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Setup Account

Get started with VowChat. This section guides you through the basic setup.

By VowChat Solutions

• 7 articles

Customizing your personal profile

Your personal profile settings can be found on the bottom left corner of your dashboard. These settings affect how you appear on the dashboard, live-chat widget, and all external communication emails. Update your Agent profile Profile Image - Upload a headshot or avatar - If left empty, defaults to your Gravatar Full Name - Example: "John Hopkins" - Used in all communications Display Name - Example: "John H." - Shown in the chat widget Email Address - Used for login and notifications - Important: If you update your email address, the system will log you out Set your omnichannel personal message signature You can set a personal signature that appears in your messages. For detailed instructions, see our separate guide on setting up message signatures. Set/reset your password To change your password: 1. Enter your current password 2. Enter your new password 3. Confirm your new password Password Requirements: - At least one uppercase character (A-Z) - At least one numeric character (0-9) - At least one special character (!@#$%&*()_+-=[]{}|'"/.,<>:;?~) Choose how you want to send messages Select your preferred hotkey for sending messages: - Enter - Press Enter to send - Cmd/Ctrl+Enter - Press Cmd (Mac) or Ctrl (Windows/Linux) + Enter to send Saving Changes After making any changes, click "Update Profile" to save. You'll see a confirmation message when your profile is successfully updated.

Last updated on Nov 06, 2025

Setting up notifications

To access notification settings, open your profile settings from the profile menu on the sidebar. Here, you'll find all settings associated with your profile, including configurations for audio, email, and push notifications. Note: These settings apply to your profile only and do not change settings globally. Audio Notifications Audio notifications are available when you have VowChat open in the browser. They are sent immediately, based on your chosen settings. Alert tone You have five different alert tones to choose from. Each tone can be previewed by pressing the preview button. Alert events for conversations Three options are available: 1. My assigned conversations: Alerts only for conversations assigned to you 2. Unassigned conversations: Alerts for conversations with no assignee 3. Open conversations assigned to others: Alerts for conversations assigned to peers, excluding unassigned conversations Alert conditions Two conditions are available: 1. Send audio alerts only if the browser window is not active 2. Send alerts every 30s until all assigned conversations are read Recommendation for agents: Enable audio notifications for assigned conversations to balance staying informed while minimizing distractions. Push Notifications and Email Notifications VowChat sends notifications about new events via: - Browser push notifications - Mobile app notifications - Email Recommended settings: Enable notifications for assigned and mentioned conversations. Enabling push notifications in the browser To enable browser push notifications: 1. Click the toggle to enable browser notifications 2. Your browser will prompt you to allow notifications 3. Click "Allow" to enable push notifications If the prompt doesn't appear, check your browser settings to ensure notifications aren't blocked for VowChat. Email Notifications Email notifications keep you informed even when you're not actively using VowChat: - Configure which events trigger email notifications - Set frequency preferences to avoid inbox overload - Customize notification content based on your needs By properly configuring your notification settings, you can stay on top of customer conversations without being overwhelmed!

Last updated on Nov 06, 2025

Adding Agents

An Agent is a member of your Customer Communications team on VowChat. Agents will be able to view and reply to messages from your users. To add agents to your VowChat account, you can use the 'Click here to invite a team member' link. Alternatively, navigate from Settings → Agents. Adding an Agent Step 1. You'll be redirected to the Agents management page where your name will be listed by default as Administrator. Step 2. Click the Add Agent button on the top right-hand side. Step 3. A window will pop up to enter Agent details: - Name: Full name of the agent - Role: Choose from Agent or Administrator - Email address: Valid email for login and notifications Step 4. Click Add Agent to confirm. Step 5. You'll see an "Agent Added Successfully" message, and the agent will receive an email invitation to join your VowChat account. Agent Roles Administrator: - Full access to all features - Can manage settings, agents, and billing - Can create and delete channels - Can access all conversations Agent: - Can view and reply to assigned conversations - Can access channels they're assigned to - Cannot modify account settings - Cannot manage other agents Modifying or Deleting an Agent Step 1. Navigate to Settings → Agents - Use the pencil icon to edit an agent - Use the red cross icon to delete an agent Step 2. When editing an agent: - The agent's prefilled information will appear - You can modify the name and role - Click Edit Agent to save your changes - Click Cancel to discard changes Deleting an agent: - Click the delete icon (red cross) - Confirm the deletion - The agent will lose access immediately and be removed from your account

Last updated on Nov 07, 2025

Adding Channels

A Channel is an instance that connects your website or social media accounts like Facebook, Twitter, or chat platforms like WhatsApp, Line, and more to VowChat. You can have unlimited* Channels in your VowChat account. You can add a Channel to your account in any of the three ways described below. I. Through your Welcome/onboarding screen You'll see the option to connect your Channels on the onboarding screen. Click on "Click here to create a channel". II. Through your Settings screen On your VowChat dashboard, navigate to Settings → Channels. Start Adding Channels Once you reach the channels screen, click on the "Add Channel" button at the top right corner of the page. Start selecting channels. Supported channels include: - Website - Live chat widget for your website - Facebook - Messenger integration - Twitter - Direct message support - WhatsApp - Business API integration - SMS - Text message support - Email - Support email integration - API - Custom channel integration - Telegram - Direct messaging - Line - Popular in Asian markets For detailed configuration instructions for each channel type, refer to our specific channel setup guides. *Number of channels are subject to a fair use policy based on number of agents and subscribed plan

Last updated on Nov 07, 2025

Adding Teams

Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively. Steps to Add Teams Step 1. Navigate to Settings → Teams → Create new team. Step 2. Create team details: - Team Name: Assign a name (e.g., Sales, Support, Engineering) - Team Description: Brief explanation of team's purpose - Auto assign checkbox: Enable to automatically assign conversations to this team Step 3. Add agents to the team: - Select agents who will be part of this team by clicking the checkboxes - Click "Add Agents" to confirm - Only selected agents will see and work with these teams - Agents can be part of multiple teams Step 4. Finish team creation. Your new team will now appear in the teams list. Modifying or Deleting Teams Step 1. Navigate to Settings → Teams - Use the edit icon (pencil) to modify team details - Use the delete icon (red cross) to remove a team Step 2. When editing a team: - Update team information as needed - Add or remove agents - Change auto-assignment settings - Click "Update Team" to save changes - Click "Cancel" to discard modifications Deleting a team: - Click the delete icon (red cross) - Confirm the deletion - The team will be removed from your account

Last updated on Nov 07, 2025

Create Your VowChat Account

Getting started with VowChat is simple! Follow these steps to create your account and begin providing exceptional customer support. Step 1: Visit the Signup Page Go to vowchat.ai and click "Create a free account" or visit the signup page directly at: https://app.vowchat.ai/app/auth/signup VowChat homepage with signup button Step 2: Complete the Signup Form Fill in the required information: 1. Full Name Enter your full name (e.g., "John Hopkins") 2. Work Email Provide your business email address 3. Account Name Choose a name for your account (e.g., "Wayne Enterprises") 4. Password Create a strong password that includes: - At least one uppercase letter - At least one number - At least one special character 5. Confirm Password Re-enter your password to confirm 6. Coupon Code (Optional) If you have a coupon code, enter it here to apply discounts or special offers Once you've filled in all fields, click "Create Account" to continue. Step 3: Email Verification After submitting the signup form: 1. You'll be automatically logged into your VowChat dashboard 2. Check your email inbox for a message titled "Confirmation Instructions" from VowChat Step 4: Confirm Your Account Open the confirmation email and click the "Confirm my account" button. You'll be redirected back to your VowChat dashboard, and your account will be fully activated! What's Next? Now that your account is created, here are the recommended next steps: 1. Customize your personal profile - Add your photo and contact details 2. Configure account settings - Set up your account preferences 3. Add Agents - Invite your team members 4. Add Channels - Connect your communication channels (website, email, social media) 5. Configure chat widget - Customize your website chat widget 6. Add Teams - Organize agents into teams 7. Add Labels - Create labels for organizing conversations 8. Add Response Templates - Create templates for common responses 9. Set up Integrations - Connect with other tools 10. Connect Applications - Integrate third-party apps Welcome to VowChat! 🚀

Last updated on Nov 06, 2025

Customizing your General Settings

General settings allow you to customize your organization's account information in VowChat. Accessing General Settings Navigate to Settings → Account Settings to access your general settings. Configurable Settings Account Name Enter your organization's name (e.g., "Hopkins Inc."). This name will appear throughout your VowChat account and in communications with customers. Site Language Select your preferred language from the dropdown menu. For example, choose English (en) for English language interface. The site language affects: - Dashboard interface language - System messages and notifications - Default language for automated responses Ticket Auto-Resolution Set the number of days after which an inactive conversation (ticket) will automatically resolve. For example: - Set to 7 days for weekly auto-resolution - Set to 30 days for monthly auto-resolution - Leave blank to disable auto-resolution This helps keep your conversation list clean by automatically closing inactive conversations. Saving Your Changes After making any changes: 1. Click the "Update Settings" button located on the top right of the screen 2. Wait for the success message confirming your changes have been saved Your general settings will be applied immediately across your VowChat account.

Last updated on Nov 07, 2025