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June 6, 2024
XX min read

How to Use Liveperson: A Comprehensive Guide


LivePerson is a global leader in enterprise conversations, empowering hundreds of the world’s leading brands, including HSBC, Chipotle, and Virgin Media. Leveraging LivePerson's Conversational Cloud platform, businesses can engage safely and responsibly with millions of consumers. LivePerson facilitates a billion conversational interactions monthly, utilizing a uniquely rich data set and advanced safety tools to harness the power of Generative AI and Large Language Models for superior business outcomes.

In today's fast-paced business environment, effective and efficient communication with customers and stakeholders is paramount. LivePerson's comprehensive set of tools and capabilities is designed to meet the evolving demands of customer engagement and is a crucial asset for any organization seeking to streamline and enhance its communication strategies.

Who is LivePerson for

LivePerson is tailored for a diverse range of users across various sectors. The ideal users include:

  • Large enterprises with substantial customer engagement requirements.
  • Customer service teams aiming to provide timely and effective support.
  • Marketing departments looking to interact with consumers in real-time.
  • Sales teams focusing on nurturing leads through consistent and personalized communication.
  • Any organization seeking to leverage AI-driven conversations to enhance customer experience.

Key features

LivePerson stands out with its robust and innovative features that cater to the diverse needs of enterprises. Here are the main features and functionalities:

Conversational AI and Automation

LivePerson's AI-powered chatbots handle routine inquiries and transactions, freeing human agents to focus on more complex issues. The platform's automation capabilities ensure 24/7 customer support, improving response times and overall customer satisfaction.

Conversational Cloud Platform

The Conversational Cloud platform integrates seamlessly with various messaging channels, including web chat, SMS, social media, and mobile apps. This ensures businesses can reach their customers on their preferred communication medium.

Advanced Analytics and Reporting

Gain insights into customer interactions with advanced analytics and reporting tools. LivePerson's platform provides real-time data and customized reports, enabling businesses to make informed decisions about their customer engagement strategies.

Secure and Compliant Conversations

With safety tools designed to protect consumer data, LivePerson ensures that businesses can engage in conversations securely. The platform complies with industry standards and regulations, providing a safe environment for both businesses and consumers.

Proactive Messaging

Proactively engage customers with personalized messages based on their behavior and preferences. This feature helps in anticipating customer needs and delivering relevant content or support before they even request it.

Best use cases

LivePerson shines in various scenarios, demonstrating its versatility across different teams and industries:

Customer Support

LivePerson enhances customer support by providing immediate responses through AI chatbots and enabling smooth transitions to human agents for more complex issues. For example, a telecommunications company can use LivePerson to handle billing inquiries and technical support efficiently.

Sales and Marketing

Sales teams can use LivePerson to engage leads in real-time, answer their questions, and guide them through the buying process. Marketing teams can deploy proactive messaging campaigns to promote new products or services tailored to individual customer preferences.

Financial Services

In the financial sector, LivePerson helps banks and financial institutions provide secure, compliant, and instant support to their customers. Whether resolving account issues or providing information about new financial products, LivePerson ensures customer satisfaction and loyalty.

Retail and E-commerce

E-commerce platforms benefit from LivePerson by offering instant customer support for order queries, returns, and product recommendations. This real-time interaction can significantly reduce cart abandonment rates and increase conversion rates.

Getting started

  1. Sign Up: Visit the LivePerson website and sign up for an account. Choose the plan that best suits your business needs.
  2. Setup Profile: Complete your business profile, including company information and customer support details.
  3. Integrate Messaging Channels: Link your preferred messaging channels like web chat, SMS, social media, and mobile apps to the Conversational Cloud platform.
  4. Configure AI Chatbots: Set up AI chatbots to handle routine inquiries and transactions. Customize them to align with your brand's tone and approach.
  5. Create Proactive Messaging Campaigns: Design and deploy proactive messaging campaigns to engage customers based on their interactions and preferences.
  6. Monitor and Optimize: Use the advanced analytics and reporting tools to monitor interactions, collect data, and optimize your engagement strategies continually.

Tips and best practices

To maximize the benefits of LivePerson, consider the following practical tips:

  • Regularly Update AI Chatbots: Ensure your chatbots are continuously updated with new data and training to handle a wide range of customer inquiries effectively.
  • Leverage Proactive Messaging: Use proactive messaging to anticipate customer needs and deliver pertinent information or offers, increasing satisfaction and conversions.
  • Monitor Customer Interactions: Regularly review interaction analytics to identify patterns, understand customer behavior, and adjust your strategies accordingly.
  • Ensure Compliance: Stay up-to-date with industry regulations and privacy laws to maintain secure and compliant customer conversations.
  • Integrate with CRM Systems: Sync LivePerson with your CRM system to ensure all customer interactions are accurately tracked and recorded.

Integration with Guru

LivePerson seamlessly integrates with Guru, enabling AI-powered searches within LivePerson and directly accessing reliable information wherever your team works. This integration significantly boosts productivity by offering instant knowledge and contextual suggestions without leaving your workflow.

Guru’s AI search capabilities enhance LivePerson by:

  • Providing quick and accurate answers to customer queries, reducing response times, and improving customer satisfaction.
  • Allowing employees to access relevant information promptly, minimizing disruptions and enhancing overall efficiency.
  • Ensuring that all shared information is up-to-date and accurate, thus maintaining a high standard of customer service.


LivePerson is a powerful tool for businesses aiming to enhance their customer engagement and communication strategies. Its comprehensive features, from conversational AI to advanced analytics, provide a robust platform for enterprises across various industries.

Integrating LivePerson with Guru further amplifies these benefits, providing instant access to essential information and streamlining workflows. By leveraging LivePerson and Guru together, businesses can achieve higher productivity, better customer satisfaction, and improved business outcomes. 

Experience the future of enterprise conversations with LivePerson and supercharge your customer engagement strategies. Sign up today and integrate with Guru to unlock unparalleled efficiency and effectiveness in your communications.

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