Activating the Messenger

This guide will help you get started with Salesmate messenger, There are basically 5 easy steps to activate the messenger in your account and install its widget on your website but you need to have an admin account first.

1. Activate messenger

• Messenger can be activated by clicking on the Messenger Icon, from the Left Menu bar
• Click on "Activate Messenger" to Start your Free Trial from the Welcome Screen

Note: Make sure to check the expiry date mentioned just above the activate button for your trial account of the messenger.

2. Creating your workspace

Here you need to fill in the following information:

• Workspace name: It will be visible to your website visitors when they'll start a conversation.
• Team Intro: Write your welcome message
• To adhere to the compliances you would need to accept the "Terms & Conditions" and "Privacy Policy" 

• Select I agree to the "Terms & Conditions" and "Privacy Policy" option once you have read it.
• Click on the Create New Workspace button.

3. Inviting users to the workspace

Now you can invite some users to your workspace who will be communicating with your website visitors. It can be done in two ways:

• Invite everyone to messenger
• Invite selected users

• Once you have selected the users for your messenger, you can click on the Next button to Setup Appearance.

Important Note:  If you are inviting some users to the messenger, then make sure you check the box beside your name, otherwise it will not assign you the messenger license and you won't be able to access the messenger inbox.

4. Customizing and personalizing your messenger

Here you can customize the appearance of the messenger widget which will appear on your website to the visitors, either you can go with the default settings or Learn to customize your messenger later

• Click on the Finish button to save your changes.

5. Installing the messenger on your website

Here you'll see some code, which you need to copy and paste before the </body> tag of every HTML page of your website where you want the messenger widget to appear.

• Click on the Done button and Voila! It's all done. 😃

You are ready to chat with your customers.

Tip: You can click on the ‘Messenger settings’ icon available at the bottom left corner to visit the setup for customizing messenger as per your need.