How to Navigate the Settings Panel
The settings section allows you to change the vital elements of the Tidio Chat back and front end. Here you will find information on how to edit your chat settings, manage operators, check into your account, and a lot more.
In the ‘settings’ panel you can find the following sections:
- Quick Responses
- Desktop & Mobile
- Contact Properties
- Project & Billing
Let’s dip deeper into each and learn what you can find there.
You can read more about all the possible settings in regards to the visual side of displaying the Tidio chat widgte on your website in our article about Channels section.
Here you can change your operator name, add your profile picture, change your email address, password and adjust your region so that your time zone would be displayed correctly.
NOTE: If you would like to change your time zone – simply change the region that will be applicable to your location..
Change the sound notifications for new incoming visitors, new chat requests, and new messages. If you would like to receive the notifications about new, incoming chats to your email address – enable the ‘Send email notifications’ option.
You can enable and adjust the Operators Online hours that will switch between your offline and online statuses automatically at specified times.
This setting works based on your current time zone that you’ve set up in your Tidio panel so, please make sure the correct time zone is set up at the bottom of the Operating Hours section.
In order to set up the hours when you are online – simply move the white circle and toggle it on the time you wish to be displayed as online.
You can read more on that in our article about Going Offline & Offline & Online hours.
Prepare short messages, links or answers, and use them during the conversation by using the “/” command. We have also another article which explains how quick responses work a bit deeper.
Here, you can deactivate, delete or add new operators. To learn a bit more about this, check out or Managing Operators article.
Connect your Tidio account with several third-party CRM, email marketing, and e-commerce apps. Find more information about our current integrations!
Desktop & Mobile
Download the apps for desktop and mobile for all common systems to be able to answer to your client’s inquiries faster. You can also check out our knowledge base articles to learn more about the desktop app and the mobile app. installation.
You can read more about how the contact properties work and how to set them up in our article on Contact Properties.
Project & Billing
Project & Billing section is divided into three separate subsections of preferences, address and billing.
This section allows you to change your project’s URL, enable periodic reports (daily, every 3 days, weekly, monthly), set your email notifications and clear previously banned visitors. You can delete the chat project here as well.
Here, you can change your physical address that is required to ensure that your emails comply with international anti-spam laws (CAN-SPAM, GDPR and others). Your address will appear in the footer of your emails sent from Tidio. To learn more, please consult our Terms & Conditions.
In the billing section, you can check on which plan you are at the moment and manage your subscription from there.
Here, you can download invoices, update your billing details, expand the account even further, or cancel your subscription.
Trace the actions of your visitors and collect the data of your visitors’ movements on your website. You can find a bit more about it in our article about Tracking.
Here, you can find out more about your chat project and modify your chat with the Tidio API. You will also find here your Public and Private Key about which we can ask you during our support.
If you have any questions regarding the settings, simply ask via chat or contact us at [email protected]