Hey there! Ready to get your Commslayer helpdesk up and running? Let's break it down into simple steps.
Table of contents:
1. Install the app in Shopify Appstore
First things first:
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Head over to the Shopify App Store: https://apps.shopify.com/commslayer
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Click that install button
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Create your account and sign in
Boom! You're in.
2. Moving from your old platform
If you're switching from Gorgias/Re:amaze/Zendesk/Help Scout, we've got your back: Migration to-do & checklist
3. Set up your Email
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If you use Google Workspace for your support inbox, follow these instructions.
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If you want to set up Gmail Alias, follow this article.
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If you use any other provider (Outlook, MS365, Zoho etc.), check our article for DNS setup.
Connect Gmail
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Navigate to Settings → Inboxes and select Email and then Gmail
Keep in mind this is the easiest setup possible but is limited to 1,500 emails a day and requires a paid Google Workspace.
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Go through the Gmail authentication flow.
Congrats, your email inbox is now set up! We'll grab your last 2 days of emails. Sync will take 10-30 minutes.
Pro tip: Send yourself a test email to make sure it's working!
4. Connect Instagram DM's & Meta Messenger
Want to handle FB/IG dm's and post comments? Here's how:
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Head to Settings → Inboxes → Meta
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Authenticate with Meta and approve all the scopes Commslayer asks for.
Note: Ensure your Instagram is linked to your Meta Business Manager. If you're connecting multiple accounts, we recommend selecting all Pages and Businesses you'll be adding the first time you authenticate with Meta.
5. Make Your Messages Look Good
Let's set up your message signature:
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Go to Profile settings → Personal message signature
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Add your profile picture (not required)
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Customize your signature
6. Quick Responses at Your Fingertips
Save time with response templates:
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Find Settings → Canned responses
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Set up templates for common questions
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Use them by typing "/" in a conversation
Cool trick: Add personalized info like order numbers or tracking URLs using "{{" in your templates.
And that's it!
Also check the Migration to-do & checklist for more tips
You're all set to rock your customer service with Commslayer. Questions? Ping us at karri@commslayer.com