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.

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

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.

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:

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 to set it up.

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? to create them.

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? for the basics.

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 before creating many of them.

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:

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

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 when you are ready to scale the workspace further.

Updated on: 04/05/2026

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