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Project Settings
Set up your basic project settings and all the important assets of your project.
How to upload your logo to the project
In this article, we explain how to upload your logo so it's visible in the live chat
By Raluca Stoica
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Last updated 1 year ago
How to ask for email address in the live chat
If you want to learn how to require an email address in the live chat from your leads, this article is for you
By Raluca Stoica
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Last updated 12 months ago
How to hide Customerly branding
Customerly branding appears in several locations, including the live chat, email campaign footers, the help center, and the ops page. If you prefer a cleaner, more professional look, you can easily remove it from your project in just a few steps.
By Raluca Stoica
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Last updated 1 year ago
How to forward support emails to your inbox
This article is about how to set up forwarding of the support emails to your project inbox.
By Raluca Stoica
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Last updated 1 year ago
How to customize the behaviour of your Live Chat
In this article, we talk about how to customize the configuration and behavior of your live chat
By Raluca Stoica
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Last updated 1 year ago
How to Access and Download Invoices
Learn how to access and download your invoices on Customerly
By Raluca Stoica
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Last updated 3 years ago
How to Change the Language of Your Customerly Dashboard
Learn how to easily change the language of your Customerly dashboard
By Raluca Stoica
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Last updated 2 years ago
How to Test Customerly Services in a Staging Environment
Learn how to test Customerly features in a safe and staging environment.
By Luca Micheli
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Last updated 2 years ago
A complete guide about conversation properties
Understand how to use and manage conversation properties in Customerly to enhance your customer interactions.
By Luca Micheli
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Last updated 2 years ago
What is the "chat with us" page?
The "Chat with Us" feature allows businesses to create a dedicated page on their domain where customers can easily initiate conversations. While the page is not customizable, it provides a simple way to share a direct chat link with users.
By Raluca Stoica
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Last updated 1 year ago
Customize messenger with company logo
You can now customize the appearance of your Messenger by adding a company logo. This allows you to personalize the user experience and align Messenger with your brand identity. Follow these steps to add a project logo to Messenger home and conversation.
By Raluca Stoica
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Last updated 1 year ago
How to choose between styled and plain text for email conversations
Learn how to set your Customerly email conversation style to either “Styled” or “Plain Text.” This setting controls how your emails appear when a chat continues via email after a user goes offline
By Raluca Stoica
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Last updated 10 months ago
General Settings
What's a Customerly Project ID and where can I get it?
This article will explain what's a customerly project ID and where you can find it.
By Luca Micheli
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Last updated 10 months ago
Set up your project timezone
You will learn everything you need to know about your project timezones for excellent customer support
By Raluca Stoica
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Last updated 10 months ago
How to write a project description to train aura with your company details
Learn how to write a project description that helps Aura, your AI support agent, understand your company, its services, and tone of voice. This is essential for accurate and human-like customer interactions.
By Raluca Stoica
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Last updated 10 months ago
Create different projects
You can handle as many different products or websites in your Customerly account. Here is how
By Raluca Stoica
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Last updated 10 months ago
How to delete your Customerly project
If you want to delete your Customerly project, follow this tutorial.
By Raluca Stoica
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Last updated 10 months ago
Project & Team
How to invite teammates to your project in Customerly
In this article, we will talk about how to invite your teammates to the project in Customerly to start collaborating
By Raluca Stoica
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Last updated 10 months ago
How to hide your teammate from the public
This article is about how to hide your teammates from the public so they are not shown in the live chat
By Raluca Stoica
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Last updated 10 months ago
How to delete a teammate from your project in Customerly
This is a tutorial on how to delete a teammate from your project in Customerly
By Raluca Stoica
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Last updated 6 months ago
Grant or decline full access to the teammates in your project in Customerly
You will get guidance on how to grant or decline full access to the teammates in your project in Customerly
By Raluca Stoica
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Last updated 4 months ago
Set granular permissions for your teammates in Customerly
Learn how to give each teammate the exact level of access they need in Customerly — no access, view only, or full edit — feature by feature.
By Luca Micheli
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Last updated 1 month ago
Domain
How to set up DNS with Route53 AWS
Learn how you can set up your DNS in Route53 AWS
By Raluca Stoica
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Last updated 10 months ago
How to verify domain with Namecheap
Learn how to set up DNS with Namecheap
By Raluca Stoica
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Last updated 10 months ago
Learn how to set up DNS with GoDaddy
Learn how to set up DNS with GoDaddy
By Raluca Stoica
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Last updated 10 months ago
How to add your domain to a project in Customerly
This is a guide on how to add your own domain to the project
By Raluca Stoica
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Last updated 10 months ago
How to set up your custom support email domain
Learn how to set up your custom support email domain in Customerly. This guide walks you through configuring your domain under settings, verifying it based on your provider, and customizing your subdomain for email replies and forwards.
By Raluca Stoica
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Last updated 9 months ago
How to set up your support email and subdomain
If you want to make sure that your emails are being sent from the correct support email address to start email marketing in Customerly, this article is for you
By Raluca Stoica
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Last updated 10 months ago