In this article, we’ll dive into the important components of Tidio settings. You’ll learn about a variety of configuration options that cover both the front and backend of the Tidio system.
Channels
Learn more about customizing the visual appearance of the Tidio widget on your site in the Channels article.
personal
invoice
In the account section, you can change your operator name, add a profile picture, change your email address and password, and adjust your region so that your account is displayed correctly.
Please note: If you change your Tidio login email address here, you will also need to confirm it. You will receive an automatic email from us to your email inbox, containing: a confirmation link that you need to use to complete the process.
Notifications
In the notifications section, you can change the sounds for notifications about new visitors, new chat requests, and new messages.
If you want to receive notifications of new incoming calls to your email address – enable the email notifications option.
Hours of operation
You can enable and adjust activity hours, which will allow automatic switching between offline and online mode at specified times.
This setting works according to the current time zone set in your Tidio panel, so please make sure the correct time zone is set at the bottom of the business hours section.
To set the hours you are online – simply move the white circle and place it over the time you want to be online.
You can read more about this in our article: Offline & Online Hours.
general
Ready answers
Prepare short messages, links, or replies, and use them during the conversation. We also have another article that explains how canned replies work in a little more depth.
Workflow
Here you can decide on manual or automatic chat assignment, as well as automatically resolving chats. You can learn more about the details in the two dedicated articles: Chat Assignment Options and Automatically Resolving Chats.
team
Operators
Here, you can disable, delete, or add new operators. To learn a little more about this, check out our article on managing operators.
Departments
In the Departments subsection, you can decide to add operators to different departments (management goals and processes). You can learn more about this functionality in this article.
Campaigns
Here you can decide the sender domain to use when communicating via email on Tidio (see the Domains section of this article for more information on connecting your domain). You can also add or change your street address , which is required by law if you decide to use Tidio to send email marketing campaigns.
Customer satisfaction
Here you can enable (and modify) your automated surveys that ask your visitors or customers for feedback. This can be done for live chats and tickets (emails). You can learn more about these options here.
Downloading apps
Download the desktop and mobile apps for all popular platforms to respond to your customers’ inquiries faster. You can also check out our knowledge articles to learn more about installing the desktop app and mobile app.
Contact characteristics
You can read more about how connection properties work and how to set them up in our article on connection properties.
Project & Invoices
The Project & Invoices section is divided into three separate subsections: Preferences, Address, and Invoices.
Preferences
This section allows you to change your project URL, run periodic reports (daily, every 3 days, weekly, monthly), set your email notifications, and clean up previously blocked visitors. You can also delete the chat project here.
Invoices
In the Invoices section, you can check which plan you are currently on and manage your subscription from there. Here, you can download invoices, update your payment information, expand your account further, or cancel your subscription.
Domains
Here, you can add your domains for email purposes in Tidio. Learn more about this feature in this article.
tracking
Track your visitors’ actions and collect data about the movements of visitors on your site. You can find more information about this in our article on tracking.
Developers
Here, you can learn more about your Tidio project and access Tidio API documentation. Here you will also find your public and private keys, which may be requested during support interactions or certain integrations.
summary
In this article, we reviewed Tidio settings and its various components. These settings allow you to customize your experience with the system, improve communication with customers, and streamline your work processes.
Future improvements
As part of our ongoing efforts to improve Tidio, we plan to add new features to help you manage your chat better. Planned improvements include:
- User interface improvements to make it easier to use.
- Additional automatic options added.
- Improvements to the reporting system to provide more accurate data.
- Expanding support for additional languages.
User feedback
We encourage you to send us feedback about your use of Tidio. Your feedback is important to us and can help us improve the system. You can send us feedback through the system or through our website.
Final thoughts
Thank you for taking the time to read this article. We hope that the information we have provided has been useful to you and that it will help you make the most of Tidio. If you have any further questions, please do not hesitate to contact us.
