How To Add Chatbots and Live Chat to WordPress Using Tidio

Servicing the person wants of holiday makers to your web site can take appreciable time and assets. Whether or not it’s to handle gross sales inquiry emails, buyer complaints, or simply to reply FAQs, having human operators can show costly, notably for the extra repetitive duties. That is the place chatbots and stay chats step in to ease that burden.

What Are Chatbots?

Chatbots are software program for simulating human dialog. They’re usually utilized in on-line customer support to assist website guests with inquiries on product availability, order standing, supply instances, technical points, and so forth.

Chatbots can:

  • Have interaction potential clients on the level the place they’re more than likely to share their contact particulars, thereby proactively accumulating e mail addresses
  • Current your providers extra successfully by automated conversations
  • Present content material and data tailor-made particularly to guests’ profiles and pursuits
  • Present speedy self-service solutions to FAQs
  • Ship priceless data to your buyer relationship administration (CRM) system
  • When mixed with stay chat, you drastically scale back the probability of consumers not receiving a passable reply to their inquiry

Nevertheless, one of many greatest benefits of chatbots is that they by no means sleep or take breaks, not like human operators. Due to this fact, your customer support might be available 24/7, good for firms working throughout a number of time zones.

For instance, when your places of work are closed, a chatbot can seize guests’ contact particulars and advise them {that a} consultant might be in contact shortly.

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And What Are Stay Chats?

Then again, stay chat is the usage of digital means to talk with guests to your web site. This may be both straight by the web site or by way of a 3rd get together reminiscent of Fb messenger. The wonderful thing about stay chat is it permits guests to work together straight with you with out sending emails or selecting up the telephone.

Moreover, it’s attainable to mix stay chat with chatbots to automate repetitive actions and go extra complicated ones to a stay operator.

Article Continues Under

Whereas there are numerous chat options accessible, on this article, I’ll take a detailed have a look at Tidio. It is a extremely versatile stay chat and chatbot instrument particularly designed to assist present high quality customer support and enhance conversions.

Key Options of Tidio

Tidio logo

Tidio comes filled with all of the options it’s good to add stay chat and chatbots to your WordPress website. What’s extra, it lets you chat by way of the messaging characteristic of each Fb and Instagram, making them highly effective gross sales channels.

A free model of Tidio is out there, which is a wonderful springboard for upping your customer support and gross sales sport. It lets you handle all of your stay chat, messenger, and e mail messages from one panel. Understandably, the free model has fewer options than the premium plans, however you continue to get issues like:

  • Limitless stay chats with a customizable chat widget
  • Chatbots (restricted to 100 distinctive reachable guests monthly)
  • Chatbots and stay chat are combinable
  • As much as three chat operators
  • A mobile-friendly widget that works on any system
  • Customer data assortment (e mail tackle, location information, contact particulars, IP tackle, and so forth.)
  • Combine stay chat with varied third-party apps, e.g., e mail, Instagram, Fb Messenger, and so forth.
  • JavaScript API
  • Desktop and cellular (iOS and Android) apps
  • Light-weight code that has minimal affect in your website’s efficiency

Concerning Tidio premium plans, two can be found:

1. Chatbots

As you may have most likely guessed, this plan is all about automated chatbots. It consists of the options of the free model however provides:

  • No month-to-month limits on the variety of distinctive reachable guests
  • Limitless energetic chatbots
  • Chatbot templates and visible chatbot editor to customise the bots to match your website’s branding
  • Zapier integration for automating repetitive duties, reminiscent of exporting contacts

The Chatbots plan prices $49 monthly or $490 per yr.

2. Communicator

The Tidio Communicator plan focuses on stay chat. Just like the Chatbots plan, Communicator consists of the options of the free model and provides issues like:

  • Stay typing to see what your guests are writing earlier than they ship their message
  • Considered pages to see which pages guests are visiting, thereby permitting you to personalize your communication with them
  • Listing of holiday makers which might be presently energetic in your website
  • Permissions to regulate entry granted to operators
  • Operators can add notes to guests’ profiles
  • As much as 40 chat operator seats

For every operator seat, the Communicator plan prices $19 monthly or $190 per yr.

You should buy both premium plan individually or mix them collectively.

Putting in Tidio

One side of Tidio I notably like is how simple it’s to put in and arrange. The method is as follows:

  • Set up and activate the Tidio plugin
  • Click on on the ‘Tidio Chat’ choice that seems within the menu of your WordPress admin panel, and within the ‘Create a free account subject,’ enter your e mail tackle and desired password:
The Tidio panel in the WordPress admin area
  • Enter a reputation, select a shade scheme, and choose the language for the stay chat. All modifications made are mirrored within the instance chat popup to the proper of the display:
Tidio live chat configuration step 1/3
  • Enter the variety of brokers you may be utilizing, your trade, the variety of inquiries you sometimes anticipate to deal with every month, and choose the choices you require within the ‘What would you love to do with Tidio’ part:
Tidio live chat configuration step 2/3
  • Select one of many three choices you want to use for the very first message of your chatbot. Please observe that it’s attainable to customise the messages utilizing the ‘Customise this message’ choice:
Tidio live chat configuration step 3/3
  • After hitting ‘Set up Widget,’ you’ll be taken again to your WordPress admin panel:
Tidio configuration success confirmation screen

That’s it – your stay chat and chatbot widget is now put in in your website. In the event you view your website, you’ll see a ‘Chat with us’ popup on the right-hand hand aspect of the display ­– clicking that can open the chat window:

Tidio live chat pop up (closed)
Tidio live chat pop up (open)

Tidio Stay Chat in Motion

In fact, presently, nothing will occur in case you sort one thing into the chat window – it’s good to be within the Tidio panel to talk stay to a customer or arrange a chatbot to reply.

Entry to the Tidio panel is by way of the Tidio Chat part of your WordPress admin panel – merely clicking the blue ‘Open Tidio panel’ button takes you to your Tidio panel homepage. Please observe this isn’t truly hosted inside your WordPress however on the Tidio web site:

Tidio panel home screen with introductory text

To check the stay chat characteristic, you should utilize the ‘Simulate dialog’ button. This opens a chat window in a brand new browser tab which is able to show the beforehand configured welcome greeting and ask for the customer’s e mail tackle. It can additionally give the customer the choice to subscribe to your e-newsletter you probably have one.

The live chat simulation feature in Tidio

So instantly, you may have captured the consumer’s e mail tackle, and as any marketer is aware of, an e mail record is an important asset to a enterprise.

As soon as the consumer has entered their e mail tackle, it’s going to seem within the Conversations tab of the Tidio panel, together with the rest they’ve entered. If in case you have enabled notifications, which is very advisable, you’ll obtain an alert of the incoming chat:

Text entered into the live chat simulation feature
The entered text as it appears in the Tidio panel

You’ll discover that in addition to the customer’s e mail tackle, Tidio additionally captures their browser sort, IP tackle, and the pages of your website they’ve considered. It is usually attainable for the chat operator so as to add additional information to the customer’s profile, reminiscent of tags, contact properties, or title.

To answer to the chat, merely hit the ‘Be a part of dialog’ button and kind a message:

Responding to a live chat input
The live chat as it appears to the visitor

Stay chat with Tidio actually is as simple as that. As soon as the dialog is full, it may be marked as resolved. Moreover, it’s attainable to see all chats listed by every operator.

Tidio Chatbots in Motion

Having a stay chat facility in your website is all advantageous and dandy, but it surely does want somebody to be accessible to reply. Then again, chatbots assist automate customer communication duties.

Including Chatbots Utilizing Templates

Including chatbots in Tidio is mercifully easy, because of a variety of readymade templates. These templates cowl varied situations, together with bots for FAQs, when your stay chat is closed, greeting responses, and so forth.

The Chatbot tab within the Tidio panel reveals the accessible templates grouped into totally different classes (improve gross sales, generate leads, or clear up issues):

The chatbot tab in the Tidio panel

To make use of any of the templates, merely click on on the ‘Use template’ button which seems once you hover on the one that you just want:

Templates in the chatbot tab

After clicking on ‘Use template,’ a popup provides an in depth clarification of the template, whereas a ‘Try it out’ button allows you to see it in motion – neat, proper? What’s extra, it additionally tells you what the chatbot will work on, and within the instance under, you’ll see it’s appropriate with stay chat, Instagram, and Fb Messenger:

Example chatbot template description window

Relying on the template used, hitting ‘Use template’ might require you so as to add particular configurations. For instance, within the case of the ‘Operator doesn’t reply in the course of the dialog’ template, you’ll be able to customise the message like so:

Example chatbot template configuration window

After saving any configurations and choices, a display exhibiting the ‘course of’ of the template will seem:

Sample chatbot template flow diagram

Hitting ‘Save & activate’ saves the template to ‘My Chatbots’ and units it stay. All chatbots you may have created will seem right here:

Saved chatbot template in the 'My Chatbots' section of the Tidio panel

Creating Customized Chatbots and Modifying Templates

Tidio has a really intuitive chatbot builder accessed by way of the ‘Add from scratch’ choice within the chatbots panel. After clicking that, a display seems asking you to call your chatbot and to decide on how it’s to be triggered from a variety of choices:

The range of available triggers for creating custom chatbots

After getting chosen a set off, Tidio takes you on to the builder the place you’ll assemble your chatbot:

The available actions that can be inserted into custom chatbots

All that’s required now could be to pull and drop the situations and actions you want in your chatbot into the middle.

For instance, you possibly can select the ‘Customer returns to website’ set off to welcome guests coming again to your web site with a chat message utilizing the ‘Ship a chat message’:

A flow diagram showing a trigger and an action linked

Clicking on the icon for every chosen set off, motion, and situation will current the choices accessible for that individual icon:

The options available for the selected chatbot trigger
The options available for the selected chatbot action

The ‘Try it out’ button lets you see your chatbot in motion earlier than setting it stay:

Preview of the custom chatbot in action

You possibly can construct in your chatbot additional by including different actions and situations. Merely drag and drop them, click on on the icons to decide on the choices for every, after which hyperlink them by clicking on the small dots and dragging the arrows to the place the connection is required:

The available conditions that can be inserted into custom chatbots, along with a GIF of how to insert and link them into a chatbot

As soon as you’re proud of the chatbot, it can save you and activate it.

Please observe you’ll be able to customise templates in the identical method utilizing the three coloured buttons containing + symbols on the template ‘course of’ panel. Clicking these shows the Triggers, Circumstances, and Actions menus. Then, merely drag and drop the icons into the template in the identical method as when making a customized chatbot:

The location of the triggers, actions, and conditions buttons for customizing templates

Tidio Likes and Dislikes

There are tons of issues to love and only a few to dislike about Tidio:


  • Complete documentation
  • A brilliant-simple setup course of and ease of use
  • Good vary of customizable chatbot templates
  • Intuitive drag-and-drop chatbot builder
  • Stay previews of chatbots and chat simulator for testing functions
  • The free model has nice options
  • Premium plans have aggressive pricing
  • A free 7-day trial of the premium plans is out there


To be trustworthy. I actually like Tidio and can’t consider something to constructively fault it. I suppose if I had been to separate hairs, the truth that information is saved on Tidio’s servers and never in WordPress might not please everybody. That mentioned, Tidio is legally obliged to take steps to safe information. You possibly can learn in regards to the measures they’ve in place here. Apart from, many different chat options function in the identical method.

Tidio x WPlift – Get 15% OFF

Our pals from Tidio have an awesome deal for all our readers. In the event you like Tidio as a lot as we did, you will get a 15% low cost on Tidio.

The Last Verdict

In the event you’re searching for a simple method so as to add stay chat performance to your WordPress web site, Tidio is good. With Tidio, you’ll be able to shortly create and handle chatbots and stay chats or mix the 2 to assist automate repetitive duties, seize leads, and improve gross sales conversions utilizing minimal assets.

Provided that the platform has a wonderful free model and premium upgrades are very reasonably priced, Tidio is an outstanding choice for small companies or startups seeking to improve their web site’s consumer expertise and profitability.

Tidio can do way more than what I’ve been capable of cowl on this article. Due to this fact, I counsel you first mess around with the free model to see what it’s able to. You possibly can then improve to a premium plan once you want the additional options.

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