The Settings section

In this article, we'll dive into the essential elements of the Tidio settings. You'll learn about various configuration options 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
• Notification settings
• Operating Hours
• Quick Responses
• Workflow options
• Team settings
• Campaign settings
• Customer satisfaction surveys
• Downloading the desktop and mobile app
• Contact Properties
• Project & Billing settings
• Custom domain options
• Tracking
• Developer details

 

 

Channels

Learn more about customizing the visual appearance of the Tidio widget on your website in our Channels section article.

 

 

Personal

 

Account 

 

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. 

 

 

 

Please note: if you ever change your Tidio login email here, you will need to confirm it as well. In your mailbox, you will receive an automatic email from us, and inside: a confirmation link that you will need to use in order to finish the process.

 

 

 

Notifications

 

In the Notifications section, you can change the sound notifications for new incoming visitors, new chat requests, and new messages.

 

 

 

If you want to receive notifications about new, incoming chats to your email address - enable the Forward email notifications option.

 

 

 

Operating Hours

 

You can enable and adjust the Operating Hours, which will switch between your offline and online statuses automatically at specified times.

 

This setting works based on the current time zone 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: Going Offline & Online hours.

 

 

General

 

Canned Responses

 

Prepare short messages, links, or answers, and use them during the conversation. We also have another article that explains how canned responses work a bit deeper.

 

 

 

Workflow

 

Here you can decide about manual or automatic chat assignment, as well as solving chats automatically. You can learn more about the details in these two dedicated articles: Chat assignment options and Solve chats automatically.

 

 

Team

 

Operators

Here, you can deactivate, delete, or add new operators. To learn a bit more about this, check out our Managing Operators article.

 

 

 

Departments

In the Departments sub-section, you can decide about adding operators to different departments (for routing and workflow purposes). You can learn more about this feature in this article.

 

 

 

Campaigns

 

Here, you can decide about the sender domain to be used when communication via email in Tidio (see the Domains section of this article for more details on connecting your own domain). You can also add or modify your street address, which is required by law if you decide to use Tidio for sending email marketing campaigns.

 

 

 

Customer satisfaction

 

Here you can enable (and modify) your automated surveys, asking your visitors or customers for feedback. This can be done for both live conversations and tickets (emails). You can learn more about these options here.

 

 

 

Download apps

 

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.

 

 

 

Contact Properties

 

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: Preferences, Address, and Billing.

 

Preferences

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.

 

 

 

Billing

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.

 

 

 

Domains

 

Here, you can add your own domains for mailing purposes in Tidio. Learn more about this feature in this article.

 

 

 

Tracking

 

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.

 

 

 

Developer

 

Here, you can learn more about your Tidio project and access our documentation for Tidio's API. You will also find here your Public Key and Private Key, which may be requested during support interactions or certain integrations.