Help Center | tawk.to | Setting up tabs on your personal profile page

Setting up tabs on your personal profile page

The instructions below are for desktops and laptops only.

Tabs offer a suite of helpful tools right in your chat window. With tabs, you can easily access information and resources relevant to customers’ queries without leaving the chat window.

Tabs appear on the right of your chats, like this:

You can have up to 10 tabs on your profile with the following features:

Details
The customer’s contact information, social handles, location, and device details appear here. You can also add notes for your team’s reference. When customers fill in the pre-chat form (if you use one), their details will appear here.

Knowledge Base
Look up Knowledge Base articles and share them with customers seamlessly.

Shortcuts
All your shortcuts are listed here. Easily search for shortcuts and use them in chats.

History
Refer to past chats without leaving the current one. You can review previous conversations with the current customer or all customers for your selected property.

URL
Embed pages that you refer to frequently when handling chats, e.g. exchange rates, product details, shipping rates, etc.

Text
Add textual information for reference, e.g. answers to commonly asked questions, guides, policies, etc.

Menu
Group up to 5 Text and URL tabs in a single tab. You can organize tabs in groups and categorize them according to their purpose.

Chat
Add direct messages or a group chat related to your chat with the current customer. Learn more about adding direct messages and group chats here.

Follow these steps to set up your tabs:

1. Log in to your tawk.to account.

2. On your dashboard, click your profile image in the lower left corner.

3. Click Edit Profile.

4. Go to Profile > Tabs.

5. You’ll see a list of active tabs on the left and a preview on the right.

By default, you should have the Details, Knowledge Base, Shortcuts, and History tabs. These tabs cannot be edited, but you can delete or disable them.

6. Click Add Tab and choose a tab type. You can have up to 10 tabs on your profile.

URL Tab: Click + to choose an icon. Then, enter the Tab name and URL and click Save.

Text Tab: Click + to choose an icon. Then, enter formatted or plain text, code, or hyperlinks, and click Save.

Chat Tab: Enter the Tab name. Then, select Groups (for group chats) or Direct Messages and click Save.

Menu Item: Enter the Tab name and click Save.

Then, click Add Item to add Text and URL tabs within the Menu tab.

7. After adding the tabs, re-order them according to priority, and ensure they display the relevant information correctly. You can add, change, or remove tabs anytime.

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

Click the green live chat icon
Schedule a call with us
Visit our community

Was this article helpful?

58 out of 82 liked this article

Still need help? Message Us