How to use Crisp for the first time

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Getting started by use case

• Getting Started With Crisp for Customer Support

  This guide helps you get started with Crisp for customer support, whether you are launching a new workspace or joining an existing team. Crisp gives support teams one place to manage conversations, knowledge, customer context, and automation. The goal is not just to centralize messages, but to build a support setup that stays clear for your team, consistent for your customers, and easier to scale over time. Crisp can cover the main layeSome readers

• Getting Started with the partnership program

  This guide helps you understand the Crisp partnership programs, what each one is for, and how to decide whether it is a good fit for your business. Crisp offers two main partnership tracks: one for companies or individuals who want to promote Crisp to their audience, and another for businesses building technology integrations or a deeper product relationship around the platform. The right choice depends less on company size than on the kind of value you want to create with Crisp. coFew readers

• Getting Started with Crisp for Lead Generation

  This guide helps you get started with Crisp for lead generation, from your first website conversations to more structured qualification and automation. Crisp is not only a support platform. It also gives you a practical way to capture intent, answer questions at the right moment, qualify leads, and route conversations without forcing visitors into long forms or disconnected tools. The best setup usually combines a strong chat entry point, proactive triggers, clear qualification paths, and a sFew readers

• Getting started with AI for customer service at Crisp

  This guide helps you understand how AI fits into customer service in Crisp, and where to start if you want practical results quickly. Crisp AI works best as a layered system. Some features reduce repetitive questions before a conversation starts, others let Hugo automate answers or actions, and others help your team work faster inside the inbox. In the current product, that setup is centered around Hugo and the AI Agent menus rather than a separate data hub. color 0080dd (Few readers

Getting started by industry

• Getting started for the E-commerce Industry

  This guide helps e-commerce teams get started with Crisp around pre-sale questions, order-related support, social messaging, and store-aware automation. For e-commerce, great customer experience depends on speed, channel coverage, and context. Customers ask before buying, after ordering, during delivery, and when they need a return or refund. Crisp helps you keep those conversations in one place, connect your store data, and reduce repetitive requests with both knowledge content and Hugo. --Few readers

• Getting started for the SaaS industry

  This guide helps SaaS companies get started with Crisp around onboarding, product questions, billing conversations, and long-term customer support. SaaS teams usually need more than a basic live chat. You need a place where sales, support, onboarding, and customer success can share context, route conversations cleanly, and respond with reliable product knowledge. Crisp works especially well here because it combines the inbox, knowledge base, routing, customer data, and Hugo in the same enviroFew readers

Getting started with Crisp plans

• Getting started with the Essentials plan

  This guide helps you roll out the Essentials plan in a structured way, so you can unlock the main value of Crisp without getting lost in all the new possibilities. Essentials is where Crisp becomes a full-featured support platform. It adds 10 seats, more included Hugo credits, customer data management, omnichannel inbox channels, the workflow automation builder, the AI chatbot builder, knowledge base, analytics, and routing rules. If Mini helps you professiSome readers

• Getting Started With the Free Plan

  This guide helps you set up a Crisp Free workspace the right way from day one. The Free plan is a great starting point if you want a proper shared inbox without adding complexity too early. You can handle unlimited conversations with up to 2 seats included, install the chat widget on your website, receive messages from a contact form, and reply from web or mobile apps. It does not include Hugo credits, AI workflows, or the advanced automation features that start on paid plans.Few readers

• Getting started with the Mini plan

  This guide helps you 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 some of the tools most teams need early on: 4 seats, shared email inbox, shortcuts, chat triggers, internal notes, unlimited conversation history, internal search, and your first included Hugo credits. It is a strong fit when your support setup is becoming more collaFew readers

• Getting started with the Plus plan

  This guide helps you get Crisp Plus set up around scale, automation, and deeper AI usage. Plus is built for larger or more advanced teams that want the full Crisp experience. It includes 20+ seats, more included Hugo credits, the broader AI-first support suite, unlimited task automations, ticketing, advanced analytics, white labelling, enhanced rate limits, and access to a wider integration strategy. It is the right plan when you want Crisp to become a centralFew readers