Everything Olark can do
A full list for teams comparing us feature-by-feature. If you'd rather see it than read it, train the agent on your site — it takes about a minute.
How it works: Your AI agent trains on your live site, so it's always got the latest information. It uses behavioral signals (page views, UTM source, return visits, scroll depth) to decide when to speak up. It qualifies visitors against criteria you set, and when a question is outside what it knows, or a visitor asks for a person, it hands off inside the same chat thread. No new tab, no lost context.
AI Website Agent
In the Olark app, you'll see your agent configured as an AI Assistant — same thing, that's just the in-app name.
| Feature | Included | Detail |
|---|---|---|
| Real-time conversational responses | ✓ | Looks things up before answering — live website search scoped to your own domains (pricing, hours, policies, current offers), not generic training data |
| Document & custom data sources | ✓ | Uploaded documents and indexed page snapshots: manuals, PDFs, knowledge base content |
| Fresh-content preference | ✓ | When live site content and uploaded files conflict, your live site wins for site-related questions |
| Real-time streaming responses | ✓ | Modern streaming chat experience in the widget your visitors already know |
| Your brand, your tone | ✓ | Configurable company name and voice — the agent represents your business, not ours |
| On-topic guardrails | ✓ | Stays focused on your business, resists prompt injection, declines unrelated questions |
| Quick replies & smart widgets | ✓ | Buttons, validated in-chat contact forms, and booking links appear when the agent decides they help — not hard-coded into a flow |
| Automatic lead qualification | ✓ | Qualifies visitors in natural conversation against criteria you define in plain English |
| Lead capture | ✓ | The agent decides when contact info is needed and which fields to ask for (name, email, phone, custom fields) — validated in-chat, no form wall |
| Proactive engagement | ✓ | Starts conversations when your rules are met — behavior-triggered, opt-in per assistant (see trigger list below) |
| Same-thread human handoff | ✓ | Checks agent availability, escalates into live chat in the same conversation — visitor never restarts or files a ticket |
| Offline follow-up fallback | ✓ | Nobody available? The agent collects contact details for follow-up — after-hours visitors never hit a dead end |
| No-code setup with smart defaults | ✓ | No logic trees, no conversation-flow building — train on your site and it's ready |
| Unlimited AI conversations | ✓ | No token costs, no usage caps, no overages — flat monthly price |
Configuration & quality
How you shape and trust what the agent does: each assistant is an independently configurable unit.
| Feature | Included | Detail |
|---|---|---|
| Plain-English behavior instructions | ✓ | How to greet, qualify, route, and handle edge cases — written in words, not logic trees |
| Draft → test → publish workflow | ✓ | Preview a draft agent on your own site before anything goes live — publishing and deploying are separate, deliberate steps |
| A/B testing | ✓ | Split traffic between two assistant configurations and compare — tone, openers, qualification approach |
| Migration from rule-based bots | ✓ | Coming from a logic-tree bot? Existing bot definitions convert to the new AI assistant model |
Proactive triggers
Behavioral signals the agent can use to decide when to engage — configurable per assistant, not always-on by default.
| Signal | Included | Detail |
|---|---|---|
| Pages viewed | ✓ | Engage based on which pages a visitor lands |
| Time on site | ✓ | Trigger after a visitor lingers |
| Scroll depth | ✓ | Engage when a visitor reads deep into a page |
| Return visits | ✓ | Recognize and act on repeat visitors |
| Ad source / UTM parameters | ✓ | Match the opening message to the campaign that brought the click |
| Chatbox expansion | ✓ | Respond to a visitor opening the chat widget |
| HubSpot tracking cookie | ✓ | Use known-contact context when a HubSpot cookie is present |
Analytics & data
| Feature | Included | Detail |
|---|---|---|
| AI AnalystBETA | ✓ | Ask plain-English questions about your own chat and customer data |
| Searchable transcripts | ✓ | Every conversation logged and searchable |
| Transcript export | ✓ | Export for analysis in any LLM of your choice — your conversations are your data |
| MCP server | ✓ | Connect Claude and other MCP-enabled tools to query your chat data, build reports, and inspect, edit, test, and publish your agent programmatically |
| Frequent & unanswered questions | ✓ | AI Analyst surfaces the questions visitors ask most — and the ones the agent couldn't answer — your content-gap list for landing pages and docs |
| Campaign-level reporting | ✓ | Qualified conversations by UTM source using MCP connection |
Live chat (human side)
The team-facing side of the same product — one conversation thread, whether the agent or a person is talking.
| Feature | Included | Detail |
|---|---|---|
| Real-time visitor engagement | ✓ | Your team chats live with visitors from a shared console |
| Visitor insights | ✓ | See location, pages viewed, visit history, and conversation context before replying |
| Saved responses | ✓ | Shortcuts for the answers your team types most |
| Team management | ✓ | Agent groups, routing rules, chat limits per agent |
| Custom pre-chat & offline forms | ✓ | Collect what you need before a chat starts; capture messages when your team is away |
| Custom branding | ✓ | Chatbox colors, position, and appearance matched to your site |
| WhatsApp & SMS | Olark Classic | Meet visitors on the channels they already use |
| Email follow-up | ✓ | Continue conversations by email when visitors leave the site |
| Chat ratings & feedback | Olark Classic | Visitors rate conversations; feedback tied to transcripts |
Integrations
| Category | Included | Detail |
|---|---|---|
| CRM | ✓ | HubSpot (incl. contact lookup & tracking-cookie context when connected), Salesforce, and more — leads land with full transcripts attached |
| Helpdesk & ticketing | ✓ | Push conversations to your existing support stack. See integrations |
| Analytics | ✓ | Google Analytics events for chat interactions |
| Marketing automation | ✓ | Captured leads and chat context flow into your marketing automation software |
| E-commerce & CMS | ✓ | WordPress, Shopify, BigCommerce, and other platform plugins |
Accessibility & trust
| Feature | Included | Detail |
|---|---|---|
| WCAG 2.1 AA certified chatbox | Classic | Third-party tested; screen reader & keyboard navigation support — full accessibility page |
| GDPR | ✓ | Built-in privacy tools and a Data Processing Agreement to support your compliance — GDPR details |
| Security & reliability | ✓ | Serving 12,000+ businesses since 2009 |
| Human support | ✓ | Real people — and for the gnarly stuff, the engineers who built it |
Ready to compare in practice? See pricing, contact us, or skip the list and try it on your site.
Skip the list. See it on your site.
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Yes we used AI to make this site… but also HUMANS — and as human who always wrote with ellipses and em dashes — I’m not gonna let AI take them away from me. ~Roland