How to sign up for Chat through your Dashboard

Crystal Field Updated by Crystal Field

If you have an active virtual receptionist account, you can also sign up for a chat account. The following step shows how you can sign up, and start your chat account right off your Dashboard.

  1. Sign into your VR Dashboard and click on Chat in the top left corner of your page.
  1. This will take you to the Chat sign-up page, and then you will click on the button Get started now.
  1. Start by filling out your general information, and click Get started now again.
  1. Continue to fill out the following information, and click Next.
  1. In the last step, you will choose your plan, insert your Promo Code if applicable, and then click Subscribe.
  1. That's it! You now have an active chat account and you can now create your first playbook. Whenever you are logged into your Dashboard, you can toggle between VR and Chat on the top left of your page.
Need help with setting up your Chat playbooks?

How to Set Up and Use Playbooks for Chat

How to test Chat Playbooks

How to Set Up Chat Custom Intake Fields

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our live chat or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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