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Getting started series

Answering your first customer chat

Set up how your company sends e-mail, add a chatbot to your website, and answer a visitor's chat yourself in the Inbox. The order matters because the chatbot sends e-mail through your profile and passes chats on to you as its agent. 6 videos, 10 minutes.

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  1. Part 1: Add the e-mail account your company sends from1:56 Part 1 of 6

    Add the e-mail account your company sends from

    Your chatbot and your notifications send their e-mails through an e-mail profile, and a new company has none yet.

  2. Part 2: Choose which account each kind of message uses1:27 Part 2 of 6

    Choose which account each kind of message uses

    The chatbot sends its e-mails from whatever profile the Sales purpose points to, so point it at your new mailbox.

  3. Part 3: Add a chatbot to your website1:53 Part 3 of 6

    Add a chatbot to your website

    Customer chats reach your Inbox through a chatbot, and a website chatbot needs no WhatsApp or Instagram account.

  4. Part 4: Choose who takes over and test your chatbot1:40 Part 4 of 6

    Choose who takes over and test your chatbot

    When the chatbot cannot help, it hands the chat to one of its agents, so add yourself before any customer writes.

  5. Part 5: Put the chat window on your website1:30 Part 5 of 6

    Put the chat window on your website

    Visitors can only start a chat once the chatbot's chat window is on your website.

  6. Part 6: Answer your first customer chat in the Inbox1:35 Part 6 of 6

    Answer your first customer chat in the Inbox

    This is the goal: every website chat arrives in the Inbox, and you take it over and answer it there.

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Our team configures FlairSuite with your data and trains your users when you go live. Book a free demo to start.

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