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Integrating Live Chat in Self Help
  • 01 Sep 2022
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Integrating Live Chat in Self Help

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When your customer is not able to find help content for their issue, Whatfix Self Help can be configured to integrate with your existing Live Chat application. Once set up, this feature enables a user to chat with your agents.

The Live Chat, once enabled, is a button inside Self Help. The chat icon is automatically displayed when your user search does not return any results. The user can click the chat icon to get redirected to your Live Chat provider. The Chat application is opened in a new tab.

Use the followimg steps to set up Live Chat on Whatfix:

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets(2)

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click Configuration.
    RB_DB_SHconfig

  5. Click Support.
    RB_DB_SHclicksupport(1)

  6. Select the checkbox next to Chat support, and then in the Link box, enter the URL that your customers use to access your Live Chat.
    RB_DB_SH_clicklivechat

  7. Modify the text to be displayed to the user in the Text box if required, and then click Save.

Watch a gif video on enabling Live Chat as a support option.

    SHLivechatGIF

Note
  • The text message is locale compatible.

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