Tidio Team allows you to create multiple projects under the same account (the email address you use to log in), making managing conversations much easier for multiple sites.
Add a new project
Each project in Tidio comes with independent settings and configuration, but you can use the same email address to log in and quickly switch between projects.
Adding a new project is a simple task: click on your picture in the bottom left corner and click on the Create New Project button. This will allow you to create a new project.
Set up a new project
Once you’ve added a project, you’ll see a tutorial that will help you set up the project. You’ll be asked to provide your name, role, field of expertise, etc. This step allows you to customize the widget, just like you did when you first installed Tidio.
Once set up, you will need to install the widget on your website.
Install the project on your website
You can install your project by going to Settings> Live chat> Installation .
Click on the platform name to see the installation instructions. If you don’t see your platform listed – select the JavaScript code instructions.
Switching between projects
Once you’ve finished setting up and installing your project, you’ll gain access to the new Tidio dashboard. From there, you can manage the conversations, appearance, and any additional settings for that specific project (just like you did for your original project).
Click on your picture in the lower left corner and open the project list to select the project you want to enter :
The page will refresh, and you will be taken to the project you selected.
Deleting projects
To completely delete your Tidio project, you must be the project owner and make sure you are logged in to the project you want to delete.
To delete the project, go to Settings> Project & Billing> Preferences there you will see a red delete button for the project.
By clicking the Delete Project button, you can delete the entire project from our database.
Edit project name
To edit the project name, connect to the correct project and go to Settings> Project & Billing> Preferences . You can edit the project name in the URL field.
The URL will be visible to your customers at the bottom of emails sent from Tidio.
Fun fact: Tidio lets you integrate live chat with various CRM systems, allowing you to manage all your customer communications in one place. This is a powerful tool for businesses looking to improve their customer service and streamline workflows.
Tip: When creating a new project in Tidio, think of a name that best describes the project’s purpose. This will help you and your team easily identify it in the future!
Advanced features of Tidio
Tidio offers a wide range of advanced features that can enhance your user experience. These features include:
- Chat automation: You can set up automatic responses to frequently asked questions, which can save time and improve service.
- Data Analysis: Tidio provides detailed reports on your conversations so you can better understand your customers’ needs.
- Integration with other apps: Tidio supports integration with apps like Shopify, WordPress, and Zapier, allowing you to expand the functionality of your chat.
- Multi-language support: Tidio supports many languages, so you can serve customers from all over the world.
Chat automation
Chat automation is one of Tidio’s most powerful features. It lets you set up automated responses to frequently asked questions, which can save time and improve service. For example, if a customer asks about your business hours, you can set up an automated response that provides that information.
Data Analytics
Tidio provides detailed reports on your calls so you can better understand your customers’ needs. You can see how many calls took place, what the common topics were, and which times were the busiest. This information can help you improve your service.
Integration with other apps
Tidio supports integration with apps like Shopify, WordPress, and Zapier, allowing you to extend the functionality of your chat. For example, you can integrate Tidio with Shopify to manage your conversations directly from your online store.
Multi-language support
Tidio supports multiple languages, so you can serve customers from all over the world. This is a significant advantage for international businesses or businesses that serve diverse audiences.
summary
Tidio is an advanced live chat platform that offers a wide range of features that can upgrade your service experience. With the ability to manage multiple projects under one account, chat automation, data analytics, and integration with other applications, Tidio is the perfect choice for businesses looking to improve their customer service.
If you’re looking for a live chat solution that can suit your needs, Tidio is definitely an option worth considering.