Documentação

Get started with Sonny

Setup guides, feature walkthroughs, and everything you need to get the most out of Sonny.

Setup

Get up and running

Install the widget, connect your email, and ship your first reply.

Getting started: The setup wizard and a first-day checklist — from signing up to your first reply.
Widget setup: Install the Sonny live chat widget on your website with a single script tag.
Email setup: Configure email forwarding to manage support tickets alongside live chats.
Widget customization: Customize colors, logos, messages, and behavior to match your brand.
Visitor identification: Programmatically identify logged-in users so they skip the email prompt.
Chat history: How the widget remembers returning visitors and reloads their previous messages.
Email routing & multi-domain: Route emails from multiple domains to the right source, including shared forwarding setups.
Install the app: Install Sonny on iPhone, Android, Mac, or Windows for push notifications and a native feel.
Migrating from Tidio: Bring your Tidio contacts, chat transcripts, tickets, and knowledge into Sonny.

Daily work

Deep-dive guides for the tools you'll use every day, from the inbox to reporting.

The inbox: Statuses, priorities, assignment, snoozing, bulk actions, and keyboard shortcuts.
Copilot de IA: Let the AI draft replies and answer customers automatically from your own knowledge base.
Saved replies: Create reusable message templates to respond to common questions faster.
Email signatures: Workspace, channel, and personal signatures — with dynamic variables like the agent's name.
Contatos: How contacts are created, managed, tagged, and merged in Sonny.
Notifications: In-app, email, and push — choose exactly what you hear about.
Relatórios: Track conversation volume, response times, and team performance.
Satisfação do cliente: Collect CSAT ratings when conversations close — and turn happy customers into public reviews.

Your workspace

Manage who's on your team, what they can do, and your subscription.

Team & roles: Invite team members and control access with owner, admin, agent, and viewer roles.
Billing & plans: One simple plan plus an optional AI add-on. Learn about trials, subscriptions, and billing.

Can't find what you need? Start a trial and we'll help you get set up.