Drift Quick Start Guide

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  • Step-by-step video tutorials for My Settings & Administrator Settings.
  • Each individual Drift user will be responsible for My Settings.

My Settings

My Account

👉🏻 Each Drift User is required to set-up My Account

My Profile

My Calendar

👉🏻 Each Drift User is required to attach their calendar for automatic calendar drop

My Email

My Email only available for GMAIL users.

Administrator Settings

Team Settings
Install Drift (In-app instructions on each installation method also available)
Chat Widget Settings

In Advanced, Toggle OFF Display the Icon until ready to Go Live with Drift.

App Settings:
Bot Skills:
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