A checklist to help you set up your tawk.to dashboard
The instructions below are for desktops and laptops only.
Here’s a checklist to get your tawk.to widget active, customized, and working effectively on your site:
Add your Personal Profile image
Add Aliases
Add a Property Image
Invite Property Members
Download the tawk.to Mobile App
Customize your Widget
Add an Attention Grabber
Set up Triggers
Create Shortcuts
Create a Knowledge Base
Enable AI Assist
Add more channels to your Inbox

For detailed steps on adding your Profile Image, see this guide:
Add Aliases

For detailed steps on adding Aliases, see this guide:

For detailed steps on adding a Property Image, see this guide:

For detailed steps on inviting Property Members, see this guide:
With the free tawk.to mobile app, you can answer chats on the go, manage property settings, edit shortcuts, and much more.
Our app is available on the Apple App Store and Google Play. Search for “tawk.to”, download the app, and set up your account in minutes.
Learn more about our iOS app here: iOS guides
Learn more about our Android app here: Android guides
You can customize headings and text, add your logo or other images, and empower visitors to help themselves by making it easy for them to access your Knowledge Base.

You can also customize what a visitor will see when they click on your chat widget for each widget state:
Online: A team member is available to respond to incoming chats.
Away: The team may or may not be able to respond to incoming chats.
Offline: No one is available to respond to incoming chats.
For detailed steps on customizing your widget appearance and content, see these guides:
Changing the appearance of the tawk.to chat widget
How to modify your widget content
Customizing the widget header and body cards
Changing the content on the minimized widget
You can add the Pre-Chat Form to capture important visitor information at the start of a chat. Learn more with this guide: Using the Pre-Chat Form

For detailed steps on adding an Attention Grabber, see these guides:
Customizing the Attention Grabber

Your tawk.to account comes with pre-made triggers for common conditions, for example:
Welcome message - sends visitors a greeting when they start a chat.
Chat rescue - responds to visitors’ chats if agents don’t respond in time.
You can create Basic or Advanced triggers to handle a variety of situations. For detailed steps on creating triggers, see these guides:
Creating and managing triggers
How to greet visitors with a welcome message using a Trigger
Setting up a Basic Chat Rescuer Trigger
Advanced Trigger — send a message to a visitor based on the number of visits to your website


Shortcuts are connected to AI Assist; it uses your shortcuts as a data source to ensure your AI agent responds to your visitors’ questions exactly how you want it to.
For detailed steps on creating Shortcuts, see these guides:
Creating and managing shortcuts
Managing and creating profile shortcuts
Creating and managing global shortcuts
Shortcut templates for easy conversations
Next, it’s time to set up your Knowledge Base.

You can also integrate the Knowledge Base in your chat widget, making it easier for visitors to find answers without having to start a chat.

For detailed steps on creating your Knowledge Base, see these guides:
Setting up your Knowledge Base
Creating a new Knowledge Base article
Creating Knowledge Base categories
How to white label your Knowledge Base
You can also find other helpful guides on the Knowledge Base here: Knowledge Base guides

You can enable AI Assist for free, and add an AI agent to support your customers 24/7 via live chat, email, support tickets, Facebook Messenger, and more.

AI Assist uses your data sources to generate suitable responses to customers’ inquiries. You’re in full control; you decide how AI Assist should respond to your customers.

For detailed steps on enabling AI Assist and taking advantage of its powerful features, see these guides:
AI Assist: 24/7 sales and customer service made easy
Getting started with AI Assist
Deploying multiple AI Agents across support channels
Setting up AI Assist to handle Facebook conversations
You can find other helpful guides on AI Assist here: AI Assist guides

By keeping all customer conversations centralized in your tawk.to Inbox, you can streamline your support workflow, ensuring timely responses and increased customer satisfaction.
With AI Assist enabled, you can assign AI agents to specific channels to provide 24/7 support.

Facebook Messenger
Connect Facebook Messenger to your Inbox to directly engage with your social media audience within your existing support workflow. This integration ensures you never miss Facebook inquiries and can provide consistent, efficient responses alongside your website chats.

See these guides for detailed steps on connecting Facebook Messenger to your Inbox:
Connecting Facebook Messenger to tawk.to
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