How can Crisp help someone who is still on the payment page?

A visitor can start a chat from the chatbox on your site. The message appears in the Crisp Inbox, where you can assign a teammate to respond.

A customer says an error appeared during payment and there are two entries on their card. The teammate who takes the chat can tell them when to expect an update and ask for the minimum details needed to find the order. On a plan with private notes, the investigator can leave a result in the conversation for the assigned teammate. Ask the customer to keep card numbers and passwords out of chat.

If the same person later emails, check whether it is the same incident before replying again. An inbox that receives both channels can still contain two conversations.

What must you connect before anyone can answer?

Install the chatbox with the code for the intended Crisp workspace. Add your existing mailbox by forwarding its messages to the workspace address if your plan includes the shared email inbox.

Invite the people who reply as workspace Members. Give Owner access to the people who need to change settings or billing. Before you add chat to a live payment page, decide who can cover it and where a visitor should leave a message when no one is available.

What information could go somewhere you did not expect?

Chat can keep its history across page loads through a browser cookie. Decide whether that is appropriate on shared devices and what you want to ask visitors to type.

Check whether automatic transcripts are enabled. Crisp can email a conversation copy after it has been inactive. Keep sensitive investigation details in private notes where supported. Before enabling transcript emails, verify the intended recipient and what the transcript includes.

How would you rehearse a chat and an email about the same problem?

Draw a chatbox and an inbox on paper. You can decide who will reply without installing a widget, changing forwarding or sending an email.

Give the chat one owner
Write a fictional chat from case A-17 saying “The payment screen showed an error and I see two entries.” Mark who should take the chat and when they will update the customer.
Spot the repeated request
Add a separate pretend email mentioning A-17. Have a teammate identify the original owner before drafting another reply. Decide what to do if the two messages do not contain enough information to know they are the same incident.
Check what would leave the inbox
Draw the customer reply separately from the investigation note. Mark whether you would allow a transcript email, who would receive it and what you would check first.

What does the workspace plan cover, and what can you export?

Crisp lists paid pricing per workspace per month, with a set number of people who can answer. Free lists chat and two seats. Mini lists four seats and adds shared email and private notes.

If you want a copy of your contact list, Crisp documents a CSV download starting on Essentials. Conversation history uses a separate API or migration tool. A single transcript emailed to an intended recipient helps with one conversation. Before switching providers, verify what a trial export includes, including any attachments and notes your team needs.