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How to Create a Website-Based Inbox?

Anna Tsaturyan

Last updated on Apr 20, 2024

Hi! Welcome to Hoory AI. In this user guide, we'll walk you through the simple steps of creating a website-based inbox on Hoory AI. Let's get started!

Creating a Website-Based Inbox

There are two easy ways to create a website-based inbox on Hoory AI:

Option 1: From the Conversations Tab

Click on the + New Inbox from the Conversations tab, which is open by default.

Option 2: From the Settings Tab

  1. Navigate to the Settings tab in the left sidebar.
  2. Click Inboxes from the expanded list of tabs.
  3. Click the Add Inbox button at the top right corner.

The 4-Step Flow

Regardless of the option you choose, both actions will open up the 4-step flow of the inbox creation process:

Step 1: Choose a Channel

Click "Website" to set up a website-based inbox.

Provide the necessary information in the fields, including:

  • Website name
  • Website domain
  • Widget color
  • Welcome heading
  • Welcome tagline
  • Enable or disable channel greeting functionality (choose whether to automatically send a greeting message to customers).

Step 3: Create Inbox

Once all fields are filled in, the Create Inbox button will activate. Click on it to finalize the process.

Step 4: Add Agents

Add agents from the dropdown menu.

Click the Add Agents button to associate them with the created inbox.

Final Steps

Congratulations! Your website widget is now created.

Click "Take me there" to view and integrate it seamlessly on your website.

Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory AI. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.