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Preparing to Configure a Chat Web Widget

  • Ensure that the Inbound Chat Message field of the service on which you want to run the web widget contains the message template.

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Info

The option to enable the chat channel for an agent appears in the Agent Details window of the agent.

The Agent Details window appears when you click Agents > Agents on the Configure tab and then double-click the row (in the Agents window) displaying the name of the agent.

Preparing to Configure a Web Widget for Knowledge Base

Ensure that the Knowledge Base (KB) portals that you want to make available for your customers are published and that the articles on the portals are public.

Info
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For more information, see KB.

Preparing to Configure a Web Widget for Ticketing

Ensure that the ticket forms that you want to make available for your customers are published.

Info
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For more information, see Ticket Forms.

Configuring the Chat, KB, or Ticketing Widgets

To configure a web widget:

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