Getting started with the Plus plan
You just upgraded to Crisp Plus, and you need some advice on setting 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 Plus plan, the features, and the amazing stuff you can build.
Advanced AI-based features: Unlock the full potential of AI-based features in your Crisp Workspace.
Topic tags: Artificial intelligence lets you assign topical tags to each conversation.
Conversations' summary: get an automated summary of each conversation.
Advanced internal AI data training hub: Unlock the full data sources that can be connected to Crisp AI features.
Overlay: Build a brand new website search experience with a dedicated website pop-up that leverages your internal data hub.
Inbox Assistant: Let your agents ask questions to an internal AI chatbot that leverage your internal data hub to accelerate handling time.
Voice to text transcript: Get instant transcripts from your voice calls or audio messages, straight in your Crisp inbox.
Multiple sub-inboxes: Create different sub-spaces to let your teams better handle conversations and support escalation.
Team audit log: Gain access to the full list of latest teams' action within your workspace.
White labelling: Prevent the Crisp Widget from showing a watermark.
Advanced analytics: Unlock Playgrounds to create custom dashboard and better measure your ROI on customer experience.
Ticketing system: Create a customer portal that centralizes all your customers' tickets and requests.
Enhanced rate limits: Customize each rate limits so it fits with your intensive Crisp usage.
Stripe integration: Gain access, for each conversation, to a dedicated revenue view, right in your Crisp inbox.
Salesforce integration: Connect and synchronize your Crisp Workspace with your Salesforce account.
Adding new teammates (Total: 2 minutes) 👨👨👦👦
Gather the whole team around your shared inbox with Crisp. Simply add new accounts to Crisp to improve the quality of your support and humanize your brand. With the Plus plan, the limit concerning the number of agents is now 20 . For any additional agent, there's a fee of 10$ per month per licence.
You'll need:
To be the owner of your workspace
Have your colleagues' emails
Here is a quick guide for your new operators , don't forget to share it with them
Click here if you need help on how to invite new operators to your team .
Setup new sub-inboxes (Total: 5 minutes) 📫
Route conversations to private or public sub-workspaces that help you to better segment ownerships and conversations' privacy. By using Plus plan, you unlock an unlimited number of sub-inboxes. With lots of different filtering options, you can create sub-inboxes for support escalation, conversations coming from WhatsApp or Instagram, or even VIP customers.
You'll need :
To be owner of your workspace
Know how to segment conversations
Follow this guide : How to create a sub inbox
Improve your data source and AI Training knowledge (Total Time: 20 minutes) 📚
Building an AI Agent that speaks and sound just like you is super easy. With Crisp AI Data Hub, you can connect 4 data sources : Custom Q&A (called Answers' Snippets), Web content scrapping, Crisp Conversations' History, Crisp Helpdesk content.
Here are some advices to get started fast :
See what are the most frequent questions through Crisp Analytics and import them as Answers' Snippets.
Analyze the % of fully automated conversations and cross them with CSAT
Web content scrapping is not only about your own content, you can ask the bot to crawl any webpage on the web.
Follow this guide : How to train a custom AI Agent?
Create your own personal reporting & dashboard (Total: 20 minutes) 📈
With Crisp Plus, you can now craft advanced, custom dashboard and reporting that can fit with your KPI. It's also the perfect tool to show to your company how impactful your department is when it comes to solving customers problem.
Follow this guide : How to get started with Crisp Analytics
Deploy Overlay to maximize asynchronous conversations and diminish team's workload (Total Time: 60 minutes) 🧑🔧
Overlay is a powerful tool that brings an AI-powered search widget to your website. By providing this kind of experience, you make sure your customers are searching before asking, making your team really focused on advanced, complex questions. It's also the best experience for people browsing your website.
Follow this guide : How to setup Overlay with your website
Deploy new chatbot scenario (Total time: 30 minutes) 🤖
Crisp Plus unlock new bot blocks that are leveraging powerful AI actions. Here are the block you can now have access to:
AI Intent: Forget about keyword to trigger a bot. Setup an intent, describe it, and the bot takes care of it.
Custom AI Action: Set a prompt such as "Get all the previous billed invoice on Stripe, sum them up, and reply with a total amount to be refunded"
Connect Crisp with Salesforce (Total time: 10 minutes) 💶
Crisp Plus allows you to connect Crisp with Salesforce and synchronize Crisp data with Salesforce.
Follow this guide: How to connect Salesforce with Crisp?
Features available from the Plus plan
Advanced AI-based features: Unlock the full potential of AI-based features in your Crisp Workspace.
Topic tags: Artificial intelligence lets you assign topical tags to each conversation.
Conversations' summary: get an automated summary of each conversation.
Advanced internal AI data training hub: Unlock the full data sources that can be connected to Crisp AI features.
Overlay: Build a brand new website search experience with a dedicated website pop-up that leverages your internal data hub.
Inbox Assistant: Let your agents ask questions to an internal AI chatbot that leverage your internal data hub to accelerate handling time.
Voice to text transcript: Get instant transcripts from your voice calls or audio messages, straight in your Crisp inbox.
Multiple sub-inboxes: Create different sub-spaces to let your teams better handle conversations and support escalation.
Team audit log: Gain access to the full list of latest teams' action within your workspace.
White labelling: Prevent the Crisp Widget from showing a watermark.
Advanced analytics: Unlock Playgrounds to create custom dashboard and better measure your ROI on customer experience.
Ticketing system: Create a customer portal that centralizes all your customers' tickets and requests.
Enhanced rate limits: Customize each rate limits so it fits with your intensive Crisp usage.
Stripe integration: Gain access, for each conversation, to a dedicated revenue view, right in your Crisp inbox.
Salesforce integration: Connect and synchronize your Crisp Workspace with your Salesforce account.
Getting started with the Plus plan
Adding new teammates (Total: 2 minutes) 👨👨👦👦
Gather the whole team around your shared inbox with Crisp. Simply add new accounts to Crisp to improve the quality of your support and humanize your brand. With the Plus plan, the limit concerning the number of agents is now 20 . For any additional agent, there's a fee of 10$ per month per licence.
You'll need:
To be the owner of your workspace
Have your colleagues' emails
Here is a quick guide for your new operators , don't forget to share it with them
Click here if you need help on how to invite new operators to your team .
Setup new sub-inboxes (Total: 5 minutes) 📫
Route conversations to private or public sub-workspaces that help you to better segment ownerships and conversations' privacy. By using Plus plan, you unlock an unlimited number of sub-inboxes. With lots of different filtering options, you can create sub-inboxes for support escalation, conversations coming from WhatsApp or Instagram, or even VIP customers.
You'll need :
To be owner of your workspace
Know how to segment conversations
Follow this guide : How to create a sub inbox
Improve your data source and AI Training knowledge (Total Time: 20 minutes) 📚
Building an AI Agent that speaks and sound just like you is super easy. With Crisp AI Data Hub, you can connect 4 data sources : Custom Q&A (called Answers' Snippets), Web content scrapping, Crisp Conversations' History, Crisp Helpdesk content.
Here are some advices to get started fast :
See what are the most frequent questions through Crisp Analytics and import them as Answers' Snippets.
Analyze the % of fully automated conversations and cross them with CSAT
Web content scrapping is not only about your own content, you can ask the bot to crawl any webpage on the web.
Follow this guide : How to train a custom AI Agent?
Create your own personal reporting & dashboard (Total: 20 minutes) 📈
With Crisp Plus, you can now craft advanced, custom dashboard and reporting that can fit with your KPI. It's also the perfect tool to show to your company how impactful your department is when it comes to solving customers problem.
Follow this guide : How to get started with Crisp Analytics
Deploy Overlay to maximize asynchronous conversations and diminish team's workload (Total Time: 60 minutes) 🧑🔧
Overlay is a powerful tool that brings an AI-powered search widget to your website. By providing this kind of experience, you make sure your customers are searching before asking, making your team really focused on advanced, complex questions. It's also the best experience for people browsing your website.
Follow this guide : How to setup Overlay with your website
Deploy new chatbot scenario (Total time: 30 minutes) 🤖
Crisp Plus unlock new bot blocks that are leveraging powerful AI actions. Here are the block you can now have access to:
AI Intent: Forget about keyword to trigger a bot. Setup an intent, describe it, and the bot takes care of it.
Custom AI Action: Set a prompt such as "Get all the previous billed invoice on Stripe, sum them up, and reply with a total amount to be refunded"
Connect Crisp with Salesforce (Total time: 10 minutes) 💶
Crisp Plus allows you to connect Crisp with Salesforce and synchronize Crisp data with Salesforce.
Follow this guide: How to connect Salesforce with Crisp?
Updated on: 14/01/2025
Thank you!