Transcript:
The widget provides a simple, one-off integration with your website. Once integrated, you can configure the widget from your OneDesk without any additional updates to your website. The widget gives customers access to several customer applications, displayed as tabs within the widget. These apps are: the messenger, portal, webforms, and knowledgebase.
This video will guide you on configuring your widget.
The widget can be embedded onto your website or intranet through a JavaScript snippet.
Go to Administration > Customer Apps > Website Widget > Scroll down to Put the widget on your website > Click on Generate Snippet
Add the generated script to one or more pages of your website before the closing body tag. </body>
If you would like the apps on all pages of your website, we recommend adding the script to your page footer.
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You can create multiple separate Portals, Webforms, or Knowledgebases, all within one widget. You can also hide any of these apps from the widget or disable an app entirely.
By default the widget contains the following apps:
Messenger – Serves as a live chat between you and your customers
Portal – The main interface where your customers log in to check on the status of their tickets, ask questions, and collaborate with you.
Webform – Allows customers to submit tickets or tasks to you.
Knowledgebase – A self-service/FAQ section for your customers or can act as an internal knowledge base for your team.
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To create additional apps go to Administration > Customer Apps > click on Create Customer App.
Name your new app and select the type of app you want to create.
You can individually configure each app within its own customization tab under Customer Apps. These customization setting will open automatically upon creation if you select Navigate to App Settings
You can hide apps from displaying within the widget without disabling them. This will allow you to still use the apps only by providing customers with a direct link. The link for each app is found in the Customer Apps List under the Customer Access URL
To hide an app, ensure the app is enabled in the Customer Apps List. Then go to the Website Widget tab. Here you will see all your apps within the gray bubbles under the Add Customer Apps to Your Widget section. Disabled apps are shown in lighter grey.
To hide an app from being displayed in the widget click the X.
You can make an app visible again by clicking on Add.
To disable an app go to Administration > Customer Apps.
Toggle off the app under the Enabled column
Apps are not deleted, and can be reactivated by toggling on Show Hidden Applications and re-enabling the app.
If you prefer to delete the app, under the actions tab select the trash icon. This will erase any settings you’ve applied. If you change your mind will need to create a new app
To adjust the widget icon, go to Administration > Customer Apps > Website Widget
The widget can be displayed as either a large bubble or small bubble.
The large bubble has custom text you may configure, as well as the option to choose a user avatar. If no avatar is chosen the speech bubble icon is displayed. To create a unique avatar image separate from your actual users, you can also create a ‘dummy’ user. To configure the colors and logos within your customer apps, go to Customer Apps > Appearance