Getting started

Create an inbox

Open an inbox for your website and set its name, language and timezone.

An inbox is one website's chats, its chat widget and its AI agent. Each inbox has its own knowledge and its own team. If you run two online shops, give each one its own inbox.

Inboxes → New inbox

Screenshot: Inboxes → New inbox

  1. In the sidebar, click Inboxes.
  2. Click New inbox, or the Add an inbox card.
  3. Enter the Business name, for example "Green Leaf Shop".
  4. Pick a Language. The widget shows it, and the AI agent replies in it.
  5. Under Describe your business, write a few lines about what you sell and how you deliver. Your AI agent uses this to answer customers.
  6. Click Create inbox. The inbox's General settings open.
  7. Check the Name, Timezone and Language, then click Save.

Good to know

  • To come back to these settings, click Settings on the inbox's card, then General.
  • The timezone also tells the AI agent the local time and today's date.
  • Choose Automatic: The visitor's language to follow each visitor's browser and language.
  • Auto-resolve, on the same page, decides when a quiet chat moves to Resolved. Set Resolve after inactivity to 0 to turn it off.
  • Only owners create and delete inboxes. Supervisors see the inboxes they are assigned to.
  • A new inbox has no staff yet. Add people in Agents and assignment, then install the widget.

Delete inbox, at the bottom of General, removes the inbox with all its chats, customers, settings and knowledge, and stops its widget. It cannot be undone.

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