Welcome to Tidio, the customer experience app that will revolutionize how you communicate with your customers. If you're ready to take your first steps with Tidio - this is the perfect place to start! After reading this article, you will be using Tidio in no time!

In this article, you'll learn:

Creating Tidio account

You can create a new Tidio account by visiting our website, www.tidio.com, and clicking on Get started free button. This step will take you to our registration tour.

The tidio.com homepage with the "Start for free" button in the top navigation and below the heading "What did your last 100 conversations earn you?"

You'll now see a signing-up window where you'll need to provide your email address, password, and website URL to create a new account. Alternatively, under You can also sign up with:, you can sign up with your Facebook account. If your website runs on one of the available platforms, you can also start from our ready-to-use Tidio plugin - to see the full list of available plugins, see our article about Installing Tidio.

As the first step in registering your Tidio account, you will need to provide your login email, create a password, and provide your website address. When you're ready, accept the Terms & Conditions and Privacy Policy and click Get started for free.

The "Create a free account" page: on the left "Grow with excellent customer service" with three benefits and "Trusted by 300,000+ companies"; on the right the Your work email, Password and Website fields, the terms checkbox, the "Get started for free" button, sign-up with Facebook and "Already have an account? Log In"

You'll now enter our configuration tour, where you will be asked a few questions about you and your business.

Configure your live chat

Silent walkthrough. Sign up for Tidio by answering the setup survey about your goals, business and team, then start on the Getting started page.

The registration tour is made up of up to five short steps. Simply answer the questions on each screen and hit Next - the button becomes active once you've answered all the questions on the screen.

Firstly, you will be asked for your name and your main goal for using Tidio (My main goal for using Tidio is...): Offer human support, Generate leads, Automate my support system with AI Agent or Increase sales. Don't worry about choosing the "wrong" one - you'll have access to all the features anyway, and this decision only influences your first steps at Tidio. Below, choose how you'd like to interact with your customers (Website (via live chat), Email, Facebook Messenger, Instagram, WhatsApp or Other - select all that apply):

The first step of the sign-up survey: "What's your name?" with the Your name field filled in, "My main goal for using Tidio is..." with the four goal tiles (Offer human support, Generate leads, Automate my support system with AI Agent, Increase sales) and "Offer human support" selected, the helper text "This decision only influences your first steps at Tidio", and "How would you like to interact with your customers?" with Website (via live chat) and Email ticked; the Next button at the bottom

Secondly, we'll ask: Do you want AI Agent to resolve your repetitive questions? If you choose Yes, let's automate them, confirm your website address under Feed Lyro, the AI Agent with knowledge - Lyro (the AI agent) will learn from the publicly available information on your website. If you choose Automate my support system with AI Agent as your goal, this answer is already set for you.

The second step of the sign-up survey with the "Automate 67% of your inquiries" badge at the top, "Do you want AI Agent to resolve your repetitive questions?" with "Yes, let's automate them" selected, and below it "Feed Lyro, the AI Agent with knowledge" with the website address field filled in and the helper text "Lyro will use publicly available information to answer customer questions"

Next, we will ask you about basic data regarding your business (your business model, your industry, and how many customer conversations your company handles per month), as this information will help us personalize your experience with Tidio:

The business step of the sign-up survey: "What is your primary business model?" with "E-commerce (online store)" selected, "What is your company's industry?" with an industry chosen in the "Select your industry type" list, and "How many customer conversations does your company handle per month?" with one answer selected

Lastly, you will be asked about some information regarding your use of Tidio: the department you work in, where you learned about Tidio, how many visitors your website gets each month, what platform powers your website, how many customer support agents you have, and whether you'd be interested in a live product demo. If you answer Yes to the demo question, you may be offered a calendar to book a demo call:

The last step of the sign-up survey: "How many visitors does your website attract each month?", "What platform powers your website?", "How many customer support agents do you have in your current setup?" and "Would you be interested in getting a live product demo?", each with one answer selected; the Next button at the bottom

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Please note: you may see fewer questions. For example, if Tidio already knows your website's platform (because you started from a plugin), we won't ask about it, and if you sign up on a phone, you'll get a shorter version of the survey.

If you asked Lyro to learn from your website, you'll see a short loading screen while Lyro gets to know your content:

The loading screen shown at the end of the sign-up survey after answering "Yes, let's automate them", with the message "Syncing your website with Lyro, the AI Agent" and its progress animation

Once you're done with the survey, you'll be taken straight to your new project. While your trial lasts, you'll land on the Getting started page with Your first steps - a checklist of things you may want to focus on first (e.g. installing the chat widget on your website, connecting your mailbox, or adding knowledge for Lyro). The tasks depend on the main goal you chose in the survey:

The Getting started page right after sign-up: "Your support channels" with the Chat, Email and Social media cards at the top, then the progress counter "0/5 tasks", the heading "Your first steps" and "You have 7 days left in your full-featured trial. Follow the steps to complete the setup.", and the list of tasks below with "Set up your primary channels" first

Of course, you can skip these if you prefer, and manage your project in any order you like - and come back to any settings you might need later on. The Getting started page is simply there to help you start using Tidio - and you can always get back to it from the main menu on the left (the light bulb icon). You can read more about it in Getting started: your first steps in Tidio.

If you chose to automate your support with Lyro, you may be taken to Lyro's settings instead, to test Lyro with the knowledge it has just learned from your website, or to check its data sources. When all your Getting started tasks are done (or your trial has ended), you'll land on the Dashboard.

Install Tidio on your website

We will also provide you with a quick guide on how to install Tidio on your website. On the Getting started page, click on Install widget on the Chat card (or Install Chat Widget in the Set up your primary channels task). First, adjust your widget's appearance, and hit Continue. Then, under Install your Chat Widget, choose your platform in Select platform and follow the instructions. If you need more guidance, follow our detailed instructions in Install Tidio on your Website.

If you're using a web developer for helping you set up Tidio, you can also send them instructions directly to their email address. To do that, choose the Send instructions via email option. You'll find the same instructions at any time in Settings > Live Chat > Installation.

The widget installation window opened from Getting started, on its second step "Install your Chat Widget": the Select platform list set to Manual install, the code snippet with the Copy to clipboard button, and the Send instructions via email button; the steps indicator at the top and the Done button at the bottom

Trial Period

Upon signing up, you'll get a 7-day full-featured trial with access to all premium features. Once the trial expires, you'll see the Your 7-day full-featured trial has ended screen. You can then click on Choose your plan to subscribe to a paid plan, or scroll down to Downgrade to Free plan, click on the Downgrade button, and confirm with Use Free plan. The Free plan gives you 10 agent seats and 50 conversations a month. Visit our pricing page for detailed information on available plans and features, and The Tidio trial version for everything about the trial.

The trial-ended screen: the heading "Your 7-day full-featured trial has ended", the "What's no longer active" list and the Choose your plan button; scrolled so the "Downgrade to Free plan" box with the Downgrade button is visible at the bottom

Logging into your account

You can log in to your Tidio account anytime by heading to the Tidio login page. Enter your email and password, and click on Log In. You can also use Log in with Facebook (if you signed up with Facebook), or Log in with SSO if your company uses Single Sign-On (available on the Premium plan). Can't remember your password? Click on Forgot password? - see Forgotten password or email for the details.

The Tidio login page: "Welcome back", "Log in to your Tidio account", the email and Password fields, Forgot password?, the Log In button, and the Log in with Facebook and Log in with SSO buttons below

If you'd like to log in via our mobile and desktop apps or on www.tidio.com, use the email address and password that you registered with.

Further reading