Help
How do I set up Retily?
Short guides for workspace owners. Each one says what to click in the app, in order.
Set up your workspace
- Get startedSign up, then the Get started card on your Home page and what ticks each step.
- Install the chat widgetCopy one line of code, add it to your site, then check it.
- Install on WordPressAdd the chat widget to every page with the WPCode plugin.
- Install on ShopifyPaste the code into your theme, and what a theme update does to it.
- Install with Google Tag ManagerUse the Tag Manager code, a Custom HTML tag, and publish.
- White label your widgetHide “Powered by Retily” on your chat widget and contact form.
- Connect your support emailForward to your Retily address, or connect your own mailbox.
- Connect Gmail or Google WorkspaceMake an app password, connect the mailbox, and fix the usual errors.
- Microsoft 365 and Outlook.com emailWhy forwarding is the way, and how to set it up on each.
- Add knowledgeScan your website, upload documents, add articles and FAQs, and keep notes internal.
- Invite your teamRoles, seats, and why Members are free.
The AI and your team
- How the AI hands chats to your teamRouting modes, business hours, contact details and tickets.
- Fix a wrong AI answerCorrect it from the chat, answer the gap, and test it again.
- Set reply deadlinesFirst reply and resolution targets per priority, and who hears when one slips.
- Translate conversationsRead every customer in your language, and reply in theirs.
Plans and billing
- Credits and AI answersWhat a credit pays for, when it renews, the limits, and top ups.
- The $1 first monthWho gets it, what it includes, and what happens after 30 days.
- Change or cancel your planMove up or down, add seats, switch to annual, cancel, or ask for a refund.
For developers
- APIThe endpoints an API key from Settings › API can call.
- Widget JavaScript APIEvents for your analytics, and opening the chat from your own buttons.
Can’t find it?
Write to support@retily.com, or see Contact.