Help Docs
  • Help is here! 😀
  • Getting Started
  • Account Page Overview
  • Dashboard Overview
  • Supported Marketing & Advertising Platforms
  • Adding a website to host chats
  • Your First Conversation Flow
    • Creating a Successful Chat
    • Naming Tips
  • Create/Edit flow Interface
    • New flow from template
    • New custom flow
      • Email chat
      • Facebook Messenger Chat
      • QR Code Chat
      • Website Chat
  • Using Templates
  • Elements
    • TEXT
    • BUTTON
    • USER INPUT
    • ACTION ALERT
    • TRACK EVENT
    • CARDS
    • USER TAGS
    • IMAGES
    • VIDEOS
  • Webchat Themes: Interface Customizations
  • Setting Business Hours for Your Chat
  • Editing Your Flow
    • Applying themes and hours to your flow
    • Deleting Nodes
    • Disconnecting and reconnecting elements
    • Adding an Element Between Two Steps
  • Saving
  • Previewing Your Web Chat
  • Publishing Your Flow
  • Dictionary of Terms
  • General Tips
  • QR Codes
  • Transcripts
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Getting Started

Introduction to EyeLevel

PreviousHelp is here! 😀NextAccount Page Overview

Last updated 3 years ago

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What You Need

Nothing! Once you create your , you’re set. We can even host your chat if you don’t have a website.

Nice-to-haves include:

  • access to your website code or the email address of the person who does (for chat on your website)

  • Facebook Ad Account information (if you wish to run click-to-Messenger ads)

  • account credentials for any marketing or CRM platforms, such as Teams, Mailchimp or Slack

  • phone numbers of team members for group chat function

  • payment information to get full access to all of EyeLevel's features

Onboarding

Next, you will walk through a series of screens that will identify important features for building your first conversation flow. As you navigate the interface, look for information dots and tooltips. As you encounter new pages for the first time, you will see a quick overview for the page.

EyeLevel account