Help center
Short videos and written steps, from sign up to live.
Your path to live
The five main steps from sign up to live. Pick your kind of business.
- Step 1Sign upSign up and pick a planWritten steps
- Step 2ConnectWebsite chat on any websiteVideo
- Step 3Teach your agentTeach your agentVideo
- Step 4TestTest your agent, typing and voiceWritten steps
- Step 5Go liveGo liveVideo
Step 1 of 5
5 steps · 3 with video
12 Restaurant articles, in order
- Welcome to DM DESKWritten steps
- Before you start: what you needWritten steps
- Sign up and pick a planWritten steps · Step 1
- Terms, business basics and hoursWritten steps
- Connect InstagramWritten steps
Website chat on any websiteVideo, · Step 2
Website chat on WordPressVideo, - Restaurants: your menu from Square, Toast or DoorDashWritten steps
Teach your agentVideo, · Step 3- Voice and handoffsWritten steps
- Test your agent, typing and voiceWritten steps · Step 4
Go liveVideo, · Step 5
After you go live: sign in for these
- Step 1Sign upSign up and pick a planWritten steps
- Step 2ConnectWebsite chat on ShopifyWritten steps
- Step 3Teach your agentTeach your agentVideo
- Step 4TestTest your agent, typing and voiceWritten steps
- Step 5Go liveGo liveVideo
Step 1 of 5
5 steps · 2 with video
11 Online store articles, in order
- Welcome to DM DESKWritten steps
- Before you start: what you needWritten steps
- Sign up and pick a planWritten steps · Step 1
- Terms, business basics and hoursWritten steps
- Connect InstagramWritten steps
- Website chat on ShopifyWritten steps · Step 2
- Online stores: Shopify products, stock and cartsWritten steps
- Teach your agentVideo, · Step 3
- Voice and handoffsWritten steps
- Test your agent, typing and voiceWritten steps · Step 4
- Go liveVideo, · Step 5
After you go live: sign in for these
- Step 1Sign upSign up and pick a planWritten steps
- Step 2ConnectWebsite chat on any websiteVideo
- Step 3Teach your agentServices: prices, payment, booking and quotesWritten steps
- Step 4TestTest your agent, typing and voiceWritten steps
- Step 5Go liveGo liveVideo
Step 1 of 5
5 steps · 2 with video
12 Services articles, in order
- Welcome to DM DESKWritten steps
- Before you start: what you needWritten steps
- Sign up and pick a planWritten steps · Step 1
- Terms, business basics and hoursWritten steps
- Connect InstagramWritten steps
- Website chat on any websiteVideo, · Step 2
- Website chat on WordPressVideo,
- Services: prices, payment, booking and quotesWritten steps · Step 3
- Teach your agentVideo,
- Voice and handoffsWritten steps
- Test your agent, typing and voiceWritten steps · Step 4
- Go liveVideo, · Step 5
After you go live: sign in for these
Start here
What DM DESK does, what to have ready, and your plan.
- Written steps
Welcome to DM DESK
What DM DESK does, and how these articles take you from sign up to live. - Written steps
Before you start: what you need
A short checklist of what to have ready before you set up DM DESK. - Written steps
Sign up and pick a plan
Choose a plan, create your account and pay on Stripe's checkout page to start setting up.
Set up
From your hours to going live, one step at a time.
- Written steps
Terms, business basics and hours
Accept the terms, then tell your agent where you are, how to reach you and when you're open. - Written steps
Connect Instagram
Connect your Instagram professional account so your agent answers your Instagram DMs. - Video
Website chat on any website
Add the DM DESK chat to any website with one line of code. - Written steps
Website chat on Shopify
Add the chat to your Shopify store by pasting one line into your theme. - Video
Website chat on WordPress
Put your website chat on a WordPress site with the DM DESK plugin, with no code to paste. 
VideoSquare Online, Wix and Squarespace
Copy your one line of code from DM DESK and paste it into your site builder's custom code box.- Written steps
Restaurants: your menu from Square, Toast or DoorDash
Give your agent your menu and tell it where customers pay, whether you use Square, Toast or DoorDash. - Written steps
Online stores: Shopify products, stock and carts
Connect your Shopify store so your agent answers from your real products and stock and sends filled carts. - Written steps
Services: prices, payment, booking and quotes
Set up a service business: your prices, how you get paid, your booking link, and the quote requests that come to you. - Video
Teach your agent
Give your agent your answers: pull them from your website, then edit and add your own. - Written steps
Voice and handoffs
Set how your agent sounds and what it hands to you. - Written steps
Test your agent, typing and voice
Try your agent the way a customer would, and fix what it doesn't know yet. - Video
Go live
Go live from Home once every step of your checklist is done.
Every day
Day to day guides for DM DESK customers.
For DM DESK customers
Sign in to see these guides
9 guides, 6 with video. They open when you sign in as a member of a DM DESK business.
Fix it
When something isn't working the way it should.
Still stuck?
Email hello@dm-desk.com