Use this checklist to go from a new account to a fully working live chat on your website. Each step links to the detailed guide if you need more information. Most teams complete this checklist in under 30 minutes.
Before You Begin
Make sure you have:
- A Social Intents account - sign up free if you have not yet
- Admin access to your team platform (Microsoft Teams, Slack, Google Chat, Zoom, or Webex)
- Access to your website to add a code snippet (or access to your CMS admin panel)
Launch Checklist
1. Choose Your Team Platform
Decide where your agents will respond to chats. Social Intents works with Microsoft Teams, Slack, Google Chat, Zoom, and Webex. Pick the platform your team already uses every day.
| Action | Guide |
|---|---|
| Compare platforms and choose the best fit for your team | Choosing Your Agent Integration |
2. Connect Your Platform
Link Social Intents to your team platform so chat messages flow to your agents.
| Action | Guide |
|---|---|
| Connect Microsoft Teams | Connect to Microsoft Teams |
| Connect Slack | Connect to Slack |
| Connect Google Chat | Connect to Google Chat |
| Connect Zoom | Connect to Zoom |
| Connect Webex | Connect to Webex |
3. Create Your Chat Widget
Set up your first chat widget. Name it, choose your welcome message, and pick a color scheme that matches your brand.
| Action | Guide |
|---|---|
| Create and configure your first widget | Set Up Your First Chat Widget |
| Customize colors, position, and branding | Customizing Widget Appearance |
| Configure widget settings (messages, behavior, offline mode) | Widget Settings and Configuration |
4. Add Your AI Chatbot (Recommended)
Set up an AI chatbot to handle the first response and answer common questions automatically. This step is optional but strongly recommended - most teams see over 50 percent of questions answered by the chatbot without any human involvement.
| Action | Guide |
|---|---|
| Create your first AI chatbot | Build Your First AI Chatbot |
| Train the chatbot on your website and documents | Training Your Chatbot on Your Content |
| Write custom instructions for tone and behavior | Writing System Instructions |
| Set up escalation to human agents | Escalation to Human Agents |
5. Set Up Your Team
Add your support agents, set display names and photos, and configure your team's online schedule.
| Action | Guide |
|---|---|
| Add agents and assign roles | Adding and Managing Team Members |
| Set display names and profile photos | Profile Settings |
| Configure online hours or manual status | Online Schedule vs. Manual Status |
| Set up notifications so agents never miss a chat | Notifications and Mobile Alerts |
6. Install the Widget on Your Website
Add the chat widget to your website. Social Intents works with any website - just paste a code snippet, or use a plugin for WordPress, Shopify, and other platforms.
| Action | Guide |
|---|---|
| Install on your website or CMS | Install Your Chat Widget |
7. Test Everything
Before going live, test the full visitor experience. Open your website in a private browser window and send a test message. Verify the chat arrives in your team platform and that your AI chatbot responds correctly.
| Action | Guide |
|---|---|
| Preview and test your chat widget | Previewing and Testing Your Chat |
8. Go Live
Once testing looks good, you are live. Here are a few things to check in your first week:
- Monitor chat transcripts - Review early conversations to see how the chatbot is performing and where human agents are stepping in. Chat Transcripts and History
- Review reports - Check response times, chat volume, and satisfaction scores. Reports Dashboard Overview
- Refine your chatbot - Add Q&A pairs for questions the chatbot could not answer. Improving Response Quality
- Set up canned responses - Create quick replies for questions your agents answer repeatedly. Canned Responses and Quick Replies
Optional Next Steps
Once you are up and running, explore these features to get more out of Social Intents:
| Feature | What It Does | Guide |
|---|---|---|
| AI Actions | Automate workflows during chat - book meetings, capture leads, call APIs | What Are AI Actions? |
| Escalation Routing | Route conversations to the right team channel based on topic | Escalation Routing |
| Pre-Chat Forms | Collect visitor name, email, or custom fields before the chat starts | Pre-Chat Forms and Custom Fields |
| WhatsApp and SMS | Receive WhatsApp and SMS messages alongside website chats | Setting Up WhatsApp Business |
| Zapier Integration | Connect Social Intents to 5,000+ apps via Zapier | Zapier Integration |
| Webhooks | Send lead data and transcripts to your own systems | Webhooks for Leads and Transcripts |
Need Help?
If you get stuck on any step, reach out to our team:
- Live chat - Use the chat widget on socialintents.com
- Email - support@socialintents.com
- Browse all guides - Help Center