Creating a Free Tidio Account
The first step in integrating Tidio is to create a free account on their official website.
Follow these steps:
- Navigate to the Tidio website.
- Click on the “Get Started Free” button.
- Fill in the required information, such as your email address, password, and website URL.
- Agree to the Tidio’s Terms and Conditions and Privacy Policy.
- Click on the “Get Started for Free” button.
Once your account is created, you'll gain access to Tidio's dashboard, where you can customize your chat widget and configure AI responses. Tidio offers a seven-day full-featured trial, allowing you to explore all premium features before committing to a paid plan. However, the free plan is sufficient for many small businesses and provides essential live chat and AI chatbot functionalities.
Customizing Your Chat Widget
Customizing your chat widget enhances its integration with your website's design, providing a seamless user experience. Tidio offers extensive customization options to Align the widget's appearance with your brand.
Here’s how you can customize your chat widget:
- Access the Appearance Settings: Navigate to Settings > Live Chat > Appearance in your Tidio dashboard.
- Background Color: Select a background color that matches your website’s color scheme.
- Welcome Image: Choose to display operators’ collage or your brand logo.
- Online Status: Modify the online status message to inform visitors of your availability.
- Widget Position: Position the widget on the left or right side of your website.
- Button Label: Change the button label text (e.g., "Chat with us").
- Enable Widget Sounds: Enable or disable sounds for new messages.
By tailoring these appearance settings, businesses can enhance the user experience and create a more Cohesive brand presence. Customizing the widget to match your website's look and feel can significantly improve user engagement and increase the likelihood of customers initiating a chat.
Integrating Tidio with WordPress
For WordPress users, Tidio offers a dedicated plugin that simplifies the integration process. Follow these steps to integrate Tidio with your WordPress website:
- Install the Tidio Plugin: In your WordPress dashboard, go to Plugins > Add New.
- Search for “Tidio” and install the Tidio Live Chat plugin.
- Activate the plugin.
- Click on the Tidio Chat tab in the left-HAND menu.
- Log in with your Tidio account credentials.
- Choose the project you want to integrate.
After completing these steps, the Tidio chat widget will be automatically installed on your website. Now, you are ready to start using live chat and AI chatbot to communicate with your website visitors.
Setting Up the AI Chatbot
Tidio allows you to set up an AI chatbot, named Lyro, to answer customer questions automatically.
Lyro learns from your website content and provides immediate responses to common queries. Follow these steps to set up the AI chatbot:
- Go to the AI Chatbots section in your Tidio dashboard.
- Click on “Set up Lyro AI.”
- Add your website content by entering URLs for FAQ pages, main pages, and policy pages.
- Click on “Upload” to train Lyro on your website content.
It's important to add as much relevant content as possible to ensure the AI can answer a wide range of questions. The more data Lyro has, the better it will perform. Additionally, regularly review and update the training data to keep it current and accurate. Properly trained AI can significantly reduce the workload on your live agents and provide immediate assistance to customers, enhancing their overall experience.