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June 6, 2024
XX min read

How to Use Dixa: A Comprehensive Guide


Dixa is a conversational customer engagement software designed to connect brands with customers through personalized conversations. It ensures that no customer query is missed by allowing teams to respond to chats, emails, calls, and social media messages from a single unified platform.

In today’s fast-paced, customer-centric business environment, having an efficient, integrated system that can manage multiple communication channels is paramount. Dixa helps businesses foster meaningful customer relationships, streamline communication workflows, and improve overall customer satisfaction.

Who is Dixa for

Dixa is ideal for businesses of all sizes that prioritize exceptional customer service. Customer support teams, sales representatives, and customer experience managers can all benefit greatly from Dixa’s cohesive communication capabilities. Whether you're a startup growing your customer base or an established brand looking to enhance your customer service, Dixa provides the tools you need to manage customer interactions seamlessly.

Key features

  • Unified Communication Platform: Dixa allows businesses to handle chats, emails, calls, and social media messages from a single interface. This consolidation ensures that no message goes unanswered and that customer service agents can respond quickly and effectively.
  • Personalized Customer Interactions: By using customer data and interaction history, Dixa enables more personalized conversations. This tailored approach leads to higher customer satisfaction and loyalty.
  • Omni-channel Support: Dixa supports various communication channels, including live chat, email, phone, and social media. This flexibility means customers can reach out through their preferred channels, and businesses can provide a consistent experience across all touchpoints.
  • Intelligent Routing and Workflows: Dixa’s intelligent routing ensures that customer queries are directed to the most appropriate agent, reducing wait times and enhancing resolution efficiency. Customizable workflows help streamline processes and improve agent productivity.
  • Real-time Analytics and Reporting: Access to real-time data and comprehensive reports allows businesses to monitor performance, identify trends, and make data-driven decisions to improve customer service strategies.
  • Integrations and API Access: Dixa integrates seamlessly with various CRM systems, marketing tools, and other business applications. Its API capabilities enable further customization and integration possibilities.

Best use cases

  • E-commerce: E-commerce businesses can use Dixa to manage pre-sale inquiries, order tracking questions, and post-purchase support, ensuring a smooth shopping experience for their customers.
  • SaaS Companies: Software-as-a-service companies benefit from Dixa by providing real-time support to their users, handling subscription inquiries, and managing feature requests effectively.
  • Retail: Retail businesses can leverage Dixa to handle customer questions about products, availability, and store policies across different communication channels.
  • Travel and Hospitality: Travel agencies and hotels can use Dixa to assist customers with bookings, cancellations, and travel advice, delivering a personalized experience that enhances customer satisfaction.
  • Healthcare: Healthcare providers can manage appointment bookings, patient inquiries, and follow-ups efficiently through Dixa’s unified platform.

Getting started

  1. Sign Up: Visit the Dixa website and sign up for an account. Choose the plan that best suits your business needs.
  2. Set Up Your Account: Complete the initial setup by providing information about your company, configuring your preferred communication channels, and integrating with your existing systems.
  3. Customize Your Dashboard: Adjust the dashboard layout to fit your workflow. Set up relevant widgets and shortcuts for quick access to important features.
  4. Add Team Members: Invite your support agents and team members to join the platform. Assign roles and permissions to manage access levels.
  5. Configure Communication Channels: Connect your email accounts, social media profiles, phone systems, and live chat tools to the Dixa platform.
  6. Create Routing Rules and Workflows: Set up intelligent routing rules and workflows to ensure incoming queries are directed to the right agents. Customize workflows to automate repetitive tasks.
  7. Training and Onboarding: Provide training sessions for your team to familiarize them with Dixa’s features and best practices.
  8. Go Live: Once everything is set up and your team is trained, start using Dixa to manage customer interactions.

Tips and best practices

  • Use Tags and Categories: Categorize customer interactions using tags to organize and prioritize queries efficiently. This helps in managing large volumes of messages and improves response times.
  • Monitor Performance Metrics: Regularly review your analytics and reports to track key performance indicators (KPIs) such as response time, resolution time, customer satisfaction, and agent productivity. Use these insights to make data-driven improvements.
  • Automate Responses: Leverage Dixa’s automation capabilities to handle common queries with pre-set responses. This reduces the workload on agents and ensures timely replies to customers.
  • Personalize Interactions: Use customer data and interaction history to provide personalized responses. This builds stronger relationships and enhances customer loyalty.
  • Optimize Routing Rules: Continuously review and adjust your routing rules to ensure queries are directed to the most appropriate agents based on their skills and expertise.
  • Encourage Team Collaboration: Foster a collaborative environment where agents can share knowledge, discuss complex cases, and support each other. Dixa’s platform facilitates internal communication and teamwork.

Integration with Guru

Dixa integrates seamlessly with Guru, an AI-powered knowledge management tool. Guru enhances Dixa’s capabilities by providing instant access to accurate, up-to-date information, enabling agents to deliver quick and informed responses.

Benefits of using Dixa with Guru’s AI Search: The integration allows agents to retrieve relevant information from the company’s knowledge base without leaving the Dixa platform. This integration ensures that agents have the right information at their fingertips, reducing the time spent searching for answers and improving response times. Guru’s AI-powered search capabilities help agents find the most relevant knowledge articles, FAQs, and documents quickly, enhancing overall productivity and customer satisfaction.


Dixa is a powerful conversational customer engagement software that connects brands with customers through personal, meaningful interactions across multiple channels. Its unified platform, intelligent routing, personalized interactions, and real-time analytics make it an indispensable tool for modern customer service teams.

By integrating Dixa with Guru, businesses gain access to a powerful knowledge management system that further enhances agent efficiency and customer satisfaction. Leverage Dixa’s comprehensive features and Guru’s AI search to transform your customer support operations and drive positive business outcomes.

Try Dixa today and integrate it with Guru to elevate your customer service experience and achieve new levels of productivity and customer satisfaction.

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