Getting set-up

Getting set-up

Frequently asked questions 

Overview and joining


  • What conversational commerce means for you

    Far more than a trend, conversational commerce is shifting transactions into conversations around the world. In essence, it refers to how organizations connect with consumers on their native channels (aka omnichannel chat) to answer their questions and help them buy their offerings in real-time.


    It is a radical shift away from inconveniently forcing consumers to wait for organization’s teams to assist them. Instead, consumers can now be heard by messaging businesses on the native channels they already prefer to chat about what they need with the right people at that organization. Consumers now choose organizations that are ready for them the fastest.


    Simplifying that transition into conversational commerce is the idea of omnichannel chat: chatting with consumers on multiple messaging platforms across your team from a single place. That is where Chatfully comes in. Chatfully is the enabler for innovative organizations who choose to make the most of conversational commerce to be accessible and helpful so their customers thrive.


    To learn more, read our blog and its associated links on conversational commerce.

  • The Chatfully glossary

    Chatfully is powered by many pervasive technologies and techniques which are commonly understood. These are the common words and phrases you will find in Chatfully:


    • Admin: short for administrator; the teammate(s) who controls permissions for your Chatfully account
    • User: the team member who is primarily responsible for sending and receiving messages
    • Campaign: when bulk 2-way text messages are sent to a specified list(s) of contacts
    • Chats page: the main page where all chats are listed and contacts’ profiles are contained
    • Chats: a series of messages from a contact; chats are not tickets and instead are a continuous thread that allows you to get to know a contact for who they are
    • Consumers: people who have not yet sent at least one (1) message to your organization
    • Contacts: consumers who have initiated at least one (1) message with you and/or your team
    • Contact’s profile: a modular and configurable “mini-CRM”
    • Pipeline: leads (marketing qualified leads [MQLs]), prospects (sales qualified leads [SQLs]), users (non-paying contacts/members), customers (paying contacts/members), advocates (contacts/members who have shared a link or referred your service to at least one other person)
    • Provision: 2-way text enable your landline number(s)
    • Teammate: a supervisor, colleague, or subordinate on your team
    • Visitors: those who aren't logged-in
  • Overview of Chatfully’s capabilities

    Chatfully is how organizations and consumers connect.


    Users can connect their existing messaging channels (e.g. texting, web chat, social media) into one place. Built for speed and 1:1 chatting at scale, Chatfully simplifies communication across these channels through shared inboxes. These inboxes ingest messages and disperse them throughout your team as needed.


    To start and search through existing chats, the Chats page provides the filters and fields necessary to manage chats and update the profiles of contacts all from one interface.


    Whether sending 1 message or thousands of messages simultaneously, Chatfully simplifies all external communication across an entire organization. You could call it a virtual contact center built for modern messaging. Incredibly, it can all be deployed in minutes and used by anyone.

  • Language support in Chatfully

    Chatfully’s primary platform is supported in English, whereas web chat is able to support common languages around the world. Over time, more languages will be included to support the range of businesses we serve as they help consumers around the world.

  • Browser support and load time

    We are as passionate as our customers about delivering a platform that demands the best in accessibility and speed. It runs in our veins. We provide that in the following ways.


    What browsers does Chatfully officially support?



    We work hard to optimize Chatfully’s performance on multiple browsers, especially Chrome and Safari.


    Does adding Chatfully to my website slow my page load?


    • Chatfully’s web chat is optimized for incredible scalable performance but, like everything which is added to a website, it comes at a performance cost. We designed our web chat in a way to minimize this delay to maximize your real-time chat with consumers.

  • Join an existing team

    If your organization is already using Chatfully, please email us at help@chatfully.io so we can help you join them and get set-up.

  • Sign-up or recover your password/username

    To sign-up or recover your password, please email us at help@chatfully.io so that we can get you set-up and answer any questions you may need for an efficient onboarding experience.

Getting started


  • Day 1: the checklist to deploy fast in 1 hour

    With all of the newfound capabilities that Chatfully offers, we encourage you to complete these essential steps to deploy fast to have a successful first day:


    1. Import your contacts:  Once you have created your account on Chatfully, import your contact list(s)
    2. Unify your channels:  Ensure that you and your team instantly receive every new incoming message from contacts and you can also begin to send outbound messages
    3. Configure team inboxes:  Create and modify inboxes so that they funnel messages into specific inboxes that your team needs to view and respond to
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