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Help CenterGetting startedInstalling Atlas

Installing Atlas

Last updated January 17, 2024

Forward Email

First, let’s forward email from your support email address to your  Atlas support inbox . You can do this from Gmail settings  here  forwarding to this email.

[your-inbox]@inbox.getatlas.io

Note: when you add the Atlas support inbox address as a forwarding address, you’ll need to get the verification code; you can find this in the Atlas inbox.

Install Snippet

Next, let’s install the  snippet  to on your website. Add this to the <head> tag of each page you want it to show up on.

<script>
(()=>{"use strict";const t={appId:"YOUR-APP-ID",q:[],identify:function(t){this.q.push(["identify",t])}};window.Atlas=t;const e=document.createElement("script");e.async=!0;e.src="https://app.getatlas.io/client-js/atlas.bundle.js";const s=document.getElementsByTagName("script")[0];s.parentNode?.insertBefore(e,s)})();
</script>

Additionally, you’ll want to setup user identification, typically on pages where a user is behind a login:

window.Atlas.call("identify", {
	userId: "User Id",
	name: "User Name",
	email: "User Email",
	fields: {
	    "title": "",
	    "department": "",
	    "photo": "",
	    "accountName": "",
	    "phone": "",
	    "street1": "",
	    "street2": "",
	    "city": "",
	    "country": "",
	    "postalCode": "", 
	    "secondaryEmail": "",
	},
	"customFields": {
    	"tier": "free",
	    "type": "chat",
    	"isGuest": true,
	    "mrr": 1000
  	},
})

Remaining Setup

For the remaining configuration, see the other tabs in App Configuration, such as  Chat  (setup your chat widget colors, messages, away hours, and logo),  Session Recording  (if you’re capturing sessions on your marketing pages, be sure to Enable “Session recording for visitors”), and  Slack  (sign into Slack to receive Slack messages when users send you a message).

Test

Now let’s give it a test run: go to your homepage and send a chat to see if it works. You should be able to see if it works!

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