Your starting point matters.
This article provides initial guidance. The right steps depend on your goals, systems and available resources.
Offer an alternative
Not every visitor wants to use a messenger. An email or form route should remain accessible.
Prepare workflows
Define contacts, response processes and handovers. A visible button alone is not a managed contact channel.
Review integration
Before use, clarify which data is transferred to the provider. Technical integration and privacy information need to fit the chosen service.
A practical next step
Write down the most important open question for your business and who can address it internally. Use this to define a specific task to discuss with the people involved.
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