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Articles on:OneChat | Account Setup
Begin the initial kick-start of OneChat

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  • OneChat | Introduction
  • OneChat | Account Setup
  • OneChat | Features
  • OneChat | Website Chat
  • OneChat | Integration
  • OneChat | Campaigns
  • OneChat | Advanced
  • OneChat | API Channel
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  • OneCRM | Introduction
  • OneCRM | Using OneHash CRM
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  • OneCRM | User and Permissions
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  • How to create an OneChat account
    Create an Account This guide will help you to create an account at OneChat . If you are using a self-hosted OneChat installation, you may directly open the URL https://onechat.is/app/auth/signup . If you want to use OneChat cloud, you may open https://app.onechat.is and click on the "Create an account" button. This button takes you to the signup page. The fields required to signup are as shown below.Few readers
  • How to configure profile in OneChat
    Configure your profile This guide helps you set up your profile with image, display name etc, and change your password. To navigate to the profile settings page, click on the kebab menu icon on the dashboard's bottom left corner, which would open a menu. Then, click on Profile Settings from the menu. Update your profile This section will help you to update your aFew readers
  • Configure Account in OneChat
    Configure account details An account in OneChat holds the information about the organization. You can update the name or language used in the account by changing the settings as show below. To update account details, click on Settings -Account Settings. The available settings are shown below. Account Name : Enter the name of your Account. eg: Hopkins Inc Site Language :Few readers
  • How to add agent in OneChat
    Add Agent An Agent is a member of your Customer Support team. Agents will be able to view and reply to messages from your users. Click on 'Settings' on the Left Hand Side OR 'Click here to Invite Team Member' to Add Agents. The Below Section will Open. Your Name will be listed by default as Administrator - Administrator will have access to all OneChat features enabled for your account, including settings, along with all of a normal agents' privileges. (https://storage.crisp.chat/users/Few readers
  • Add inbox in OneChat
    Add Inbox An Inbox shows the connection of a website or a Facebook page to OneChat. You can have unlimited inboxes in your OneChat account. Inbox can be added to your account in any of the 3 ways as below. One way is to click on 'Click here to create an inbox' like in the picture given below. Second way to create Inbox is to click on Settings on OneChat Dashboard home page and then to Click on InboxesFew readers
  • Setting up Widget in OneChat
    Setting up Widget Click on Inbox on the home screen. The Inbox you have created will appear here. If you have created multiple inboxes, click on the inbox for which you need to create the widget. Click on Settings. Below Screen will open up. This screen shows the various Settings of the Inbox which can be changed. (https://storage.crisp.chat/users/helpdesk/website/6f1c2c7bFew readers
  • How to Add Teams in OneChat
    Add Teams Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively. Click on Settings on OneChat home screen. Click on Teams and then on Create new team button on the Right Hand Side. Below screen will open where you can add Teams as per yourFew readers
  • How to Add Label in OneChat
    Add Label Labels help you to categorize conversations and prioritize them. You can assign label to a conversation from the side panel. Labels are tied to the account and can be used to create custom workflows in your organization. You can assign custom color to a label, it makes it easier to identify the label. You will be able to display the label on the sidebar to filter the conversations easily. Click on Settings on OneChat home screen. Click on Labels and then Add Label button on theFew readers
  • Integrations in OneChat
    Integrations OneChat is designed such that it can work alongside the project communication application that you are using in the project. For example, Slack and Webhooks are already integrated in OneChat. Click on Settings on home page . Slack If your account/Few readers
  • Applications in OneChat
    Applications In this section, OneChat has Dialogflow application already collaborated. This helps in creating automated responses in your conversation window. Let the bot handle the queries before handing them off to a customer service agent. Click on 'Settings' on OneChat Dashboard Home Screen. Next, click on 'Applications' on left side Menu bar. (https://storage.crisp.Few readers

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