Quickstart · Start here

Quickstart: Zero to your first chat

By the end, a message from your website will reach your dashboard and your reply will reach the visitor. You need a Stand account, a published website, and permission to add a script to that site. If someone else manages it, ask them to publish the snippet in step 2.

Guide overview

Stand Guidebook

Quickstart · 12 chapters follow

Setup checklist

Three steps, then test it.

  1. 01

    Create your account

    Sign up and finish the profile visitors will see in chat.

    • Use the login method you want for the dashboard.
    • Your avatar, title, and organization name are visitor-facing.
    • You can edit profile details later from Profile.
    Sign up
  2. 02

    Add Stand to your website

    Add your domain, copy the snippet, publish it, and confirm Stand sees it.

    • In Sites, add the domain where visitors will chat. Copy the installation snippet generated for that site.
    • Add the generated deferred <script> once through your shared page template or website builder's custom-code area. The head is suitable; placing it before the closing body tag also works.
    • You can add it only to specific pages, or add it across the whole site and control visibility from Stand.
    • If you use a website builder, look for its custom code or custom script setting.
      • WordPress: use a header/footer code plugin, paste the snippet into its Header field, then save.
      • Webflow: Site settings > Custom Code > Head code, then publish.
      • Wix: Dashboard > Settings > Custom Code, add it to Head and choose the pages.
      • Squarespace: open Code Injection and paste the snippet in Header. Code injection must be available on your plan.
      • Shopify: Online Store > Themes > Edit code, paste it in theme.liquid inside <head>.
    • After publishing, open the live page once. Return to Sites and check that its status is Installed (the green indicator). This records that the site has contacted Stand; the two-way test in step 3 checks whether chat works now.
    Edit Sites
  3. 03

    Make yourself available

    Keep the dashboard open, turn on Available to chat, and complete a two-way test.

    • In Sites, check “I chat here” for your site. This selects where you personally receive chats; AI coverage is configured separately.
    • Turn on Available to chat in the dashboard. Keep it connected and stay below your simultaneous-chat limit.
    • Open the published website in another tab or a private window. Open the chat launcher and send “This is my installation test.”
    • Find the conversation in Chats, send a reply, and confirm that reply appears on the website. Then end the test chat.
    • If you get stuck, use Support or Feedback from the app menu.
    Chat

Builder settings and script permissions vary by plan. Use your platform's instructions for WordPress.com, Webflow, Wix, Squarespace, or Shopify if the setting is missing. Paste the entire generated script, not just its URL.

If the test does not work

Check installation, coverage, and delivery in that order.

The site still says Waiting for installation
Open the published page, not the builder preview. Check that it contains the snippet from this site's card in Sites. Confirm your builder allows scripts and that a consent tool or browser extension has not blocked it. Republish if you added the snippet only to a draft.
The site is Installed, but no launcher appears
Open the site's Chat widget status in Sites. If nobody is listed, check Available to chat, I chat here, and that the site is enabled. If a responder is listed, check the site's Chat widget behavior rules for hidden widgets or delayed reveal triggers. Follow any quota notice shown in the dashboard.
A Stand-in or teammate receives the test
Chat widget status shows who is currently eligible. Stand routes to eligible humans first, then AI coverage. Check your connection, site selection, and chat capacity. Another eligible rep may receive the test; coordinate with them rather than treating that as an installation failure.
The chat opens, but a message does not arrive
Keep both pages connected and check for a retry or connection message. If the problem persists, use Feedback in the app menu and include the page URL, the time of the test, and which direction failed: website to dashboard or dashboard to website.

The installation reference and routing reference explain the detailed checks.

Next: add AI coverage

Your first test proves that a person can reply. To keep conversations available when nobody on the team can chat, create and test an AI Stand-in, enable it, and activate Stand-in coverage. Follow Start Website Conversations, then Train Your AI Stand-in.