Data Privacy, Security & Visitor Tracking
Data handling, visitor tracking, GDPR-relevant settings.
How AI assist uses your data securely
In this video, you’ll learn how AI Assist uses your data in tawk.to while keeping it secure and private. We cover where your data is stored, how AI Assist pulls answers from your connected data sources, and why responses stay focused on your business. AI Assist uses only the current conversation and the sources you’ve enabled for that AI agent. It does not browse the web or rely on past chats, helping reduce irrelevant answers and protect confidentiality.
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Twenty-one tracks, 220+ short videos. Watch just the one you need.
Getting Started: Account, Property & Dashboard Setup
Account, property, and dashboard setup — from signup to first chat.
Billing, Subscriptions & Invoicing
Add-ons, invoicing, payment methods, and what's free vs paid.
Chat Widget: Appearance, Language & Customization
Branding, language, and visual customisation of the widget.
Chat Widget: Behavior, Scheduling & Pre-Chat Forms
Scheduling, pre-chat forms, and routing rules.
Managing Conversations: Inbox, Chats & Contacts
Managing live conversations, transferring chats, contact records.
Ticketing System & Email Management
Turning chats into tickets, email management, status workflows.
Triggers & Proactive Engagement
Proactive messaging, behavioural triggers, on-page rules.
Knowledge Base & Help Center Creation
Building a help center, structuring articles, search.
AI Assist: Introduction & Basic Setup
Introduction to AI Assist and basic configuration.
AI Assist: Training, Data Sources & Re-syncing
Data sources, re-syncing, and keeping the model accurate.
AI Assist: Persona, Base Prompts & Chat Interaction
Base prompts, tone, and shaping how AI Assist replies.
AI Assist: Automation, Escalation & Human Handoff
Automation, escalation rules, and human handoff.
AI Assist: Lead Generation & Forms
Capturing leads and form data through AI Assist conversations.
AI Commands: Content Creation, SEO & Brainstorming
Content creation, SEO, and brainstorming with AI Commands in your dashboard.
Integrations: WhatsApp Setup & Management
Connect WhatsApp and manage those conversations from your inbox.
Integrations: Telegram Setup & Management
Set up Telegram and reply to messages inside tawk.to.
Integrations: Facebook Messenger Setup
Connect Facebook Messenger to your tawk.to inbox.
Integrations: SMS (Twilio) Setup & Management
Set up SMS with Twilio and handle texts from the inbox.
Integrations: E-commerce, CMS & Platforms
Connect e-commerce, CMS, and website platforms.
Developer & Advanced: REST API, Webhooks & Zapier
REST API, webhooks, Zapier, and advanced automation for builders.
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