Question 1

Understanding and Mastering the Crisp Chatbot

Accepted Answer

This articles dives deeper into how the Bot plugin works provides in-depth information on its different blocks. You will find guides for each block available and tips to follow good practices and quickly build efficient scenarios.

The Bot plugin allows you to create scenarios which you can adapt to a wide range of usages. You can easily build a scenario dedicated to handling requests while you are away, a scenario to automatically add a segment to email conversations, or another to ask users for information, among many other things.

Scenarios are created by adding and configuring various "blocks". When connecting these blocks, you can create a flow of actions, conditions, and events which reflect the journey you have prepared for your users.

Just discovering the Bot plugin? Check out our Getting Started with the Bot plugin article first!

Table of Content

Crafting Guides
‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ → Building a list of buttons and offer choices to users
‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ → Adding External and Embedded links in a button
‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ → Using Field Inputs in a scenario
‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ → Updating User information in the conversation
‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ → [Creating

Question 2

How can I increase my limits & quotas?

Accepted Answer

All Crisp plans come with a set of features that let you store data for your business, eg. contacts within the Crisp CRM, or exchange information, eg. translate messages with LiveTranslate. Those features come with fair use limits, that were set to protect our systems against abuse, and at the same time they are high enough so that most of our users do not hit them.

In the event you hit one of the limit, which can either be a time-based quota limit (eg. number of translated messages per day), or a data storage limit (eg. number of contacts in your CRM), you can upgrade anytime to higher limits .

|| Note that, by default, each Crisp website runs on limits that are based on their current plan subscription. A Crisp Essentials or Plus website will have much higher default limits than a Crisp Mini website.

||| Only Crisp Essentials websites can upgrade to higher limits . If you need higher limits and you are using Free, please consider upgrading to Mini first. If you are using Mini, please consider upgrading to Essentials first. If you are using Essentials, then get higher limits by subscribing to custom limits.

List of limits

This list summarizes all limits that are enforced on all Crisp accounts. Certain limits may only appear in certain plans, which means that you will not see them in your Crisp Dashboard if you are using Free or Mini.

Data limits

| Data limits applies to data Crisp stores on behalf of your website. Increasing those limits means that

Question 3

How to hide the chatbox on some pages?

Accepted Answer

Crisp allows you to hide the chatbox on some pages.

Here is how to proceed:

Go to your Crisp dashboard
Head over to the Settings from the bottom-left icon
Navigate to Settings > Chatbox Settings > Chatbox Restrictions > Hide chatbox on pages
Click on the Add a blocked page button and select the countries to block

The chat will be disabled for those pages.

Disabling the chatbox on certain pages

| Tip: If the domain you are using is www.example.com, please provide www.example.com as a URL. The Crisp match system is really strict. If you provide example.com and your website is in fact using www.example.com, it won't work

We've also made a short guide that will show you how to use that feature

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Using wildcards

This feature is compatible with wildcards. It allows hiding pages following patterns

Here are a few examples:

Simple match

https://example.com/*/pricing will match all pages like

**Double W

Question 4

Getting started with the Crisp Chatbot

Accepted Answer

In this article you will find all the resources needed to help you get started with Crisp Chatbot. We'll review how the Bot works, and how you can leverage it to create numerous scripts suited to your most diverse and extensive usages.

The chatbot builder is a powerful no-code tool that combines logic with a blueprint interface thats allows you to easily and swiftly deploy scenarios on multiple channels. By dragging blocks and linking them together, you can create a series of events, conditions and actions which you can customize to automate flows that best fit your use-case. Crisp chatbot software is not only capable to automating pre-configured user-journey, it can also be used to help your team in their day to day duties thanks to many of its powerful features.

Common usages include:

Automating responses to common questions, with buttons to guide users the best way
Assigning conversations to different operators from your team, based on certain criteria (language, data, or time of the day)
Creating automated flows to improve your lead generation, or accelerate time to resolution
And many more usages to make your life easier as well as enhance the quality and efficiency of your support

This guide will cover all the basics to launch your very first scenario and provide the necessary resources to achieve even the wildest and complex ones, so let's dive into it!

T

Question 5

How can I automatically set user emails?

Accepted Answer

If you are using Crisp on a website where users are authenticated, you may want to set their email so that they don't have to specify it when they start a chat with you.

This method uses the Crisp JavaScript API, that you can call from your own code. Given that you know the authenticated user's email from your code, you'll be able to set it for the Crisp chatbox.

Here's how you would proceed to set the visitor's email:

// Feed this call with your own internal email data.
$crisp.push(["set", "user:email", "user@gmail.com"]);

Let's say you are using PHP, then use.

<script>
$crisp.push(["set", "user:email", "<?php echo $user_email; ?>"]);
</script>

(assuming $useremail is your user email.)_

Here's how you would proceed to get the visitor's email:

var visitor_email = $crisp.get("user:email");

| Want to know more about the $crisp interface? Read: How to use $crisp Javascript SDK?

Question 6

How can I include a PDF in a Knowledge Base article?

Accepted Answer

Embedding documents in a Crisp article is easy. This tutorial provides help how to include a PDF in an article.

To embed a PDF in a Crisp article, we can use an iFrame that contains a link to your PDF:

${frame}[PDF](https://docs.google.com/viewerng/viewer?url=http://A_LINK_TO_YOUR_PDF&embedded=true)

For example:

${frame}[PDF](https://docs.google.com/viewerng/viewer?url=http://infolab.stanford.edu/pub/papers/google.pdf&embedded=true)

You can then use this code in your Crisp Knowledge Base article

Example

${frame}

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