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

Simply click on the messenger icon on the left sidebar, and a welcome screen will appear with a button to activate the messenger. Click on the Activate Messenger button.

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:

1. Workspace name: It will be visible to your website visitors when they'll start a conversation.
2. Write your welcome message

Select I agree to the "Terms & Conditions" and "Privacy Policy" option once you have read it, then click on the Next 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:

1. Invite everyone to messenger
2. Invite selected users

Once you have selected the users for your messenger, you can click on the Next button for the next step.

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 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 Next 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.