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Current Topic:Installation Guide
GETTING STARTEDUpdated: Version 2.4.0

Installation

Installing ChatQuartz is a straightforward process designed to get your business up and running with minimal hassle. Follow these simple steps to integrate the platform seamlessly:

1Sign Up and Log In

Begin by visiting the ChatQuartz website and signing up for an account. Once registered, log in to access your personalized dashboard.

2Select Your Integration

Choose the platform you want to connect with ChatQuartz. Whether it's WordPress, WooCommerce, Shopify, or custom websites, ChatQuartz supports a variety of integrations.

3Install the Plugin or Script

For CMS platforms like WordPress: Download the ChatQuartz plugin and upload it via the CMS dashboard. Activate the plugin and configure basic settings.
For custom websites: Copy the provided JavaScript code snippet and paste it into your website's <head> section.
HTML <head> Embed Code
<script src="https://cdn.chatquartz.com/v2/sdk.js" data-chatquartz="APP_KEY" async></script>

4Customize Your Chat Widget

Navigate to the "Chat Widget" section in your ChatQuartz dashboard. Customize the appearance, welcome message, and behavior to align with your brand.

5Configure Automations and Integrations

Set up automated responses, workflows, and connect third-party tools like CRM systems or email marketing services to enhance functionality.

6Test the Chat Functionality

Run a test chat session to ensure the widget works perfectly. Verify integration with other tools and ensure your team is ready to manage incoming queries.

7Launch and Monitor

Go live and monitor performance using the analytics dashboard. Make adjustments as needed to optimize customer interactions.

With these simple steps, ChatQuartz will empower your business to deliver exceptional customer service and engagement.
LICENSE & ACTIVATIONInstant Verification

Activation Steps

Activating your ChatQuartz system is simple and quick. Follow these steps to get started:

1Log In to Your Account

Visit the ChatQuartz platform and sign in using your credentials.
If you're new, create an account and verify your email.

2Access the Activation Tab

Navigate to the "Settings" section in your dashboard.
Click on the Activation tab.

3Enter Your License Key

Paste the license key you received during purchase.
Ensure the key matches your product version (Cloud or On-Premises).

4Verify and Activate

Click the Activate button.
The system will validate your key, and you'll receive a confirmation message upon successful activation.

5Start Using ChatQuartz

Explore features and configure your settings to match your business needs.

MAINTENANCE & SECURITYZero-Downtime Releases

Updating Your System

Keep your ChatQuartz platform up-to-date to access the latest features and security enhancements.

1Check for Updates

Log in to your ChatQuartz dashboard.
Go to the Updates section under "Settings."
The system will automatically notify you of any available updates.

2Backup Your Data

Before updating, create a backup of your settings and data.
Use the built-in backup tool or export your configuration files.

3Install the Update

Click the Download and Install Update button.
The system will download the update package and apply it automatically.

4Verify the Update

After installation, the system will restart.
Verify that the updated version is displayed in the "About" section.

5Post-Update Configuration

Review your settings to ensure they align with new features or updates.
If needed, consult the release notes for guidance.
OPTIMIZATIONBest Practices

Best Practices for Configuration

Maximize the efficiency of your live chat team and automated chatbot with these recommended configuration guidelines:

1. Define Operating Hours

Set online schedule hours so visitors see automated lead capture forms when your human support team is offline.

2. Set Up Smart Triggers

Trigger greetings for visitors who stay on checkout pages for over 45 seconds to rescue potential cart abandoners.

3. Route Inquiries Accurately

Use department keywords (billing, tech, enterprise) to auto-dispatch conversations to specialized agents.

4. Standardize Canned Replies

Maintain a library of pre-approved canned responses for common questions to ensure fast, consistent communication.

CONVERSATIONSAgent Experience

Managing Conversations & Tools

Everything you need to navigate active chats, format rich messages, insert templates, and inspect visitor information:

Using the Text Editor & Rich Formatting

Our live editor supports standard Markdown, bold/italic styles, hyperlinks, inline code snippets, and custom emoji reactions to communicate clearly and warmly with customers.

Rich Message Features

Insert interactive product cards, discount coupon pills, quick-reply buttons, and multi-option survey carousels directly into the chat flow to boost visitor interaction.

Built-in Message Templates

Type / in any active conversation to reveal your canned shortcuts (e.g. /pricing, /refund, /docs) and insert answers in under 1 second.

Sending Attachments

Both customers and agents can share files up to 25MB (PNG, JPG, PDF, DOCX, MP4) with automated virus screening and cloud thumbnail previews.

Conversation Information & Details

View real-time customer data in the right sidebar, including browser version, geographic location, current page URL, past chat history, and CRM account tags.

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