Crisp consultants
We can help you automate your business with Crisp and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Crisp.
About Crisp
Crisp is a customer communication platform that brings live chat, email, chatbots, and a shared team inbox into a single interface. For businesses handling customer enquiries across multiple channels, Crisp removes the friction of switching between tools and gives support teams a unified view of every conversation. It is well-suited to small and mid-sized businesses that need professional customer engagement without the complexity of enterprise helpdesk platforms.
Where Crisp becomes more powerful is when it connects to the rest of your business systems. By integrating Crisp with your CRM, ticketing tools, or business automation workflows, you can route conversations intelligently, log interactions automatically, and trigger follow-up actions without manual effort. A new chat from a returning customer can pull up their history, assign to the right team member, and create a task in your project management tool — all in seconds.
The platform includes a chatbot builder that handles common questions without human involvement, freeing your team for enquiries that need a person. Combined with AI agent capabilities, you can build conversation flows that qualify leads, book meetings, or escalate issues based on what the customer says — not just keyword matching, but context-aware routing.
Our team at Osher has helped businesses connect Crisp to their broader tech stack, turning it from a standalone chat widget into a central piece of their customer engagement pipeline. If your support team is drowning in repetitive enquiries or leads are slipping through the cracks, Crisp integrated properly makes a real difference.
Crisp FAQs
Frequently Asked Questions
Common questions about how Crisp consultants can help with integration and implementation
Can Crisp replace our current helpdesk tool entirely?
How does the Crisp chatbot handle questions it cannot answer?
Can Crisp conversations automatically create records in our CRM?
Is Crisp suitable for businesses with customers across different time zones?
What analytics does Crisp provide on customer interactions?
How long does it take to set up Crisp with our existing website and tools?
How it works
We work hand-in-hand with you to implement Crisp
As Crisp consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Crisp with integrate and automate 800+ tools.
Step 1
Audit your current customer communication channels
We review how your team currently handles enquiries — live chat, email, phone, social media — and identify where conversations are getting lost or delayed. This gives us a clear picture of what Crisp needs to consolidate and where the biggest quick wins sit.
Step 2
Configure Crisp and install on your website
Set up your Crisp workspace, configure the chat widget to match your branding, and install it across your website. We handle the technical placement to ensure the widget loads quickly without affecting page performance.
Step 3
Build chatbot flows for common enquiries
Design and implement chatbot conversation flows that handle your most frequent questions — pricing, availability, support requests. Each flow includes proper escalation paths so customers reach a human when the bot cannot help.
Step 4
Integrate with your CRM and business tools
Connect Crisp to your CRM, project management, and automation platforms so conversations automatically sync across systems. This ensures your sales and support teams always have the full context without manual data entry.
Step 5
Set up routing rules and team assignments
Configure conversation routing based on topic, customer type, or page visited so enquiries reach the right team member immediately. We also set up availability schedules and overflow rules for after-hours coverage.
Step 6
Train your team and monitor performance
Walk your support staff through the Crisp interface, chatbot management, and reporting dashboards. After launch, we monitor conversation metrics for the first few weeks and fine-tune routing and bot responses based on real data.
Transform your business with Crisp
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Crisp consultation.