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Automated SaaS customer service

Elevio

  • Contextualizes information by enabling point-and-click updates so teams can add in-app links, annotations, and in-app support systems to page elements or help articles 

  • Enables custom forms and trigger modules so teams can automate custom sidebar forms to pop up at the right times

  • Creates support tickets based on user requests for things like guided demos or help needed, and automatically closes tickets when actions are complete

  • Supports article creation with in-app article editor so teams can insert keywords, tag articles, restrict articles, or add pictures or images to help articles with a few clicks

  • Syncs directly with third-party platforms or helpdesks so teams can add contextual help to previously created articles

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Segment makes it easy to set up Elevio

How Elevio works

The Elevio embeddable, which is a widget that allows visitors to search for help content, is powered by a Javascript library that needs to be loaded on your site. The embeddable also allows you to live chat with users and restrict or augment the content they can find based on who they are. Those features require you to identify who the user is by sending user data to Elevio through its Javascript API. All customizations to the embeddable are handled in Elevio admin settings.

Tracks campaigns and organizes data based on key metrics like user uploads so teams can see how users interact with help articles and published resources
Tracks campaigns and organizes data based on key metrics like user uploads so teams can see how users interact with help articles and published resources

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Get more out of Elevio with Segment

When you enable the Elevio integration in Segment, your custom embeddable will begin loading on your site right away, according to your settings, with no additional coding required on your part. The user traits you’re recording to Segment will be passed through to the Elevio Javascript library to be used for content targeting or live chat. The special traits that Elevio expects (email, name, plan) are mapped according to its API spec with no additional mapping or development required. 

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Segment makes it easy to set up Elevio

Getting Started with Segment

Segment is the infrastructure for your customer data. Use one API to unlock 200+ tools for every team in your company. With Segment, developers can stop building tedious and expensive one-off data integrations while business users can get straight to work, turning on their favorite apps right from the Segment dashboard.