Add the RevChat snippet to your site's or via your tag manager. The script is lightweight and loads asynchronously, so it never blocks your page. The widget works on web, in-app, and mobile out of the box.

Authorize RevChat in HubSpot to enable two-way sync of contacts, deals, owners, lifecycle stage, and lists. Once connected, known visitors are recognized automatically and conversations are written back to the timeline.

Add reps to your shared inbox and assign them to teams, territories, or round-robin pools. Each rep gets the live CRM context sidebar when a known contact opens a chat.

Rich messages & cards

Send image cards, product and pricing cards, carousels, GIFs, short video, and file attachments inline. Cards render as white rounded mini-cards inside the thread so visitors get useful, visual answers instead of plain text.

Add quick-reply chips, buttons, dropdowns, sliders, and multi-step inline forms. Every answer can write back to a HubSpot property, progressively profiling the visitor without a page redirect.

Playbooks & branching

Design visual branching flows that qualify, route, and book, then hand off to a human at the right moment. The full transcript is logged to the contact and deal timeline automatically.

Route conversations by territory, account owner, deal stage, page URL, language, team availability/round-robin, or detected intent. If the contact already has an owner in HubSpot, RevChat routes straight to them.

Proactive & triggered messages

Fire targeted messages based on page, time-on-page, scroll depth, return visits, UTM/campaign, or HubSpot list membership — for example, greeting target-account visitors by name.

Summaries & write-back

When a conversation ends, RevChat auto-summarizes it, logs it to the timeline, creates tasks, and updates properties so your CRM stays clean without manual data entry.

Inline meeting booking

Embed a rep's live calendar in the chat. The visitor picks a slot and the meeting is created on the right rep's calendar, syncing with Schedule Pro and HubSpot meetings.

Co-browse & screen share

Escalate a text chat to a quick co-browse or screen share when a visitor is stuck — ideal for demos and onboarding.

Auto-detect the visitor's language and translate both directions in real time, so reps and visitors can converse naturally.

RevChat

Documentation

Set up & feature guide

Everything you need to install RevChat, connect HubSpot, and build conversations that route, book, and sync.

Set up & feature guide

Getting started

Building conversations

Routing & automation

Advanced

Set up & feature guide

Getting started

Install the widget

Connect HubSpot

Invite your team

Building conversations

Rich messages & cards

Interactive steps

Playbooks & branching

Routing & automation

Smart routing rules

Proactive & triggered messages

Summaries & write-back

Advanced

Inline meeting booking

Co-browse & screen share

Multilingual