---
title: "Dazza help centre — setup guides and how-tos"
description: "Step-by-step guides for every part of Dazza: setup, web chat, email, knowledge, workflows, Shopify, Slack, the API, the inbox, your team and your plan."
url: https://dazza.io/help
updated: 2026-10-28
---

# How can we help?

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POPULAR [Add the chat to your website](https://dazza.io/help/install-chat)[Connect your support email](https://dazza.io/help/email-setup)[Create a workflow](https://dazza.io/help/workflows)[Verify your customers](https://dazza.io/help/verify-customers)

01 · GETTING STARTED

- [**Get Dazza live in an afternoon** From your web address to a live agent on your site, with your support email forwarded.](https://dazza.io/help/getting-started)
- [**Add the chat to your website** One line of code before the end of every page, a version for Google Tag Manager, and the options for position, label and opening it yourself.](https://dazza.io/help/install-chat)
- [**Connect your support email** Forward your support address to Dazza, then choose whether it observes, drafts or replies by itself.](https://dazza.io/help/email-setup)
- [**Reply from your own address** Add a few DNS records so Dazza’s replies come from your support address, threaded under the customer’s email.](https://dazza.io/help/own-address)
- [**Connect your messaging apps** The Channels page, connecting WhatsApp, Messenger, Instagram, Telegram, SMS, LINE, Viber, Slack, Microsoft Teams and Discord, and how replies work on each.](https://dazza.io/help/messaging-channels)
- [**Connect WhatsApp** Connect your WhatsApp Business number through Meta’s Cloud API, so Dazza answers on WhatsApp as your business.](https://dazza.io/help/whatsapp)
- [**Connect Messenger** Connect your Facebook Page, so Dazza answers Messenger conversations as your business.](https://dazza.io/help/messenger)
- [**Connect Instagram** Connect a professional Instagram account, so Dazza answers your Instagram messages as your business.](https://dazza.io/help/instagram)
- [**Connect Telegram** Create a Telegram bot with @BotFather and paste its token, so Dazza answers private chats as your business.](https://dazza.io/help/telegram)
- [**Connect SMS with Twilio** Connect a Twilio phone number, so Dazza answers text messages as your business.](https://dazza.io/help/sms)
- [**Connect LINE** Connect the Messaging API channel of your LINE Official Account, so Dazza answers on LINE as your business.](https://dazza.io/help/line)
- [**Connect Viber** Create or open a Viber bot account and paste its token, so Dazza answers on Viber as your business.](https://dazza.io/help/viber)
- [**Dazza in your app** Add the same agent to your iOS, Android, React Native or Flutter app, with the same knowledge and inbox.](https://dazza.io/help/mobile-apps)
- [**Answer phone calls** Connect a Twilio number, and Dazza answers your phone with the same agent, knowledge and workflows, then puts callers through or takes a message.](https://dazza.io/help/phone-calls)
- [**Slack: answer customers** Let Dazza answer people in Slack, in Slack Connect channels shared with customers or as your internal help desk. Each thread is a conversation, and your team can take over in the thread.](https://dazza.io/help/slack-answer-customers)
- [**Connect Microsoft Teams** Let Dazza answer in Microsoft Teams, in one-to-one chats and when it’s mentioned in a channel, through your own Azure Bot.](https://dazza.io/help/microsoft-teams)
- [**Connect Discord** Let people ask Dazza questions in your Discord server with the /ask command, and what Dazza can’t see there.](https://dazza.io/help/discord)
- [**Add the chat to Shopify** Paste one line into your theme’s theme.liquid, or into a Custom Liquid section in the theme editor, then check it’s working.](https://dazza.io/help/install-shopify)
- [**Add the chat to WordPress** Add one line to your site’s footer with a header and footer plugin, or from a child theme, then check it’s working.](https://dazza.io/help/install-wordpress)
- [**Add the chat to Wix** Add one line in your Wix dashboard’s Custom Code settings, on all pages at the end of the body, then check it on your live site.](https://dazza.io/help/install-wix)
- [**Add the chat to Squarespace** Paste one line into Code Injection’s Footer field, save, and check it on your live site.](https://dazza.io/help/install-squarespace)
- [**Add the chat to Webflow** Paste one line into Site settings → Custom code → Footer code, save, publish, and check it on the published site.](https://dazza.io/help/install-webflow)
- [**Add the chat to Framer** Add one line as a script in your project’s Custom Code settings, at the end of the body on all pages, then publish.](https://dazza.io/help/install-framer)
- [**Add the chat with Google Tag Manager** A Custom HTML tag on all pages, with the Tag Manager version of the code from Settings, then Preview and Publish.](https://dazza.io/help/install-google-tag-manager)

02 · YOUR AGENT

- [**Shape your agent’s voice and rules** Name, welcome, tone, reply length, guidance rules, handover and appearance, all in a draft you publish when ready, with every version kept to restore.](https://dazza.io/help/agent-studio)
- [**Test before you go live** The preview, test questions, saved tests, workflow modes and versions, so customers only meet a Dazza you trust.](https://dazza.io/help/testing)
- [**Choose the AI model** Use the included Claude models, or your own Anthropic, OpenAI or OpenAI-compatible key, for Llama, Mistral or your own server.](https://dazza.io/help/ai-model)
- [**Nudges on your website** Show a short message above the chat button on the pages you choose. Clicking it opens the chat with your message as Dazza’s first line.](https://dazza.io/help/nudges)
- [**Remembering returning customers** For customers Dazza can recognise, it keeps a short private note on their earlier conversations, so it can welcome them back and not ask again for what it knows.](https://dazza.io/help/returning-customers)
- [**Quick replies and link cards** When Dazza asks a question with a few likely answers, customers can tap one. Pages Dazza cites show as cards with the site, the title and a line of what they say.](https://dazza.io/help/quick-replies)
- [**Double-checking facts** Before customers rely on a figure, price, date or policy, Dazza checks it against the page it came from, puts mistakes right in the same turn, and flags what it can’t confirm.](https://dazza.io/help/fact-checks)
- [**A/B test changes on real customers** Split new conversations between the live version and your draft, see which one Dazza handles more of on its own, and publish the winner in one click.](https://dazza.io/help/ab-tests)

03 · KNOWLEDGE

- [**Add and manage knowledge** Your website, help centre, single pages, questions and answers, pasted text, files, and Notion, Google Drive and Confluence, and how Dazza decides which source to trust.](https://dazza.io/help/knowledge)
- [**Correct an answer** Fix a wrong answer from the conversation itself. Your correction becomes knowledge that outranks your website.](https://dazza.io/help/corrections)
- [**Keep knowledge up to date** Re-read your website daily or weekly, import your help centre, keep Notion, Google Drive and Confluence in sync, and what happens when a page changes or disappears.](https://dazza.io/help/keep-knowledge-current)
- [**Suggested answers** Dazza drafts new Q&As from your team’s replies and from the questions it couldn’t answer. You review each one before it’s used.](https://dazza.io/help/suggested-answers)
- [**Your help centre** Every workspace gets a public help centre. Write articles with Dazza, publish them, and they answer in search, in the chat and by email.](https://dazza.io/help/help-centre)
- [**Connect Notion** Let Dazza answer from your Notion pages and databases, kept in sync as your team edits them.](https://dazza.io/help/notion)
- [**Connect Google Drive** Let Dazza answer from your Google Docs, Sheets, Slides and files, kept in sync, or add a single public Doc by its link.](https://dazza.io/help/google-drive)
- [**Connect Confluence** Let Dazza answer from your Confluence spaces and pages, kept in sync, with an Atlassian API token.](https://dazza.io/help/confluence)

04 · WORKFLOWS

- [**Create a workflow** Templates, describing it in a sentence, details to collect, confirmation, decisions, outcomes, modes and the canvas view.](https://dazza.io/help/workflows)
- [**Verify your customers** Email codes, signed logins from your own site and trusted senders, so account workflows only run for the right person.](https://dazza.io/help/verify-customers)
- [**Call your own system** Send a workflow’s details to your API, Zapier, Make or n8n as a signed request, and answer with what comes back.](https://dazza.io/help/webhooks)
- [**Connect your tools over MCP** Give Dazza live access to your own systems through MCP, with Stripe, Zapier, n8n and Make, and choose what each tool may do.](https://dazza.io/help/connections)
- [**Connect Shopify** Let Dazza answer “where’s my order?” with live tracking, check stock, and cancel or redirect orders that haven’t been sent, with your shop’s own credentials.](https://dazza.io/help/shopify)
- [**The Dazza REST API** Read conversations and contacts, add Q&As, reply as the team and resolve conversations from your own systems.](https://dazza.io/help/api)
- [**Event webhooks** Dazza tells your systems the moment a conversation starts, is handed over or resolved, a message arrives or a new customer appears.](https://dazza.io/help/event-webhooks)

05 · INBOX AND TEAM

- [**Work the inbox** Views, priority, snoozing, reply targets, assigning, taking over, replying on any channel, the copilot, topics, notes, approvals and email drafts.](https://dazza.io/help/inbox)
- [**Snooze conversations** Put a conversation out of the queues until later today, tomorrow morning, next week or a time you pick. It comes back sooner if the customer writes.](https://dazza.io/help/snooze)
- [**Priority and reply targets** Set how urgent a conversation is, let Dazza suggest it at handover, and set first-reply and next-reply targets that count in your opening hours.](https://dazza.io/help/reply-targets)
- [**Merge conversations** Join two conversations from the same customer into one, so the whole story is in one place. Undo it for ten minutes.](https://dazza.io/help/merge-conversations)
- [**Search, filters and export** Search every message, filter by channel, status, person, topic, priority, rating and date, save your views, act on many at once and export to CSV.](https://dazza.io/help/search-and-export)
- [**Invite your team and set roles** Unlimited seats, admins and members, invitations, and who gets an email when a customer needs the team.](https://dazza.io/help/team)
- [**Assign conversations** Give a conversation to a teammate, share new handovers out in turn, and mark yourself away.](https://dazza.io/help/assign-conversations)
- [**Saved replies** Write the answers your team gives most often once, then insert one by typing / in the reply box.](https://dazza.io/help/saved-replies)
- [**Team copilot** Draft, rewrite and translate your replies, summarise a conversation and read customers’ messages in your language. You always press Send.](https://dazza.io/help/copilot)
- [**Photos and PDFs from customers** Customers can send photos, screenshots and PDFs in the chat, by email and on messaging apps. Dazza reads them, and your team sees them in the inbox.](https://dazza.io/help/photos-and-files)
- [**WhatsApp templates** After WhatsApp’s 24-hour window closes, send an approved template from the inbox. Dazza reads your templates from Meta and fills in what it knows.](https://dazza.io/help/whatsapp-templates)
- [**Opening hours and reply times** Set when your team replies, so Dazza tells customers when you’re back and can answer “are you open?”.](https://dazza.io/help/opening-hours)
- [**Dazza on your phone** Add Dazza to your phone’s Home Screen and get a notification when a customer needs you. Tap it to open the conversation and reply.](https://dazza.io/help/dazza-on-your-phone)
- [**Slack alerts** Post handovers, approvals, requests and emails waiting for a reply to a Slack channel, each with a link to the conversation.](https://dazza.io/help/slack)
- [**Topics, sentiment and language** How Dazza labels each conversation with its topics, how the customer felt and their language, and where you’ll see them.](https://dazza.io/help/topics)
- [**Contacts, and customers’ data rights** Find anyone who’s talked to Dazza, export their data, delete it for good, and delete old conversations automatically.](https://dazza.io/help/contacts-and-data-rights)
- [**See who changed what in the audit log** Every change your team makes, and everything Dazza does on its own, in plain words and filterable by person, type and date.](https://dazza.io/help/audit-log)
- [**Hand over to your helpdesk** Keep Zendesk, Freshdesk, HubSpot, Gorgias or Help Scout. Dazza answers first, hands over into it as a ticket, and your agents’ replies reach the customer.](https://dazza.io/help/helpdesk)

06 · PLANS AND INSIGHTS

- [**Read your insights** What the figures mean, from conversations handled and reply targets met to topics, how customers felt and each channel, and how to export them.](https://dazza.io/help/insights)
- [**Customer ratings** When a chat ends, customers rate it Good, Okay or Poor and can add a comment. See each rating in the inbox and the share rated Good in Insights.](https://dazza.io/help/chat-ratings)
- [**Answer quality and resolution** Every conversation gets a 1 to 5 score for Dazza’s answers, with a reason, and whether the customer’s need was met.](https://dazza.io/help/answer-quality)
- [**Plans and billing** The free trial, what counts as a conversation, going over your allowance, changing plans, failed payments and cancelling.](https://dazza.io/help/billing)
- [**The weekly report** Every Monday morning Dazza emails your team its week: what customers asked most, what it handled, questions it couldn’t answer with answers to approve, ratings and one thing to do.](https://dazza.io/help/weekly-report)