Dasher basics

Dasher is the support assistant on your website. A customer opens the chat, dasher looks up what you enabled, and it requests the action you turned on.

Dash is where you sign in. You read chats, approve requests, write notes, and set up the chat button from the dashboard.

The owner of the site. Customers stay in the chat on your pages. The dashboard asks you to sign in.

Yes. Support is a tab in the dashboard. Ask him to check the inbox, change the greeting, add a rule, equip a tool, reply to a customer, or approve a request you name. The playground on Overview is the chat your customers get.

A Shopify store, a WooCommerce store, or any other web app. On any other site you name the tools yourself: a lookup, a booking, a membership change, or whatever that app can do.

They use the chat on your site. You are the person who signs in to Dash.

Yes. Sign-up creates a demo catalog, and Overview includes a playground with sample orders.

The customer asks for help. Dasher uses your notes, and it runs a lookup when the question needs an order, a balance, or another account detail you enabled. Money movement and other decisions wait for you.

Choose Start free on the home page. Continue with Google, or create an account with email and a password.

Yes. The sign-in page has Continue with Google, and it also has email and password.

6–24 characters.

The sign-in page has Google and email. It has no reset link. Use Google if that is how you created the account, or sign in with the password you chose.

One login runs one site. Create another account for a second site.

The owner login opens the inbox and the approval list. Someone who should approve requests uses that same login. There is no invite screen.

Sign out is at the bottom of the dashboard sidebar.

Integration & Widget. Shopify uses Install on Shopify, or a Dev Dashboard Client ID and Client secret. WooCommerce uses Connect WooCommerce. Any website is on accounts that have it.

Your site and a demo catalog are set up automatically, so the playground has something to look up.

On Shopify, install the app and turn on the Dasher chat embed. If you connected with a Client ID, paste the script from Integration & Widget onto the theme. Everywhere else, copy that script onto the pages that should show the button.

In a bottom corner of the page. Integration & Widget lets you pick the left or the right corner.

Yes. Set the color in Integration & Widget. That saved color is used when the page leaves the color alone.

Yes. Greeting message in Integration & Widget is the first line inside the chat.

Match the site. A store can talk about orders. A casino, a trading site, or another product should talk about the help you actually offer there.

The button stays in the corner, and the chat opens over the page.

Add the script only on the pages that should show it.

Remove the script from the page. The button leaves with it.

Allowed websites in Integration & Widget takes one address per line. An empty list means any page with your script can show the chat.

Integration & Widget has a live preview. Overview has a playground. Both use your current settings.

The install guide. This FAQ stays on everyday questions about how the chat and the dashboard behave.

They press the corner button. The greeting is the first message they see.

They type and press Send, or press Enter. Shift plus Enter starts a new line.

While dasher is answering, Attach screenshot takes one PNG, JPEG, WebP, or GIF under 1 MB.

Your chats, in the chat header, lists earlier conversations from this browser.

End chat closes it. They can leave a star rating and an optional note. New conversation starts a fresh chat after that.

The speaker button in the chat header mutes or enables sounds. Sound effects in Integration & Widget is the switch for the site.

Online · replies instantly means dasher is answering. Waiting for a team member… means a person was asked to join. A team member is here means your team owns the chat. This chat has ended means the conversation is closed.

They ask. With Team joins the chat live, your team joins the same window. With Team follows up by email, dasher asks for an email and the case is listed so you can reply by email.

Help stays on the account this chat is about. An email this chat has not already matched to an order does not open that order.

Refund history shows refunds for an email this conversation already matched to a real order.

A very fast burst from the same visitor is slowed down.

They send a follow-up message. A sent message stays as it was.

Keep passwords out of the chat. The customer should stay signed in on your site, and dasher should look up the account from there.

From the rules you save in Train dasher, and from lookups you turned on. He says the rule as himself. An order, a balance, or another account detail has to come back from that lookup.

If they claim a fee, a deadline, or a bonus the rules do not allow, he says that is not how it works. If there is no rule and no lookup, he offers a person. Add the rule when that question should have an answer next time.

Order tracking lookup, shipping address updates before fulfillment, auto-refunds up to a limit you set, and custom discount codes. A replacement goes to you for review.

It answers from your notes and requests the actions you connected and turned on. Money movement waits for your approval.

The custom setup is what dasher uses. Integration & Widget can switch the store back to store actions.

Use Test connection in Integration & Widget and read the result before you rely on that lookup with customers.

The customer places a bet on your site. Dasher helps with the account questions you enabled, and money movement waits for you.

It helps with account questions you enabled. A request for personal investment advice goes to a person.

A refund inside your automatic limit can finish when auto-refunds are on. A larger refund, a withdrawal, and any other money action wait until you approve them.

Store switches are in Train dasher. Connected actions for your site are in Integration & Widget. Turn off anything you do not want offered.

Dasher can still answer from your notes. A live lookup needs your site to respond.

A request dasher filed for you to accept or decline. The action runs when you approve it.

On Overview. Approve runs the request. Reject declines it, and the action does not run.

Reject stops the action. If the customer is still in the chat, tell them yourself.

The chat shows that the request is waiting for you. A finished refund or withdrawal is described only after it has actually finished.

The approval list marks it failed, and the screen shows the reason that came back.

Turn on Auto-refunds and set Max automatic refund (USD) in Train dasher. A refund above that amount is filed for you to approve. With auto-refunds off, refunds wait for you too.

When Shipping address updates are on, and the order is still before fulfillment.

When Custom discount codes are on. They are one-time codes from 5% to 15%.

A replacement is filed for you to review. It waits on Overview until you approve it.

Dasher hands that chat to a person. Blocking a customer is a request you approve.

The first Approve or Reject handles it. Another click finds it already handled.

Chats that need you. Open one to read it, join it, take it over, or resolve it.

Earlier conversations, including ones dasher already handled.

Open the chat and press Join chat or Take over. Your reply shows up in the same window the customer is using.

Yes. Opening it lets you read. Press Join chat when you want to type.

It hands the conversation back to dasher.

It closes the live handoff. The transcript stays in All chats.

Your team owns the chat from then on, and the customer writes to your team in that same window.

Integration & Widget has two choices. Team joins the chat live puts a person in the chat. Team follows up by email keeps dasher in the chat and lists the case so you can reply by email.

Yes. A short summary sits above the messages, and you can expand it.

While the dashboard is open, Live inbox shows a waiting count, the browser tab title updates, and a short sound plays for a new one. A browser notification can appear when this browser already has permission.

Alert webhook in Integration & Widget is optional. It is called for a refund or another request that needs you, and for a 1 or 2 star rating.

They stay in Live inbox and on the approval list. Closing the dashboard leaves them there.

The test chat on Overview, with sample orders listed beside it. Playground chats are saved with your other conversations and labeled playground.

Ratings & Feedback. Customers leave 1 to 5 stars when a chat ends, plus an optional note. You can filter low scores and written notes. A 1 or 2 star rating can also hit the optional alert webhook.

Friendly, Professional, and Concierge, in Train dasher.

In Train dasher, one fact at a time. A return window, your hours, or a bonus rule belong there. Write each note so it stays true.

Passwords, keys, and private credentials. Notes are facts dasher may tell a customer. Connection details belong in Integration & Widget.

Join the chat if the customer is still there. Then correct the note. Later chats use the notes you saved.

Customers can write in the language they use. Write the note in that language when you want the answer to quote your rule accurately.

Resolve closes the live handoff. The transcript remains in All chats. These screens have no delete button for a chat.

These screens have no delete-account button. Sign out leaves the dashboard and keeps the site in place.

Start free on the home page is how you begin. Plan prices are outside this FAQ.

The install guide. Come back here for how a chat, an approval, and the inbox work day to day.