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:


  1. Add your Personal Profile image

  2. Add Aliases

  3. Add a Property Image

  4. Invite Property Members

  5. Download the tawk.to Mobile App

  6. Customize your Widget

  7. Add an Attention Grabber

  8. Set up Triggers

  9. Create Shortcuts

  10. Create a Knowledge Base

  11. Enable AI Assist

  12. Add more channels to your Inbox

Add your Personal Profile image
This is an essential part of personalizing your tawk.to account. You can use your Profile Image when responding to chats, and it also helps other Property Members identify you in the dashboard.

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

How to change your profile image

Add Aliases

Aliases allow you to respond to chats with different profile names and images.

For detailed steps on adding Aliases, see this guide:

Creating and managing aliases

Add a Property Image
You can create (or be a member of) unlimited Properties on your tawk.to dashboard. Adding a Property Image to each Property makes it easier to distinguish between different Properties.

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

How to change your property image

Invite Property Members
You can invite any number of people to your tawk.to property. Property Members can help you manage property settings and respond to incoming chats.

For detailed steps on inviting Property Members, see this guide:

How to invite and manage agents

Download the tawk.to Mobile App

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
Customize your Widget
It’s easy to customize your tawk.to Widget Appearance to complement your website and brand.

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

Add an Attention Grabber
Adding an Attention Grabber is a great way to make your chat widget stand out on your website. You can customize the Attention Grabber to ensure your customers can clearly see your chat widget.
Set up Triggers
Triggers are used to send messages to visitors on live chat based on a set of conditions. They help you engage visitors on your website and can serve as the first response to a comment or question from a visitor.

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 Triggers

Advanced Trigger — send a message to a visitor based on the number of visits to your website

Create Shortcuts
Shortcuts are pre-written responses you can use in customer conversations to ensure consistency, faster responses, and reduced typing errors. You can create shortcuts individually or in bulk (via CSV files) for any situation.

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.

Create a Knowledge Base
The Knowledge Base serves as an online library that your visitors and agents can access for help. You can fill your Knowledge Base with answers to frequently asked questions, tutorials, tips and guides, policies and procedures.

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:

What is the Knowledge Base?

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

Enable AI Assist
Now that you’ve set up your chat widget and Knowledge Base, the next step is to enable tawk.to’s AI Assist and take advantage of its powerful features.

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

Add more channels to your Inbox
You can easily add multiple communication channels to your tawk.to Inbox, and engage with your customers across various platforms from a single location.

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.


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