How we picked
- Focused on agency workflows (multi-client, shared visibility, and handoffs).
- Prioritized low-friction adoption: setup time, learning curve, and sane defaults.
- Looked for permissioning/guest access so clients can collaborate without chaos.
- Checked integrations with common agency stacks (CRM, PM, time tracking, billing).
- Noted pricing pitfalls and plan limits that tend to surprise teams later.
What changed in the latest update
- Re-checked plan limits and “guest/client” access.
- Updated shortlist order based on setup time and fit for agencies.
- Refreshed watch-outs for each tool (where teams typically get stuck).
FAQ
What’s the best live chat & customer messaging for a small agency?
Start with the Top pick in the quick comparison, then sanity‑check the watch‑out against your workflow and budget.
How long does it take to set up live chat & customer messaging?
Most teams can get a workable setup in a half day to two days. The real work is deciding your workflow (stages, ownership, and client touchpoints).
Do these tools support client access and permissions?
Usually, yes — but it varies by plan. Before committing, confirm guest seats, client permissions, and whether clients need paid accounts.