Use Crisp Plus to let Hugo look up customer information, give customers a ticket portal, and track support with custom dashboards.

If your Inbox, Knowledge Base, and routing already work, choose one Plus feature that addresses a recurring need. An order lookup is a useful first AI task; a Ticket Center helps customers follow requests that need several updates.

In this article:

• What Plus adds
• Connect your first Hugo tool
• Add a customer portal and your branding
• Build your first support dashboard
• Explore Enterprise for a tailored rollout

What Plus adds

Plus includes the Essentials features and adds tools for requests that need information or actions beyond a written answer.

Use Plus for:

• Hugo task automation: connect tools that retrieve account or order details and perform supported actions.
• Ticket Center: let customers open and follow requests from a portal in your website or app.
• White labelling: remove Crisp branding from supported customer-facing surfaces.
• Custom Analytics dashboards: bring the charts your team reviews into a shared view.

Connect your first Hugo tool

Choose one recurring lookup, such as an order status. Start with test records and only the tools needed for that task; connected tools can perform real actions during testing.

Connect and test the lookup:

1. Open ⚡️ AI Agent → Automate → Integrations & MCP and connect a native integration or MCP integration.
2. Enable the required tools and review their permissions, input parameters, and customer-verification settings.
3. In AI Agent → Evaluate → Playground, try a known account, missing information, and a tool error. Check the actual tool result as well as Hugo's answer.
4. Test a controlled live conversation and its human handoff. Confirm that the receiving teammate can continue from the information Hugo collected.

Check Settings → Workspace Settings → Operators & Teams for team membership and review sub-inbox access. A queue needs people who can see it and someone responsible for the next reply; routing and operator assignment are separate.

Set AI spending controls

Review the two spending controls before activating a task for customers. A workspace Owner can configure both.

Choose the controls that fit your use:

• Additional usage: in AI Agent → Agent → Billing, check credits and average conversation cost. To continue beyond included credits, choose Enable pay as you go, set a limit, and click Save. This is unavailable during a trial.
• Conversation budget: in AI Agent → Agent → Settings → Conversation budget, enable Limit AI spend per conversation, set a target, and click Save changes. An AI step can take actual spending past the target before handoff.

When no usage remains, Hugo hands over to your team or to an enabled fallback Workflow configured for that situation on Plus. See Hugo spending controls before tightening limits that a lookup or investigation needs.

Improve an answer or failed tool call

Open AI Agent → Evaluate → Observability and select the conversation. Follow the investigation guide to inspect searches, tool results, and the handoff reason.

Correct the source, input, tool, or routing that caused the problem, then repeat the question in Playground. Use AI Suggestions to find recurring knowledge gaps.

Add a customer portal and your branding

Use Ticket Center for issues customers need to revisit, such as bug investigations or account reviews. Keep their portal, help articles, and email replies recognizable as part of your business.

Set up the Ticket Center

Open Plugins → Ticket Center → Settings and choose where the portal will appear in your authenticated website or app. Have a developer follow the Ticket Center setup to generate secure customer access.

Submit a test request as a customer, reply from the Inbox, and check that the customer can follow the update. Decide who sends the next update for requests that remain open.

Check customer-facing branding

Review the live chat widget, email domain, email signatures, and Knowledge Base appearance.

On a paid Plus workspace, allow the branding changes to apply. Check a freshly loaded widget, a help article, and a newly sent email for the business name and working links. Trial behavior and older messages can differ.

Build your first support dashboard

Choose a reporting question before adding charts, such as which channels have the longest response times. Use the same reporting period across the charts you want to compare.

Create a shared reporting view:

1. Open Analytics → Dashboards → Create new dashboard. Choose a blank layout, give it a name, choose whether to share it, and click Create Dashboard.
2. Follow the Dashboard guide to add relevant charts. You can also start with a template and use Edit to change its name and sharing.
3. Review the charts alongside a sample of conversations and Hugo Analytics. Use a recurring delay or escalation to choose the next queue, article, or automation to improve.

Sharing lets teammates with Analytics access both view and edit the Dashboard. Assign someone to review it regularly.

Explore Enterprise for a tailored rollout

If your rollout needs dedicated onboarding, team training, a personalized service-level agreement, or custom features, explore Enterprise with Crisp. Bring the requirements you need to agree, rather than treating it as a required next step for every Plus workspace.

The pricing page lists the current Enterprise offering and lets you request a demo. It also provides the full Plus feature comparison and limits.

Updated on: 02/11/2026