Service Information

• Service Info

  On this page: Main information about the service Main information about the service 👉🏽 Ticket. Communication with customers on all channels - email, live chat and social chat - is treated as a "ticket". Used ticket. Tickets are counted as used only when support people send a response or a new email to the customer from the Help Desk system. Incoming (received) tickets don't decrease ticket plan resources. If a ticket is closed withouFew readers

User Onboarding

• Onboarding

  On this page: How to access the Help Center App Login Page How to Check Help Center Main Mailbox Window How to Access the Login Page 👍 Steps: Open your web browser and go to the HelpCenter website. On the top right corner of the homepage, click on the "Login" button. Enter yoSome readers

• SETUP CHECK-LIST

  Check-list New Agents New Inbox Mailbox Setup Signatures Templates Tagging Rules Inbox workflow Integration with Shopify Live Chat Accounts Chatbot Messenger Accounts Dashboard, Inbox analytics New AgentsFew readers

Personal Settings

• Personal Settings

  On this page: How to configure personal settings How to add Signature How to configure personal settings 🤟 To open the Personal Settings, open the dropdown in the right corner and click on Settings -Personal Steps: Profile Settings Personalize your account information and preferences. Select your tFew readers

Unlimited Agents

• Unlimited Agents

  On this page: How to add Agents How to add Agents 👨🏻‍💼 Steps: Add Agents You can create an unlimited number of users (agents) to work with customers' emails, chat, and FB messenger inquiries. In order to create new user agent you need to follow these steps: Settings → Agents → Create an agent (https://storage.crisp.chat/users/hFew readers

Email Channel

• Email Channel

  On this page: How to Setup Email Channels How to Setup Email Channels 📩 Steps: Adding new inbox You can add as many email accounts (inboxes) as you need to work with Shopify customers Different emails for supporting different stores Bigger stores might need different inboxes for support, sales and other purposes In order to create a new email account you need to follow these steps: Settings → Email channels → ”Add email”Some readers

Live Chat Channel

• Live Chat Channel

  On this page: How to Add New Live Chat Channel How to Add New Live Chat Channel 💬Few readers

• Supported File Formats for Live Chat Attachments

  To ensure a smooth experience during live chat interactions, only specific file types are supported for upload. NOTE: If the content of the file does not correspond to its extensions such file will not be uploaded. Example: you have .avi video file, but corrected the extension to be .mp4 - the file will not be uploaded. Images: Supported formats for screenshots, photos, and other image files: .gif .png .jpeg, .jpg .bmp .webp .icon .tiff, .tif DocumentsFew readers

Messenger Channel

• Messenger Channel

  On this page: How to Connect Facebook Messenger Account How to Connect Facebook Messenger Account ⓕ Steps to connect your Facebook Messenger account to HelpDesk Settings → Messenger channels → ”Add account” Click the “Continue with Facebook” button. (Note : Make sure you are logged in with the Facebook account that has admin permissions for your Facebook business page) (https://storage.crisp.chat/usFew readers

Creating Chatbots

• Creating Chatbots

  On this page: How to Create your Chatbots How to Create your Chatbots 🧑‍💻 Steps to create your chatbot for a live chat account Settings → Chatbots Click the “Create new chatbot” button: (https://storage.crispFew readers

Ticket tags & Templates

• Create tags in tickets

  On this page: How to Create Tags for your tickets How to Create Tags for your tickets Ticket Tags Steps to create Tags for your tickets Settings → Ticket TagsFew readers

• Create Template

  On this page: How to Create Templates How to Create Templates Steps to to create Templates (pre-written responses - macros) Settings → TemplatesFew readers

Create Rules

• Create Rules

  On this page: How to Create Rules for your workflow automation How to Create Rules for your workflow automation Rules are a powerful tool to improve your workflow. You can keep a list of your customers, automatically add a VIP tag once you hear from them, and assign higher tier support or yourself to answer them. You can also use the Round Robin strategy, automatically assigning tickets to active agents in a cycle. SteFew readers

Multi-store setup

• Multi-store setup

  On this page: How to Add and manage additional stores in a multi-store setup How to Add and manage additional stores in a multi-store setup Steps to add and manage additional stores Enter the store domain and complete the verification process.Few readers