In this article, we'll dive into the essential elements of the Tidio settings panel. You'll learn about various settings that cover both the front and back end of the Tidio system.
In this article, you'll learn about:
- Live chat and widget settings
- Account settings
- Notifications settings
- Operating Hours
- Quick Responses
- Operators settings
- Desktop & Mobile settings
- Contact Properties
- Project & Billing settings
You can read more about all the possible settings regarding the visual side of displaying the Tidio widget on your website in our article about the Channels section or by watching our video:
In the account section, you can change your operator name, add your profile picture, change your email address and password and adjust your region so that your time zone will be displayed correctly.
Change the sound notifications for new incoming visitors, new chat requests, and new messages. If you would like to receive notifications about new, incoming chats to your email address - enable the Send email notifications option.
You can enable and adjust the Operator's Online hours, which will switch between your offline and online statuses automatically at specified times.
This setting works based on the current time zone that you’ve set up in your Tidio panel so, please make sure the correct time zone is set up at the bottom of the Operating Hours section.
In order to set up the hours when you are online – simply move the white circle and toggle it on the time you wish to be displayed online.
You can read more about that in our article about Going Offline & Online hours.
Prepare short messages, links, or answers, and use them during the conversation by using the "/" command. We also have another article that explains how canned responses work a bit deeper.
Here, you can deactivate, delete or add new operators. To learn a bit more about this, check out or Managing Operators article.
Connect your Tidio account with several third-party CRM, email marketing, and e-commerce apps. The Integration section is located in the left sidebar, right above Settings.
Desktop & Mobile
Download the apps for desktop and mobile for all common systems to be able to answer your client's inquiries faster. You can also check out our knowledge base articles to learn more about the desktop app and the mobile app installation.
You can read more about how the contact properties work and how to set them up in our article on Contact Properties.
Project & Billing
The project & Billing section is divided into three separate subsections of preferences, address, and billing.
This section allows you to change your project’s URL, enable periodic reports (daily, every 3 days, weekly, monthly), set your email notifications, and clear previously banned visitors. You can delete the chat project here as well.
In the billing section, you can check which plan you are on at the moment and manage your subscription from there. Here, you can download invoices, update your billing details, expand the account even further, or cancel your subscription.
Trace the actions of your visitors and collect the data of your visitors' movements on your website. You can find a bit more about it in our article about Tracking.
Here, you can find out more about your chat project and modify your chat with the Tidio API. You will also find here your Public and Private Key about which we can ask you during our support.