Getting Started | Web2Chat Help Center

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Getting Started

Getting Started

Everything you need to know to get started with Web2Chat.

By tanazmasaba06 and 1 other2 authors17 articles

Install Web2Chat for Users on the Web

Setting up your workspace

Creating Additional Workspaces in Web2Chat_{Create a New Workspace for Separate Support Across Multiple Domains}

Accepting an Invite to a Web2Chat Workspace_{How to accept an invite and start collaborating with your team using Web2Chat.}

Add, Remove/Delete a Teammate_{How to invite teammates or remove them from your Web2Chat workspace.}

Creating A Test Workspace in Web2Chat_{Learn how to create a test workspace in Web2Chat to explore all the features and test the functionality of your Help Center.}

Your Workspace Settings_{Get familiar with each of your workspace settings in Web2Chat.}

Getting started FAQs

How can I contact the Support team?

Getting started FAQs_{Get the answers to some of our most frequently asked questions for getting started with Web2Chat.}

Getting Started with Web2Chat_{A step-by-step guide on how to get started with Web2Chat.}

Get The Best From Aura AI_{Learn about Aura AI and how you can make the best use out of it to enhance customer experience.}

Best Practices

Setting Up Roles & Permissions_{Learn how to configure permissions for each support team members in Web2Chat.}

Best Practices for Testing Web2Chat and Going Live_{Learn how to test Web2Chat before going live with your Help Centers.}

Best Practices for Adding Support Team Members to Web2Chat_{Learn the best methods for adding your support team members to Web2Chat.}

Installing the Web2Chat Messenger

Security in your workspace

Troubleshooting Identity Verification_{Learn how to resolve issues with identity verification in Web2Chat.}

Limit Teammate Access to Conversations_{Get more control over your Support team by configuring teammate's access to conversations on Web2Chat.}

What is Identity Verification?_{Learn about Identity Verification in Web2Chat.}

Permissions: How to Restrict Access for Some Teammates_{Learn how to restrict access to certain actions for specific teammates in Web2Chat.}