The Desk
Your team’s own inbox for everything the AI hands over: chats, enquiries and questions on locked topics, on any device.
How it works#
Set it up#
- Connect to HolaReply DeskWith Pro or Business active: HolaReply › HolaReply Desk, check the email you will sign in with, then Connect to HolaReply Desk. HolaReply adds a small tag to your pages to check the site is yours (if your site uses a cache, clear it, then Check again). Your chat then runs on HolaReply Desk, and pages you publish or change are read again within a minute.
- Move your old DeskOn the same screen, Move my old Desk sends your team, saved replies, knowledge base answers and every conversation and enquiry (status, assignee, tags, notes) to HolaReply Desk, in the background. Nothing is deleted from your site, and running it again adds nothing twice.
- Open the DeskOpen HolaReply Desk, or go to app.holareply.com/desk and sign in with a code sent to your email. Your team members sign in the same way. Your old address (yoursite.com/desk/) leads there too.
- Open the DeskOpen Apps › HolaReply in your Shopify admin, click Open Desk, then Open the Desk. The first time, confirm your email with a code. On another device, go to app.holareply.com/desk and sign in with a code.
- Add your teamManage › Team, Invite someone: email and name, then Send invitation. The link works for 7 days.
- ReplyOpen a chat in the Inbox and write. Email it too sends it by email as well; Add as internal note keeps it inside the team.
- Open the DeskSign in at app.holareply.com/desk with your email and a code. It works on any device; one login opens every website you run.
- Add your teamTeam, Invite someone: email and name, then Send invitation. Pro has up to 5 people; Business has 20, and under More members an owner adds more at $10 a month each.
- ReplyOpen a chat in the Inbox and write. Email it too sends it by email as well; Add as internal note keeps it inside the team.
Questions#
How many people?
Pro includes 5 team members and Business 20, owners included.
Is there a guided setup?
Yes, on any website: the Chatbot quick start. A new website gets it right after it is proven yours; open it any time from the gear at the top right of the Desk. One step a page: how the chat looks (templates, colour, font, position, light or dark, the button) with the real chat beside you, its words, how it answers (with examples of each personality), your team and hours, the line for your site, and a test. Every step can be skipped, and everything stays under Settings to change later.
Which languages is the Desk in?
The Desk, the Shopify admin pages and your account pages come in the same 30 languages as the chat. They follow your browser’s language; to choose another, open Your account (the gear), Language, and save. Arabic, Hebrew and Urdu read right to left.
Does WordPress have its own Desk?
Not any more: there is one Desk, HolaReply Desk, for WordPress, Shopify and any website. With Pro or Business, connect your site from HolaReply, HolaReply Desk. Once connected, conversations and enquiries are kept on HolaReply Desk instead of your WordPress database. The free plugin keeps everything on your site and needs no account.
What happens if I disconnect?
Your site goes back to the plugin’s own chat. HolaReply Desk keeps its conversations for 30 days, for you to export.
Who can change settings?
On Shopify, Owners (who connected from the Shopify admin) manage the team, the plan and settings; Members answer customers. On WordPress, administrators manage it; salespeople answer.
How do I hear about new chats?
The bell in the Desk, and an email when a chat is given to you (you can turn it off in Your account).
Can I delete a conversation?
Yes, on Shopify and any website. An owner opens it in the Desk, Delete (at the bottom on the right), ticks Yes, delete it and clicks Delete for good; in the Shopify admin, open it under Conversations. Its messages and the enquiry it led to are deleted; the access log keeps a line that it happened.
Why is a chat not in the Inbox?
A chat a visitor opened and closed without writing anything has nothing to read, so it is not listed. Live now shows only visitors whose chat is open at this moment.
Where are the numbers?
On Shopify, Manage › Overview: the period in one line, each number against the period before, what to do next, and when shoppers ask, hour by hour (hover an hour for its details). Manage › Reports has four detailed reports: Business impact, Leads and sales, AI answers and gaps, and Team and support speed, each with next steps. Business impact, Leads and sales, and Team and support speed, the CSVs, chosen dates and Email me monthly (Business impact on the 1st of each month) are part of Business; Pro has the Overview and AI answers and gaps.