Tutorials
Step-by-step guides for installing, integrating, and migrating to message.com. Each tutorial is 5 to 15 minutes of real work, with copy-pasteable code where it helps.
Start with an install tutorial for the platform you ship on, then layer on visitor identity, routing, and AI as the workspace matures.
Install
- Install live chat on WordPress, Install the widget using the supported plugin or a site-wide snippet.
- Install live chat on Shopify, Use the Shopify app’s theme setup and verify the published storefront.
- Install live chat on Squarespace, Use custom code where supported by your Squarespace plan.
- Install live chat on Wix, Drop the snippet into the Custom Code panel in Wix Studio settings.
- Install live chat on Webflow, Add the snippet to Project Settings under Custom Code.
- Install live chat on Next.js, Use the next/script component with afterInteractive strategy.
- Install live chat on React, Inject the snippet from a useEffect in your root component.
- Install live chat on Vue, Add the snippet via the onMounted lifecycle hook in your root component.
- Install live chat on plain HTML, Paste the snippet before the closing body tag on any static site.
- Install via Cloudflare Workers, Inject the widget on every HTML response with a Worker.
- Install via Google Tag Manager, Add a Custom HTML tag firing on All Pages.
Identify and sync
- Identify logged-in users, Understand browser continuity, identity API limits and private-data verification.
- Shopify order context, Load matched Shopify customer and order details for authorized agents.
- Stripe customer context, Read matched customer payments and invoices in the Inbox.
- HubSpot customer context, Look up exact-email HubSpot customer context.
- Salesforce customer context, Read matching Salesforce Contact and Account details.
Email and config
- Email forwarding from Gmail, Forward a Gmail address to a message.com inbound address.
- Email forwarding from Google Workspace, Configure forwarding and test delivery into the intended department.
- Email forwarding from Microsoft 365, Use Exchange Online mail flow rules to forward to message.com.
- Connect a custom email domain, Verify your sending domain and configure incoming mail separately.
- Configure business hours, Set company and department schedules, holidays and timezones.
- Office-hours routing, Configure and test the supported after-hours action for each number.
- Route conversations by department, Set up departments and test the supported channel routing.
Features
- Build a custom chat launcher, Open the installed widget from your own support button using the supported API.
- Send proactive messages, Configure the supported proactive rules and test their targeting.
- Track conversion from chat to paid, Stitch chat sessions to Stripe checkouts with goals.
- Handle multilingual customers, Configure language behavior and test answers and handoffs.
- Build a mobile chat widget, Review supported mobile embedding options and limitations.
- Build an AI agent with tools, Review available AI tools and the permissions needed for actions.
- Clone your brand voice for AI, Choose a voice and verify the available enrollment workflow for your brand.
- Route after-hours calls to voicemail, Set up time-based call routing with voicemail transcription.
- Set up Smart Hold on phone calls, Collect caller context before an agent takes the call.
- Measure CSAT and response time, Read satisfaction and elapsed response-time metrics.
- Export conversation data, Download scoped CSV reports using an authenticated agent session.
- Test webhooks locally with ngrok, Tunnel a local server, replay events, debug signatures.
- Handle webhook retries idempotently, Verify signatures and deduplicate using each product’s event identifier.
Migrate from another platform
- Migrate from Intercom, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from Zendesk Chat, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from Tidio, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from Crisp, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from Drift, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from LiveChat, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from Help Scout, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from Freshdesk, Plan your cutover, retain source exports and verify supported imports before switching.
- Migrate from HelpDesk.com, Plan your cutover, retain source exports and verify supported imports before switching.