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Docs Getting Started
Getting Started
Welcome to Provixchat. Follow these steps to get your live chat up and running in a few minutes.
1
Create your accountSign up for a Provixchat account and verify your email address.
2
Set up your workspaceAdd your business details and set up your workspace.
3
Customize your widgetSet brand color, welcome message, mobile behavior, and proactive triggers.
4
Install and verify the widgetAdd the widget code to your website, then verify installation from Widget Settings.
5
Send a test messageCheck that the full-screen mobile widget opens and your inbox receives messages.
6
Open your inboxStart chatting with your visitors from your inbox.
Pro tip
You can return to these setup steps anytime from dashboard settings.
Widget Installation
Install Provixchat with the JavaScript snippet or add it to WordPress through your theme or footer plugin.
<!-- Provixchat Live Chat -->
<script id="provixchat-script"
src="https://www.provixchat.com.starbuckcooperattion.com/widget.js"
data-widget-id="YOUR_WIDGET_ID"
async></script>
Widget Installation
JavaScript install
Paste the JavaScript snippet before the closing body tag on every page where chat should appear.
WordPress guide
Add the script with a header/footer plugin or your theme footer, then clear cache.
Verify installation
Use the Widget Settings verify button after adding the script, then check last seen, last ping, and active page.
Mobile widget
The visitor widget opens full screen on mobile for a native-app style chat experience.
Proactive triggers
Configure time-on-page, pricing-page, and returning-visitor greetings with cooldown protection.
Common issues
If the widget is missing, check CSP rules, script placement, active subscription, and browser cache.
Inbox & Conversations
Conversation list
Use filters to focus on open, assigned, or closed conversations.
Replying to visitors
Send replies, attachments, emojis, and quick phrases without leaving the inbox.
Saved replies
Search saved replies from the composer or use the quick phrases button for common answers.
Assignments
Assign conversations manually or use round-robin and least-active auto assignment.
Tags and notes
Use tags for context and private internal notes for handoffs.
Message status
Agents can see sent/read status, typing indicators, and unread dividers inside conversations.
Close and CSAT
Close conversations when resolved and collect visitor CSAT ratings after closure.
Contacts & Companies
Visitor profiles
Every visitor becomes a contact with name, email, phone, source, and activity data.
Contact history
Review past conversations before replying to repeat visitors.
Company records
Group contacts by customer company where company data is available.
Visitor journey
See landing page, current page, referrer, visit history, pages viewed, and time on site.
Team Management
Invite agents
Invite teammates by email and choose the right role for each person.
Roles and permissions
Keep access controlled with owner, admin, agent, and viewer style permissions.
Assign conversations
Route conversations to the teammate best equipped to answer.
Collaboration
Use notes, tags, and assignment history to keep everyone aligned.
Notifications
Email notifications
Receive important account, billing, ticket, and message alerts by email.
Admin transactional emails
Platform admins can enable or disable emails for new users, new companies, trials, payments, manual payment review, subscription changes, and high-priority tickets.
Browser notifications
Enable browser alerts for new conversations and missed visitor replies.
New message alerts
Agents are notified when visitors send new messages to their workspace.
Missed conversations
Use notifications to follow up when visitors leave before an agent replies.
Trial email limits
Workspace email notifications are disabled on free and trial plans, while in-app notifications and sounds remain available.
Analytics
Conversation metrics
Track total conversations, new messages, visitors, and status trends.
Response time
Measure average first response and overall response speed.
Visitor sources
Understand which channels send the most support and sales conversations.
Agent performance
Review workload and response patterns across your team.
CSAT ratings
Review customer satisfaction ratings and feedback from closed conversations.
Billing & Plans
21-day trial
Trials start with the selected plan limits, so seats, conversations, contacts, and premium features match that plan.
Upgrade or downgrade
Change plans from billing while preserving your workspace data.
Paid features
Advanced analytics, branding controls, and higher limits may require paid plans.
Invoices
Download invoices and review payment history from your dashboard.
Transactional receipts
Successful payments send receipt emails with PDF attachments, and manual payments send payment instruction PDFs before review.
AI Agent
Status
AI Agent is coming soon for customer-facing automation. Current AI setup focuses on provider configuration and agent assistance.
Ollama-first setup
The planned architecture supports local Ollama-style providers first, with configurable provider URL, model name, and API key where needed.
Human handoff
AI features are designed to support agents and hand off conversations instead of replacing the team inbox.
Admin setup
Company admins will be able to follow AI setup instructions before enabling premium AI features.
Mobile & Offline
Mobile widget
The visitor widget uses a full-screen mobile chat layout with fast focused polling.
Dashboard PWA
Install prompts and offline fallback pages are available where supported by the browser.
Offline behavior
If the app is offline, users see the offline screen and can retry when the connection returns.
Integrations
Shopify
Store context integrations are planned for ecommerce support workflows. Coming soon.
Coming soon
WordPress
Install the widget on WordPress sites quickly.
Slack
Send important conversation alerts to your team channels. Coming soon.
Coming soon
Zapier
Connect Provixchat to thousands of automation workflows. Coming soon.
Coming soon
Google Translate
Agent-side draft translation is planned as an upcoming integration. It should translate composer text before sending and never run inside the message send or polling path.
Google Analytics
Chat event reporting is planned for external analytics workflows. Coming soon.
Coming soon
Meta Conversions API
Send conversion events for better ad performance. Coming soon.
Coming soon
Troubleshooting
Widget not showing
Confirm the script is installed, widget is enabled, cache is cleared, and the account is active.
Messages not sending
Check required fields, network requests, upload limits, and subscription status.
Wrong widget color
Save widget settings and clear site cache if an old script is cached.
Notification issues
Check email settings, browser permission, and notification preferences.
Livewire polling delay
A short delay can happen while the inbox polls for updates; sending still persists immediately.
Documentation FAQs
Yes. Add the same snippet to every page where you want chat to be available.
No. Visitors only provide the required chat details before starting a conversation.
Yes. The widget can require name, email, and phone before chat starts.
Yes. Supported files include images, PDF, DOCX, XLSX, ZIP, and TXT within upload limits.
The inbox uses fast focused polling for incoming updates and lightweight JSON sends for replies.
Yes. Disable the widget from company settings or subscription controls.
The widget is deactivated, but you can still view old conversations and upgrade your plan.
Custom branding controls depend on your current plan.
AI Agent is coming soon. Current setup is being prepared around configurable providers, including Ollama-first local architecture.
Use the contact page or email support@provixchat.com.
Need help installing?
Our detailed guides and videos will help you install the widget on any platform.
