Getting started with the crisp inbox
Handle customer messages, conversation history, and team collaboration in the shared Crisp Inbox.
Use it to answer enquiries across your connected channels, get help from teammates, and keep ownership clear through follow-up. This tour covers the tools you need to handle a request from its first message to resolution.
Find your way around the Inbox
Start with the queue you are responsible for and a customer request you can follow from arrival to reply. Use that reqFew readersHow to create and share dashboards in Crisp Analytics
Create and share a custom dashboard in Crisp Analytics so your team can review the reports that matter in one place.
For example, a support manager can look at volume, response speed, and customer feedback together instead of opening each report separately. Build a layout around a clear question, choose charts and filters that help answer it, then decide whether the Dashboard should stay private or be shared with teammates.
If you’re new to the reports, start with [Crisp Analytics](https://hPopularHow to create and use Operator Teams in Crisp
Create Operator Teams for colleagues who share a responsibility, such as Billing or Support, and reuse that membership for mentions, private sub-inbox access, and routing.
This keeps team changes easier to manage as people join or move roles.
Teams are available on Crisp Plus and Enterprise. A workspace owner must create, edit, or delete them.
Create and manage a team
For example, create a Billing team when the same people need access to a billing sub-inbox, reFew readersHow to add and link a payment method
Add a payment method and check that it is linked to the Crisp workspace you want to pay for.
Whether you are replacing an expired card or handing billing to a teammate, this guide helps you connect the right method to the right subscription and keep future invoices with the correct billing owner.
Add the payment method
Add the payment method from the account that will manage billing. You must be a workspace owner to link it to that workspace.
The Crisp account thatFew readersHow to connect WhatsApp Business with Crisp
Bring WhatsApp Business conversations into Crisp so your team can reply alongside its other support channels.
Choose coexistence if you need to keep using the WhatsApp Business app, or a Cloud API setup for multiple numbers. This guide covers connecting the number, managing its business profile, and checking that messages reach the right place.
In this article:
Choose how to connect your number
Connect your number
[KFew readersGetting started with Crisp for SaaS
Add chat and email support to your SaaS product, show account details in the Inbox, and prepare answers for setup, billing, and technical questions.
Start with a message sent from your app and answered by a teammate. Once that works, add customer identity and Custom Data, publish your recurring answers, then choose a first task for Hugo or Workflows.
Connect in-app chat and support email
Install chat where customers get stuck, such as onboarding or the billing areaFew readersMove from Intercom to Crisp
Move your Intercom contacts, useful conversation history, help articles, and saved replies to Crisp, then rebuild and test the support processes your team needs.
Migration: step by step
If you use Fin with another help desk, follow that provider’s export instructions for contacts and conversations. Fin’s knowledge and behavior still need to be configured in Hugo.
Before importing, check your Crisp plan’s features and list the parts of your Intercom setup your teamFew readersHow to connect Zapier with Crisp
Connect Crisp to other apps with Zapier so a new contact, conversation, or segment can start an action elsewhere.
You can send leads to your CRM, notify teammates, or update Crisp from another service without building a custom integration. Connect your accounts, choose the right event, and test your first Zap below.
Connect Zapier to Crisp
Keep the Zapier token private and copy it before leaving the plugin settings; Crisp does not show it again. Generating a repFew readersHow to install Crisp on Shopify
Add the Crisp live chat widget to your Shopify store so shoppers can ask questions while browsing and your team can answer from the Inbox.
This guide connects the Shopify app and enables the widget on your storefront. Once installation is working, the linked guides help you bring customer and order context into support or let Hugo handle routine lookups.
Install Crisp on Shopify
You can start the installation from Crisp or directly from the [Crisp app listing on thFew readersGetting started with Hugo AI Agent
Set up Hugo AI Agent to answer customer questions using your support knowledge and the guidance you give it.
It can help with recurring requests while passing cases that need a person to your team, and connected tools can add customer-specific information. This guide walks through a first setup, realistic tests, and reviewing the conversations after launch.
I. Prepare Hugo for your support questions
Start with a small set of questions your team answers often, suchFew readers