Getting Started With the Basic Plan
You just got started with Crisp Basic plan and you're in need of some advice to set things up properly? No worries, we've got you covered, here is a guide that will tell you everything you need to know about the Basic plan and the features that come along.
Live Chat Widget: Install Crisp website chat widget to engage with people browsing your website.
Mobile Apps: Download mobile apps to handle customer conversations everywhere (iOs and Android available)
Native Mobile SDKs: Install Crisp Widget to your native mobile apps on iOS and Android.
Javascript SDK: Build custom chat interactions using our chatbox SDK.
Contact form: Install contact form on your website that flows directly into your Crisp Inbox.
Push notifications: Get an alert every time you have a new message coming in your Crisp Inbox.
Adding new teammate (Total: 2 minutes) 👨👨👦👦
Gather one other colleague with you to start building a shared inbox that centralizes chat messages and contact form submissions.
You'll need:
- Your colleagues' email
Click here to see how to invite new operator to your Crisp Workspace
Add your profile picture (Total: 2 minutes) 🤳
Make sure you have a nice profile picture available so it displays properly on the chatbox when you're chatting with customers. Not willing to show your best profile to the world? No problem, take advantage of these open source UI faces available for free.
It's important because this is what customers will see when engaging through the chat so make sure you don't display that grey odd face ...
You'll need:
To be a member of your inbox
a nice profil picture of yourself
Define your availability settings (Total: 2 minutes) ⏰
Availability settings are crucial for the proper work of your inbox. It's vital for you and each one of your team member to have the properly set things up through the availability settings. It will allow you te define your shift based on hours and days of the week.
It's important because if you're not seen as offline, you might block the chatbot to trigger when no one is available.
If you want more details about being seen as online or offline, click here.
You'll need:
To access the availability settings following this path: Settings > Availability settings
Choose your notification settings (Total: 2 minutes) 🔔
Availability settings are crucial for the proper work of your inbox. It's vital for you and each one of your team member to have the properly set things up through the availability settings. It will allow you te define your shift based on hours and days of the week.
It's important because if you're not seen as offline, you might block the chatbot to be displayed when no one is available.
You'll need:
To access the notification settings following this path: Settings > Availability settings
Add a contact form to your website ✍️
Sometime, your website chat might not be available, which will be a problem for people browsing your website. In that case, a contact form is a great replacement.
You'll need:
- To enable the contact form plugin in your Crisp Workspace
- HTML skills to add the iframe in your website.
Click here to see how to setup the contact form plugin
Features available from the Basic Plan
Live Chat Widget: Install Crisp website chat widget to engage with people browsing your website.
Mobile Apps: Download mobile apps to handle customer conversations everywhere (iOs and Android available)
Native Mobile SDKs: Install Crisp Widget to your native mobile apps on iOS and Android.
Javascript SDK: Build custom chat interactions using our chatbox SDK.
Contact form: Install contact form on your website that flows directly into your Crisp Inbox.
Push notifications: Get an alert every time you have a new message coming in your Crisp Inbox.
Getting Started with the Basic Plan as an Admin
Adding new teammate (Total: 2 minutes) 👨👨👦👦
Gather one other colleague with you to start building a shared inbox that centralizes chat messages and contact form submissions.
You'll need:
- Your colleagues' email
Click here to see how to invite new operator to your Crisp Workspace
Add your profile picture (Total: 2 minutes) 🤳
Make sure you have a nice profile picture available so it displays properly on the chatbox when you're chatting with customers. Not willing to show your best profile to the world? No problem, take advantage of these open source UI faces available for free.
It's important because this is what customers will see when engaging through the chat so make sure you don't display that grey odd face ...
You'll need:
To be a member of your inbox
a nice profil picture of yourself
Define your availability settings (Total: 2 minutes) ⏰
Availability settings are crucial for the proper work of your inbox. It's vital for you and each one of your team member to have the properly set things up through the availability settings. It will allow you te define your shift based on hours and days of the week.
It's important because if you're not seen as offline, you might block the chatbot to trigger when no one is available.
If you want more details about being seen as online or offline, click here.
You'll need:
To access the availability settings following this path: Settings > Availability settings
Choose your notification settings (Total: 2 minutes) 🔔
Availability settings are crucial for the proper work of your inbox. It's vital for you and each one of your team member to have the properly set things up through the availability settings. It will allow you te define your shift based on hours and days of the week.
It's important because if you're not seen as offline, you might block the chatbot to be displayed when no one is available.
You'll need:
To access the notification settings following this path: Settings > Availability settings
Add a contact form to your website ✍️
Sometime, your website chat might not be available, which will be a problem for people browsing your website. In that case, a contact form is a great replacement.
You'll need:
- To enable the contact form plugin in your Crisp Workspace
- HTML skills to add the iframe in your website.
Click here to see how to setup the contact form plugin
Updated on: 28/03/2023
Thank you!