Getting Started with ChattyPie

Welcome to ChattyPie! This guide walks you through setting up your workspace, inviting your team, installing the chat widget, and handling your first customer conversation.

1. Create Your Workspace

After signing up you land on the dashboard. Your workspace is your team's shared environment — all conversations, settings, and data live here.

1. Go to Settings > General
2. Enter your workspace name (e.g. "Acme Support")
3. Upload a logo — this appears in the chat widget and knowledge base portal
4. Click Save

2. Add Your Team

Navigate to Settings > Moderators and click Invite Member. Enter an email address and choose a role:

Role	Permissions
Owner	Full access — billing, settings, conversations
Moderator	Conversations, templates, knowledge base

Team members receive an email invitation with a link to join.

3. Install the Chat Widget

Go to Settings > Installation and copy the embed snippet:

<script
  src="https://your-domain.com/widget.min.js"
  data-website-uid="YOUR_WORKSPACE_UID"
  async>
</script>

Paste this before the closing </body> tag on every page where you want the widget to appear. The widget loads asynchronously so it won't slow down your site.

4. Handle Your First Conversation

When a visitor sends a message through the widget, it appears in the Conversations tab in real time.

1. Click the conversation to open the thread
2. Type your reply in the composer at the bottom
3. Press Enter (or click Send) to respond
4. Use the right sidebar to set priority, assign a team member, or add tags

5. Organize with Tags

Tags help you categorize conversations by topic. Create tags like billing, bug, or feature-request in Settings > Tags. Apply them to conversations for filtering and reporting.

Next Steps

• Set up SLA policies to track response times
• Create templates for common replies
• Enable the AI auto-respond to handle FAQs automatically