RoadmapAI
Setup guide · ~3 minutes

How to connect Crisp to RoadmapAI

Install the RoadmapAI plugin on your Crisp website to pull feature requests out of chats and email customers when what they asked for ships.

Before you start
  • ✓A RoadmapAI project (the free trial works)
  • ✓Owner or admin access to the Crisp website, so you can install plugins
  • ✓The same email address in RoadmapAI and in Crisp

Step by step

  1. 1

    Install the RoadmapAI plugin in Crisp

    In Crisp, open Plugins (the Marketplace), search for RoadmapAI and click "Install". Pick the website you want to capture requests from. The plugin works on every Crisp plan, including Free.

    Tip: The plugin only reads. It never writes in your conversations, changes contacts or closes conversations.

  2. 2

    Copy your Website ID

    In Crisp, open Settings → Workspace Settings → Setup & Integrations. Your Website ID is shown there. It looks like 8c0f4d57-2b0e-4c8f-9e43-6f1a2b3c4d5e. It is also in the address bar of your Crisp inbox, after /website/.

  3. 3

    Connect it in RoadmapAI

    In RoadmapAI, open Integrations from the sidebar, find the Crisp section, paste the Website ID and click "Connect". RoadmapAI checks that the plugin is installed and that your RoadmapAI email is an operator on that website.

  4. 4

    Set up email updates and save

    Open Configure and choose which updates the visitor gets by email, at the address they gave in the chat (approval and shipped are the usual picks). Visitors who left no email are not contacted. Add your own team's emails or domain under "Ignored senders" so test chats are skipped. Click "Save settings".

Use cases

Feature requests buried in support chats

Visitors mention ideas while asking for help. RoadmapAI finds them without your operators tagging anything.

What happens Thanks, that worked! Any chance you could add a Zapier integration?
What RoadmapAI does Captured as "Zapier integration" in your review queue, linked to the conversation.

Telling customers it shipped

Weeks later, when the item is Completed, the visitor gets an email at the address they gave in the chat.

What happens "Zapier integration" moves to Completed.
What RoadmapAI does "Good news: Zapier integration is live! Thanks for suggesting it."

Troubleshooting

"Install the RoadmapAI plugin on this website first"

The plugin is not installed on the website with that ID. Install it from the Crisp Marketplace, check you copied the ID of the same website, and try again.

"Your RoadmapAI email isn't an operator on that Crisp website"

Sign in to RoadmapAI with the email you use in Crisp, or invite that email as an operator in Crisp, or ask an operator to connect it.

The website shows "Disconnected"

The plugin was removed from the website in Crisp. Install it again, then paste the Website ID once more.

Our own test messages are captured

Add your team's email addresses, or the whole domain, under "Ignored senders" in Configure. Chats with no email are always read.