How to Use Tidio AI

Getting started with Tidio AI

In this guide, you'll learn how to set up Tidio AI for your e-commerce or small business, enabling you to manage customer inquiries through a combination of live chat and AI-driven chatbots. You'll be ready to engage with your customers 24/7 in just a few minutes.

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 a Google account.
4. Once signed in, you'll be prompted to set up your first chat widget. Choose a name for your project and click "Next".
5. Select your business type and click "Next" again. You will then be directed to the dashboard.

Step 2: Your first chatbot

1. In the Tidio dashboard, click on "Chatbots" from the left-hand menu.
2. Click the "Create New Bot" button.
3. Choose a template or start from scratch. If you select a template, click on it and then click "Use Template".
4. Use the visual builder to drag and drop elements like messages, actions, and conditions to create the conversation flow.
5. Once satisfied, click "Save" and toggle the bot to "Active" to start using it.

Step 3: Get better results

1. Utilise the "Automations" feature by clicking on "Automations" in the left-hand menu. Here, you can set triggers based on customer behaviour.
2. Customise your chatbot's responses by clicking on "Chatbots" and editing the message texts to reflect your brand's voice.
3. Monitor chat performance through the "Statistics" section to see how well your chatbot is handling enquiries and adjust accordingly.

Pro tip

Use the "Integrations" section to connect Tidio with your existing e-commerce platforms like Shopify or WooCommerce. This allows for automatic updates and smoother interactions with customers.

Common mistake to avoid

Avoid setting overly complex conversation flows. Start simple and gradually add complexity as you become more comfortable with the tool. This helps prevent confusion for both you and your customers.