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. Creating Your Organization

Before you can use Ulka Chat, you need to create an organization. This organization will contain all your settings, team members, and integrations.

1. After signing up for your account, you'll be prompted to create an organization.
2. Enter your organization name (e.g., your company name).
3. Complete the organization setup wizard.
4. 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.

2. 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 Settings > Organization Settings.
2. Navigate to the Plugin Key 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.

3. Installing the Chat Widget

Add the Ulka Chat widget to your website to enable customer conversations.

1. Go to Settings > Chat Widget.
2. Copy the installation code provided (it will include your plugin key).
3. Add the code to your website's HTML before the closing </body> tag.
4. Replace put-your-pluginKey in the code with your actual plugin key from step 2.
5. Customize the widget appearance (colors, position, welcome message).
6. Test the widget by opening your website and initiating a test conversation.

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

4. Connecting Social Media Platforms

Integrate your social media accounts to manage all customer conversations in one place.

• Go to Settings > Integrations > Social Media.
• Click Connect next to each platform you want to integrate (Facebook, Twitter, Instagram, WhatsApp).
• Follow the authentication flow to authorize Ulka Chat.
• Configure routing rules to determine which team members handle social media messages.

Once connected, messages from social media platforms will appear in your Ulka Chat inbox alongside web chat conversations.

5. Configuring AI Chat

Set up AI Chat to handle common inquiries automatically.

• Go to Settings > AI Chat.
• 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.

6. Creating Workflows

Automate routine processes with workflows.

• Go to Settings > Workflows.
• 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.

7. Connecting Stripe

Enable in-chat payments by connecting your Stripe account.

• Go to Settings > Integrations > Stripe.
• Click Connect Stripe Account.
• Authorize Ulka Chat to access your Stripe account.
• Configure payment settings (currency, allowed payment methods).
• Test payment processing with Stripe's test mode.

Once connected, you can process payments, send invoices, and handle refunds directly within customer conversations.

8. 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, ability to process payments, etc.).

Team members will receive invitation emails with setup instructions.

9. Your First Week

• Day 1: Install the chat widget and test conversations.
• Day 2: Connect at least one social media platform.
• Day 3: Configure AI Chat with your knowledge base.
• Day 4: Create your first workflow for automated routing.
• Day 5: Connect Stripe and test payment processing.
• Day 6: Review conversation analytics and optimize settings.
• Day 7: Train your team on using Ulka Chat effectively.

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