In order to integrate ClickDesk with Vision Helpdesk follow the following steps:
Step 1] Login to your ClickDesk account https://www.clickdesk.com
Step 2] Enter the login details and open it as a Manage account.
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 Vision Helpdesk Manage Portal,
Settings >>Integrations >> ClickDesk
Domain:
Domain for which ClickDesk is to be integrated is to be selected from the drop down.
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)
Status:
The status can be either disabled or enabled from here.
The changes can be saved by Save option and can be deleted by the Delete option.
The staffs are now able to see all the details of ClickDesk conversation on the
Manage portal. The symbol for it gets displayed on the header menu for the manage portal.
How it works :
1] Client can able to chat using Clickdesk chat window.
2] Staff can see domainwise chat details on Clickdesk section from header menu on manage portal.
3] If staff want to convert their chat conversations into ticket then open particular chat & select convert to ticket option which is at the right side of the page.
