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.
Instructions
This cannot be saved on the default “CXT Rapidship” profile.
The following chat providers have been tested for compatibility and can be set up without CXT Software team member assistance:
Zendesk chat
The following chat providers have been tested for compatibility but will require CXT Software team member assistance before initial use:
LiveChat
LiveAgent
FreshChat
Olark Chat
Tidio
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