Webchat
Webchat is a chat in which every customer message on the website is automatically turned into a Planfix task, and the operator's replies are shown immediately in the chat.
Registration and widget installation
- Register at webchat.planfix.pro.
- Confirm your email — follow the link from the message.
- In your account, create a site.
- In the "Widget installation" section copy the widget code and insert it into your website before the closing tag
</body>.
Integration setup
- Go to Primary Account Admin — Integrations — Chats — Webchat and click "Add".
- Fill in the integration parameters:
- Company name — any name convenient for identification (for example, the site name).
- Task template — the Template according to which tasks will be automatically created from Webchat chats.
- Contact template — the Template according to which new client records from Webchat chats will be created.
- Page context field — optional. If specified, contextual information is passed to the task: page URL, UTM tags and User-Agent.
- Click "Add" to save the integration.
How the integration works
- When a client starts a chat on the site, a new task is created in Planfix using the selected Template. *The client becomes the Assigner of the task.
- When an operator replies in the Planfix task, the message is immediately displayed in the site chat.
Important
If you use several sites, you must create a separate integration in Planfix for each of them. The ProviderID value must be unique for each site.