User Guide

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Getting started

We’ll guide you through how to create loyal customers and all the setup steps you need when starting with Channel Talk.

Welcome to Channel Talk! Channel Talk was created as a tool for smooth communication between companies and their customers. To build loyal customers, it’s crucial to communicate well and foster close relationships.

That’s why Channel Talk doesn’t just help you chat with customers — it helps you understand your customers and provide personalized responses, creating a great purchasing experience on your site.

Chat support, CRM, chatbot, internal messenger — no need to use separate tools.Build loyalty with just Channel Talk!

You don’t have to complete all the steps below at once. Start wherever fits your current situation 👍🏻But if you’re new to Channel Talk, we recommend setting up through the “First meeting with customers” step.

You need to create a Channel Talk account and install it on your site → Your First Meeting with Channel Talk

You've installed it, but don't know what to set up first → Your First Meeting with Customers

How can you talk to customers? → Talking to Customers

If you're looking to get started with Channel Talk by creating an account, you're in the right place. We'll guide you through the process, right up to installing Channel Talk on your website.

Ready to Get Started with Channel Talk?

Want to use Channel Talk but feeling unsure where to begin? Don't worry, it's surprisingly simple! Just follow these four straightforward steps, and you'll have Channel Talk seamlessly integrated into your site in no time.

Here's the quickest way to get started – you'll be all set in about 3 minutes.

You don't need a single, central company account to start using Channel Talk. Since we support individual accounts, every team member can easily use Channel Talk with their own personal login.

And don't worry if your details change down the line! Any information you provide during sign-up can be updated anytime.

To begin, simply click [Sign up for Free] on the page below.

Go to Sign Up Now

At Channel Talk, we truly believe in the power of communication. That's why creating new channels to chat with your customers is always free, no matter how many you need.

You can set up a new channel in just 3 seconds by simply providing your brand name and website address – no business registration details required.

Getting started with anything new can feel a little unfamiliar, but don't worry! We've prepared a helpful Channel Talk tutorial specifically for your first experience. Why not take some time to get acquainted with Channel Talk?

Once you've mastered the basics with our tutorial, you can also enjoy a 14-day free trial to explore all of Channel Talk features.

If you've completed all the steps up to this point, you're officially ready to start using Channel Talk!

Now, let's get the Channel Talk button installed on your website and begin welcoming your customers.

→ Check out the Installation Guide

We've designed Channel Talk so you never miss a single customer inquiry, no matter where you are or what time it is. Whether you're on a PC or mobile, it's no problem at all. If app installation isn't convenient for you, you can easily use it right from your web browser.

Streamline your business communication—all with Channel Talk.

→ Download Now

→ Go to Web Interface

Installation Complete, But What's Next? Start Here!

So, you've successfully installed Channel Talk – great job! Now, let's dive into customizing the customer-facing interface and setting up how your channel will operate.

The very first screen your customers see in Channel Talk is called the Home Screen. This is incredibly important because it's your primary chance to introduce your brand and welcome customers. It's also the go-to spot customers will check when they want to start a conversation.

Beyond the Home Screen, you'll also set up when and how your channel interacts with customers. We'll guide you through a few key preparations for that crucial first interaction.

Your Home Screen is a powerful space where you can share a lot with your customers. Think of it as a direct pathway to quickly introduce your brand to those curious customers ready to reach out. It's the perfect spot for essential brand information, a welcoming first greeting, and even your latest news.

With just three simple settings, you can transform your Home Screen into an inviting space that encourages customers to start a conversation and truly reflects your brand's unique identity.

Right at the top of your Home Screen, customers will instantly see your brand's name and logo – the very identity of who they're chatting with. Instead of a basic emoji, make a strong first impression by using your brand's official logo and primary color. This helps grab customer attention and clearly communicates your brand identity at a glance.

This is the screen your customers will see right when they start a chat.

When you first install Channel Talk, our default bot will greet your customers. You can customize this bot's profile and greeting to match your brand's voice, making interactions much more friendly and personal.

You already know that a great first impression encourages customers to come back, right? This is your chance to make one!

Even if customers don't follow your brand directly on Instagram, you can keep them updated anytime right from the Channel Talk Home Screen.

If you already have an active Instagram account, seamlessly connect it to display your feed on the Home Screen. This allows customers to easily check your latest updates and get to know your brand better before they even start a chat.

How and when will you connect with your customers? Don't worry if you're not entirely sure yet! Once you complete the settings below, your basic operational setup will be all ready to go!

Let your customers know when your brand is available to assist them. If you have non-operating hours during the day, like a lunch break, simply divide and enter them as shown in the example below.

Don't miss a single customer inquiry! Channel Talk provides reminders through both notifications and email to ensure a great customer experience. If a conversation has been waiting for a response for 10 minutes without an assigned agent, make sure to quickly assign it and respond.

→ Set Inbox Notifications

Many customers have told us that chatting with a manager who uses a personal profile feels just like talking to a shop assistant in person. If you want to give your customers the experience of conversing with a real person, not just a chatbot, we highly recommend setting up individual names and profile pictures! 👍🏻

→ Manager Profile Settings

Note: If you've opted to use manager profiles as described in Step 3, you don't need to use this option.

However, if company policy or manager privacy makes individual profile settings difficult, you can utilize the feature to chat as your channel profile. When all managers communicate using the channel's profile, it helps emphasize a more consistent brand image to your customers.

→ Chat as Channel Profile

Congratulations!

You've successfully completed all the setup steps, and your Channel Talk is now fully ready to go!

Ready to dive in and learn how to start chatting with your customers through Channel Talk?

Ready to learn how to engage with customers using Channel Talk? You're in the right place! Here, you'll discover how to effectively chat with customers and find settings to make your conversations smoother.

We believe every employee should be able to communicate with customers. That's why Channel Talk lets you manage both team discussions and customer support in one place. Invite your team members so everyone can hear and share customer feedback.

Once a chat comes in, make sure to assign it to a team member. Each conversation should have one dedicated person responsible for helping the customer.

If you need help from a colleague during a conversation, you can always add them as a follower. This allows you to discuss the issue and collaborate internally with your teammates.

Of course, followers can also directly message the customer, making communication even more efficient!

No need to set this up right now if you're not ready. Feel free to set up whenever you need it!

As your customer interactions grow, you'll find yourself using certain responses over and over. Instead of typing them out every single time, you can register these as macros. This lets you respond to customers quickly and consistently, maintaining your brand's tone and manner effortlessly.

→ Register Macros

Don't worry if a customer leaves your site mid-chat. Channel Talk offers follow-up notifications to ensure they can continue to see your chat replies and even encourage them to revisit your site! 👍🏻

What's more, by enabling follow-up notifications, you can save the contact information of visitors who haven't even signed up on your site. This means you'll never miss out on a potential lead for your brand!

→ Set Up Follow-up Notifications

Even if you close a chat, it will reopen if the customer messages you again within that same chat. To ensure efficient inquiry management once a conversation is finished, please remember to close it. If you prefer that any new message from the customer creates an entirely new inquiry after a conversation is closed, you can use the [Block responses from closed chats] feature.

→ Block responses from closed chats

You've Mastered how to talk to customers using Channel Talk!

Congratulations! If you've followed along this far, you now have all the knowledge you need to seamlessly communicate with your customers using Channel Talk.

But did you know you can also use Channel Talk as an internal team messenger? If you're looking to streamline communication among your colleagues, check out the information below.

Wondering what features Channel Talk's team messenger offers? Or how to get the most out of it? Don't worry! Let's explore what makes Channel Talk's team messenger truly special.

Channel Talk is the only tool that lets you manage both customer support and internal team communication in one place. This means you'll see incredible synergy when you use both features together.

Just as you've connected with your customers, now it's time to connect with your teammates. Conversations with your colleagues are just as valuable as those with your customers.

No more opening multiple tabs just to check a customer's conversation history! With Channel Talk, all the information you need is instantly available right in the Side View on one single screen.

Feel free to check customer conversations while chatting with your team, and even review team discussions while you're talking with a customer.

Say goodbye to work discussions on your personal messenger! To help you fully disconnect after hours, utilize the Channel Talk team messenger's Do Not Disturb Mode. This lets you set specific times when messages won't alert you, ensuring you get your well-deserved rest.

Now, Free Plan Setup Complete!

You might have felt a bit new to this, but you followed along perfectly – great job! 👍🏻

If you'd like to identify and respond to customers individually by checking their information, you can subscribe to a paid plan. Proactively understanding your customers and reaching out to them can genuinely inspire them to make another purchase!

Curious about the paid plans that unlock Channel Talk's biggest advantage – its powerful CRM features?

→ Check Channel Talk Plans

Below, we'll introduce you to the additional features you can access with a paid plan subscription!

Looking to automatically assign chats to your team as they come in, or send automated messages to customers outside your operating hours? Then you'll love our Operations feature!

Operations provides powerful tools like automatic conversation assignment, conversation tags, and conversation statistics. Free yourself from repetitive tasks and significantly boost your Customer Experience (CX) efficiency.

  • Chat Auto-Assignment: No need to manually assign chats; Channel Talk automatically routes conversations to the most suitable agent.

    → Check Chat Auto-Assignment Guide

  • Chat Goals: Track whether customers completed specific, desired actions after their conversation.

  • Chat Tags: Your secret weapon to understand why customers are reaching out! Attach up to 8 tags per chat to quickly grasp customer intent and trends.

    → Check the Chat Tag Guide

  • Analytics: Gain clear insights into your customer interactions. See at a glance, through comprehensive data, what your team is excelling at and where there's room for improvement!

    → Check Analytics Guide

Workflow is a powerful feature that lets you build customized, automated scenarios for every customer and situation, like assembling LEGO bricks. From the moment a conversation begins until it ends, Workflow, combined with AI, handles both the customer experience and automated conversation processing.

  • You can apply Workflow wherever automation is needed.

  • Modular workflows allow you to set up recurring processes once and then apply and synchronize them across all necessary areas.

  • You can even trigger modular workflows during a live chat.

  • Send workflows as marketing messages to capture customer information at the opportune moment or display frequently asked questions to relevant customers.

→ Check out Workflow Guide

What if a message encouraging sign-ups popped up the moment a customer landed on your website? Or if a customer automatically received a message after making a purchase?

Channel Talk offers Marketing as an add-on feature that allows you to proactively engage with your customers. By utilizing the customer information you acquire, you can reach out via Channel Talk messages, SMS, or even Kakao Alimtalk to turn them into loyal, repeat customers.

→ Check Marketing Guide

If you're feeling overwhelmed when setting up your first marketing campaign, our Recipes can help you get started with ease.

We've prepared templates for a variety of goals, including encouraging sign-ups, driving conversions, and prompting repeat visits. Simply choose the Recipe that fits your channel, adjust the message or conditions, and you can launch your campaign instantly. You can also see how other channels are utilizing these recipes for inspiration!

→ Head over to the menu [Marketing] > [Marketing Recipes]