Implementation BlueprintExecution layer

Brevo Multichannel Chat Retainer Setup (5-7 days)

This blueprint-unit helps agencies deploy Brevo as a managed live chat and messaging service for e-commerce clients, consolidating website chat, email, Facebook, and Instagram into one dashboard. It covers setup, chatbot configuration, and retainer-based operations. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

Website Chatbots

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Blueprint

Brevo Multichannel Chat Retainer Setup (5-7 days)

This blueprint-unit helps agencies deploy Brevo as a managed live chat and messaging service for e-commerce clients, consolidating website chat, email, Facebook, and Instagram into one dashboard. It covers setup, chatbot configuration, and retainer-based operations.

Prerequisites
  • Client website access for installing the Brevo chat widget
  • Admin credentials for client's Facebook and Instagram business accounts
  • Client's top 5 FAQs and lead capture requirements
  • Agreement on number of agents and monthly chat volume for pricing
  • Access to Brevo vendor account with Essential or Pro plan
Execution Timeline
  • 1.Create Brevo vendor account and set up client workspace
  • 2.Install Brevo chat widget on client website with custom colors and greeting
  • 3.Connect client's email helpdesk, Facebook Messenger, and Instagram to the unified dashboard
  • 1.Configure offline chatbot to capture leads and answer top 5 FAQs
  • 2.Set up targeted messages and triggers based on visitor behavior, such as time on page or cart abandonment
  • 3.Enable consent collection within chatbot flows
  • 1.Set up mobile app access for client agents on iOS and Android
  • 2.Configure real-time visitor list and detailed visitor info for agent use
  • 3.Test chat routing and agent handoff workflow
  • 1.Integrate Brevo with Shopify, WooCommerce, or WordPress as applicable
  • 2.Enable shopping cart visibility on Pro plan for cart abandonment support
  • 3.Set up outgoing webhooks to sync chat data with client CRM
  • 1.Train client staff on dashboard use and mobile app
  • 2.Document agent handoff workflow and escalation procedures
  • 3.Run a live test of multichannel conversations across website, email, and social
  • 1.Review chat transcripts and optimize chatbot responses
  • 2.Adjust targeted messages based on initial visitor behavior data
  • 3.Finalize retainer scope and reporting cadence with client
  • 1.Deliver training session and handover documentation
  • 2.Set up monthly performance review meeting
  • 3.Launch the service and begin ongoing chat management
$25 to $41 per agent per month, plus setup effort of 16 hours for basic deployment5-7 days
ROI Logic

With Essential plan at $25 per agent per month (annual billing) and Pro at $33, an agency can charge a retainer of $500 to $1,000 per month for chat management, yielding margins above 90% after tool costs. Per-agent pricing means margins compress as chat volume grows, so agencies should cap agents or upsell chatbot automation to handle scale.

Deliverables
  • Branded Brevo chat widget deployed on client website
  • Configured offline chatbot with FAQ and lead capture flows
  • Multichannel dashboard connected to email, Facebook, and Instagram
  • Agent training documentation and handoff workflow
  • Monthly chat performance report template
Definition of Done

Client's Brevo dashboard is live across all channels, chatbot handles FAQs and lead capture, and agency has a documented retainer workflow with trained client staff.

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