Setup Guide
Getting Started
Sign up, follow the short setup wizard, and you can be answering customers in a few minutes. Every new workspace starts with a 7-day free trial of all Sonny Pro features — no credit card needed.
The setup wizard
When you sign up, Sonny walks you through five quick steps.
Create your workspace
Enter your Company name, choose the Timezone where your team works, then select Create workspace. The timezone is used for office hours.
Choose your first channel
A channel is a place customers reach you, such as support email or live chat. Under Create your first channel, select Get started. Or select Skip for now and add a channel later from Channels.
Configure your channel
Enter a Channel name, such as Support, and check the Email address (auto-generated). Turn on Connect a website and enter the Domain when you also want live chat. Select Create channel.
Invite your team
Enter each teammate's Email and choose their Role. Use Add another for more people, then select Send invites & continue. Or select Skip and invite teammates later from Settings and Users.
Try it out
Select Send test email, send the prepared message from your email app, then select Open inbox to watch it arrive. You can select Skip when you want to test later.
Your first-day checklist
After the wizard, these six things take you from "set up" to "running smoothly". Each one has its own guide.
Put the chat widget on your website
One script tag and visitors can chat with you.
Forward your support email
Point your existing support address at Sonny.
Make the widget match your brand
Colors, logo, greeting, office hours.
Save your common answers
Saved replies make repeat questions one-click fast.
Get the app on your phone
Push notifications so you never miss a message.
Let the AI lend a hand
Drafts for your team and automatic answers for customers.
Ready to start?
The trial includes all Sonny Pro features, unlimited teammates, and unlimited conversations. AI Copilot is an optional add-on.
Start your free trialRelated docs
Widget setup
Install the Sonny live chat widget on your website with a single script tag.
Email setup
Forward your support email into Sonny and manage email alongside live chat.
Inbox
Understand statuses, priorities, assignment, snoozing, bulk actions, and keyboard shortcuts.
Migrating from Tidio
Bring your Tidio contacts, chat transcripts, tickets, and knowledge into Sonny.
See how Sonny helps
Customer support software
Customer support software combining live chat, email ticketing, teamwork, reporting, and optional AI. Unlimited agents for one flat monthly price.
Tidio alternative
A Tidio alternative with live chat, email, unlimited agents, optional AI, and guided imports for contacts, transcripts, tickets, and Lyro knowledge.