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This guide walks you through the main features unlocked with Crisp Plus, and helps you prioritize the first setup steps after upgrading.

Crisp Plus is built for teams that need a more advanced, AI-powered support setup. It expands your workspace with Hugo AI Agent, advanced analytics, ticketing, white labelling, a larger team capacity, more integrations, and stronger routing possibilities through sub-inboxes. Rather than trying to enable everything at once, the best approach is to start with the features that will have the biggest operational impact on your team first.

What is included in the Plus plan?

Plus includes everything from the lower plans, along with a broader set of AI, analytics, routing, branding, and integration features.

Main additions unlocked with Plus

Hugo AI Agent → Deploy an AI support agent that can answer, guide, triage, and escalate conversations.
AI-first support tools → Use conversation summaries, topic detection, AI-assisted workflows, and other advanced AI capabilities across your workspace.
Sub-inboxes → Organize conversations by team, topic, escalation flow, channel, or priority.
Advanced analytics → Build custom dashboards and reporting views that match your own KPIs.
Ticket Center → Offer an authenticated customer portal where users can create, track, and reply to support tickets.
White labelling → Remove the Crisp watermark from your widget.
Enhanced rate limits → Adapt platform limits more comfortably to heavier usage.
Stripe integration → Surface revenue-related information directly in conversations.
Salesforce integration → Sync Crisp data with Salesforce.
Knowledge Base → Publish help articles and self-service documentation for your customers.
Voice transcripts → Get transcripts for supported voice interactions and audio messages.
More seats included → Plus includes up to 20 agent seats by default, with additional seats available if needed.

Plus is usually the right fit when your team needs to combine human support, self-service, and AI automation in the same workflow.

Getting started with the Plus plan

1 - Invite your team

One of the first benefits of Plus is the larger team capacity. This makes it much easier to centralize support, sales, and escalation workflows in the same workspace.

To invite teammates, go to https://app.crisp.chat and navigate to Settings → Workspace Settings → Operators.

Before you start

Workspace owner access → You should use an owner account to manage roles and permissions.
Team email addresses → Prepare the email addresses of the teammates you want to invite.
Role planning → Decide in advance who should be an owner, admin, or operator.

Once your team is invited, it is worth sharing a short onboarding guide with them so they can understand how the inbox works and start replying consistently.

For a smooth onboarding flow, you can share Getting Started With Crisp for Customer Support and How do I invite other agents to my inbox?.

2 - Structure your workspace with sub-inboxes

Sub-inboxes are one of the most practical features unlocked on Plus. They let you route and separate conversations without splitting your whole support operation across multiple workspaces.

Go to https://app.crisp.chat and navigate to Inbox → Sub-inboxes.

Good first use cases

Support escalation → Send complex or sensitive cases to a dedicated queue.
VIP or high-value customers → Give priority handling to strategic accounts.
Channel-based separation → Group WhatsApp, Instagram, live chat, or email conversations independently.
Internal specialization → Separate billing, technical support, partnerships, or sales requests.

Sub-inboxes help clarify ownership and reduce noise for agents. They are especially useful once your volume starts increasing, or when several teams work inside the same Crisp workspace.

You can go further with How can I create sub-inboxes in my Crisp Workspace?.

3 - Train Hugo with the right data

For many teams, this is the most impactful step after upgrading. Hugo becomes much more useful when it is trained on reliable content and given clear instructions.

Go to https://app.crisp.chat and open AI Agent from the main navigation.

Hugo can be trained with several data sources, including your Knowledge Base, website content, conversation history, and custom Q&A snippets.

Recommended starting approach

Start with your most common questions → Turn your repetitive support answers into short, explicit Q&A snippets.
Import your help content → Your Knowledge Base is often one of the highest-value data sources for Hugo.
Crawl relevant website pages → Focus on pages with useful support information, not marketing fluff.
Review your conversation history → Use recurring support topics to identify missing information.
Add clear guidance → Use Hugo instructions and routing rules to shape tone, behavior, escalation, and task handling.

Do not try to train Hugo on everything at once. A smaller but cleaner knowledge base usually performs better than a large set of vague or redundant resources.

To set Hugo up properly, use Getting started with Hugo AI Agent, How can I add data sources to Crisp AI Hub and why?, and How do Hugo instructions work?.

4 - Deploy Crisp Search Chatbox AI to increase self-service

If your goal is to reduce repetitive conversations before they even reach the inbox, Crisp Search Chatbox AI is one of the best places to start.

This feature adds an AI-powered search experience directly into your chatbox, encouraging visitors to search for answers before contacting your team. It is especially useful if you already have a Knowledge Base or strong web documentation.

Go to https://app.crisp.chat and navigate to Settings → Chatbox Settings → Plugins, then configure the search experience for your widget.

Why this matters

It reduces repetitive questions → Users can find answers before opening a conversation.
It improves asynchronous support → Customers can self-serve even when your team is offline.
It complements Hugo well → Search and AI automation work best when paired together.

You can follow How do I setup Crisp Search Chatbox AI on my chatbox widget? and strengthen the experience further with your Knowledge Base.

5 - Build dashboards that reflect your own KPIs

Plus unlocks advanced analytics and custom dashboards, which are extremely useful once you want to move beyond standard support metrics.

Go to https://app.crisp.chat and navigate to Analytics.

This lets you measure things such as team workload, AI performance, support responsiveness, ticket volume, and self-service efficiency with more flexibility.

Useful first dashboards to build

Support activity overview → Volume, response times, and resolution patterns.
Team performance dashboard → Ownership, activity, and workload distribution.
AI impact dashboard → Automated conversations, assisted resolutions, and deflection trends.
Knowledge Base impact dashboard → Which content helps reduce inbound support demand.

To get started faster, read How do Crisp Analytics work? and Set up Crisp Analytics for Customer Support: 4 dashboards templates.

6 - Launch a customer ticket portal with Ticket Center

If your customers work from an authenticated dashboard or app, Ticket Center can become an excellent complement to live chat.

It gives users a dedicated portal where they can open tickets, view current and past requests, and reply from a centralized support page. On the agent side, those tickets appear as regular conversations inside Crisp.

Go to https://app.crisp.chat and navigate to Plugins → Ticket Center.

Ticket Center is especially useful when

You have authenticated users → The experience is designed for logged-in environments.
You want a structured support portal → Instead of relying only on chat or email.
You need ticket history visibility → Customers can check previous requests on their own.

Ticket Center is best suited for authenticated areas of your website or product, where you can securely identify the customer.

Setup instructions are available in How can I setup the Ticket Center plugin?.

7 - Connect your business tools

Once your inbox is structured and your AI setup is in place, integrations can help enrich conversations with more business context.

For example, Stripe can surface revenue-related information in the inbox, while Salesforce can help synchronize contact data with your CRM.

Go to https://app.crisp.chat and navigate to Plugins to browse and enable the integrations relevant to your workflow.

Common priorities

Salesforce → Good for teams that want Crisp and CRM data to stay aligned.
Stripe → Useful when billing or purchase context matters during support.
Other integrations → Explore the plugin catalog to connect the tools your team already uses.

For CRM setup, read How to use the Salesforce integration with Crisp?. You can also browse the full Crisp integrations catalog.

A practical rollout order

If you are wondering where to start, this is usually the most efficient order for a new Plus workspace:

Recommended rollout sequence

Invite your team and define roles → Build a clean operational foundation first.
Create sub-inboxes → Make sure conversations are routed to the right people.
Set up Hugo → Train it on your best content and define its behavior.
Enable self-service with Crisp Search Chatbox AI → Reduce repetitive inbound requests.
Create analytics dashboards → Measure the impact of your new setup.
Add Ticket Center or integrations → Expand the workflow depending on your use case.

This order helps you avoid enabling advanced features without the right structure underneath.

Frequently Asked Questions

Still have questions which were not covered in this article? Here is a collection of the most frequently asked questions on this topic.

How many agent seats are included with the Plus plan?

The Plus plan includes up to 20 agent seats by default. If your team needs more, additional seats can be purchased on top of the plan.

Is Plus the first plan that includes Hugo?

Yes, Plus is the plan that unlocks Hugo AI Agent and the wider AI-first support suite in full. If AI automation is a core part of your rollout, Plus is generally the plan to focus on.

Do I need a Knowledge Base to use Hugo?

No, but it is strongly recommended. Hugo can also use website content, conversation history, and custom Q&A snippets. That said, a well-maintained Knowledge Base is often one of the cleanest and most reliable training sources you can provide.

What is the difference between Hugo and Crisp Search Chatbox AI?

Hugo is your AI Agent for handling and guiding conversations, while Crisp Search Chatbox AI focuses on helping users find answers before they start a conversation. In practice, they work very well together.

When should I use sub-inboxes?

Use sub-inboxes as soon as different teams, priorities, or support flows need their own space. They are particularly helpful for escalations, VIP queues, channel separation, and specialized departments such as billing or technical support.

Is Ticket Center a replacement for live chat?

Not necessarily. Ticket Center is better seen as a complementary support channel for authenticated environments where users need a structured portal for follow-up and history. Live chat remains the fastest option for real-time conversations.

Updated on: 09/04/2026

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