Receive messages from leads and users wherever they are
Chat with people on your website, on mobile, and in your app
One place to manage and respond to all conversations with leads and users
Localize Gist Messenger to work with multiple languages.
Know who you’re talking to – see their location, activity and more.
Group teammates by expertise and assign conversations to them.
Quickly delegate a conversation to another User when you need help.
Attach files of up to 10mb to any outgoing messages.
Real-time alert when people are viewing or replying to the same conversation.
Get notified of conversation activity with desktop browser notifications supported on Chrome, Firefox, and Safari.
Add a personalized HTML signature to every reply.
See whether your customer has viewed the message you've sent them.
Check in on your mailboxes, manage conversations, and collaborate with your team on your iPad or iPhone or any Android phone.
Loop in teammates in conversations and work together behind the scenes.
Customers can access their support history and reply in Gist Messenger.
Filter reports and activate the auto reply based on your operating hours.
Search all your data, add advanced filters and perform bulk actions all in one step.
Create your own automated chat triggers to engage visitors, capture leads, and win customers.
Create a confirmation message that is sent to customers as soon as their email is received.
When viewing a folder, select up to 50 conversations and you can act on them all at once.
Use tags to categorize conversations, monitor trends and trigger Workflows.
See what the visitors are typing in real time before they send it over.
Record and keep track of information from leads as you chat.
Know exactly who’s on your website in real-time and message them proactively.
Reduce time spent on redundant tasks
Reply to common questions faster with canned, personalized replies.
Automatically assign conversations based on company or user data.
Our bot intelligently suggests articles based on the questions people ask.
Deploy useful bots that can assist with simple requests like surfacing relevant help documentation, routing inquiries to the right team, booking appointments, and more.
Define the information you need and Operator will collect it for you.
Automatically assign conversations equally between available teammates.
Identify and route existing customers to support and new leads to sales.
Effortlessly send a downloadable transcript of your live chat conversation in a few clicks.
See your team’s performance and plan ahead
Set expectations by showing your average response time in the Messenger.
Know how many conversations you’re having and when you’re busiest.
See individual conversation volume, response time, revenue, and more Total leads.
See revenue metrics overall, by message, landing page and bots.
A beautiful knowledge base, searchable by anyone
A clean composer that leaves no surprises when you push articles live.
Help center can handle all the collections and articles you can throw at it.
Choose which articles are discoverable on your Help Center.
Set your own color scheme, logo, and header image to reflect your brand.
Point any domain or sub-domain to your Docs site for branding control.
Let people get in touch if they can’t find the answer from your Help Center.
Works on any device so your customers can find what they need wherever they are.
Support another language or match to your voice and tone.
Access and restore previous versions of an article quickly.
Lightning fast search enables customers to find what they need in seconds.
Customize your URL slug, add keywords, search engine visibility and enjoy an auto-generated sitemap.xml file.
Feedback loops to help you improve your content
Make it easy for customers to tell you if an article is helpful or not.
Automatically collect feedback to understand how to improve articles.
Connect Knowledgebase and Inbox to scale your support
Quickly search your entire Help Center without leaving your team inbox.
Start scheduling meetings faster with Gist
Supports 1-on-1 meetings where invitees schedule individual slots with you.
Event types allow you to tailor your availability, meeting duration, location and more depending on the meeting and who’s scheduling with you.
Share your meetings link anywhere or embed directly on your website.
Allow your customers to schedule directly from your website.
No matter if it's phone, tablet or desktop, Gist is accessible from every device, anywhere.
Take every opportunity to show your customers who you are. Highlight your brand on your scheduling page with custom color choices and logo placements.
Timezone is automatically detected so the date and times are always expected the same.
Customize your availability at the times you like so invitees will see only available times defined by you.
Build buffer time between meetings and require custom advance notice for bookings.
Avoid last minute meetings and give yourself enough time to prepare.
Cap the number of meetings per day so you are not swamped.
Ask discovery questions and use integrations to schedule web conferences
Capture quality information about a prospect using custom form questions. This saves you time and provides you with valuable context about your contact before the meeting.
Language of the scheduling page is automatically detected based on invitee locale. Supported languages are English, Italian, Polish, French, Swedish, German.
Notifications of new meetings and cancellations are emailed automatically to you and your invitees, ensuring everyone stays in sync.
Qualify leads and schedule meetings using chatbots that work 24/7.
Send custom emails with information that you determine your invitees need, when they need it.
With Zapier you can instantly connect Gist with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more.
The Gist Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.
Understand how visitors are interacting with your website in real time.
Gist seamlessly stitches together anonymous and known visitor data to generate more consistent cross-device experience.
Ability to track anonymous users using cookies to tailor campaigns toward repeat or specific (like pricing) page views on and across domains.
Ability to create custom events based on user actions.
Comes with out-of-the-box UTM tracking.
Automatically capture your contacts location for geo targeted campaigns.
Understand who they are and every interaction they’ve had with your business
See a chronological timeline view into every customer's engagement with your business.
Segment prospects using smart fields such as "last contacted" and "last seen" date.
Create custom properties to store virtually any kind of data in Contacts. Add and edit data right inside Gist.
Users can be tagged, searched and messaged based on custom created tag information.
Timezone is recorded by gathering information on IP based on form submit or email open.
Track the entire customer lifecycle to see where your customers come from.
Everything to add, edit, organize, and clean your list
Ability to save a segment of users based on event, tag or customer field information for easy messaging.
Interface to prune subscribers which may help increase deliverability and decrease cost.
Ability to make adjustments to tags and other global information to a segment of users.
Hit the ground running and import your customer attributes and actions using Gist's CSV import tools.
Perform custom analysis by exporting your reporting data to a CSV or Excel file.
World class email marketing + marketing automation
Create templates in moments without needing code or find templates in the marketplace that have performed well for other businesses.
Sometimes you need to talk to everyone at once. Send one-time email campaigns to anyone on your list.
Trigger emails based on purchase. Or site visits. Or engagement. Automatically send emails when your contacts are most interested.
Get in touch right away. Send welcome emails, start a welcome series, or deliver lead magnets automatically.
Schedule emails for a specific date and time. Perfect for events, holidays, birthdays, and sales teams.
Make sure the right message gets to the right person. Group your audience into segments based on practically any information you have.
Email editing features allow you to customize HTML/CSS either through the use of a tab or within a split plane view.
Ability to easily insert a trackable CTA button without significant need to modify HTML/CSS.
Increase your open rates by up to 50% by resending your email broadcasts to non-openers with a different email subject line.
Preview how an email appears across web/other devices and as a particular subscriber to test personalization features.
Send a test email to one or more email addresses.
Ability to quickly launch an email campaign without significant design changes that work well across multiple devices.
From the sender to the message to your call-to-action buttons, you can personalize nearly every part of your emails with Gist based on what you know about each contact
Dynamically change your email content, including images, text and CTAs based on the recipient’s past behavior and patterned interests.
Add tags, get notifications, or subscribe to campaigns, the second an email link is clicked.
Choose what days and times to schedule a digest so your emails reach your audience right when they expect them.
Use different email sender name and email address to differentiate between your email newsletters and sales campaigns. Alternatively, you can manage different businesses in one account.
Make emails look as good on mobile as they do on desktop.
Upload unlimited images for your emails and campaigns.
Upload, organise and edit your fully responsive email designs and reuse them in all of your campaigns.
Have deliverability taken care of, so you reach as many people as possible.
Establish and maintain your own email sending reputation and enhanced deliverability with a dedicated IP for sending all transactional messages.
Track the performance of your campaigns with a day-by-day breakdown of emails delivered, clicks, opens, bounces, and more.
Choose whether your subscribers can single opt-in or need to double opt-in to your list.
Ability to set emails to include an unsubscribe link from individual campaigns an entire account or remove an unsubscribe option.
If you’re not looking to create a whole funnel, you can still create individual automation rules with a simple “if this, then that” functionality.
Let automation nurture your leads, then notify you at the perfect moment to follow up.
Target leads and users based on events, sessions, or features used.
Monitor the performance of your workflow and quickly identify opportunities for optimization.
Find your top performing automations by testing your automations and email funnels against. each other
Build responsive forms fast, using our powerful builder, without relying on designers or developers
Creating a new form is as simple as dragging and dropping fields into place. Easily add labels and stylize your form in Gist.
Launch faster with our templates or create your own form to streamline your workflow.
Capture lead data and segment contacts by triggering automations within Gist.
Collect more data and drive sales by creating multi-step forms.
Personalize their journey based on interests, purchase history, lifecycle stage and more
Know which companies are visiting your website even before they fill out a form. When they do convert, automatically associate them with their past actions.
Personalize messaging with merge tags for contact info, custom fields and URL data.
Skip visitors to the right step based on previous responses, contact segments and more.
Never ask for the same info twice using forms that profile visitors across multiple steps and visits.
Whatever campaign you’re launching next, Gist has templates to help you get launched faster
Create full-screen call to actions that instantly boost conversions.
Guide your site visitors to take specific actions.
Announce new features or promo offers and drive sales.
Generate more leads by engaging visitors at the right moment.
Offer content upgrades within blog posts & content heavy pages.
Customize the look and feel of your forms
Stay on brand with our hand picked selection of the best most beautiful fonts from Google.
Imagine it. Build it. There are no limits to what you can do with Gist!
Craft your own custom conversion success overlay whenever you convert a new visitor into a subscriber. You can even include HTML in this message to encourage people to take further action, such as Like your Facebook page or follow your Twitter profile.
Send your visitors to a custom landing page or specific URL once they have successfully opted into your form.
Choose from 26+ attention-grabbing animation and sound effects.
Promote the right campaign to the right visitors
Target visitor segments based on page URLs, their visit history, referral source and more.
Target your email subscriber segments on your site by tags, lists, custom fields and more.
Position popups and sticky bars. Dynamically display embedded forms in designated areas.
Add forms to your landing pages easily, by copy & pasting the code onto your website to use Gist forms anywhere.
Show your campaign at the right time to boost conversions.
Target inactive visitors and convert them into subscribers.
Only show campaigns after the user has scrolled X% of the page.
Recover abandoning visitors into subscribers and customers.
Run time-sensitive campaigns during specific dates and times.
Show targeted messages based on where the user is coming from.
Customize your campaigns based on the page or section of your website.
Personalize campaigns based on visitor's location.
Fine-tune your personalization with custom cookie retargeting.
Create unique campaigns for desktop, tablets, and mobile devices.
Recover adblock revenue with targeted messages.
Setup retargeting pixel based on campaign interaction to boost ROI.
Target and show your campaigns based on specific UTM parameters or any other query parameter in your URL.
See which page or campaigns converting the best so you can improve your lead generation strategies.
More Gist settings and management options
Invite admins & collaborator users to get your entire team collaborating together.
Invite your clients to the websites you choose, so they can see reports and make edits to campaigns.
Manage multiple "website" separated as workspaces. Each website has its own campaigns, integrations and contacts.
Customize and control your Gist Messenger with code.
Connect Gist to other web services your business depends on.
We've worked hard to make Gist secure and reliable so your business can rely on us.
We understand how important reliability is to your business.
Gist complies with the EU's data protection laws.
Storing protected health information (PHI) is A-OK in Gist.
We contract with security researchers and pen testers to discover security vulnerabilities.
Bank-level security protects all your company data.
Adhering to the industry standard best practices with regard to your privacy.
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Gist has come a long way. From simple email and live chat to full fledged email automation, chat bots and knowledge-base. We've been using Gist for quite some time now—and all though there were bumps in the... Read full review