Four Easy Steps to Use Tidio Chat in WordPress

In this section, you will learn how to install and use the Tidio Chat in WordPress. We have created the step-by-step guide with illustrations for your clear understanding.

Step #1 Install The Plugin

1. Access your WordPress admin panel by logging in.

2. On the navigation menu located on the left-hand side, hover over the “Plugins” link.

3. To continue, simply choose “Add New” from the available dropdown options.

4. Type “Tidio Live Chat” into the search box provided for plugins.

5. Once you locate the plugin, simply click on the “Install Now” button.

6. After successfully installing the plugin, it needs to be activated before you can start using it. Clicking on the “Activate” button will activate the plugin.

Step #2 Configuring Tidio Live Chat

1. To use the plugin, you must create an account at Tidio. Once installed, you’ll be prompted to enter your email address on a designated page.

2. Once you click the “Let’s go” button, you will be redirected to the Tidio website. From there, you can proceed with providing the necessary information to finalize your account setup.

3. After completing the setup process for your Tidio Chat account, you will come across a button labeled “Enable notifications.” If you wish to receive desktop notifications whenever a new chat arrives, simply click on that button.

4. Upon returning to WordPress, you can expect to encounter a message confirming the successful integration.

5. Now, return to your site, and you will notice the chat window.

This chat prompt will be visible on all pages of your site, including posts, pages, and the home page.

Please note the configuration of the plugin and your engagement in the chats occur on the Tidio website, separate from your WordPress admin panel.

Step #3 Using The Chat

If you have enabled notifications, you will receive a message when a new chat begins. Click on the notification and it will redirect you to the chat.

In case you do not utilize notifications or happen to miss one, the Tidio website provides an indicator that displays active chats.

Click on the icon, and you will see a list of active chats. Simply click on a chat to engage with a visitor.

Along with the chat contents, you can view visitor information on the right-hand side.

The location information relies on IP address geolocation, which is generally accurate. However, if you need precise visitor location details, it is advisable not to solely depend on it, considering the prevalence of VPN usage these days.

This is how the chat appears from the visitor’s perspective.

When you are offline or logged out of tidio.com, the chat window allows the visitor to leave a message.

Step #4 Exploring Advanced Configuration Options

Explore the abundance of available settings in the Tidio Chat control plugin, as detailing each one is not possible here. As you embark on your journey, keep in mind that there are numerous options to discover. To help you get started, here are a few useful ones to consider.

Pre-chat Consent

Noticing that the example chat necessitates the visitor to provide their email address is quite common. The default setup includes this requirement, which can provide valuable information.

However, some visitors may hesitate to share their email addresses, which might deter them from asking questions. Therefore, let’s explore the steps to eliminate this requirement and accommodate their preferences.

1. Access the settings in the Tidio dashboard by clicking on the gear icon.

2. Scroll down in the Tidio dashboard and expand the “Pre-chat Survey” section.

3. Click on the “Display” toggle to disable the pre-chat requirements entirely.

4. To eliminate the email requirement, simply click on the X located to the right of the email survey field.

5. You have the option to include email, name, phone number, and GDPR compliance as requirements. For adding any of these requirements, choose the desired option from the drop-down menu and click on the “Add” button.

Switching The Chat Icon To A Sidebar

By default, the chat icon appears in either the bottom right or left corner of the page. However, if it obstructs any part of your content, you have the option to convert it into a sidebar link.

To do this,

1. Access the settings in the Tidio dashboard by clicking on the gear icon.

2. Next, click on the “Sidebar” icon.

3. Toggle the “Enable” button and proceed by clicking on the “Save” button.

Pre-set Replies

Quick responses are readily available pre-written messages that allow you to efficiently address common inquiries. Accessing them during a chat is as simple as entering “/“.

If you wish to incorporate your own responses, follow these steps:

1. Access the settings in the Tidio dashboard by clicking on the gear icon.

2. Next, click on the “Quick Responses” icon to proceed.

3. To create a new quick response, simply click on the “Add” button.

You will observe the option to edit or delete the available quick responses as well.

Resuming Chats After Being Away

Once you log out of Tidio Chat or close your browser, live chats become inaccessible on your site, and visitors will be presented with the “Leave a message” window. However, upon logging back into Tidio, live chats will resume their normal functionality.

When you are on your WordPress admin dashboard, resuming chats is a simple and convenient process.

1. Navigate to the left column of the navigation menu and select the “Tidio Chat” link.

2. By clicking on the link, you will be directed to the Tidio login page, and once you have logged in, the live chat availability will resume.

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