How To Use Tidio Chat In WordPress

Table of Contents
how to use tidio chat in wordpress

Last Updated: April 2024

Hey there!

Did you know that over 40% of websites worldwide are powered by WordPress?”

If you’re a WordPress user looking to enhance your website’s customer support and engagement, then you’re in for a treat. Today, we’re diving into the wonderful world of Tidio Chat, a powerful and user-friendly live chat plugin designed specifically for WordPress.

Whether you’re a business owner, a blogger, or a freelancer, Tidio Chat can revolutionize the way you interact with your website visitors. So, grab a cup of coffee and get ready to learn how to use Tidio Chat in WordPress!

Oh, and here’s a fresh stat for you: “In the near future, it is anticipated that a staggering 85% of businesses will embrace the power of live chat support.”

Benefits Of Using Tidio Chat In WordPress

When it comes to boosting customer engagement and improving your website’s user experience, Tidio Chat in WordPress is a game-changer. Here are some fantastic benefits you can reap by using this powerful live chat plugin:

  1. Instant Communication: Tidio Chat enables real-time conversations with your website visitors. Gone are the days of waiting for email replies or phone calls. With live chat, you can engage with your audience instantly and provide prompt assistance.
  2. Increased Conversions: By offering immediate support, Tidio Chat helps to remove any obstacles that may hinder conversions. Visitors can have their questions answered promptly, leading to a higher likelihood of making a purchase or taking desired actions on your website.
  3. Personalized Interactions: Tidio Chat allows you to deliver personalized experiences to your visitors. You can greet them by their name, address their specific concerns, and offer tailored recommendations. Such personalized interactions build trust and loyalty, making visitors more likely to become repeat customers.
  4. Multichannel Support: With Tidio Chat, you can provide support across multiple channels, including your website, Facebook Messenger, and even WhatsApp. This versatility ensures that you can reach your customers wherever they prefer to engage with you.
  5. Visitor Monitoring: It also provides valuable insights into visitor behavior and preferences. You can track the pages they visit, their navigation patterns, and the time they spend on your website. This data helps you understand your audience better and make informed business decisions.
  6. Easy Integration: Integrating Tidio Chat into your WordPress website is a breeze. With simple installation steps and user-friendly customization options, you can have live chat up and running in no time.

By leveraging the benefits of Tidio Chat in WordPress, you can enhance customer satisfaction, increase conversions, and foster meaningful connections with your website visitors. It’s an indispensable tool for any business looking to deliver exceptional customer support and take their online presence to new heights.

[Back to the table of contents]

Four Easy Steps to Use Tidio Chat in WordPress

In this section, you will learn how to install and use the Tidio Chat in WordPress. We have created the step-by-step guide with illustrations for your clear understanding.

Step #1 Install The Plugin

1. Access your WordPress admin panel by logging in.

2. On the navigation menu located on the left-hand side, hover over the “Plugins” link.

3. To continue, simply choose “Add New” from the available dropdown options.

how to use tidio chat in wordpress

4. Type “Tidio Live Chat” into the search box provided for plugins.

how to use tidio chat in wordpress

5. Once you locate the plugin, simply click on the “Install Now” button.

how to use tidio chat in wordpress

6. After successfully installing the plugin, it needs to be activated before you can start using it. Clicking on the “Activate” button will activate the plugin.

how to use tidio chat in wordpress

Step #2 Configuring Tidio Live Chat

1. To use the plugin, you must create an account at Tidio. Once installed, you’ll be prompted to enter your email address on a designated page.

how to use tidio chat in wordpress

2. Once you click the “Let’s go” button, you will be redirected to the Tidio website. From there, you can proceed with providing the necessary information to finalize your account setup.

how to use tidio chat in wordpress

3. After completing the setup process for your Tidio Chat account, you will come across a button labeled “Enable notifications.” If you wish to receive desktop notifications whenever a new chat arrives, simply click on that button.

how to use tidio chat in wordpress

4. Upon returning to WordPress, you can expect to encounter a message confirming the successful integration.

how to use tidio chat in wordpress

5. Now, return to your site, and you will notice the chat window.

how to use tidio chat in wordpress

This chat prompt will be visible on all pages of your site, including posts, pages, and the home page.

Please note the configuration of the plugin and your engagement in the chats occur on the Tidio website, separate from your WordPress admin panel.

Step #3 Using The Chat

If you have enabled notifications, you will receive a message when a new chat begins. Click on the notification and it will redirect you to the chat.

how to use tidio chat in wordpress

In case you do not utilize notifications or happen to miss one, the Tidio website provides an indicator that displays active chats.

how to use tidio chat in wordpress

Click on the icon, and you will see a list of active chats. Simply click on a chat to engage with a visitor.

how to use tidio chat in wordpress

Along with the chat contents, you can view visitor information on the right-hand side.

The location information relies on IP address geolocation, which is generally accurate. However, if you need precise visitor location details, it is advisable not to solely depend on it, considering the prevalence of VPN usage these days.

how to use tidio chat in wordpress

This is how the chat appears from the visitor’s perspective.

how to use tidio chat in wordpress

When you are offline or logged out of tidio.com, the chat window allows the visitor to leave a message.

how to use tidio chat in wordpress

Step #4 Exploring Advanced Configuration Options

Explore the abundance of available settings in the Tidio Chat control plugin, as detailing each one is not possible here. As you embark on your journey, keep in mind that there are numerous options to discover. To help you get started, here are a few useful ones to consider.

Pre-chat Consent

Noticing that the example chat necessitates the visitor to provide their email address is quite common. The default setup includes this requirement, which can provide valuable information.

However, some visitors may hesitate to share their email addresses, which might deter them from asking questions. Therefore, let’s explore the steps to eliminate this requirement and accommodate their preferences.

1. Access the settings in the Tidio dashboard by clicking on the gear icon.

how to use tidio chat in wordpress

2. Scroll down in the Tidio dashboard and expand the “Pre-chat Survey” section.

3. Click on the “Display” toggle to disable the pre-chat requirements entirely.

how to use tidio chat in wordpress

4. To eliminate the email requirement, simply click on the X located to the right of the email survey field.

how to use tidio chat in wordpress

5. You have the option to include email, name, phone number, and GDPR compliance as requirements. For adding any of these requirements, choose the desired option from the drop-down menu and click on the “Add” button.

how to use tidio chat in wordpress

Switching The Chat Icon To A Sidebar

By default, the chat icon appears in either the bottom right or left corner of the page. However, if it obstructs any part of your content, you have the option to convert it into a sidebar link.

how to use tidio chat in wordpress

To do this,

1. Access the settings in the Tidio dashboard by clicking on the gear icon.

2. Next, click on the “Sidebar” icon.

how to use tidio chat in wordpress

3. Toggle the “Enable” button and proceed by clicking on the “Save” button.

how to use tidio chat in wordpress

Pre-set Replies

Quick responses are readily available pre-written messages that allow you to efficiently address common inquiries. Accessing them during a chat is as simple as entering “/“.

how to use tidio chat in wordpress

If you wish to incorporate your own responses, follow these steps:

1. Access the settings in the Tidio dashboard by clicking on the gear icon.

2. Next, click on the “Quick Responses” icon to proceed.

how to use tidio chat in wordpress

3. To create a new quick response, simply click on the “Add” button.

how to use tidio chat in wordpress

You will observe the option to edit or delete the available quick responses as well.

Resuming Chats After Being Away

Once you log out of Tidio Chat or close your browser, live chats become inaccessible on your site, and visitors will be presented with the “Leave a message” window. However, upon logging back into Tidio, live chats will resume their normal functionality.

When you are on your WordPress admin dashboard, resuming chats is a simple and convenient process.

1. Navigate to the left column of the navigation menu and select the “Tidio Chat” link.

how to use tidio chat in wordpress

2. By clicking on the link, you will be directed to the Tidio login page, and once you have logged in, the live chat availability will resume.

[Back to the table of contents]

Why Tidio Chat Is Not The Best?

The current process has a few shortcomings that should be addressed for optimal performance.

  • Lack of Scalability: Firstly, it lacks scalability, as it may become cumbersome to handle a large volume of chats efficiently.
  • Manual Inputs: Secondly, it heavily relies on manual input, which can be time-consuming and prone to human error.
  • Integration Limitations: Additionally, the process may lack integration with other systems or platforms, limiting its effectiveness in providing a seamless experience.
  • Absence of Automation: Finally, the absence of automation features hinders productivity and may result in delays in responding to chats.

Recognizing these shortcomings enables us to seek alternative approaches that address these limitations and enhance the overall chat experience.

User Reviews

Had most of the features that we needed. But since having the offline chat was of high importance to us, we decided to move away from Tidio.” – a verified user.

CON: Users have to enter email address to initiate chat.” – Crystal, Insurance company.

Installing the chatbots into a wordpress site seems a bit buggy.” – CEO, small business.

Also, read about the 10 Best Tidio Alternatives You Need To Know!

[Back to the table of contents]

Meet Saufter, The Best Tidio Alternative

Saufter is a leading helpdesk software that offers free live chat plugin specifically designed for WordPress websites. With its robust features and user-friendly interface, it offers an exceptional live chat experience for both website owners and visitors.

The platform allows you to engage with your site visitors in real-time, providing instant support and assistance. It comes packed with powerful tools such as chat routing, canned responses, visitor tracking, and customizable chat widgets.

Additionally, Saufter seamlessly integrates with WordPress, making it effortless to set up and manage. Elevate your customer support and enhance user satisfaction with Saufter as your go-to live chat solution for WordPress.

Key Features

    1. Integrated Live Chat & Knowledge Base: Chat widget integrates with KnowledgeBase, allowing article suggestions directly in chat.
    2. Automated Self-Service: Enjoy the convenience of setting up automation and freeing yourself from constant task repetition.
    3. Automate Agent Training: AI-powered simulations to train your new agents, saving you thousands of dollars on training.
    4. Bonus Credits: Get six months of free credits to use the software to its full potential.

Concluding Remarks

Ultimately, integrating Tidio Chat in your WordPress website opens up a world of possibilities for engaging with your visitors and providing exceptional customer support. It offers a user-friendly interface, powerful features, and seamless integration, making it a top choice for WordPress users.

“In fact, in the next 12-18 months, the usage of live chat is projected to increase by an impressive 87%.”

If you’re still in search of a remarkable alternative, we highly recommend diving into Saufter. With its array of robust helpdesk features like live chat, ticket management, knowledge base, and customer portal, Saufter empowers you to provide exceptional support experiences.

Don’t wait any longer—embark on your Saufter journey today by signing up for a 15-day free trial and unlock the full potential of superior customer support.

Reduce

Refunds

Automate Customer Support

Group 6342@2x
Refunds
Group 6342@2x
Order delay monitoring
Group 6342@2x
Subscription modifications
Group 6342@2x
Missing orders
Group 6342@2x
Subscription cancellations
Group 6342@2x
Much more
Claim Your 6 Months Of FREE Credits Now

Reduce Refunds
Automate Customer Support

Group 6342@2x
Refunds
Group 6342@2x
Order delay monitoring
Group 6342@2x
Missing orders
Group 6342@2x
Much more
Claim Your 6 Months Of FREE Credits Now

AUTOMATE CUSTOMER SERVICE AND REDUCE REFUNDS

Claim Your 6 months of FREE Credits Now!

Get the code. Use anytime in the next 6 months.

Helplama Helpdesk is now Saufter.io!