OneDesk provides three customer-facing apps that you can place on your website to begin interacting with your customers. The widget offers the following applications:
- Messenger: This application allows customers to engage in real-time conversations with agents.
- Portal: This application allows customers to view the status of their submitted tickets, as well as interact with the agents responsible for their tickets.
- Webforms: This application allows customers to submit a new ticket via customizable forms.
- Knowledge base: This application allows customers to find answers on their own with your published articles and guides.
1) In WordPress, click ‘Plugins’
Log into your WordPress account and click on ‘Plugins’ in the left panel. Then select Add New Plugin.
2) Search for “OneDesk” and install the plugin.
Search for “OneDesk” in the available plugins and choose to activate/install the OneDesk plugin
3) Open the plugin Settings.
Navigate to Plugins -> Installed plugins -> OneDesk -> Settings.
In another window, login to your OneDesk account . Navigate to Admin > Company Preferences and copy your URI.
4) Enter your OneDesk URI.
Back in WordPress, enter your organization’s URI from inside OneDesk into the “URI” field in the plugin settings.
Here you can adjust the positioning of the plugin, as well as the color. If you want to change the positioning of the widget to the right-hand side of your website, change the word “left” to “right”.
Once you have adjusted any settings, click on Save Changes.
Installation Part 2 – Block or Classic Theme
After installing the plugin as described above, the next steps will depend on whether your site is using the ‘Block’ theme or a ‘Classic’ theme. (You can determine you theme type from Admin > Appearance> Themes and check the active theme).
If you use the Classic theme, see the next step. If you use the Block theme, skip below.
Install OneDesk WordPress Plugin 2 – Classic Theme WP Site
For WP Classic theme
1) In the WordPress admin settings, navigate to Appearance -> Widgets.
Add the OneDesk widget to your footer bar and select save/update
2) Next, in the WordPress admin settings, navigate to Appearance -> Customize.
Select “Footer Builder”, and add the OneDesk widget to your footer
3) Save changes and preview your website. The widget should now be visible.
Note: You may have multiple footers (three footers are visible in the screenshot above. If this is the case, the widget may not appear as you would expect. If the widget does not appear on one footer, try adding the widget to another of your available footers, saving, and previewing your site again.
Install OneDesk WordPress Plugin 2 – Block Theme WP Site
For WP Block theme
1) In the WordPress admin settings, navigate to Appearance -> Editor
2) On the left-hand panel, select Templates -> Index -> Footer.
Select the edit button (pencil icon) beside “Footer”.
3) Add a block using the “+” button.
Search for and add a custom HTML block.
4) In a new window, navigate to your OneDesk account. Head to Admin -> Customer Apps -> Mobile Friendly App Settings > Generate Snippet.
Copy the snippet in the window.
5) In the added HTML block, paste the generated widget snippet from inside OneDesk.
Save the changes to your site and preview your website. The widget should now be visible.
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