# Getting started: your first steps in Tidio Section: Get Started Description: Use the Getting started checklist to connect your support channels and complete the first tasks picked for your sign-up goal, or mark the ones you don't need as done. Verified against Tidio panel 12.304.0 Last updated: 2026-11-07 Source: https://help.tidio.com/articles/getting-started-checklist/ Just created your Tidio account and not sure where to begin? The **Getting started** page has you covered. It's a short checklist of your first steps in Tidio - installing the chat widget, connecting your mailbox, adding knowledge for Lyro (the AI agent) and more - picked for the goal you chose when you signed up. You can work through the tasks in any order, come back to them whenever you like, and mark the ones you don't need as done. Every task takes you straight to the right place in the panel, so you don't have to look for it. **In this article, you'll learn:** - [How to find the Getting started page]() - [How to connect your support channels]() - [How to work through your tasks]() - [Which tasks you'll see for your goal]() - [How to mark a task as done]() [Video]() Silent walkthrough. Go through Getting started on a new trial project: the task counter, the Install widget window and its platform list, Mark as done on the Inbox tour, Add your domain, and the light bulb popup on the Dashboard. ## Finding the Getting started page Right after you finish the sign-up survey, Tidio opens the **Getting started** page for you. While your 7-day full-featured trial lasts, you'll land here every time you open the panel, until all your tasks are done. You can also open it at any time from the main menu on the left - simply click on the light bulb icon (**Getting started**). During your trial, the icon is surrounded by a ring that fills up as you complete your tasks, and you'll briefly see a checkmark there once you've completed them all. Hover over it to see a quick preview: **Finalize your Tidio setup**, with your tasks listed and the **See the full list** link: ![The main menu on the left with the cursor on the Getting started light bulb icon, its progress ring partly filled, and the "Finalize your Tidio setup" popup next to it: "Complete these steps to never miss a conversation again.", the numbered list of tasks (one with a checkmark) and the "See the full list" link]() The **Dashboard** shows a reminder too: **Finalize your Tidio setup** with your progress. Click on **Finish setup** to open the checklist, or **Skip** to hide the reminder from your Dashboard. At the top of the page, you'll see your progress (for example, **2/5 tasks**), the heading **Your first steps**, and how many days are left in your trial: ![The Getting started page: "Your support channels" with the Chat, Email and Social media cards at the top; below them the progress ring with "2/5 tasks", the heading "Your first steps" and "You have 5 days left in your full-featured trial. Follow the steps to complete the setup.", and the task list with two tasks checked, one task expanded and its picture on the right]() ## Connecting your support channels The **Your support channels** section at the top lets you connect the channels your customers will use to reach you. The cards are ordered based on the channels you chose in the sign-up survey: - **Chat** - click on **Install widget** to customize your chat widget and add it to your website. A short window will guide you: first adjust your widget's appearance and hit **Continue**, then choose your platform in **Select platform** and follow the instructions (or use **Send instructions via email** to send them to your developer). - **Email** - click on **Connect mailbox** to connect your support mailbox in **Settings \> Email**. Every email you receive there will become a ticket in your Inbox. - **Social media** - click on **Connect** to start with Facebook Messenger in **Settings \> Facebook**. Instagram and WhatsApp are right below it in the Settings menu. Once a channel is connected, its card says **Connected**: ![The "Your support channels" section: the Chat card with "Connected", the Email card with the Connect mailbox button, and the Social media card with the Facebook, Instagram and WhatsApp icons and the Connect button]() For the details of each installation method, see [Install Tidio on your Website](). ## Working through your tasks Below **Your first steps**, you'll find your numbered tasks, with the first unfinished one already open. Click on a task to expand it - you'll see a short description and a button that takes you right where you need to go. For example, **Invite your team members** has an **Add an Agent** button that opens **Settings \> Team**: ![The Getting started task list with "Add your domain" expanded: the description "Increase credibility and brand awareness by sending emails using your own domain and custom signature", the Connect domain button and the Mark as done button; the task's picture on the right]() Many tasks are checked off automatically when Tidio sees that you've done them. For example, **Set up your primary channels** is completed once your chat widget is installed *and* your mailbox is connected, and **Add knowledge to feed your AI Agent** once Lyro has successfully learned from your website. A completed task gets a green checkmark in place of its number, and its name turns grey: ![The task list with the first two tasks ("Set up your primary channels" and "Take a tour around Inbox") showing green checkmarks and greyed-out names, and the third task, "Invite your team members", expanded with its description and the Add an Agent button]() When every task is done, you'll see **All tasks are completed.** at the top of the page. That's it\! From then on, Tidio will open your **Dashboard** when you log in, and you can still come back to your checklist from the main menu to recap what you've set up. ## Tasks for your goal When you signed up, you picked your main goal for using Tidio. That choice decides which tasks you'll see - you still get access to all the features, of course. Here's what each goal includes: ### Offer human support - **Set up your primary channels** - **Install Chat Widget** and **Connect support email** - **Take a tour around Inbox** - **Take a tour** opens the Inbox with a short guided tour - **Invite your team members** - add your agents (see [Managing agents]()) - **Add your domain** - **Connect domain** opens **Settings \> Email** on the **Domains** tab (see [Use your own Domain for tickets]()) - **Add knowledge to feed your AI Agent** - **Add knowledge** takes you to Lyro, so it can learn from your website ### Generate leads - **Set up your primary channels** - **Start collecting leads with Flows** - **Edit Flow** opens a lead generation Flow template - **Discover more lead generation strategies** - **Discover Flows** opens the lead generation templates - **Take a tour around Inbox** - **Add knowledge to feed your AI Agent** ### Automate my support system with AI Agent - **Set up Lyro AI Agent** - add knowledge so Lyro can answer your customers' questions (see [Lyro - a quick setup]()) - **Test Lyro AI Agent** - **Test Lyro** opens the Playground, where you can check Lyro's answers (see [Test Lyro before it goes live]()) - **Activate Lyro AI Agent** - **Activate Lyro** makes Lyro visible to your visitors - **Review your welcome message** - **Edit Flow** lets you adjust the message that greets new visitors (see [The Flows launcher]()) - **Set up your primary channels** The test and activation tasks appear on your list once you've added knowledge for Lyro. ### Increase sales - **Set up your primary channels** - **Review your welcome message** - **Reduce abandoned carts with Flows** - **Add Flow** adds a Flow that offers a discount to visitors who are viewing their cart - **Engage with live visitors** - **Chat with visitors** opens the live Visitors list (see [The Visitors List]()) - **Add knowledge to feed your AI Agent** If you installed Tidio from the Shopify App Store, you'll also see **Show widget to your visitors**, which takes you to the last step of the setup. 💡 **Please note:** we're always improving the first steps in Tidio, so your list may look a little different (for example, in a different order). The Getting started tasks are free to complete during your trial, but some of the features they lead to need a paid plan after the trial: for example, the live Visitors list is available on the **Starter** plan and above (see [Which upgrades do I need?]()). ## Marking a task as done Don't need a task? Simply expand it and hit **Mark as done**. You'll find this button on tasks like **Take a tour around Inbox**, **Add your domain**, **Review your welcome message** and **Reduce abandoned carts with Flows**. For **Test Lyro AI Agent**, the button says **I don't need to test Lyro**: ![The task "Take a tour around Inbox" expanded, with the description "Prepare for your first visitor message. Discover essential features and learn how to manage incoming messages efficiently.", the Take a tour button and the Mark as done link underlined under the pointer]() The task gets a checkmark and counts towards your progress, just like a completed one. Tasks without this button are checked off once you've actually done them. ## Further reading - [Creating an Account and Logging In]() - [Start using the Tidio panel]() - [The Tidio trial version]() - [Install Tidio on your Website]() - [Lyro - a quick setup]()