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Creating and Setting Up Your Account

2 weeks ago

Welcome to AskDolphin! This guide will help you take the first steps in setting up your account and using our platform to provide smarter, seamless customer support. By the end of this article, you’ll be ready to get started with AskDolphin and connect with your customers effortlessly.

In this article, you’ll learn:

       How to create an AskDolphin account

       What is a trial period

       How to login to your account

Let’s get started and make your setup process as simple as possible!

 

Creating AskDolphin account

 

Step 1: Start the Sign-Up Process


To begin, visit www.askdolphin.com and click the Try for Free button prominently displayed on the homepage.

This button will redirect you to the registration page, where you can start creating your AskDolphin owner account. As the owner, this account will grant you complete access to the platform's features and customization options.

 

Step 2: Enter Your Email and Password


On the registration page, you’ll see fields to enter your email address and create a secure password.

Ensure your password is strong, combining letters, numbers, and special characters for added security. For quicker setup, you can also sign up using your Google account by selecting the "Sign up with Google" option. After filling out the required details, click “Continue” to proceed.

 

Step 3: Verify Your Email Address


To ensure your account's security, AskDolphin will send a verification code to the email address you provided.

Open your email inbox and look for an email with the subject line “Verify Your AskDolphin Account.” Enter the 4-digit code in the verification field on the platform. If you don’t receive the code within a few minutes, check your spam folder or click “Request a new code” to generate another one. Once verified, click “Verify” to proceed to the next step.

 

Step 4: Select Your Industry


After verifying your email, you’ll be asked to select your business’s industry (e.g., Retail, E-commerce, Hospitality, etc.) from a dropdown menu.

This information helps AskDolphin tailor its tools and recommendations to suit your business needs. Once you’ve selected the appropriate industry, click “Continue” to move forward.

 

Step 5: Add Business Information


Next, provide details about your business, starting with your business name. You’ll also have the option to upload your company logo, which will appear on your chat widget and customer-facing interfaces.

Ensure your logo file is in a supported format (e.g., JPG or PNG) and under 2MB in size. Adding your logo ensures a consistent and professional branding experience for your customers. Once you’ve completed this step, click “Continue.”

 

Step 6: Complete Personal Information


In the final step, fill in your personal information, including your full name, phone number, and business address.

These details are important for customizing your account and ensuring smooth communication with AskDolphin’s support team if needed.

Once all the fields are filled out, click “Get Started” to finalize your account creation. Congratulations! You’re now ready to explore AskDolphin and set up your customer service platform.

 

Important Notes:

       Owner-Exclusive Account: This process is intended for the owner of the company only. The owner account will have full control over settings, team management, and business customization.

       Adding Admins and Agents: Once the owner’s account is created, additional team members like Admins and Agents can be added through the dashboard under the Team Management section.

 

 

Explore AskDolphin with a Free Trial

Upon signing up, you'll unlock a 14-day free trial with access to all features of AskDolphin. This trial gives you the opportunity to explore how AskDolphin can enhance your customer service and streamline your operations. Once the trial ends, you can continue using the Basic plan for free or upgrade to a paid package that suits your business needs. Visit our Pricing Page to learn more about our plans and find the best option for your business.

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How to Log In to Your AskDolphin Account

Logging in to your AskDolphin account is quick and simple. Visit the login page and enter the email address and password you used during registration. Alternatively, you can choose to log in using your Google account for a seamless experience.