coview

Quick start

Sign up for an account

Register for a free trial account: https://app.coview.com/register

Pay special attention to a website URL field in the form. This URL is supposed to be a domain name where you plan to include Coview's widget.

Account signup form.

Account signup form.

Submit the form and wait for a welcome email to land into your inbox. We strongly advise to set a strong password (here's a guide for your convenience) for your account straight away by clicking on a Set password link in the email before moving any further.

Add widget to your website

Go to your dashboard: https://app.coview.com/#/dashboard

You'll see several quick actions on the welcome screen. Click on the Embed button.

Dashboard's welcome screen.

Dashboard's welcome screen.

Probably the first thing you'll notice is the following warning next to the website URL you provided during registration:

"Missing snippet" warning next to a website URL field.

"Missing snippet" warning next to a website URL field.

There is nothing to worry about - you are yet to set things up. The warning will disappear once the snippet is properly integrated into your website.

Copy the snippet by clicking on Copy button:

Coview widget code.

Coview widget code.

Snippet is unique to the domain

If you'd like to integrate Coview into another website, you'll have to create an additional project.

Snippet has to be included into your website's head tag and placed before any other scripts - this ensures that Coview will capture all errors occurring on the page, including those originating in third-party scripts.

You can easily tell if the widget was activated - a chat icon will be present in the bottom right corner of every page on your website.

Chat widget icon.

Chat widget icon.

Now, when you go back to the snippet settings page in your dashboard and hit Update button (which triggers snippet validation process), the warning you saw earlier should disappear:

Website URL field - all good!

Website URL field - all good!

Invite teammates

Go to your dashboard's welcome screen (https://app.coview.com/#/dashboard) and click on the Invite people button.

Dashboard's welcome screen.

Dashboard's welcome screen.

You'll be taken to the "Team members" panel on the organization settings page. Once there, click on Create new user button:

List of team members.

List of team members.

You'll be asked to fill out the following form:

"Create new user" form.

"Create new user" form.

Roles

Apart from organization owner (the person who signed up first), there are two other roles:

Member
Role without managerial privileges. Suitable for teammates who are only supposed to interact with website visitors.

Maintainer
Role with permissions to configure the widget, manage projects and organization members. Suitable for team managers.

More info could be found here.

Submit the form by hitting the Create new user button again. The invited person is supposed to receive an email containing an account activation link.

The list of team members will be updated to reflect the new structure:

Updated about 12 hours ago

Quick start


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