Add a custom worker

Use the Add Worker wizard to add a custom worker. There are two types: Support, a chatbot that answers your Crisp inboxes, and Success, for onboarding, upsell, and churn recovery. The type you pick decides which setup steps you see and where the worker shows up in the app.

Open the Add Worker wizard

1. Go to Account → Workers and click Create worker. For a chatbot you can also expand Chatbots in the left nav and click Add worker, or go to Account → Chatbots and click Create chatbot. All three open the same wizard.

Choose Support or Success

1. On the Type step, name the worker, describe what it should do in one or two sentences, and pick a card under Purpose. Support is a chatbot, email responder, or dedicated inbox for high-paying customers. Success covers onboarding, upsell, and churn recovery.

The two types are set up differently:

Set up a Support chatbot

1. On the Channel step, keep Crisp as the channel, tick one or more Crisp inboxes, then choose Chat, Email, or Both. The chatbot wakes on visitor messages in those inboxes and replies in the same conversation.

1. On Knowledge, connect at least one source the chatbot can search, usually your help center.
2. Review the default Skills and Guards, add any extra result columns, then submit.

Set up a Success worker

1. On Trigger, add at least one live or scheduled trigger. You can limit it with Customer segments. See Add a trigger to a worker.
2. On Incoming data, map fields such as email or subscription plan, or leave it empty to pass events through as they arrive. See Set worker input fields.
3. Connect at least one knowledge source, review the default Skills and Guards, add any extra result columns, then submit.

After you create the worker

Submitting opens the new worker's page. Support chatbots are listed under Chatbots in the left nav, and Success workers under Workers.