Exceed.ai

Getting started with chat: how to build the chat, what are the different options and how to implement it in your webpage

Chat Walkthrough

A few best practices on how to build your next chat!

Succeed with Exceed - Chat

How can I add notifications on Chrome for new active chats?

Handling Live Chats

Capture all UTM parameters and sync them to CRM

Push custom properties to chat user

This article will walk you through how to add Exceed Chat as a tag in Google Tag Manager

Installing Exceed Chat with Google Tag Manager

Initiate webchat upon website event

How to install chat widget on WordPress?

How to install chat widget on Wix?

Hadas Rahamim

Ilana Hiller

Chat

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.