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Step-by-step guides and best practices to help you deliver better conversations and stronger connections.

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Install the chat widget Updated Customize your chat widget Updated Create a department and add agents Updated Set up business hours Updated Use canned responses and shortcuts Updated

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Install the chat widget Widget shows but won't connect (CSP) Start a proactive chat Route chats to departments Reports and CSAT Browse all topics

Frequently asked questions

What is Initio?
Initio is a live chat platform that lets your team talk to website visitors in real time, capture leads, and route conversations to the right department.
How do I add live chat to my website?
Copy your embed snippet from Widget Settings and paste it before the closing body tag on your site. The chat launcher then appears for every visitor.
Is there a free plan?
Yes, Initio has a free plan to get started, with paid plans that add features like departments, proactive chat and business hours.
Can I route chats to different teams?
Yes. On the Growth plan and above you can create departments and use routing tags so each chat goes to the right team.
Do visitors need an account to chat?
No. Visitors can start chatting straight away. You can optionally turn on a pre-chat form to collect their name and email first.

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