Documentation | Tikivio

Getting started with Tikivio
Create your account and organisation, follow the setup assistant and handle your first request in a few minutes.
Invite your team
Invite your agents by e-mail, choose their role and team, and manage pending invitations in the settings.
Connect a mailbox
Connect your support@ address over IMAP and SMTP: settings, connection test, automatic fetching and the review queue.
Install the widget
Snippet to copy, attributes, JavaScript functions, identification by e-mail code or signed token, allowed origins and widget limits.
End customers and sharing: how-to
Create an end customer from a request, filter the list and share its requests with its contacts on the portal.
Scheduling tasks
Create tasks from a request, follow them in the list and the calendar, and set their effect on the request.
Setting up escalations and SLAs
Escalation levels, business hours, holidays, targets per priority and automatic rules: step-by-step setup.
Languages and translation: how-to
Choose the interface language; automatic conversation translation, planned with your organisation’s consent, is not enabled yet.
Subscription and invoices
Subscribe, change plans, keep track of your usage, find your invoices and understand the payment rules.
Security and data: how-to
Two-factor authentication, sessions, data export and closing your organisation: protect and control your data.
Product requests
Report a defect in Tikivio or suggest an improvement with the right details, and follow what happens to it.