Setting up your account

Good day! I’m Adrian. I find new software daunting and it’s time-consuming to learn it and get set up. So over the next five videos, we’ll walk you through setting up your tawk.to dashboard and get you ready to respond to an incoming chat. Follow me!

So, in the first video, we’ll walk you through how to set up your tawk.to dashboard. Step one is to sign up for a Free Account, and you can do that by visiting the tawk.to website and just signing up there. Once you’ve signed up and logged in to your tawk.to account, head to the lower-left corner to the icon over here and click on that. I’ll walk you through and explain every one of these menu options.

So, the first one is where you can set your status and there are three options you have on here. You have ‘Online.’ So if you’re logged in to tawk.to, it will set you as online naturally as the default. And that means you’re available to respond to chats. In the ‘Away’ status, visitors are notified that you may or may not be available to respond to chats. But just keep in mind if you have multiple people associated with a property with a chat widget, even if you set your status to away but other people are set as online, the widget will still show as online. Everyone would need to set their status to Away for the widget to change to away. The ‘Invisible’ option sets your status to offline, but still allows you to navigate the dashboard and look at other incoming chats without notifying visitors that you are available to respond to chats.

Our next option is ‘Accept chats from.’ So with tawk.to you could be associated with multiple widgets. We call them properties. So you can be associated across multiple businesses, you could have multiple widgets across different websites, and each of those widgets we can create a property for. So here are the properties I’m associated with and if I didn’t want to respond on behalf of one of them, then I simply just set my status to offline.

So, when you’re invited to a new property, you receive an email, but you also receive a notification in the lower-left corner. Simply click on this. It says: “You have been invited to join Dashboard Demo …” You can either accept or reject it. And now, let’s just refresh our dashboard, and you’ll see we now have Dashboard Demo over here and these are all the other properties that you can access the settings for from this menu here.

As we keep working our way down the menu, I’m going to come back to ‘Edit Profile.’ As you can see, this little section is all about ‘Desktop and sound notifications’ and you can simply activate/deactivate desktop or sound notifications from this menu quite quickly. But if you want more options, just click the menu item and you can change your desktop and sound notifications and ring tones and how long, etc. — all from within here.

The next option which is relevant is ‘Help.’ So if you need help, you can start the chat with our team directly here, and you’ve got access to the Help Center, our Knowledge Base, from this menu, and you can change the widget language from this menu item as well. And to log out, either simply close the browser or click the ‘Logout’ option.

In the ‘Edit Profile’ is where you can edit your account settings. Now, the first question is, about your name. Now, the name on the account is not the name that you have to respond to chats with?” I’ll show you. You can set up ‘Aliases’ or ‘Avatars’ that you can respond to chats with.

So, let’s put my full name in here. Click ‘Save’. Here you can edit your email, or your position title. This weekly roundup gives you the statistics for the properties you’re associated with. Here’s where you edit your password and you can add an image to your account. Now, you can select from the avatars or you can upload your own image. Let’s upload our photo. There we go — that looks lovely! Don’t forget to click ‘Save’ and make sure it’s compliant with the requirements at the top here. Done!

The second option down is ‘Aliases,’ so when I respond to a chat, I’ve got all these options and I believe you can set up up to 20 different aliases. So my default is set as Adrian with this image and I haven’t put a position title, but you’ll see I have all these options available to me. So I can respond as Stephanie from Sales with this avatar and I could set that as the default status. So that means naturally when I go to answer a chat, Stephanie will be the first option available to me.

Now, in the subsequent videos, I’m going to talk about shortcuts in its own video and I’m going to discuss your profile page as well. That will give you a quick understanding of the options you have for customizing your account within tawk.to.

Learn More:

How to edit your account settings

Enabling desktop notifications 

Creating and managing aliases

How to edit your account settings

Here is a video showing you how to edit your account settings.

Enabling desktop notifications

Here is a video showing you enabling desktop notifications.

Creating and managing aliases

Here is a video showing you creating and managing aliases .