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, Paste the snippet via theme editor, a custom HTML block, or a header/footer plugin.
- Install live chat on Shopify, Add the snippet to theme.liquid above the closing body tag.
- Install live chat on Squarespace, Use Code Injection on a Business or Commerce 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, Pass user data with an HMAC user-hash so visitors cannot be impersonated.
- Sync Shopify orders, Webhook Shopify orders into visitor records so agents see purchase history.
- Sync Stripe customers, Webhook Stripe events to keep visitor MRR and plan attributes current.
- Sync HubSpot contacts, Mirror HubSpot contacts into visitors with custom attributes.
- Sync Salesforce leads, Push Salesforce Lead and Contact records into message.com visitors.
Email and config
- Email forwarding from Gmail, Forward a Gmail address to a message.com inbound address.
- Email forwarding from Google Workspace, Use a Workspace routing rule to forward without breaking SPF.
- Email forwarding from Microsoft 365, Use Exchange Online mail flow rules to forward to message.com.
- Connect a custom email domain, Set MX, SPF, DKIM, and DMARC to receive tickets at your own domain.
- Configure business hours, Set per-channel hours, holidays, and timezone-aware schedules.
- Office-hours routing, Route to humans during hours, voicemail or AI after hours.
- Route conversations by department, Create departments and route inbound by tag, page, or pre-chat selection.
Features
- Build a custom chat launcher, Hide our launcher, use your own button, call Message.open().
- Send proactive messages, Trigger messages on page, time-on-page, or custom events.
- Track conversion from chat to paid, Stitch chat sessions to Stripe checkouts with goals.
- Handle multilingual customers, Auto-detect language, localise greetings, route to bilingual agents.
- Build a mobile chat widget, Use the widget inside iOS, Android, and React Native apps.
- Build an AI agent with tools, Wire AI function calls to your order DB, CRM, or internal API.
- Clone your brand voice for AI, Upload a 15-second sample so Smart Hold and AI Receptionist sound on-brand.
- Route after-hours calls to voicemail, Set up time-based call routing with voicemail transcription.
- Set up Smart Hold on phone calls, Configure the AI hold companion to engage callers above a threshold.
- Measure CSAT and response time, Pull the reports API, build a dashboard, set SLA alerts.
- Export conversation data, Use the reports export endpoint for CSV or JSON archives.
- Test webhooks locally with ngrok, Tunnel a local server, replay events, debug signatures.
- Handle webhook retries idempotently, Use messageId or Idempotency-Key to dedupe duplicate deliveries.
Migrate from another platform
- Migrate from Intercom, Export conversations and contacts, swap the snippet, keep the unified inbox.
- Migrate from Zendesk Chat, Replace the Zopim widget, import contacts, retire the per-seat bill.
- Migrate from Tidio, Move chat history and contacts off Tidio, ship the new snippet.
- Migrate from Crisp, Export Crisp data, swap the snippet, keep the same chat-first UX.
- Migrate from Drift, Replace Drift with unified inbox, keep playbooks as proactive messages.
- Migrate from LiveChat, Export LiveChat archives, swap the snippet, route to message.com.
- Migrate from Help Scout, Bring email tickets into the unified inbox, drop per-mailbox pricing.
- Migrate from Freshdesk, Export tickets and contacts, swap helpdesk while keeping email addresses.
- Migrate from HelpDesk.com, Export tickets, swap the inbox, consolidate chat plus email.