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ClickFix

Getting started

Getting started with ClickFix

Sign up, set up your organization, invite your team and connect your first channel to receive your first customer message.

This guide walks you from creating an account to answering your first customer conversation in ClickFix. The set-up wizard ticks off each step automatically as you use the product.

1. Create an account

  1. Open getclickfix.com and follow the sign-up link.
  2. Sign up with your name, surname, email and password, or with an allowed social provider.
  3. Verify your email address.

If self sign-up is closed, the page says so; contact us for a demo in that case.

2. Set up your organization

In ClickFix, your company's account is called an organization. Channels, conversations, contacts and settings belong to the organization and are never shared with other organizations.

  1. Enter your company or brand name in Organization name. Your customers see this name in the widget and in emails; you can change it later.
  2. Click Open organization. Your account becomes the owner of this organization.

Set up with AI or a ready-made template

The set-up wizard can prepare your organization for you:

  • Set up with AI: learns about your business from your website and a few short questions, then suggests teams, tags, SLAs, canned replies, starter articles and the AI agent's persona.
  • Pick a ready template: start from a template that fits your industry.

Either way, you review and edit every suggestion before it is applied. If your plan does not include AI or you are out of credits, the template closest to your answers is personalized for you instead.

3. Invite your team

  1. Open Organization → Members in the left menu.
  2. On the Invitations tab, send an invitation to your teammate's email address and pick a role.
  3. The invitee joins with their own account through the link in the email.

The default roles are Owner, Admin and Member. You can create custom roles under Organization → Roles. Manage teams, skills and working hours on the Teams page.

4. Connect your first channel

  1. Open Channels in the left menu and click Add channel.
  2. Pick the channel type and follow the steps on screen.

Messages start flowing into the inbox as soon as the channel is connected. See Channels for every channel's set-up.

5. Add the web widget to your site

  1. Open Web widget in the left menu and create a widget.
  2. Paste the one-line snippet from the Install tab into every page of your site, before the </body> tag.
  3. Open your site and send a message from the widget to try it.

Details: Web widget.

6. Receive your first conversation

Send yourself a test message through the channel you connected. Set-up is complete when the message lands in Inbox → All conversations. Continue with Inbox basics.

7. Mobile app

With the ClickFix iOS and Android app you get push notifications, reply to conversations and manage your availability. Once you are signed in on the app, you can also sign in on the web without typing a password by choosing Sign in with QR code on the sign-in screen.

Next steps