration

Reduce repetitive chat volume by pulling self-serve knowledge closer to the conversation

Use contextual article suggestions and agent-side knowledge access to answer faster while keeping approved guidance consistent.

  • Suggested knowledge resources tied to chat intent
  • Article references inside the agent workflow
  • Feedback loops to improve documentation based on live support demand

Knowledge inside the queue

Self-serve assist

Knowledge-assisted conversation

Agents can insert approved guidance without leaving the thread

Article match Snippet ready

Suggested article

How plan upgrades and prorated billing appear on the current cycle

Agent

I am sharing the billing article here, then I will confirm the values specific to your workspace.

Feedback

Track whether linked articles reduce repeat contact on the same topic.

3 article matches 8 snippets Repeat contact down 27%

FAQ

Questions teams usually answer before launch

Is SafariChat multi-tenant?

Yes. SafariChat is multi-tenant by account and membership. A user can belong to more than one workspace and switch between them when their role allows it.

What happens when someone uses the public signup flow?

The public signup flow creates a new SafariChat workspace and its first admin user. Teammates can then be invited into that workspace from inside the app.

Can we disable self-serve workspace creation?

Yes. Installations can turn public signup off. When that happens, the marketing site should funnel new prospects into contact or guided setup paths instead of direct self-serve signup.

Can SafariChat support multiple brands or teams?

Yes. Teams can operate separate inboxes, queues, and permission boundaries while keeping shared visibility for leads and administrators.

How quickly can we launch?

Teams can start with a website embed and a basic queue structure, then layer in routing rules, reporting, and integrations as the operation matures.

Does SafariChat support self-serve and assisted resolution together?

Yes. Live support workflows can sit alongside business-hour handling, offline capture, and help-center suggestions so teams balance assisted and self-serve support.

Start from the product, not just the promise

Review the documentation, talk to SafariDesk, or move into workspace setup with the right rollout path.