💼 Customer Service CRM Software Help
Get fast answers for dashboards, conversations, profiles and daily workflows in one clear place.
How do I create a new profile?
To create a new business profile:
- Navigate to your Dashboard
- Click "Profiles" in the sidebar menu
- Click "Create New Profile"
- Fill in your company information
- Click "Create Profile"
Can I manage multiple profiles?
Yes! You can create and manage multiple business profiles from a single account. This is useful if you have multiple brands or departments. Each profile has its own customization, chat conversations, and analytics.
How do I switch between profiles?
Use the profile selector dropdown in your dashboard header to switch between your profiles. The dashboard will automatically load the data for your selected profile.
What metrics are shown on the dashboard?
Your dashboard displays the following key metrics:
- Total Chats: Total number of conversations
- Answered: Chats that have been resolved
- Missed: Chats waiting for response
- Live Visitors: Currently active visitors
- Visitors Today: Visitors in the past 24 hours
- Leads: New potential customers identified
How can I interpret the visitor chart?
The line chart on your dashboard shows the number of chats per day for the last 7 days. Use this to identify trends and peak times in your customer interactions. You can hover over data points to see exact numbers.
Where can I view detailed analytics?
Click the "Analytics" link in your sidebar or the "Reports" button on the dashboard for more detailed analytics and export options.
How do I customize my profile colors?
Navigate to your Profile Settings and go to the "Branding & Colors" section:
- Click on your Profile Settings
- Go to "Branding & Colors" tab
- Click on each color to change:
- Primary Color - Main buttons and highlights
- Secondary Color - Secondary elements
- Accent Color - Special highlights
- Widget Color - Chat widget color
- Click "Save Branding Colors"
How do I upload a logo and favicon?
In Profile Settings, go to "Media & Logos":
- Upload a company logo (JPEG, PNG, GIF, WebP - Max 2MB)
- Upload a favicon for browser tabs (Square image recommended - Max 512KB)
- Both will be displayed on your public profile and dashboard
What is a subdomain and how do I set one up?
A subdomain creates a public URL for your profile:
- In Profile Settings, go to "Subdomain" tab
- Enable "Make this profile public"
- Enter your desired subdomain (e.g., "mycompany")
- Your profile will be available at: mycompany.techlinehub.com
- Only lowercase letters, numbers, and hyphens are allowed
How do I make my profile public?
Go to Profile Settings → Subdomain section:
- Check "Make this profile public"
- Set a custom subdomain (optional)
- Your profile will be publicly accessible
- Clients can view your contact info, reviews, and support options
How do I access the chat dashboard?
Click "Chats" in your sidebar to access the full chat management interface. Here you can view all conversations, assign chats to agents, and track their status.
What are the different chat statuses?
Active: Chat is currently ongoing
In-Progress: Chat is being handled by an agent
Waiting: Chat is waiting for agent response
Resolved: Issue has been resolved
Closed: Chat conversation has been closed
How do I embed a chat widget on my website?
Go to Channels section:
- Click "Channels" in your sidebar
- Select "Web Widget"
- Copy the embed code
- Paste it into your website's HTML
- The chat widget will appear on your site
Can I customize the chat widget appearance?
Yes! The widget automatically uses your profile's widget color. You can further customize the widget appearance in your Profile Settings under Branding & Colors.
Which Live Chat Features exist?
We don't limit access to any features on the Live Chat. Below are the features free for your interactions with your customers-: