Set up Chattoko, one step at a time.
Short guides for the first week: add the chat, get a number, train the AI, invite your team and manage your plan. Menu names match what you see in the console.
Free to join the waitlist · 14-day trial when we open
Add the chat
Pick the way that fits your shop. You can use more than one.
On Shopify
Install Chattoko from the Shopify App Store and link your workspace. Then press Turn on in Shopify in Settings ▸ Installation: your theme editor opens with the chat switched on. Press Save.
Chattoko on the Shopify App Store · Chattoko for Shopify
On any website
Copy the line of code in Settings ▸ Installation and paste it just before
</body>. The same page has the steps for WordPress, Wix, Squarespace and Google Tag Manager.No website at all
Settings ▸ Installation also has your chat page: a link that opens your chat full-screen. Put it in your email signature, on a QR code or anywhere customers find you.
Get or forward a phone number
Phone numbers come with Chat + Phone plans.
Pick a country and what the number is for
Open Call ▸ Phone numbers. Choose Australia, the US or Canada, and whether the number is for calls or texts.
Pass the one-time checks
US and Canadian numbers are ready straight away. An Australian number first needs your business address, checked once by the phone carrier. To text from Australia you need a mobile number, which needs a one-time business check with your ABN and a document; it is usually approved in 1–3 business days.
Decide who answers
In Call ▸ AI Agent, switch on AI answers calls and choose when the AI should pick up. Call ▸ Call routing sets your phone menu and ring groups.
Keep the number you have
On day one, forward your existing number to your Chattoko number with your phone company. To move the number itself to Chattoko later, email us and we'll do the port with you.
Train the AI
The AI answers from what you give it, so start with the questions customers ask most.
Give it your knowledge
In Brain ▸ Knowledge, add FAQ pairs and documents, import pages from your website with Import from URL, or upload a PDF. A connected Shopify or WooCommerce store adds your products.
Write your Playbook
Brain ▸ Playbook holds how you work, in one place. The AI reads it first on chat, email and phone calls.
Test it in the Playground
Brain ▸ Playground lets you ask the AI anything and try it as chat, email or phone before customers do.
Keep it growing
Brain ▸ Suggestions collects questions the AI couldn't answer well, and FAQ ideas drafted from your past chats. Approve the good ones to add them to your FAQ.
More on training: How the AI learns your shop.
Invite your team
Open Settings ▸ Team, enter a teammate's email and choose a role. They get an invitation email and set a password when they first sign in.
| Role | What they can do |
|---|---|
| Owner | Everything, including billing and deleting the workspace |
| Admin | Everything except billing and deleting the workspace |
| Supervisor | Watches the inbox and analytics; no settings |
| Operator | Handles conversations only |
Your plan and billing
Paying on chattoko.io
Start the 14-day trial with a card. Nothing is charged until it ends.
Change plans in Settings ▸ Billing & Plans. To cancel, press Manage Subscription on the same page. Your plan keeps working until the end of the period you paid for; after that the workspace pauses until you choose a plan again.
Paying through Shopify
Your plan is on your Shopify bill, monthly, with a 14-day free trial. Choose, change or cancel it in the Chattoko app in your Shopify admin. Uninstalling the app ends its Shopify charge.
Still stuck?
Email support@chattoko.io. Signed in? Press Support in the console to chat with Chattoko support. Or ask our AI now: it knows how Chattoko works.
Chat with our AIQuestions people ask
Do I need to know how to code?
No. On Shopify you switch the chat on in your theme editor. On any other site you paste one line of code that Chattoko gives you.
Can I use Chattoko without a website?
Yes. Share your chat page link, or use a Chattoko phone number and let the AI answer calls.
Who can change billing?
Only the workspace owner. Admins can do everything else.
Where do I get help?
Email support@chattoko.io, ask the chat bubble on this site, or press Support in the console to chat with Chattoko support.
Ready to set up your shop?
Free to join the waitlist · 14-day trial when we open