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Currently only the zendesk chat widget is supported. |
Info |
In the Operations App, you must have the Client Portal Customization permission to view and the Edit Client Portal Customization permission to edit. See Users. In the Classic Operations App, you must have the Rapidship Customization permission to view and the Edit Rapidship Customization permission to edit. See Users (Classic Operations App). |
You can embed my Chat Support widgets in the Client Portal, to allow better communication with my customers.
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Instructions
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This currently only works with zendesk and cannot be saved on the default “CXT Rapidship” profile. |
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The following chat providers have been tested for compatibility:
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Go to the Client Portal Customization form.
In the Operations App, go to Maintenance > Client Portal Customization.
In the Classic Operations App, go to Tools > Rapidship Customization on the top menu.
In the bottom right, select the Chat Widget Integration tab.
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Click the save icon.
Customizations
You can enter Javascript to customize the chat widget using the following variable can be used to add customer or user information:
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