How to use Crisp for the first time

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Getting started by use case

• Getting Started With Crisp for Customer Support

  Learn how to set up 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, routing, collaboration, and automation. The goal is not only 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. This guide is split into practical starting points: Customer support atSome readers

• Getting Started with the partnership program

  Learn which Crisp partnership program fits your business and how to prepare a strong application. 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 deeper product relationships around the platform. The right choice depends less on company size than on the kind of value you want to create with Crisp. BoFew readers

• Getting Started with Crisp for Lead Generation

  Learn how to use Crisp for lead generation, from first website conversations to structured qualification and handoff. 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 simple handoff to your team.Few readers

• Getting started with AI for customer service at Crisp

  Learn how AI fits into Crisp customer service, and where to start if you want practical results quickly. Crisp AI works best when it is rolled out as a layered system. Hugo can answer, route, escalate, and use integrations when configured; Search Chatbox AI can reduce simple questions before they become conversations; and agent-facing tools can help your team draft, understand, and handle conversations faster. This article covers the main AI layers you can start with: How AI fits intoFew readers

Getting started by industry

• Getting started for the E-commerce Industry

  Learn how e-commerce teams can set up Crisp for pre-sale questions, order-related support, social messaging, and AI-assisted 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 store data, and reduce repetitive requests with knowledge content, workflows, and Hugo. This guide isFew readers

• Getting started for the SaaS industry

  Learn how SaaS teams can set up Crisp for onboarding, product questions, billing conversations, and long-term customer support. SaaS teams usually need more than a basic live chat. Sales, support, onboarding, and customer success all need shared context, reliable product knowledge, clean routing, and a way to bring account data into support conversations. Crisp works especially well here because the Inbox, knowledge base, routing, customer data, workflows, and Hugo can live in the same enviroFew readers

Getting started with Crisp plans

• Getting started with the Essentials plan

  Learn how to roll out the Essentials plan in a structured way and unlock the main value of Crisp without getting lost in every option at once. Essentials is where Crisp becomes a full-featured support platform. It adds 10 seats, more included Hugo credits, customer data management, omnichannel Inbox channels, workflow automation, the AI chatbot builder, knowledge base, analytics, and routing rules. If Mini helps you professionalize support, Essentials is where you start designing a real oSome readers

• Getting Started With the Free Plan

  Learn how to 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 chatbox 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 available on paid plans. color 0080ddFew readers

• Getting started with the Mini plan

  Learn how to 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 tools most teams need early: 4 seats, shared email inbox, shortcuts, chat triggers, private notes, custom email domain, unlimited conversation history, internal search, and your first included Hugo credits. The Mini plan includes everything from the Free plFew readers

• Getting started with the Plus plan

  Learn how to set up Crisp Plus 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 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 Crisp becomes a central support platform rather than just a shared Inbox.Few readers