Creating a Project
Interakt is an All-In-One customer engagement platform, that brings lead capture, user data, email automation, live chat, web notifications and helpdesk under one dashboard.
Getting started with Interakt is easy and you can start engaging your customers as soon as you set up a project.
Creating an Interakt account using your email id
A member needs to have an account in order to create a project. You can use one of your Social accounts or sign up using your email address. If you are already invited you should have received an email notification with a link to join Interakt and access the project.
Creating your first Project and configuring it
Step 1: Create a project
When you log in the first time, you will land on the "New Project" section.
Give your project a name and enter your Website’s URL
If you've already created a project, switch to it from the dropdown.
Step 2: Choose Apps
Choose apps to enable and get started
Step 3: Integrate Code
Invite your developer
Interakt lets you invite a your developer as a team member so that he can deal with installation and configure apps.
Intergrating Interakt is very easy. You can choose whether to use our One-Click-Integration kits or install it manually by copying a a few lines of JS code.
Choose this integration type if your app is built on a core Programming Language. You need to grab the given code and paste it before the </body> of your webpage.
Integrating with One Click Integration kits
Interakt has addons and integration kits for websites built on popular third party services and scripts. For example, if your website is based on WordPress, click on WordPress and follow the given instructions.
Configuring Inbuilt Apps
Once you finish integrating it, Interakt auto detects the new installation and activates the project. Then you can start customizing your project, invite members and configure apps.
For example, to configure “Chat App”,
- Click chat icon on the left nav
- Follow our interactive guide for instructions and
- Click “Start Using Chat”.
Adding Team Members
Invite your team members to start collaborating, manage and help customers. Members are your staff in charge to take care of your Leads and Customers: the guys who will receive queries and answer them. They are also agents who deal with your customers over chat. The agents attend chat requests and answer them.
Inviting a member
Members can be added by admins under Project settings. To add a member:
- Login to Interakt dashboard, navigate to Settings (Project settings) → Team → Members.
- Enter an email id of your staff member in the field under the tab Invite Members.
- Hit Invite to submit the email address and send the member an email to confirm.
- Members receive an email notification when they are invited.
- Members will have to create an account on Interakt using the confirmation instructions if they don’t have one.
You may also want to take a look at these support topics:
Feel free to connect in case of issues at firstname.lastname@example.org⇪ To Contents