Guide: Using Tidio (Live Chat)

Background: In light of precautions being taken to curb the spread of COVID-19, the need for online communication has increased. As a result, the Division of Student Affairs is offering to integrate a “live chat” feature into your office’s website, if requested.

“Tidio” is the service we have chosen to use for live chat integration.

1) Submit a Request

2) Plugin Activation & Setup

  • DSA Web will install and setup of the plugin on your site
  • DSA Web will then create a Tidio account for you to use
  • You will receive an email with your Tidio account credentials

3) Accessing & Using Tidio

  • Note that, while your website visitors will be chatting directly from your website (using a widget in the corner on your webpages), you will be responding from within the Tidio dashboard
  • Once you’ve been given your account credentials, you can sign into the Tidio, you can login by going to: https://www.tidio.com/panel/login
  • Most of your use of Tidio will exist solely within the “Conversations” tab (the chat bubble icon listed in the left-hand menu)
    • Whenever a visitor of your website uses the chat tool, you will see a new conversation appear and can start chatting just like you would with any other chat system

4) Additional Tidio Tools/Resources