Frappe Content licensed CC-BY-SA 3.0
English
Go to website
Back
Articles on:
OneChat | Account Setup
Begin the initial kick-start of OneChat
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 a
Few 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 Inboxes
Few 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/6f1c2c7b
Few 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 your
Few 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 the
Few 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