Getting Started With TABLE

Monica Updated by Monica

Welcome to TABLE! Our onboarding guide will help you to get set-up by following along with the steps below. Let's get started!

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Step 1: Customize Your Server

As a white-labeled platform, we've made it easy to customize your server so it can reflect the look and feel of your brand.

  1. Sign In: Go to your server’s URL and sign in using the login information given to you by the TABLE team. You can change your password once signed in by going to your Account Settings by clicking the gear icon in the bottom left corner. 
  2. Customize: Click the gear icon and choose the Organization Settings option. Edit your company settings and save. 
    1. Company info: Your company's name, address, and phone number will appear a the bottom of TABLE-generated emails to customers.
    2. App Settings: Update your page title, logo, browser icon, name of your Chat Bot, and primary color.
    3. App Modes: Decide whether you’d like customers to sign in or continue as guests.
    4. Stripe Credentials: If you’d like to add payment options, enter your Stripe info.
If you need additional help please check out the relevant article here.

Step 2: Create Your Crews

One of the great things about TABLE is that you can segment your agents into teams (we call them Crews), so that your customers will be routed to the right people.

Create a Crew by going to the gear icon and selecting "Team Settings". Click on the "Crews" tab and then the “Add a Crew” button at the top right corner of the page.

  1. Basic Settings:
    1. Fill out the name of the Crew. (ex. “Product Demo Crew”)
    2. The "Call to Action" field is the phrase the customer sees when they click the "Request Service" button on the Table to query a Crew. (ex. “Talk to a customer service agent”) 
    3. Input options into the “Areas of Expertise” field if you would like for Agents to specialize in certain skills. (ex. “Carpeting” for an Interior Design crew)
  2. Advanced Settings:
    1. Input a "Purpose" for your Crew to explain what you want this Crew to do.
      1. This is optional and only an internal note.
    2. Set "Soon to Be Overdue" and "Overdue" times to ensure Agents are answering customers quickly. They provide Agents and Admins with a warning after the amount of time you set has expired.
      1. Defaulted to 10 and 15 minutes respectively. 
    3. The "Email Invite Message" is the message the Agents in this Crew will receive when you first invite them to sign up.
      1. Defaulted to “Welcome to the ____ Crew”
    4. Allow customers to request your Crew directly from the Table using the "Request Service" button by checking the “Invitable by Customer” box.
  3.  Appointment Settings:
    1. If you want your Crew to be booked, check the “Add Appointment Flow” box in the Appointment Settings Tab.
      1. The Agents you add to this Crew must set their calendar availability to receive appointments.
  4. Office Hours:
    1. Make sure your timezone is correct, then click the "+Add More" button. Select the days and times that the Crew is available.
      1. If customers try to access this Crew outside of these times, they will be told when they can expect an answer (the next time the Crew is available based on set office hours). If the Crew has a booking flow, they will have the option to book an appointment with that Crew.
      2. You can also choose the "Typical Response Time" message that automatically tells the customer when to expect a response if they request a Crew during Office Hours.
  5. Complete Your Crew:
    1. Click "Save" to create the Crew. You can update your Crews at anytime by clicking on them.
If you need additional help please check out the relevant article here.

Step 3: Invite Your Agents

  1. Add Others: If you’d like to add another Superadmin, an Administrator, or Agent, click on the gear icon and select Team Settings. Make sure the Agents tab is highlighted, then click the "Add Agents" button.
  2. Select their Account Type:
    1. Superadmins can do everything Admins and Agents can do, plus they can add and delete other Superadmins, Admins, and Agents and change the Organization's Settings.
    2. Admins are primarily in charge of adding Agents, creating Crews, creating Experiences, and can view all Agents and customers. They cannot add or delete Superadmins or Admins. Admins can do everything Agents can do.
    3. Agents cannot invite other Agents/Admins/Superadmins, create Crews, create Experiences, or view other Agent's Tables or change any Organization Settings.
  3. Crew: Select the Crew you'd like to add them to
  4. Email: Enter their email address or invite multiple Agents by entering multiple email addresses and separating each with a comma.
  5. CSV: You can also upload a CSV file to import multiple email addresses at once.
    1. Your file must be in the following format
      First Row: The titles "Email, First, Last"
      Subsequent Rows: The Agents' information in the above format
    2. EX:
      Email,first,last
      johnsmith@table.co, John, Smith
      janedoe@table.co, Jane, Doe
  6. Invite: Click "Invite" and the invited Agents will receive an email with a direct link set up their accounts and join the Crew.
If you need additional help please check out the relevant article here.

Step 4: Create an Experience

  1. Create an Experience: Start by clicking on the Experiences tab and select the “Add Experiences” button on the top left corner.
  2. Name the Experience: Give the Experience a title and click "Next". The title is for internal reference only and will not be visible to the customer.
  3. Create Steps: Start your Experience by creating steps. Each step consists of a message from the Bot followed by a user response option. You can have as many steps as you like. Your steps will link to create dialogue between the Bot and your customer and there are multiple ways you can enable your customers to respond to the Bot. 
    Response Types:
    1. Accept Terms: With this, you can upload a Terms & Conditions PDF file that the user can then view, download, and agree to.
    2. Add Service: This option will query a Crew by alerting Crew members that a request has been made and an Agent needs to join the Table.
    3. Book an Appointment: This option will drop a calendar flow onto the messenger stream so that the customer can schedule an appointment to speak to a Crew member. The calendar is based off of your Agents availability.
    4. Free Form Text: Customers can freely respond to the Bot, the next step will be the same regardless of their answer. 
    5. Make Payment: This option will allow you to add a credit card field for the customer to complete. 
    6. Multiple Choice: Here you can give the user predetermined answer options. You can then customize each response with a different next step.  
    7. Update (Create) Account: If the user is currently a Guest, this option will direct them to create an account.
  4. Link Steps: Once you’ve created a sequence of all your steps and responses, link them together by selecting the "Next Step" from the drop down menu. 
    1. Start by clicking the pencil icon on your first step. Find the “Next Step” section and select your desired second step. Continue until all your steps are linked.
      1. For multiple choice answers, you can link each answer to the same or different next step(s). 
      2. There are no “Next Steps” for the Request Service or Book Appointment options.  
  5. Finalize Experience: After you have finished connecting all of your steps, you can confirm the order by double checking the arrows. Each step should be linked to its following step. Click "Save" when you are done.
  6. Share Experience: With the Experience saved and finalized, you can share it by clicking on the “View Link” and “View In-App Chat Code” tabs at the top of your Experience. 
    1. You can copy the link and place it in email campaigns, Facebook Ads, buttons on your website, and more. When clicked, a Table will open and the Experience will begin. 
    2. Use the In App Chat Snippet button if you’d like to use this Experience as your live chat bubble on your website. In the following section we explain the process in more detail.
If you need additional help please check out the relevant article here.

Step 5 (optional): Install the In App Chat widget on your web app (for logged-out users)

  1. Starting Off: Copy the code snippet below, but be sure to manually change your Experience short code and customer ID.
    1. You can find the code on the Experience tab under the Short Code section
    2. Your customer ID can be found in the URL to your TABLE installation:

  1. How to use the code:
    1. Paste the code right before the closing body tag of every page where you want the TABLE Messenger to appear.
    2. Then just edit the code to include the email address and signed-up date of the user who is currently logged in.
    3. IMPORTANT: If you copy the code snippet above make sure to manually change your workspace ID (this is called your APP_ID in the code).
    4. To complete the code install, activate TABLE by logging into your app in your development environment.
<script>
window.tableSettings = {
short_code: '{EXPERIENCE_SHORT_CODE}'
};
</script>
<script id='__table_iac' src="https://{CUSTOMER_ID}.table.co/static/widget/inappchat.js" async></script>

If you need additional help please check out the relevant article here.

Step 5 (optional): Install the In App Chat widget on your web app (for logged-in users)

  1. Starting Off: Copy the code snippet below, but be sure to manually change your Experience short code and customer ID.
    1. You can find the code on the Experience tab under the Short Code section
    2. Your customer ID can be found in the URL to your TABLE installation
  1. How to use the code:
    1. Paste the code right before the closing body tag of every page where you want the TABLE Messenger to appear.
    2. Then just edit the code to include the email address and signed-up date of the user who is currently logged in.
    3. IMPORTANT: If you copy the code snippet above make sure to manually change your workspace ID (this is called your APP_ID in the code).
    4. To complete the code install, activate TABLE by logging into your app in your development environment.
<script>
window.tableSettings = {
short_code: '{EXPERIENCE_SHORT_CODE}',
name: "Jane Doe",
email: "johndoe@example.com",
created_at: 1258929196
};
</script>
<script id='__table_iac' src="https://{CUSTOMER_ID}.table.co/static/widget/inappchat.js" async></script>

*If you'd like to add an extra layer of user protection for logged-in users, please see this article*

If you need additional help please check out our knowledge base and the relevant article here.

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