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Setting Up Your Annie

Understanding how to get your Annie running
Portal Walkthrough
Loom Walkthrough: https://www.loom.com/share/d4280999fb0244ce832354a0c8d1e3e6 This walkthrough is designed to help you better understand how to use t...
Phone Routing
Connecting Annie to Your Existing Phone System Connecting Annie to your phone system is a key step in getting your agent fully set up and ready to han...
Turning On Annie Notifications
Log into your Annie portal . Navigate to the left sidebar and click on Settings . In the middle column , scroll to find the section labeled Notif...
Your Website Chat Widget
You can customize how your website chat widget looks and behaves directly from your Annie dashboard. Follow the steps below to update your chat settin...
Testing Your Annie
You’ll receive an email from your onboarder with your Annie phone number. You can also find it directly in the portal by following these steps: Go to ...
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