This guide will walk you through the steps to set up your first chat. You'll learn how to create a basic chat and preview it.
You can explore other detailed guides to learn about different card types, chat actions etc available in our help center.
Creating your first chat:
1. Once you login and access your domain, navigate to All Chats page
2. Click on Create New and then select New Chat
3. In the create chat dialog, type in a name for your chat, select the locale and a chat category. Click on create
4. This will take you to the compose section where you can author your chat.
5. Click on the + button to select the first card you want to add.
6. The selected card gets added in the chat tree. You can add the card text, update the question label, add a button etc.
7. Once you have added your first card, you can click on + to add more cards. You can add sections to organize your chat.
8. Once you have added a bunch of cards, you can preview your chat by going to Preview on the top right corner and selecting preview on web
9. The chat preview will open in a new tab where you can see a respondent view of the chat you created and you will be able to interact with the chat.
