How to Add Your Chat Widget in the Client Portal

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.

It is displayed in the bottom right of the selected pages.

Instructions

This cannot be saved on the default “CXT Rapidship” profile.

The following chat providers have been tested for compatibility:

Zendesk chat
LiveChat
LiveAgent
FreshChat
Olark Chat

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.
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:

username - Internet user’s username
userFullName / userFirstName / userLastName - Internet user’s name
userEmail - Internet user’s email
primaryCustomerFullName / primaryCustomerFirstName / primaryCustomerLastName - Internet user’s primary customer name
selectedCustomerFullName / selectedCustomerFirstName / selectedCustomerLastName - Name of the selected customer in the Client Portal
selectedCustomerEmail - Email of the selected customer in the Client Portal