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Tidio: messaging features and setup
A website service platform combining chat, workflows, and the Lyro AI agent. It suits teams that want to start with website support and expand automation using reviewed knowledge sources.
Tool by the Otomatzia editorial team · source content checked on
Overview
During setup, distinguish between live chat with an agent, a Flows path that guides the visitor, and a Lyro answer based on knowledge. Each suits a different moment: a visitor looking for an explanation is not necessarily a lead ready to share details. A good pilot keeps information collection short, and the knowledge agent does not invent an answer when its sources do not provide one. Also check who receives a request when the team is offline, so the widget does not imply that an immediate reply is available when it is not.
Features
- Live chat and Help Desk
- Lyro answers based on knowledge
- Flows for proactive workflows and lead capture
Business uses
- Automatically answering questions about shipping information published on the website
- Collecting request details when the service team is unavailable
Getting started
- Choose up-to-date knowledge pages and test questions whose answers are both present and missing.
- Build a short Flows path to collect one need, and check that visitors can reach a conversation without filling out unnecessary fields.
- Ask Lyro one question answered in a source and one that is not. Open the team inbox and check which details were saved with the request.
What to check
- Check which capabilities are in Lyro and which are in Flows and the selected plan.
- Confirm that visitors can request a person and that unapproved prices or policies are not shown.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.