How to create a Chat Application?

To create a chat app, go to Channels > Chat Apps menu option.

  1. Click Create New Chat App. Under the label General, give the app a name, select a routing workflow from the drop-down list, and choose a chat type (one or both). Click Next Step.
  2. Under Configuration,
    • If you choose Webchat or both (Webchat and In-app), you will have two configuration tabs: Design and Webchat.
      If you choose In-app chat only, you will only see the Design Configuration tab.
    • Under the Design tab, you can change the widget's heading, tagline, greeting message, and color. On the right side of the screen, a preview shows how the widget will look with your settings.
    • Under Webchat, specify a domain URL as the address where the chat widget will be loaded.

      When you're finished, click Next Step.
    • Under Input Parameters, you can customize the greeting message and ask customers to provide a phone number or email address prior to assigning an agent. On the right side of the screen, a preview shows how the chat box will show the message.

      When you finish this step, click Create Chat App & Get Code.
    • Lastly, the code tab provides the snippet that is to be integrated into your website.

      Note: In case you would like to skip asking the customer to provide a phone number or email address, you would need to pass the user information in the script.
      Screenshot 2024-05-24 at 4.33.10 PM.png

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