How to Use Tidio Copilot

Install the free Chrome extension

To get started with Tidio, the first step is to install our free Chrome extension. This extension integrates seamlessly into your browsing experience and provides powerful AI capabilities. Simply go to the Chrome Web Store, search for the Tidio extension, and click 'Add to Chrome'. This action takes only a few seconds, and once installed, it will appear in your browser toolbar, ready to assist you in enhancing your customer communications.

Create a free Tidio account

After installing the extension, the next step is to create your free Tidio account. This is a straightforward process designed with beginners in mind. Navigate to our website and locate the 'Sign Up' button. You’ll be required to enter basic information, such as your email address and a password. After completing this step, check your email for a confirmation link to activate your account. This step ensures that all your settings and data remain secure and accessible only to you.

Add knowledge

With your account set up, it's time to build your knowledge base. This is an essential step because it allows the AI to provide relevant and accurate responses to inquiries. Go to the knowledge section of your Tidio dashboard. Here, you can input various FAQs, common customer concerns, and helpful information that your customers might be seeking. The more comprehensive your knowledge base, the better the AI will function in providing assistance. Consider starting with 10-15 common questions and answers to optimize your initial setup.

Use, modify, or ignore suggestions

Once you have populated your knowledge base, you can begin engaging with your customers. As you converse via live chat, email, or social media, the Tidio AI Copilot will start to suggest responses. These AI-generated suggestions are based on the context of the conversation and the knowledge you’ve provided. As a user, you have complete control over these suggestions: you can directly use them, tweak them to better fit your voice, or ignore them if they don’t suit your needs. This flexibility ensures that your communications remain authentic while benefiting from AI efficiency.

Boost your productivity

Now that you've gone through the initial setup stages, it's time to harness the full potential of Tidio to boost your productivity. The AI Copilot works seamlessly with tools like Zendesk, Intercom, and Gmail, automatically suggesting context-aware responses that help you manage multiple customer interactions without losing touch with your unique customer engagement strategy. Utilize the AI to manage inquiries efficiently, allowing you more time to focus on complex issues or strategic tasks that require your expertise.

Overall, the comprehensive features offered by Tidio aim to revolutionize how you interact with your customers. By following these steps, from installing the Chrome extension to fully engaging with the AI capabilities, you can enhance your communication strategy remarkably. Not only will this save you time, but it will also improve customer satisfaction as you respond promptly and accurately to their needs. Enjoy the journey of integrating AI into your workflow, and watch how it transforms your customer service experience! Remember, the tool is completely free, and our aim is to empower you to provide excellent service effortlessly.