Features available with the ClickDesk integration:
- ClickDesk is the online live chat and support software which can be integrated with this system.
- We provide you with the chat box window of chat for online chatting with the clients by integrating it with this software.
- Staff can see and extract the domain wise chat transcripts on ClickDesk section from header menu on manage portal.
- If staff wants to convert the chat conversations into ticket then open particular chat & select convert to ticket option which is at the right side of the page.
In order to integrate ClickDesk with this system follow the following steps:
Step 1] Login to your ClickDesk account https://www.clickdesk.com
Step 2] Enter the login details and open it as a Manage account.
Step 3] Go to admin Settings >> ClickDesk API key from the top menu. (You will get API key from here.)
Step 4] Log-in to the manage portal,
Settings >>Integrations >> ClickDesk
Domain: Domain for which the ClickDesk is to be integrated is to be selected from the drop down.
Username: Username of ClickDesk is to be entered here.
API key: API key that one gets from ClickDesk is to be entered here. (From Step 3)
Status: The status can be either disabled or enabled from here.
Step 5] After the successful adding of the ClickDesk account go to:
Path: Settings/Staff Section/Team/Integration/ClickDesk/ Select Yes.
Note: The code which is available for integration to copy/paste at the bottom of your website, just have to paste it before the closing </body> tag. For that the two types of software’s have different process:
SaaS license: - You need to contact the support team.
Download license: - You can store the code given for integration into the template files of your server.