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

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

How to change your profile image

Add Aliases

For detailed steps on adding Aliases, see this guide:

Creating and managing aliases

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

How to change your property image

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

How to invite and manage agents

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

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

Adding a seasonal Attention Grabber

How to set the position of a custom 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 Triggers

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:

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

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

Connecting multiple Facebook accounts to a property

Facebook Messenger: Troubleshooting message delivery issues

If you have feedback about this article, or if you need more help:

• Click the green live chat icon

• Schedule a call with us

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