Help
CRM
Shared Social Inbox
ChatIQ
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Contact support
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ChatIQ guides
Getting started
Where to start
2
Where to start
Find your way around
Your account
2
Sign in with your TicAte account
Your profile and name
Websites & widget
Install the widget
3
Add your website and install the chat
Recognise customers who are signed in to your website
Disconnect or reconnect a website
Widget settings
4
Change how the chat looks and greets visitors
Suggested questions
Choose the name visitors see on replies
What your visitors see
Conversations
Inbox
4
The inbox
Reply to a visitor
Assign, close and reopen chats
Internal notes
Saved replies
1
Saved replies
Notifications
1
Notifications for messages and arrivals
Visitors
Live visitors
3
Live visitors
Hot, warm and cold: the lead score
Start a chat with a visitor
Contacts
1
Contacts
Reports
Dashboard
1
The dashboard
Analytics
1
Analytics
Settings
Team & roles
1
Invite your team and choose roles
TicAte CRM
1
Send each website's chats to TicAte CRM
API & webhooks
2
API keys
Webhooks
ChatIQ guides
/
Getting started
Getting started
First steps in ChatIQ.
Where to start
Set up, find your way around
Where to start
The first things to do in TicAte ChatIQ, so visitors on your website can chat with your team the same day.
Find your way around
The menu on the left, the buttons at the top right, and your account menu.
Your account
Signing in and your name
Sign in with your TicAte account
Signing in with Continue with TicAte, joining a workspace you were invited to, and what the waiting pages mean.
Your profile and name
Change the name your team sees, and how it relates to the name your website visitors see.