Getting started
Setting up Crisp starts with creating a workspace (tied to one website or app) and installing the chat widget or connecting channels (email, WhatsApp, Facebook Messenger, Instagram, SMS) into that workspace's shared inbox, which becomes the central place every invited operator sees incoming conversations.
Practical Details
Chatbot scenarios (built through a visual, drag-and-drop scenario editor, not code) can handle common questions or qualify a visitor before handing off to a human operator, and setting up even one basic scenario during initial setup is worth doing rather than launching with an empty, unstaffed-feeling widget. Inviting teammates requires adding them to this specific workspace individually, since workspace membership in Crisp doesn't span an organization's other connected sites automatically.
Actionable Considerations
- Connect the channels you actually use (chat widget, WhatsApp, email) into one workspace before inviting the full team.
- Build at least one basic chatbot scenario during setup so the widget doesn't feel unstaffed before operators are fully onboarded.
- Invite teammates to this specific workspace individually, since membership doesn't automatically extend to other connected sites.