Delv
Dixa
Getting Started Guide

How to Use Dixa

A practical guide to get you up and running with Dixa. Written by Delv Editorial, Delv Team.

Getting started with Dixa

In this guide, you will learn how to set up Dixa for your customer service needs and start engaging with customers through various channels. By the end, you'll be able to manage interactions effectively and enhance customer experience using Dixa's AI capabilities.

Step 1: Sign up and set up

  1. Go to Dixa's website.
  2. Click on the "Get Started" button on the homepage.
  3. Fill in the required information, including your email, company name, and password, then click "Sign Up."
  4. Check your email for a confirmation link and click it to verify your account.
  5. Once logged in, follow the on-screen prompts to complete your profile and set up your team.

Step 2: Your first conversation

  1. In the Dixa dashboard, navigate to the "Channels" tab on the left menu.
  2. Select the channel you want to set up (e.g., "Chat" or "Email").
  3. For chat, click "Add Chat Channel," then customise the settings like greeting messages and response times.
  4. Once set, go to the "Conversations" tab to see incoming messages.
  5. Click on a conversation to respond. Use the AI suggestions to help you craft your replies.

Step 3: Get better results

  1. Use the "Customer Profiles" feature to view previous interactions. This helps in personalising responses.
  2. Set up automated responses for frequently asked questions under the "Automation" tab.
  3. Regularly review the "Reports" section to analyse response times and customer satisfaction ratings. This will help you identify areas for improvement.

Pro tip

Take advantage of the "Tags" feature to categorise conversations. This will make it easier to track issues and measure performance across different channels.

Common mistake to avoid

Avoid neglecting the customer profiles. Failing to check previous interactions can lead to repetitive answers and a poor customer experience. Always review the customer's history before responding.