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Crisp Inbox
How to reply to your users using Crisp Inbox.
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"
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How to invite other agents to my website?
Crisp allows to add other operators to your inbox. New operators can be invited to your inbox by providing their e-mail address. Here is how you should proceed Here is how to invite other operators Invite customer support reps to my inbox Go to your Crisp settings, then click on "Website Settings" and select "settings" related to the inbox you're in Select "Operators i
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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. Crisp is a really great tool to build the best customer service email management, check it out! Through our [collaborative inbox](h
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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. !
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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 inside your team inbox. Some people call our Routing feature "Assign". We will refer to "Assign" as "Routing" in this article. This feature is even more powerful if you bring everyone around crisp [team inbox](https://crisp.chat/
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How to format Crisp Messages
Crisp allows to send rich text content using Markdown. Here is a cheatsheet 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: Bullet-Lists Crisp allows to use lists List may be bullet-points To use lists: * A point in your list
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How to fix browser notifications settings
If you can't receive notification settings because of browser settings, this article is made for you! If you disabled notifications the first time Crisp requested the permission, you may have issues to enable it back. Here is the procedure for most browsers. Google Chrome Go to app.crisp.chat Click on the left of the URL input. Ensure the notifications are set to "Ask" or "Allow" . This set of independent data
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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.
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How to use the Crisp Inbox for the first time
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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 concept
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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
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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
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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
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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 colleague using @username If Dinis is selected, he will be mentioned via email The message is private and not forwarded to the visitor What is
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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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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.
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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
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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. Our team inbox will never let you down, s
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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)
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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"
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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 h
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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
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How can I add conversation participants ? (CC recipients)
In some cases, while providing customer support for a user, they may request that one of their team member be added to the conversation you have with them. Crisp lets you do just that, by adding "participants" to the conversation, which are pretty much like using CCs in the world of traditional email. Replying to a user of yours in a conversation with multiple participants would send an email to all participants in this conversation, sending the same reply to all participants, and letti
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How to add customer data to shortcuts
Using Crisp you personalize shortcut so you can send messages such as "Hello John, How can I help you?" Which variables are available? You can use the following user variables in your messages: Full name: {{ name.full }} or {{ name.full | "Fallback Full Name" }} First name: {{ name.first }} or {{ name.first | "Fallback First Name" }} Last name: {{ name.last }} or {{ name.last | "Fallback Last Name" }} Email: {{ email }} or `{{ email | "Fallback Email"
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How to create a new conversation?
Sometimes, you want to start a fresh new conversation with your leads or customers. That is possible straight from Crisp. And here is how. Create a new conversation To create a conversation, you'll need: Customer's name Customer's email Note that you can also start a conversation by using a phone number. It's possible to do so when you have the [Twillio integration](/en/article/how-to-setup-the-twilio-plugin
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How to activate or deactivate the junk filter?
This feature filters your junks and prevent your inbox to be full of unwanted emails and spams. By default it's enabled, however, if you need to disable this feature in order to get every emails you need to deactivate the filter. To do so, please go to: Troubleshooting If you have troubles with email re
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How to find the Website ID?
At Crisp, each account has a unique identifier that helps to identify each inbox. The WebsiteID is important for a wide range of things. Here is what it is and where to find it. Everytime you create a new inbox, it has a new WebsiteID attributed. It is the unique identifier that is placed inside the javascript snippet that we give you for every new inbox. How to find the WebsiteID? Your websiteID will be requested in ma
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How to add a spell-checker for Crisp messages?
When you communicate with your customers, you may want to be sure your messages are corrected before sending them. A spell-checker will prevent you to send non-sense sentences, or simply spelling mistakes, grammar inaccuracies, etc. Grammarly Grammarly, is one of the most famous spell-checker on the market for English language. If you want to add the add-on to Crisp you need to: Go to Grammarly and click on the button to be redirected to the righ
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