How to Use Tidio

Getting started with Tidio

In this guide, you'll learn how to set up Tidio for your small business or e-commerce store, enabling you to manage customer inquiries through AI chatbots and live chat efficiently.

Step 1: Sign up and set up

1. Go to Tidio's website.
2. Click on the Get Started Free button.
3. Enter your email address and create a password or sign up using your Google account.
4. Follow the prompts to choose your business type and set up your chat widget's appearance.
5. Once signed up, you'll be directed to the Tidio dashboard.

Step 2: Your first chatbot

1. In the dashboard, click on Chatbots from the left sidebar.
2. Select Create a New Bot.
3. Choose a template (like “Welcome Bot”) that fits your needs.
4. Customise the bot’s responses by clicking on each message bubble. Use the Edit button to change text and add actions.
5. Click Save when you’re done.
6. To test your bot, click on the Preview button at the top right and interact with it as if you were a customer.

Step 3: Get better results

1. Go to the Settings tab in the left sidebar.
2. Under Integrations, connect Tidio to your e-commerce platform (like Shopify or WooCommerce) for automatic order tracking and customer support.
3. Set up Triggers in the Chatbots section to automate responses based on customer actions, like greeting visitors after 10 seconds on your site.
4. Use the Helpdesk feature to manage customer inquiries that require human attention, ensuring no queries are missed.

Pro tip

Link your Tidio account with your existing knowledge base by using the Knowledge Base feature under Settings. This allows your chatbot to answer questions based on your existing FAQs, increasing its efficiency.

Common mistake to avoid

Don't forget to test your chatbot thoroughly before going live. Many users skip testing, leading to poor customer experiences when the bot misunderstands queries or provides incorrect information. Use the Preview function to simulate customer interactions and refine responses as needed.