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How to reply to your users using Crisp Inbox.
How to add the Crisp chatbox code to my website?
So, you just signed up to Crisp and you are ready to add the chatbox code to your website? Great! This page will help you add Crisp to your HTML seamlessly. No need to be a developer. First, we need to check which system your website runs on. Does it run WordPress? Is it coded from scratch? Video tutorial: Most websites Here is how to retrieve your website code: Go to https://app.crisp.chat/settings/website
How to invite other agents to my website?
Crisp allows to add other operators to your Crisp Website. New operators can be invited to your Crisp by providing their e-mail address Here is how to invite other operators Here's how to proceed: Login to: https://app.crisp.chat/ Go to your website settings: click on the settings icon on the left sidebar, then click on "Websites" and select the target website in the
How can I delete a conversation?
Crisp is built as a reliable way to store all your past conversations. We never delete anything on your behalf. If, however, you would like to delete a conversation yourself, there's a way to do it. Go to app.crisp.chat and login to your Crisp account. Then, click on a conversation in the left bar, and slide it to the left while holding the mouse click. You should see a white cross on a red color. Release the mouse click and the conversation should be removed.
Keyboard shortcuts for your Crisp Inbox
Some Crisp inboxes receive a lot of messages in a small amount of time. To speed up your daily workflow, keyboard shortcuts are available. This saves you some clicks, eg. to resolve a conversation. In the following list of shortcuts, CTRL refers to the "Control" key of your keyboard (for Mac users, it's
How to receive Emails in Crisp
Crisp allows your team to receive emails on your Crisp Mailbox so you can manage all your emails from the Crisp Inbox, with team assignments. This feature is available from Crisp Pro. Video Tutorial 1- Retrieve your Crisp Email Connect to app.crisp.chat Go to your website settings (app.crisp.chat/settings/websites/) and click integ
How do Routing / Assign work?
Routing (also called Assign) can be used to assign operators to be notified for incoming messages. This helps websites with a lot of chats to balance them between support operators. Some people call our Routing feature "Assign". We will refer to "Assign" as "Routing" in this article.* Required plan for Routing The Routing feature is available in Crisp Unlimited. You need to make sure your website is subscribed to th
How to format Crisp Messages
Crisp allows to send rich text content using Markdown. Here is a cheasheet to use Crisp Markdown features: Link [a link](https://acme.com) Bold Text To use bold text: **My Bold Text** Italic text Text To use italic text: *Italic Text* Underlined text To use underlined text: __Underlined Text__ Bullet-Lists Crisp allows to use lists List may be bullet-points To use lists: * A point in your list Numbe
How do calls work?
Calls allows you to connect with your users directly when they are browsing your website. Crisp lets you call anyone who's online and actively browsing your website. Your visitors receive calls directly in their chatbox. You can call them without time limit, as Crisp doesn't bill you based on how much time you spend in call. How do I start a call? Open your Crisp dashboard and start a chat with an user
How to mention a team member?
When chatting to a customer you may need to call the attention of a team member. Type a person’s @username in your message to grab their attention. Write a private note Start your message using /note and then mention your colleage using @username If Valerian is selected, he will be mentioned The message is private and not forwared to the visitor What is happeni
How can I separate my chatbox in sub-sections?
If you own a large business or a large website, you may want to split your support in sub-sections, where user chat messages get routed to different support teams (eg: Sales, Product, Repairs, Contact). Crisp is built around the general concep
How to use Shortcut replies
Available on Crisp Pro, Shortcuts are a great way to reply faster to your customers. Here is how to use it. 1. Add a shortcut Connect to https://app.crisp.chat/settings/shortcuts/ You need to add a !bang. This bang will be a word which will be used later to reply faster. Like !forget_password You can organize then your shortcuts using categories, like Videos, Greetings, Products, etc. Finally, write your sentence How to setup a shortcut(htt
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How do chat transcripts work?
Crisp automatically sends chat transcripts to visitors and operators once a conversation ends. You can still adjust how those transcripts work. What do transcripts look like? Transcripts are emails sent to you and your users, that contain a record of a previous conversation. They are useful to keep copies of chats over time in a safe place (ie. an email mailbox). This is what a transcript email sent to an agent looks like(https://storage.crisp.chat/users/helpdesk/website/-JzqEmX5
How does Crisp detect user names, avatars and social profiles?
When your users chat with you from the Crisp chatbox, or send an email to Crisp, most of the time you can see a picture of them appearing in the conversation, with their full name, social biography and social profiles. It does seem like magic, but how does Crisp detect this data? When encountering a new visitor email, Crisp attempts to auto-detect user information from public sources (Google, Facebook, Twitter, LinkedIn, etc.). This set of independent data is then aggregated and makes u
How can I delete a website?
You can delete your Crisp website in a few clicks, provided you have the website owner role on that website. **To delete a website, you may f
How to edit a sent message?
Crisp allows you to correct any mistake on the last message you sent to a visitor chatbox from a Crisp app. In order to edit a message, follow those steps: In the conversation on your Crisp dashboard, you have sent a message Press the "UP" arrow of your keyboard The edit mode appears on the last sent message Edit your message there Press enter, the message will be edited in the visitor chatbox Message edit mode(https://storage.crisp.chat/users/helpdesk/website/-JzqEm
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Why do pending conversations appear first before unresolved?
Your Crisp Inbox is organized by conversation priority, to let you save time and manage your inbox with ease. Your Crisp conversations can be in 3 different states: Pending: a conversation that got no reply from operators (the user is awaiting reply) Unresolved: a conversation that is not yet resolved (and is probably ongoing or awaiting reply) Resolved: a conversation that is resolved (it was resolved by an operator)
How to use Crisp hotkeys
Crisp made hotkeys to make your life easier. Here is how to use it. SHIFT+TAB : Expends the text input SHIFT+TAB extends the text input Key Up: Edit your previous message Edit a message using arrow up Key Down: Ends message edition TAB: S
How can I delete an agent from my website?
Agents can be easily deleted from your website. This will automatically remove all their access to your website, as well as the ability to reply to your users. To delete an agent, you may follow those steps: Go to: https://app.crisp.chat Go to your settings: click on the settings icon Click on "Websites" Pick your website Go to "Operators in the team"
How do Reminders work?
Reminders are a convenient way of scheduling a note to yourself (or your team) in the future, for the current conversation. It can be used to remind yourself of a call you planned with an user. A reminder will then fire on the date you scheduled. You'll receive a notification on all your Crisp apps (Web & Mobile), with the reminder note you submitted. How to schedule a reminder? Reminders can be set from your Crisp app either by clicking on "Reminder" in a conversation, or by enteri
How do Crisp Analytics work?
Crisp Analytics lets you get a big picture on how your customer support is doing. In a snap, you can get to know what you're doing right, and on which things you can improve; over a selected period of time. This article explains the details of each Analytics metric that you can find in Crisp Analytics.
How to create custom filters for your conversations ?
Crisp provides custom filters, that are included in all our plans. It helps you to create a specific display regarding your conversations How to find your custom filters ? As shown below, you can easily reach them by overflowing the "Filter" label on the top left side of your Crisp Inbox.
Which file extensions and sizes can I upload to Crisp?
Crisp lets you upload files through Crisp Inbox, Crisp Helpdesk, Crisp Campaigns and other Crisp products. For security reasons, all file types and sizes cannot be accepted. This article explains the security limits of our file upload feature. Maximum file sizes A limit is applied on the size of a file that can be upload to our systems: Default limit: 5MB CSV files limit: 10MB GIF files limit: 3MB (we may downsize the image) JPG files limit: 12MB (we may
How to use Private Note and mentions ?
You just started to use Crisp and now discover the whole software, you have multiple operators, dealing with different timezone, private notes will help your company not to lose data and mentions will bring better efficiencies within your company's department What is private note ? Private Notes are internal notes that an Operators/Admin can add to a conversation. Private Notes are not visible to your end users, and are added in-line within the messages. This feature is particularly
How to create conversation threads from the chatbox?
In certain cases, your users may need to get support on a specific subject, that has a chronological start and end. The default conversation view may make it hard to distinguish when this support request starts and ends. Threads solve this problem. A thread is a flow of messages in a conversation, that relate to the same topic. For instance, if you are an hosting provider and your customer has a temporary problem with their server, you may open a new conversation thread in Crisp to prov