Features available with the ClickDesk integration:
- ClickDesk is the online live chat and support software which can be integrated with this system.
- We provide you with the chat box window for online chatting with the clients by integrating it with this software.
- Staff can see and extract the domain wise chat transcripts on ClickDesk section from header menu on manage portal.
- If staff wants to convert the chat conversations into ticket then open particular chat & select convert to ticket option which is at the right side of the page.
In order to integrate ClickDesk with this system follow the following steps:
Step 1:- Login to your ClickDesk account https://www.clickdesk.com
Step 2:- Go to dashboard you can copy the script code from here.
Step 3:- Go to admin Settings >> ClickDesk API key from the top menu. (You will get API key from here.)
Step 4:- Log-in to the manage portal. Go to admin settings >>Integrations >> ClickDesk
Domain: Domain for which the ClickDesk is to be integrated is to be selected from the drop-down.
Integration Title: You can add integration title here.
Username: Username of ClickDesk is to be entered here.
API key: API key that one gets from ClickDesk is to be entered here. (From Step 3)
Script: You need to enter the script code here. (From step 2)
Status: The status can be either disabled or enabled from here.
Step 5:- After the successful adding of the ClickDesk account go to: admin settings >> Staff Section>> Team>>integration>>ClickDesk and select Yes.
Post Integration -
- We provide you with the chat box window for online chatting with the clients by integrating it with Vision.
- Staff can see and extract the domain wise chat transcripts on ClickDesk section from header menu on manage portal.
- If staff wants to convert the chat conversations into ticket then open particular chat & select convert to ticket option which is at the right side of the page.
Refer below screenshots for the same -
