A tour of the console
The console is where you and your team answer customers and set up the AI. On a computer the sections sit in the menu at the side. On a phone the bar at the bottom shows the ones you use most, and the rest are under More.
Steps
Open Home for your day at a glance: Needs your attention, Today's ledger, Plan & limits and, while you set up, Getting started.
Open Inbox to answer customers: Conversations holds chats, and Tickets holds emails. Chats the AI hands to a person land here.
Open Customers: Contacts lists the people you've talked to, and Visitors shows who is on your website now.
Open Brain to teach your AI. It has Playbook, Playground, Knowledge, Suggestions and Configure.
Open Flows for automatic replies and steps, and Call for phone numbers, call routing, the AI Agent and Call back.
Open Analytics for your numbers, Integrations to connect apps such as Shopify, and Settings for your business, chat look, team and billing.
Press Ctrl+K (Cmd+K on a Mac) and type a place name to jump straight there.
Stuck? Press Help in the top bar for these guides, then Write to us under Contact support to send us a request, or press Support to chat with Chattoko support.
Check it worked
Press Ctrl+K (Cmd+K on a Mac), type "Installation" and press Enter. Settings ▸ Installation opens.
If it didn't work
- Some sections are missing for a teammate.
- What you see depends on your role. Owners and admins see everything. Supervisors see Inbox, Analytics, the day-to-day parts of Call, and only Visitors in Customers. Operators see the Inbox only.
- I can't find Call.
- It can be switched off. Open Settings ▸ Installation and check Calls & SMS under Contact channels.
- I want the console in another language.
- Open Settings ▸ Display and pick your language. It applies on this device and reloads the page.
Related
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