Getting Started for Users

Welcome to Ulka Chat! This guide will walk you through the essential steps to set up your customer engagement platform.

1. Sign Up for an Account

To get started with Ulka Chat, you need to create an account.

1. Visit the Ulka Chat homepage and click "Start Free Trial" or navigate directly to the registration page.
2. On the registration page (/auth/register), you have two options:
   • Create an account with email: Enter your email address, create a strong password, and confirm your password.
   • Sign up with Google: Click "Sign up with Google" to use your Google account for faster registration.
3. Complete the registration process.
4. After successful login, you'll be redirected to the homepage (/) which serves as your dashboard. You'll see:
   • A "Logout" button in the navigation
   • A "Go to channel list" button to access your connected channels
   • Access to all Ulka Chat features and pricing information

If you already have an account, click "Sign In" from the homepage to access the login page (/auth/login). You can sign in with your email and password, or use the "Continue with Google" option. If you've forgotten your password, use the "Forgot Password?" link.

2. Creating Your Organization

After signing up, you'll be prompted to create an organization. This organization will contain all your settings, team members, and integrations.

1. Enter your organization name (e.g., your company name).
2. Complete the organization setup wizard.
3. Once created, you'll be taken to your organization dashboard.

Your organization is the central hub for all Ulka Chat functionality. You can create multiple organizations if you manage multiple brands or businesses.

3. Getting Your Plugin Key

The plugin key is required to integrate the Ulka Chat widget into your website. Each organization has a unique plugin key.

1. Go to Integrations.
2. Navigate to the UlkaChat Plugin Details section.
3. Copy your unique plugin key. Keep this secure and do not share it publicly.
4. You'll use this plugin key when initializing the chat widget on your website.

The plugin key authenticates your website with Ulka Chat and ensures conversations are routed to your organization.

4. Implement the Chat Widget

Follow the instructions from here

The chat widget will appear on your website, allowing visitors to start conversations with your team.

5. Connecting Social Media Platforms

Integrate your Meta platform accounts (Facebook, WhatsApp, Instagram) to manage all customer conversations in one place. All Meta platforms use Facebook Authentication for unified access.

• From your authenticated homepage, click "Go to channel list" to access your channel management area.
• Alternatively, navigate to your integrations section.
• Click Connect next to each platform you want to integrate (Facebook, WhatsApp, Instagram).
• Follow the Facebook OAuth authentication flow to authorize Ulka Chat.
• Grant the necessary permissions for each platform.
• Configure routing rules to determine which team members handle social media messages.

Once connected, messages from Meta platforms will appear in your Ulka Chat inbox alongside web chat conversations. See Integrations for detailed authentication setup instructions.

6. Training Your AI

Train your AI chatbot to handle common inquiries automatically. This is a key step highlighted on the Ulka Chat homepage.

• Go to Settings > AI Chat (or navigate to your AI training section).
• Upload your knowledge base documents, FAQs, and product information.
• Configure AI response settings (tone, escalation rules, confidence thresholds).
• Test AI responses using the built-in testing tool.
• Review and approve AI responses before enabling auto-responses.

AI Chat will automatically respond to common questions, freeing your team to focus on complex issues.

7. Adding the Website Widget

Install the chat widget on your website to enable real-time conversations with your visitors.

• Follow the instructions from the Developer Guide to integrate the chat widget.
• Use your plugin key from Step 3 to authenticate the widget.
• The chat widget will appear on your website, allowing visitors to start conversations with your team.

Once installed, you can start receiving and managing conversations directly from your website visitors.

8. Creating Workflows

Automate routine processes with workflows to streamline your customer support operations.

• Go to Settings > Workflows (or navigate to the Workflows section in your dashboard).
• Click Create Workflow.
• Define triggers (e.g., "New conversation started", "Message contains keyword").
• Add conditions (e.g., "Customer is VIP", "Message is in English").
• Set actions (e.g., "Assign to Sales Team", "Send welcome email", "Create ticket").

Start with simple workflows and gradually add complexity as you become more familiar with the system.

9. Starting Automation

Once you've connected your channels, trained your AI, and added the website widget, you're ready to start automating your customer support. Monitor your conversations, review AI responses, and fine-tune your settings as needed.

10. Inviting Your Team

Add team members and configure their permissions.

• Go to Settings > Team Management.
• Click Invite Team Member.
• Enter email addresses and assign roles (Admin, Agent, Manager).
• Configure individual permissions (access to conversations, etc.).

Team members will receive invitation emails with setup instructions.

11. Your First Week

Follow this recommended schedule to get the most out of Ulka Chat:

• Day 1: Sign up, create your organization, and explore the dashboard.
• Day 2: Get your plugin key and install the chat widget on your website. Test conversations.
• Day 3: Connect at least one social media platform (WhatsApp, Instagram, Facebook Messenger, etc.).
• Day 4: Configure AI Chat by uploading your knowledge base and training the AI.
• Day 5: Create your first workflow for automated routing and responses.
• Day 6: Invite team members and configure their permissions.
• Day 7: Review conversation analytics, optimize settings, and train your team on using Ulka Chat effectively.

Need help? Contact support@ulka.chat or visit our Help Center (opens in a new tab).