# Tidio Help Center > Published help articles for Tidio customers. The full text of every article is in [llms-full.txt](). AI agents can also list, search and read these sections and articles over MCP. The read-only [MCP server]() uses Streamable HTTP, and its [server card]() gives its connection details. Call `tools/list` and `resources/list` on the server for its tools and resources. ## Flows - [Flows overview](): Build automated conversations with Flow triggers, actions, and templates. Collect visitor details, recommend products, and check where visitors leave a flow. - [Tracking an Abandoned Cart using Tidio](): Track abandoned carts with Tidio - automatically on Shopify, or with a short script on other platforms - and react to them with a flow. - [Add links to flows](): You can add clickable links inside your flows, allowing you to transfer your visitors to different URLs. - [Adding a new Flow](): Create a new flow from a template or from scratch, or import an exported flow. - [Autoresponder Flow for missed conversations](): Send an automatic reply when a new chat remains unassigned. - [Coupon Code (flow action)](): Send discount codes in your flows with the Send a coupon code action - create Shopify codes without leaving Tidio and see the sales they bring in. - [Create a ticket from a Flow](): Use the Create ticket action to turn a chat into a ticket from your Flow, with its subject, message, transcript and department. - [Create an FAQ Flow](): Answer your visitors' most frequent questions with an FAQ flow - from a ready-made template or from scratch. - [Disable Text Input](): Control when visitors can type in the chat during a flow with Disable text input and Enable text input. - [Edit your initial message (first flow)](): Find, test, edit, pause or delete the first flow added to your project when you signed up. - [Flow and Handoff Analytics](): Use the flow editor's Analyze mode to see how many visitors reach each step of a flow and where they leave it, over the last 30 days or dates you pick. - [Flow editor: Actions](): Every action you can add to a Flow, from Send a chat message to Create ticket, Send a coupon code and the Shopify actions, and what each one does. - [Flow editor: Conditions](): A condition in Tidio is a flow node that checks whether specific visitor criteria are met to choose the next step in the flow. - [Flow editor: Triggers](): How triggers start your Flows, the three trigger groups in the editor, and what each of the 22 triggers does. - [Create a Flow in Multiple Languages](): Use the Language condition to send visitors different flow messages based on their browser language. You write each message and connect it to the language it belongs to. - [Create a Loop in your Flow](): Return visitors to an earlier decision in your flow. - [Flow Metrics](): Read your Flows' metrics: the 30-day summary in My Flows, and each Flow's statistics window with Executed, Engagement, Helpfulness, Conversations and Handoff. - [Flow Performance Analytics](): See how your flows perform: the four metrics over the last 30 days, the per-step view in Analyze mode, tips to raise engagement and how the monthly flows limit works. - [Flow Portals - Start one Flow from another](): Link flows with portals or matching quick replies. - [Flow Strategies](): Pick a ready-made Strategy in the Flows section, customize its flows step by step and activate them all at once. - [Flow Templates](): You can automate your work even faster by using our flow templates. Ready-to-use templates are available for your adjustment in the Flows section. - [Flows: Making an API call (HTTP request)](): Send HTTP requests from a flow with the API call action: set up and test the request, save parts of the response, use the Success and Fail paths and download the logs. - [Flows dedicated for Shopify](): The Shopify-only nodes of the flow editor (five actions, the Cart Value condition and the add-to-cart trigger), the Shopify templates and Flow strategies. - [Flows in Live Conversations](): Launch a prepared flow while chatting with a customer. - [The Flows launcher: welcome message, Flow ended message and Flow buttons](): Set up the Welcome message and Flow buttons your visitors can click to start a flow, the Flow ended chat message, and where the launcher is turned on. - [The Handoff Metric](): Find out how often visitors leave your support flows by typing instead of clicking, where to see it (the Handoff tab and Analyze mode) and how to improve the flow. - [Instagram Flows](): Use flows on Instagram: the triggers, actions and conditions you can use, how to check which nodes work on Instagram, and the Instagram templates. - [My Flows section](): Find, filter and sort your flows in My Flows, manage them from the three-dots menu, open their statistics, and clone, export or import them. - [Recommend Products (flow action for Shopify)](): Show your visitors product recommendations from your Shopify store in a flow with the Recommend products action. - [Collect valuable data and files with the "Send a Form" action](): Build a form inside the chat widget with the Send a form flow action: answer types, required fields, saving answers to contact properties and letting visitors upload files. - [Create a custom filter to send a flow message just once](): Label visitors with a custom contact property and check it in your flows, so a message (like a discount code) is sent to each person only once. - [The Flows section](): Find your way around the Flows section: My Flows, Strategies, the Sales, Leads and Support template lists, Welcome to Flows and the Flows launcher. - [The Helpfulness Metric](): Ask visitors whether a flow message helped them, then read the thumbs up and down per message in the Helpfulness tab of the flow's statistics. - [The monthly flow limit](): Your flows can reach a set number of unique visitors a month (100 on the Free plan): where to check your Visitors reached, how it's counted and what happens at the limit. - [The "Transfer to agent" message](): Hand the conversation to your agents when a visitor types instead of clicking a flow's buttons, and adjust the message they see. - [Transfer flows between projects](): Export a flow as a JSON file and import it into another Tidio project as a draft. - [Trigger a flow by clicking on the chat icon](): Start a flow when a visitor clicks your chat icon and edit the closed-widget label. - [Troubleshooting Flow and Widget Display](): Check widget visibility and test flows in a fresh private browsing session. - [Visitor Says (flow trigger)](): How the Visitor says trigger starts a Flow when a visitor's message is similar to your phrases, in nine languages, and how to set it up. ## Security & Legal Matters - [Security & Legal Matters overview](): Protect your account with two-factor authentication and fix reCAPTCHA login issues. Read about privacy, GDPR, visitor consent, and chat widget accessibility. - [Accessibility](): What WCAG is and how Tidio supports accessibility: screen readers, keyboard navigation and chat widget colors with automatic text contrast. - [Bugs Bounty & Bugs Reports](): Find the current policy for reporting security vulnerabilities to Tidio. - [Flow Legal Disclosures](): Ask for consent in your flows and in the pre-chat survey, and tell visitors they're talking to a bot. - [Privacy Policy and GDPR Compliance](): How Tidio handles GDPR and privacy, what you need to do on your side, and how to delete a contact's data or your whole project. - [How are security matters handled at Tidio?](): Learn about Tidio security and the options for protecting your account. - [Tidio AI: Terms and Fair Use Policy](): Review the Tidio AI fair use policy and restrictions. - [Troubleshooting reCAPTCHA issues](): Why Tidio's login and sign-up pages use reCAPTCHA, the message you see when your browser blocks it, and how to unblock it in Brave or ad-blocking plugins. - [Two-Factor Authentication (2FA)](): Protect your Tidio account with codes from an authenticator app, keep your backup codes safe, and see who on your team has 2FA on. ## Billing & Subscription - [Billing & Subscription overview](): Compare Tidio plans, check your usage, and change your subscription or add-ons. Find help with trials, invoices, and payment details. - [Affiliate Program](): Learn how to apply to the Tidio affiliate program and where to find its terms. - [Automatic upgrades](): How Tidio upgrades a monthly package automatically at 95% of its limit, how you're warned at 80%, and where to turn the option off. - [The free version and downgrading your account](): What the Free plan includes, how its 50-conversation limit works, and how to move to the Free plan when your trial ends or before. - [Invoices and billing details](): Change your invoice details, card and US residency information, and download your invoices from the Billing details tab in Settings \> Billing. - [The 7-day trial of a paid Lyro plan](): Start a free 7-day trial of Lyro premium when you connect your products, confirm it with your card or through Shopify, and see what happens when it ends. - [Add or change add-ons on your subscription](): Which add-ons you can put on your paid plan (Inbox AI, Help Center, No Tidio branding), and how to add, change or remove one from Settings \> Billing or the upgrade page. - [Manage your subscription](): Find your way around Settings \> Billing and the Usage page: check and edit your subscription, see your add-ons, track usage, change billing details, and cancel or resume your subscription. - [The Tidio trial version](): What you get during Tidio's 7-day full-featured trial, which limits apply on the Free plan afterwards, and how to choose a plan or downgrade when the trial ends. - [Upgrading your Account](): Choose your Tidio packages and add-ons, go through checkout, and find where to manage your subscription afterwards. - [Which upgrades do I need?](): Compare Tidio's Free, Starter, Growth, Plus and Premium plans, the Lyro AI Agent and Flows packages and the add-ons, and see what happens after the 7-day trial. ## Tidio Features - [Tidio Features overview](): Manage conversations with assignments, departments, macros, and Workflows. Find guides to reporting, visitor tracking, AI reply tools, and other Inbox tools. - [AI summaries on tickets](): The AI summary at the top of each ticket sums up the thread - contact reason, actions taken, actions to be done and the customer's status - and updates with each new message. - [AI Writing Tools (the reply assistant)](): Rewrite, elaborate on or shorten your replies and notes with AI Writing Tools, in conversations and tickets - and where ticket summaries went. - [Analytics API - use your Tidio data anywhere](): Use Tidio Analytics API data in your reporting tools and AI assistant. - [The Analytics section](): Find your way around Analytics: the Overview, Human support (with the Insights benchmarks), AI support, Sales and Leads, what's on every plan and what needs Growth. - [Assigning conversations to agents](): Join chats from Unassigned, reassign one conversation or several at once to an agent or a department, and where automatic assignment fits in. - [Automatic chat assignment options](): Turn on automatic chat assignment in Settings \> Workflows and choose Load Balancing (with a conversation limit per agent) or Round Robin. - [Chat conversations reports](): Turn email reports on or off, choose how often they're sent and who gets them, and find other ways to get your data out of Tidio. - [Chat history](): Find your solved conversations and tickets, search your chat history, open a contact's conversations, and what deleting does. - [Chat transcripts](): Preview, send and export the transcript of a live conversation, and see when Tidio emails a transcript to a visitor who left. - [Collect customer feedback](): Ask customers to rate their chats and tickets with the automated satisfaction survey or a flow, and check the results in Analytics. - [Contact Properties](): Create Contact Properties in five types, fill them in from the Inbox, flows, Lyro, imports and the Widget SDK, and use them to personalize your flows and Lyro's replies. - [Conversion rate](): How Tidio credits paid Shopify orders to Lyro, Flows and your agents (Sales assisted), and where to see the results in Analytics and My Flows. - [Create custom views in the Inbox](): Create views of your tickets (14 filters, AND/OR groups, shared with your team) and of your live chats (by channel or AI intent), then edit, reorder or delete them. - [Departments](): Group your agents into departments and route chats, emails and tickets to the right team through the pre-chat survey, flows, mailboxes or manual reassigning. - [How do flows, Lyro, and live agents work together?](): How flows, Lyro (with its channels, handoff, Actions and proactive roles) and your agents share live conversations, and which one goes first. - [The Inbox AI add-on](): What the Inbox AI add-on includes (Copilot, AI Writing Tools, AI summaries, AI translations, AI contact properties), which plans can take it, how its price follows your conversation limit, and how to add it from the Inbox or Settings \> Billing. - [Internal notes and mentions](): Leave internal notes in chats and tickets, mention your teammates with @, and find every chat and ticket you were mentioned in. - [Keyboard shortcuts and the Search actions menu](): Open the Search actions menu with Cmd/Ctrl + K in any chat or ticket, and use the Inbox's keyboard shortcuts to reply, assign, solve and more without the mouse. - [Live Video Calls](): Start a video or voice call with a website visitor from the conversation header, and what you and your visitor see during the call. - [Macros](): Save ready-made replies with variables and actions as macros, and use them in live chats, tickets and internal notes. - [Manage Shopify orders](): Find a customer's Shopify orders in a conversation or ticket, and cancel, refund or edit them, or change their shipping address, without leaving Tidio. - [Markdown formatting in Tidio](): Use Markdown examples for links, lists, images, and video thumbnails in Lyro answers and flow messages. - [The monthly conversations limit](): How many conversations your plan includes each month, what counts toward the limit, where to check your usage and what happens when you reach it. - [Use your own Domain for tickets](): Add and verify your email domain, then create a sender address for tickets. - [Permissions](): Limit what each agent can see and change in your Tidio project with the three preset roles, custom permissions and your own roles (Growth plan and above). - [Reply by email to visitors who left](): Turn on Visitor notifications so your replies to website visitors who have left, and their unread messages, reach them by email. - [Send emails from Tidio](): Reach visitors who have left your website by email: reply from the conversation, create a ticket, and use the email editor's tools. - [Set up Tracking](): Turn on event tracking in Settings \> Tracking, check the Events log, and use the events in Flows and Lyro proactive roles. - [Shopify FAQ](): Answers to the most common questions about using Tidio with a Shopify store: orders, products, coupons, Lyro, flows and their limit. - [Single Sign-On (SSO) in Tidio](): Set up SAML Single Sign-On for your project - verified identity domains, public name, identity provider details - force it on your team, and log in with SSO. - [Solve chats and tickets automatically](): Use the Workflows templates to solve finished live conversations and tickets automatically, and learn what Tidio solves on its own after 30 days. - [The spell-checker](): How spell-checking works when you write replies, notes and Macros in Tidio, where it comes from, and what to use for the apps and for grammar. - [Translate conversations and tickets with AI](): Translate customer messages into your language and send your replies in theirs, in conversations and tickets, on the web and in the mobile app. - [Types of files supported](): Who can send files in Tidio, the size limits in live chat and email tickets, and which file types are supported or blocked. - [The Visitors List](): See who's on your website right now in Customers \> Now live, filter the list, and start a chat with a visitor before they write to you. - [Widget SDK](): Find the Widget SDK documentation and your project keys to customize the chat widget with JavaScript. - [Workflows](): Automate repetitive work on tickets and live conversations with Workflows: templates, your own ticket workflows, run counts, and every trigger, condition and action. ## Integrations - [Integrations overview](): Connect Instagram, WhatsApp and Messenger to the Inbox, send Google Analytics events, and sync contacts with your CRM or email marketing tool. Find setup guides for Zapier, HubSpot, Zendesk, Klaviyo and more. - [Analyze user interaction with Tidio widget in GA4](): Use Tidio event parameters in Google Analytics custom dimensions and metrics. - [How to create key events in GA4 from Tidio widget events](): Use Tidio widget events to measure important actions as GA4 key events. - [Responding to Instagram and Facebook comments](): Reply to Instagram and Facebook comments, hide comments and organize them with views. - [Integration with ActiveCampaign](): Connect Tidio with ActiveCampaign and add subscribers from your pre-chat survey, conversations, and flows. - [Integration with Agile CRM](): Connect Tidio with Agile CRM and manage contacts and conversations from your CRM. - [Integration with Brevo (previously SendInBlue)](): Connect Tidio with Brevo and add subscribers from your pre-chat survey, conversations, and flows. - [Integration with Google Analytics (GA4)](): Connect Tidio to Google Analytics 4 and find your widget events. - [Integration with Google Tag Manager](): Send Tidio widget events to Google Tag Manager and configure triggers and variables. - [Integration with HubSpot](): Connect HubSpot to sync contact properties and save solved chat transcripts. - [Integration with Hubspot (Legacy)](): Update an existing legacy Hubspot connection or send contacts with its manual action. - [Integration with Instagram](): Connect Instagram to manage messages and comments in Tidio. - [Integration with Judge.me](): Connect Judge.me, use review-triggered flows, and reply to reviews from the Inbox. - [Integration with Klaviyo](): Connect Tidio with Klaviyo and add subscribers from your pre-chat survey, conversations, and flows. - [Integration with Mailchimp](): Connect Tidio with Mailchimp and add subscribers from your pre-chat survey, conversations, and flows. - [Integration with MailerLite](): Connect Tidio with MailerLite and add subscribers from your pre-chat survey, conversations, and flows. - [Integration with Messenger](): Connect Facebook Pages and reply to Messenger messages from Tidio. - [Integration with Omnisend](): Connect Tidio with Omnisend and add subscribers from your pre-chat survey, conversations, and flows. - [Integration with Pipedrive](): Connect Tidio with Pipedrive and manage contacts and conversations from your CRM. - [Integration with Salesforce](): Connect Tidio with Salesforce and manage contacts and conversations from your CRM. - [Integration with WhatsApp](): Connect WhatsApp, manage phone numbers and track your messaging usage in Tidio. - [Integration with Zapier](): Send data collected by your Tidio flows to other apps through Zapier. - [Integration with Zendesk](): Connect Zendesk and create tickets directly from Tidio conversations. - [Integration with Zendesk Sell](): Connect Zendesk Sell with an access token and create leads from Tidio conversations. - [Integration with Zoho CRM](): Connect Tidio with Zoho and manage contacts and conversations from your CRM. - [Send Shopify Products to Customers directly from Tidio](): Send Shopify product cards from the Inbox and troubleshoot missing products. - [Send Woocommerce Products to Customers directly from Tidio](): Send WooCommerce product cards from the Inbox and troubleshoot missing products. - [Switching from old Google Analytics to a new GA4 integration: a step-by-step guide](): Check your GA4 connection and update the Google tag ID in Tidio. - [WhatsApp message templates](): Choose an approved WhatsApp template and fill in its variables to resume an existing conversation. ## Notifications - [Notifications overview](): Allow browser notifications and test your chat alerts. Set up email notifications for messages that arrive while your team is offline. - [Android notifications](): Enable Android notifications for Tidio and check sound and battery settings. - [Apple Watch Notifications](): Enable Tidio notifications on Apple Watch and troubleshoot connection and notification settings. - [Allow notifications in your browser](): Choose which web notifications you get in Tidio, send yourself a test notification, and unblock Tidio's notifications in Chrome, Firefox, Edge and Safari. - [My Notifications are delayed](): Use Tidio notification troubleshooting to check battery settings when notifications arrive late. - [Offline email notifications](): Get chat messages by email when your whole team is offline, at your login address or at extra addresses that the whole project shares. - [Troubleshooting Apple Notifications](): Check Tidio and iPhone settings when notifications do not arrive or play a sound. - [Troubleshooting Mobile Notifications](): Check Tidio mobile notification settings and device-specific restrictions on Android and iPhone. ## Help Center - [Help Center overview](): Create a Help Center and write, organize, and publish its articles. Set up its appearance, domain, and languages, or use its articles as knowledge for Lyro and Copilot. - [Customize your Help Center's appearance](): Set your Help Center's colors, font, logos, homepage, header, footer and article pages in the Appearance tab, and check the result in the live preview before saving. - [Article feedback: see which articles help](): Let readers vote whether an article helped, and use the Helpfulness and Views columns to find the articles worth improving. - [Organize articles into categories](): Add, edit, reorder and delete the categories that group your Help Center articles, and give each one an icon. - [Add the chat widget to your Help Center, and the Help Center to your website](): Show your Tidio chat widget on every Help Center page (and add the Help Center to your trusted domains in one click), or embed the whole Help Center on your website or Shopify store with one line of code. - [Create and manage your Help Centers](): Create a Help Center with its name, languages and starter categories, then rename, publish, add more or delete your Help Centers. - [Your Help Center's address and custom domain](): Change your Help Center's free tidio.help address, or connect your own domain automatically with Entri or manually with DNS records, and follow its status until the SSL certificate is live. - [The Help Center add-on](): What the paid Help Center add-on unlocks, how to get it from the Help Center or Settings \> Billing, what happens when your plan no longer includes it, and how to remove "Powered by Tidio". - [The Help Center: a self-service site for your customers](): What the Help Center is, what your customers see, what the Content, Appearance and Setup tabs do, how articles feed Lyro and Copilot, and who on your team can do what. - [Help Center visibility in search engines](): Set your Help Center's SEO title and meta description for each language, check the search result preview, or keep the Help Center out of search engines with one switch. - [Run your Help Center in several languages](): Add languages to your Help Center, pick the default one, write each article, category and homepage text per language, and see what your visitors get. - [Use Help Center articles with Lyro and Copilot](): Turn Help Center articles into knowledge for Lyro and Copilot, choose who they're used for, write Unlisted articles for internal use, and find them in Lyro's Data sources. - [Publish, preview and manage articles](): Preview, publish, update, unpublish and delete Help Center articles, choose whether they're Public or Unlisted, and find them in the article list. - [Write and format Help Center articles](): Create a Help Center article and format it with headings, lists, links, images, videos, tables, anchors and Markdown shortcuts. ## Manage Your Project - [Manage Your Project overview](): Add and manage agents, switch between projects, and change account or language settings. Find help with forgotten passwords, banned visitors, and account deletion. - [Banning visitors](): Ban a visitor from the Inbox, the Search actions menu or the mobile app, and unban them in Settings \> Project \> Preferences. - [Delete your account](): Pause Tidio by cancelling your subscription and hiding the chat widget, or delete your project for good from Settings \> Preferences. - [Forgotten password or email](): Reset your Tidio password with the link we email you, and what to do if you use SSO, 2FA or can't remember your login email. - [Manage multiple projects](): Create, switch between, rename and delete your Tidio projects - and see all of them at once with Multiproject on the Plus plan. - [Managing agents](): Add agents to your Tidio project, resend invitations, edit their profile, change their status, deactivate or delete them, and know how many seats your plan includes. - [Localization: Change the language of your Tidio panel](): Switch your own Tidio panel to English, German, French, Spanish, Italian or Portuguese from the user menu or your Account settings. - [Set your profile picture](): Upload, change or remove your agent picture (JPG or PNG, up to 5 MB) in Settings \> Personal \> Account, and see how it shows in the chat widget. - [Request a Feature and share your Feedback](): Send a feature idea or feedback from the Support menu in your Tidio panel, talk it through with our team, and see how we review requests. - [Switch Between Projects](): Move between your Tidio projects from the avatar menu on the web and desktop app, or from Settings in the mobile app. - [The Channels Section](): What's in the Channels part of Settings - Live Chat, Email, Facebook, Instagram and WhatsApp - and where to set each of them up. - [The Settings section](): A tour of Tidio's Settings - Channels, Personal, General and Project - with what each section is for and where to learn more. - [Change and add Languages in your Chat Widget](): Show your chat widget in your visitors' browser language: set the default language, add any of 21 pre-translated packs (or your own), preview and edit each translation. ## Lyro - AI Agent - [Lyro - AI Agent overview](): Add knowledge to Lyro, test its answers, and activate it for chat or email. Configure Guidance and Actions, connect your product catalog, and review AI support results. - [How to disable Cloudflare's firewall for Lyro?](): Allow Lyro to scan your website with a Cloudflare firewall exception. - [Connect Lyro with MCP servers](): Connect Lyro with an MCP server, choose how it authenticates, pick the tools Lyro can use, manage them, and see how many active MCP tools your plan allows. - [Copilot](): Get AI-suggested replies from Copilot in conversations and tickets, choose its knowledge sources and turn auto-suggestions on or off. - [How to create a good FAQ for Lyro?](): Write clear FAQ answers and use Lyro conversations to find missing knowledge. - [How to import knowledge from your existing system into Lyro](): Import public Zendesk articles or arrange a custom knowledge import with our team. - [Lyro - a quick setup](): Set up Lyro in four steps: add knowledge, test it in the Playground, activate it in Channels (live chat and email), and take it further with Actions, Guidance and Proactive roles. - [Lyro Action templates](): Find Lyro's ready-made Action templates, add one in a click or customize it, and set up the Calendly, Shopify, Klaviyo, Mailchimp and HubSpot templates step by step. - [Lyro Actions](): Let Lyro reach your other tools through API calls, or your Shopify store through ready-made steps: build, test and activate Actions, and keep an eye on their logs and limits. - [Lyro Analytics](): Check how Lyro performs: the AI support report on every plan (live conversations, emails, knowledge performance) and the 30-day dashboard in Lyro's Hub. - [Data sources - Lyro's knowledge base](): Add and manage Lyro's knowledge: websites, Q&As, CSV and PDF files, Zendesk articles, your Help Center articles and your product catalog. - [Lyro on email: answering whole email threads](): From October 26, 2026, Lyro answers your customers' follow-up emails too: how to let it answer from your mailboxes, prepare it, review its emails and measure the results. - [Lyro Guidance](): Tell Lyro how to talk and behave with Guidance: tone of voice, emojis, your own instructions with contact properties, audiences, and the limits on active Guidance. - [Lyro - the conversational AI agent](): Everything about Lyro, the AI agent: setting it up, its knowledge, behavior, channels (including whole email threads from October 26, 2026), name, satisfaction survey and analytics. - [Lyro Multilanguage support](): Lyro answers in 51 languages: set its default language, limit the languages it uses, and give it different knowledge for each language with Audiences. - [Lyro - Proactive roles](): Let Lyro start conversations on your website with proactive roles: triggers, first message and instructions, templates, conflicting triggers, and how roles count toward your Guidance and Flows limits. - [Lyro Procedures](): Give Lyro step-by-step Procedures that use Actions, MCP tools, Contact Properties and tickets, test them, and see the conversations where they were used. - [Lyro Simple Actions (legacy)](): For projects that still have them: find, create and manage Lyro's legacy Simple Actions (flows started by Visitor says), and how they count toward your Lyro quota. - [Lyro Suggestions](): Turn questions Lyro couldn't answer, and ones your agents resolved, into new Q&As from Knowledge \> Suggestions - and ignore the ones you don't need, one by one or in bulk. - [Product fields: let Lyro read your Shopify metafields](): Add Shopify product and variant metafields to Lyro's Product fields: import the ones Tidio detects or add them by key, remove them, and handle metafields that disappear from Shopify. - [Product Recommendations (via OpenAPI)](): Connect your product database to Lyro through the product API. - [Product Recommendations (Product Feed upload)](): Connect a Google Merchant Center XML feed so Lyro can recommend your products: add the file link, follow the twice-a-day updates, fix failed syncs, pause or delete the source. - [Product Recommendations (for Shopify)](): Sync your Shopify products so Lyro can recommend them: connect the store, read the product source card, fix products that weren't synced, choose the product card button, add metafields and delete the source. - [Product Recommendations (for WooCommerce)](): Sync your WooCommerce products so Lyro can recommend them: pass the plugin and permission checks, read the product source card, fix products that weren't synced, choose the product card button and delete the source. - [Test Lyro before it goes live](): Test Lyro's live chat and email answers in the Playground (test questions don't count toward Lyro's limit), check the sources behind each answer, add missing answers, and test Guidance, Procedures, Actions and Proactive roles before you save them. - [The Copilot extension for Chrome](): Install the Copilot extension for Chrome, prepare Copilot's knowledge in your Tidio project, and use its reply suggestions in Zendesk, Intercom and Gorgias. - [The Lyro AI agent limit](): How Lyro's 50 lifetime conversations and paid monthly limits work, where to check your usage, and what changes for email tickets from October 26, 2026. ## Email - [Email overview](): Connect your mailbox and set up email ticketing. Organize tickets with custom fields and views, set reply targets, and manage spam. - [Connect Gmail with one click](): Connect a Gmail or Google Workspace mailbox to Tidio by signing in with Google, and remove it when you no longer need it. - [Custom fields for tickets](): Create text and dropdown custom fields for tickets, import dropdown values from a CSV file, make fields required to solve, and use them in Views. - [Custom ticket Views (Email)](): Build your own lists of tickets with views: name them, choose who sees them, combine conditions with AND/OR, and edit, sort, reorder or delete them. - [Email (Ticketing)](): Set up Tidio's ticketing: connect your mailbox, reply to and manage tickets, use statuses and priorities, merge tickets and act on several tickets at once. - [Forward emails to Tidio](): Connect your Gmail, Outlook or any other mailbox (or create a new Tidio address) so incoming emails become tickets in Tidio, check the connection with a test email, and stop forwarding when you need to. - [Import your tickets into Tidio](): Prepare a JSON Lines file, import your tickets, and check the results and error report. - [Service-Level Agreements (SLA)](): Set first-reply and next-reply targets for tickets from your mailboxes, widget, panel and Facebook or Instagram comments, and track them with the SLA tag. - [The Spam folder (Ticketing)](): How Tidio filters spam tickets automatically, how to mark tickets as spam or not spam, and how to manage the Spam folder. - [Ticketing - a quick setup](): Get Ticketing running in four steps: connect a mailbox and test it, add your domain and sender address, manage tickets, and set up the automatic reply, views and the satisfaction survey. ## Get Started - [Get Started overview](): Set up your support channels, customize the chat widget, and answer your first live chats. Find a tour of the panel and guides for moving to Tidio from another support tool. - [Contact Tidio Support](): All the ways to reach the Tidio Support team, including the Support menu in your panel (Chat with us, the support widget and Share feedback). - [Creating an Account and Logging In](): Sign up for Tidio, answer the short sign-up survey, find your way to the Getting started checklist and log in to your account. - [Customize your chat widget](): Change your chat widget's colors, welcome screen, texts, position and visibility in Settings \> Live Chat \> Appearance, and switch to the new widget design. - [The Dashboard](): Your Tidio start page: Quick actions, the Performance charts (including Sales assisted for every project), Project status, Current usage and the News Feed. - [Getting started: your first steps in Tidio](): 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. - [Glossary](): The words and phrases you meet in Tidio - from Flows and Lyro to Macros, Workflows and tickets - explained in a sentence or two. - [Introducing the new Tidio panel](): Find your way around the Tidio navigation, Inbox, and customer sidebar. - [Live chat conversations](): Join, answer, transfer, solve and leave live chats in the Inbox, use the Actions menu and the conversation's top bar, and find what you know about each visitor. - [Log in to an existing Account - WordPress](): Connect your existing Tidio project to the WordPress plugin. - [Migrating from Gorgias to Tidio](): Move from Gorgias to Tidio: connect your mailboxes, channels and store, then bring over your tickets, contacts and macros. - [Migrating from Intercom to Tidio](): Move from Intercom to Tidio: connect your mailboxes, channels and store, then bring over your tickets, contacts and macros. - [Migrating from LiveChat to Tidio](): Move from LiveChat to Tidio: connect your mailboxes, channels and store, then bring over your tickets, requesters (contacts) and canned responses (as Macros). - [Migrating from Zendesk to Tidio](): Move from Zendesk to Tidio: connect your mailboxes, channels and store, then bring over your tickets, contacts, macros and Help Center articles (as Lyro's knowledge). - [Using your widget's online/offline status](): How agents' online and offline statuses change your widget, your notifications, Operating Hours, Flows and Lyro - and how to switch them. - [Start collecting leads](): Collect visitors' contact details and newsletter consent with the Pre-Chat Survey, Flows and your live chats. - [Start using the Tidio panel](): A tour of the Tidio panel: the main menu, replying to chats, visitor details, the Visitors list, solving and transferring conversations, adding agents, your status, notifications, Operating hours and the Chat page. - [The Inbox - a powerful interface for managing your conversations](): A tour of the Inbox: the Unassigned, My open and Solved folders, the Agents section, and views of your live conversations and tickets. - [The Tidio Academy](): Find Tidio Academy courses, create an Academy account, and earn a certificate. - [Tidio notifications](): The notification types in Tidio, and how to set up web, email, mobile and desktop notifications so you never miss a message. - [Unable to Log In](): What to do when you can't log in to Tidio: a forgotten password or email, login error messages, 2FA and SSO, and the end of your trial. - [How visitors can remove their chat history](): Learn how visitors can clear locally stored chat history in their browser. - [Why use Tidio?](): The main benefits of Tidio - live chat, the Inbox for all your channels and emails, Flows and Lyro, the AI agent - and how to start for free. ## Contacts & Leads - [Contacts & Leads overview](): Import contacts, organize them with tags and segments, and export or delete their details. Set up automatic contact transfers to Shopify. - [The Contacts List](): Browse, filter, segment, export and delete your contacts from live chat, email, Messenger, Instagram and WhatsApp, and choose which columns the list shows. - [Use the Contacts List efficiently](): Tag your customers, filter your contacts list, save filters as segments, delete segments and fill segments automatically with a flow. - [Import Contacts into Tidio](): Import up to 100,000 contacts from a CSV file, map the columns to contact attributes and your own Contact Properties, set marketing consent, save them as a segment - or bring in your Shopify customers. - [Automatic Contacts import (Shopify)](): Tidio sends your contacts to Shopify automatically: turn the Send contacts to Shopify toggle on or off, check which details Shopify accepts, and import your Shopify customers into Tidio. ## Widget Customization - [Widget Customization overview](): Choose where the chat widget appears on desktop and mobile, or hide it on selected pages and devices. Troubleshoot missing widgets and settings changes that do not appear on your website. - [Disable Tidio on specific pages](): Hide the chat widget on chosen pages, for visitors from chosen countries, or on every domain except your own. - [Hide or disable Tidio on your website](): Hide the chat widget when you're offline, on chosen devices, on specific pages, for specific countries or outside your own domains. - [Opening the widget automatically](): Use a JavaScript snippet to open the widget automatically, with installation steps for WordPress and Shopify. - [Opening the Chat Widget from a custom button or a link](): Open the chat widget from your own button or link, and hide its default icon with JavaScript. - [Show Tidio Widget Only on Specific Pages](): Use a URL list in your website code to show the chat widget only on matching pages. - [Tidio Loading Speed](): Understand asynchronous widget loading and inspect the widget requests with your browser developer tools. - [Widget Position](): Move the chat widget left or right on desktop and mobile, change the mobile button size, switch to the sidebar, and move the widget higher or lower with code. - [Troubleshooting changes in your Tidio widget settings - Ensure widget visibility on your website](): What to check when your widget changes don't show up, or the widget doesn't appear on your website at all. ## Mobile & Desktop App - [Mobile & Desktop App overview](): Download and sign in to the Tidio apps for Windows, macOS, Linux, iOS, and Android. Handle chats and tickets on your computer or phone. - [Download Tidio Desktop App](): Download and install the Tidio desktop app for Windows, macOS or Linux, log in (also with SSO), and keep it up to date. - [Download the Tidio mobile app](): Download the Tidio mobile app for iOS and Android, log in (with SSO on Premium), and handle chats, tickets, mentions and macros on the go. ## Install Tidio - [Install Tidio overview](): Connect Tidio to your website and start your first conversation. Choose your platform to get set up. - [Install Tidio on Adobe Commerce (previously Magento)](): Copy your Tidio code from the Install Chat Widget wizard or Settings and add it to your Adobe Commerce store's HTML Head. - [Install Tidio on BigCommerce](): Install the Tidio app from the BigCommerce Marketplace and create a new Tidio account or connect a project you already have. - [Install Tidio on Drupal](): Copy your Tidio code from Settings \> Live Chat \> Installation and paste it into your Drupal theme's template. - [Install Tidio on Ecwid (by Lightspeed)](): Install Tidio on your Ecwid (by Lightspeed) website using the existing platform setup steps. - [Install Tidio on Jimdo](): Copy your Tidio code from the Install Chat Widget wizard or Settings and paste it into your Jimdo Creator site's head. - [Install Tidio on Joomla](): Install Tidio on your Joomla website using the existing platform setup steps. - [Install Tidio on OpenCart](): Copy your Tidio code from Settings \> Live Chat \> Installation and add it to OpenCart as an Analytics extension. - [Install Tidio on Panierdachat](): Install Tidio on your Panierdachat website using the existing platform setup steps. - [Install Tidio on Prestashop](): Install Tidio on PrestaShop using the HTMLbox module. - [Install Tidio on Shift4Shop](): Install Tidio on your Shift4Shop website using the existing platform setup steps. - [Install Tidio on Shopify](): Install the Tidio app from the Shopify App Store with a new account or an existing project, activate the widget in your theme, or add the chat with the JavaScript code. - [Install Tidio on Shopware](): Install Tidio on your Shopware website using the existing platform setup steps. - [Install Tidio on Site123](): Install Tidio on your Site123 website using the existing platform setup steps. - [Install Tidio on Squarespace](): Copy your Tidio code from the panel and paste it into Squarespace's Code Injection footer to add the chat to your site. - [Install the same Tidio chat on two or more websites](): Use the same JavaScript code to run one Tidio chat on several websites, and add each domain to Trusted domains if you limit where the widget shows. - [Install Tidio on your Website](): Install Tidio with the app or plugin for Shopify, WordPress, WooCommerce or BigCommerce, or paste the JavaScript code on any other website. - [Install Tidio on Webydo](): Add Tidio Chat to your Webydo site with the Tidio Chat plugin and your project's public key. - [Install Tidio on Weebly](): Install Tidio on your Weebly website using the existing platform setup steps. - [Install Tidio on Wix](): Install Tidio on Wix using custom JavaScript code. - [Install Tidio on WooCommerce](): Install Tidio on WooCommerce and connect your store. - [Install Tidio on WordPress](): Install Tidio on WordPress using the plugin or your installation code. - [Uninstall Tidio](): Remove the Tidio plugin or installation code from your website.