> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.crisp.chat/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Getting Started with the Mini plan *Learn how to get value from Crisp Mini quickly without overcomplicating your setup.* The Mini plan is the first real step up from Free. It keeps the workspace easy to manage while unlocking tools most teams need early: **4 seats**, shared email inbox, shortcuts, chat triggers, private notes, custom email domain, unlimited conversation history, internal search, and your first included Hugo credits. --- # ${color}[#0080dd](Mini plan features) The Mini plan includes everything from the Free plan, plus additional collaboration, email, automation, and AI entry-level features. Hugo is included starting from Mini, with **$5 of included AI credits**, which Crisp estimates at around **90 automated conversations per month**. __Main features unlocked:__ * **4 seats included** → expand from a small solo setup to a real team Inbox * **Shared email inbox** → centralize support emails with chat conversations * **Shortcuts** → save common replies and answer faster * **Chat triggers** → send proactive messages based on visitor behavior * **Private notes** → collaborate internally inside conversations * **Custom email domain** → improve outbound email branding and deliverability * **Unlimited conversation history** → keep full context over time * **Internal search** → search messages, contacts, articles, plugins, and more * **Hugo credits included** → start using Crisp's AI Agent on a smaller volume --- # ${color}[#0080dd](Recommended setup) Mini is ideal when your team is moving from basic live chat to a more collaborative support setup. Most configuration starts from [**Crisp**](https://app.crisp.chat). #### ${color}[#445055](Invite teammates and clarify ownership) Mini includes **4 seats**, so this is usually the right moment to bring the rest of your small team into the workspace. Open **Settings → Workspace Settings → Operators and Teams** to invite operators. Once everyone is added, clarify who handles new conversations, who owns emails, when to use private notes, and when a conversation should be resolved. __Useful guides:__ * [How do I invite other agents to my Inbox?](/en/article/how-do-i-invite-other-agents-to-my-inbox-1rsgzkh/) * [Getting Started With Crisp for Customer Support](/en/article/getting-started-with-crisp-for-customer-support-1ts8txn/) #### ${color}[#445055](Connect the shared email inbox) One of the biggest Mini upgrades is shared email. If support emails are still handled from a personal mailbox or a disconnected tool, centralizing them in Crisp is one of the best quick wins. Forward addresses such as `support@company.com` or `contact@company.com` into Crisp so your team can answer emails with the same context, notes, assignments, and conversation history as live chat. Read [How to receive emails in Crisp](/en/article/how-to-receive-emails-in-crisp-wp7jug/) to set it up. #### ${color}[#445055](Create shortcuts for repeated replies) Shortcuts are saved replies that agents can insert by typing `!` in the composer. They save time and keep frequent answers consistent across the team. Start with the answers your team repeats every day. You can always add more later. __Good first shortcut categories:__ * **Greetings and handoff** → hello messages, follow-up messages, and internal escalation wording * **Billing basics** → invoices, payments, receipts, and plan questions * **Product basics** → frequent feature explanations or setup steps * **Troubleshooting** → first diagnostic questions and quick fixes * **Policies** → refunds, shipping, availability, support scope, or SLA expectations Read [How can I use Shortcut replies?](/en/article/how-can-i-use-shortcut-replies-canned-messages-1bmff5q/) to create them. #### ${color}[#445055](Use private notes for collaboration) Private notes let your team add internal context inside a conversation without showing it to the customer. This is especially useful when several teammates share the same Inbox. Use private notes to explain what happened, mention a teammate, summarize a call, or prepare the next step before reassigning a conversation. Read [How do I use private notes and mentions?](/en/article/how-do-i-use-private-notes-and-mentions-54srwi/) for the basics. #### ${color}[#445055](Add chat triggers carefully) Triggers let you send proactive messages based on visitor behavior. They are useful for high-intent pages, but should not be used everywhere. Open **AI Agent → Automate → Message Triggers** to create proactive chatbox messages. Start with one or two triggers, then review whether they actually create useful conversations. __Good first trigger examples:__ * **Pricing page help** → offer help choosing a plan * **Checkout hesitation** → ask if the visitor has a question before buying * **Demo page nudge** → offer to answer questions before booking * **Long onboarding page visit** → offer guidance if the visitor seems stuck Read [Getting started with Triggers](/en/article/how-to-use-triggers-pq0znd/) before creating many of them. #### ${color}[#445055](Start experimenting with Hugo) Mini includes enough Hugo credits to start testing AI on a smaller volume. The goal is not to automate everything immediately, but to learn where Hugo can reduce repetitive work safely. Open **AI Agent → Agent → Settings** to configure Hugo, then use **AI Agent → Train** to add reliable resources. Test from **AI Agent → Evaluate → Playground** before activating Hugo from **AI Agent → Agent → Activation**. __Good first Hugo use cases:__ * **Common product questions** → answers already documented on your website or knowledge base * **Simple policy questions** → returns, refunds, billing, support coverage, or opening hours * **Basic routing** → identify when a conversation should go to a human or another workflow * **After-hours help** → answer documented questions while your team is unavailable __Useful Hugo resources:__ * [Getting started with Hugo AI Agent](/en/article/getting-started-with-hugo-ai-agent-w6gbux/) * [How to train Hugo AI Agent on your data](/en/article/how-to-train-hugo-ai-agent-on-your-data-ijkdrl/) * [How does Hugo AI pricing and billing works](/en/article/how-does-hugo-ai-pricing-and-billing-works-h78hkv/) --- # ${color}[#0080dd](Daily usage) Mini is most valuable when the team actually uses the collaboration tools every day. __Simple habits to adopt:__ * **Use shortcuts before rewriting common answers** * **Leave private notes before assigning or escalating** * **Keep email and chat conversations in the same Inbox** * **Review trigger conversations to remove noisy prompts** * **Turn repeated questions into shortcuts, articles, or Hugo training resources** * **Monitor Hugo credits if you begin testing AI on real conversations** --- # ${color}[#0080dd](When to upgrade) Upgrade to Essentials when your support setup needs broader channels, deeper automation, a knowledge base, routing rules, analytics, and more Hugo credits. __You are probably ready for Essentials if:__ * **More than 4 seats are needed** * **You need WhatsApp, Instagram, SMS, Line, Viber, or other omnichannel support** * **You want to publish a knowledge base** * **You need workflow automation and AI chatbot flows** * **You want routing rules and analytics** * **You need more included Hugo credits** Read [Getting started with the Essentials plan](/en/article/getting-started-with-the-essentials-plan-1t7ptn1/) when you are ready to scale the workspace further.