How to use HeyChat

1. On heychat.cc, press Create your business.
2. Enter your business name, choose your link (heychat.cc/your-name) and pick a brand colour. If someone gave you a code, press Have a code? and enter it. Then press Continue.
3. Sign in with Google. That account becomes your business’s first admin.
4. Pick a template. It’s what visitors see at your link, and you can switch templates any time.
5. Check the review page, tick the boxes to accept the Terms of Service and Privacy Policy, and press Agree and activate. You’re free for 30 days, with no card needed.

1. In HeyChat, open Admin → Settings and find Website widget.
2. Press Copy to copy your snippet. It’s one line that looks like the example below.
3. Paste it just before the closing </body> tag of your site. Put it in the footer or template your pages share, so it loads everywhere.
4. Publish your site, then open it. A chat bubble in your brand colour appears in the corner.
5. Send a test message from the bubble. It should arrive in your HeyChat inbox within seconds.

<script async src="https://heychat.cc/widget.js" data-business="your-name" data-color="#2563eb"></script>

1. Open Admin → Team and press Add member.
2. Enter their email and choose team member or admin. Admins can also manage the team, your settings and automatic answers.
3. They sign in with the Google account for that email and see the same conversations you do.
4. When HeyChat offers notifications, press Turn on. On iPhone, add HeyChat to your Home Screen first, or notifications can’t come through.

1. New conversations appear in Home. Anyone on your team can open one and reply.
2. Write in your own language. Your customer reads it in theirs, and their messages show up in yours with the original kept above.
3. Use the attachment button to share photos, PDFs and other files.
4. Type @ and a teammate’s name to bring them into the conversation.

1. In the conversation, press Create a contract next to the message box.
2. Add a title and line items with a quantity and unit price. HeyChat adds up the total.
3. Send it. Your customer can Accept, Decline or Request changes in one tap.
4. If they ask for changes, edit the contract and send it again. Every contract has a printable version for your records.

1. Open Admin → Answers and press Add answer.
2. Write the question, a few other ways customers ask it, and your answer.
3. Keep Turn on Automatically Answer checked to reply straight away, or uncheck it to have HeyChat show the answer to your team first.
4. Already have the information written down? Open Admin → Knowledge, press Add knowledge and paste your website, a brochure or notes. HeyChat turns it into short replies. Check them, edit any you like, and press Use this.
5. To reply when nobody is free, turn on the Away message under Admin → Answers and choose how many minutes a customer waits before it goes out.
6. Check the list of questions HeyChat couldn’t answer. It’s ranked by how often each comes up, so write the next answer from the top.

1. Open Contacts to see everyone who has left their details, with what they asked about.
2. Set a status as the job moves along: new, contacted, quoted, won or lost.
3. Add a follow-up date and notes the whole team can see.

1. Open the conversation’s ⋮ menu and choose Block.
2. They lose access to all of your business’s chats. You can unblock them later from Blocked, in the left-hand rail or the tab bar on a phone.