---
title: "Help"
description: "Short guides for Retily owners: install the chat widget, connect your email, teach the AI, invite your team, and manage your plan and credits."
url: https://retily.com/help
language: en
last_modified: 2026-10-28T19:39:01Z
---

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 started Sign up, then the Get started card on your Home page and what ticks each step.](https://retily.com/help/get-started)
- [Install the chat widget Copy one line of code, add it to your site, then check it.](https://retily.com/help/install-widget)
- [Install on WordPress Add the chat widget to every page with the WPCode plugin.](https://retily.com/help/install-wordpress)
- [Install on Shopify Paste the code into your theme, and what a theme update does to it.](https://retily.com/help/install-shopify)
- [Install with Google Tag Manager Use the Tag Manager code, a Custom HTML tag, and publish.](https://retily.com/help/install-google-tag-manager)
- [White label your widget Hide “Powered by Retily” on your chat widget and contact form.](https://retily.com/help/white-label-widget)
- [Connect your support email Forward to your Retily address, or connect your own mailbox.](https://retily.com/help/connect-email)
- [Connect Gmail or Google Workspace Make an app password, connect the mailbox, and fix the usual errors.](https://retily.com/help/connect-gmail)
- [Microsoft 365 and Outlook.com email Why forwarding is the way, and how to set it up on each.](https://retily.com/help/microsoft-365-outlook)
- [Add knowledge Scan your website, upload documents, add articles and FAQs, and keep notes internal.](https://retily.com/help/add-knowledge)
- [Invite your team Roles, seats, and why Members are free.](https://retily.com/help/invite-team)

## The AI and your team

- [How the AI hands chats to your team Routing modes, business hours, contact details and tickets.](https://retily.com/help/ai-handoff)
- [Fix a wrong AI answer Correct it from the chat, answer the gap, and test it again.](https://retily.com/help/fix-wrong-ai-answer)
- [Set reply deadlines First reply and resolution targets per priority, and who hears when one slips.](https://retily.com/help/reply-deadlines)
- [Translate conversations Read every customer in your language, and reply in theirs.](https://retily.com/help/translate-conversations)

## Plans and billing

- [Credits and AI answers What a credit pays for, when it renews, the limits, and top ups.](https://retily.com/help/credits)
- [The $1 first month Who gets it, what it includes, and what happens after 30 days.](https://retily.com/help/first-month)
- [Change or cancel your plan Move up or down, add seats, switch to annual, cancel, or ask for a refund.](https://retily.com/help/change-or-cancel-plan)

## For developers

- [API The endpoints an API key from Settings › API can call.](https://retily.com/help/api)
- [Widget JavaScript API Events for your analytics, and opening the chat from your own buttons.](https://retily.com/docs/widget-js-api)

## Can’t find it?

Write to support@retily.com, or see [Contact](https://retily.com/contact).