Brevo Conversations: Difference between revisions
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Planfix now supports the integration of [https://www.brevo.com/products/conversations/ Brevo Conversations], an online chat service for websites that allow customers to contact you directly. | Planfix now supports the integration of [https://www.brevo.com/products/conversations/ Brevo Conversations], an online chat service for websites that allow customers to contact you directly. | ||
== Features == | == Features == | ||
*Respond to all website queries from a single Planfix interface. | *Respond to all website queries from a single Planfix interface. | ||
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https://s.pfx.so/pf/VO/W10XCu.jpg | https://s.pfx.so/pf/VO/W10XCu.jpg | ||
== Set up in Planfix == | == Set up in Planfix == | ||
Go to Account management — Integrations — Chats: | Go to Account management — Integrations — Chats: | ||
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Also, copy and save the "Address for accepting requests" link; you will need it later to create a webhook. | Also, copy and save the "Address for accepting requests" link; you will need it later to create a webhook. | ||
== Configuring the chat in Brevo == | == Configuring the chat in Brevo == | ||
Navigate to Conversations — Settings — Integrations: | Navigate to Conversations — Settings — Integrations: | ||
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Select Webhooks and create a new one: | Select Webhooks and create a new one: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/A7/C1V83r.jpg | ||
Give the webhook a name and insert the "Address for accepting requests" link that you copied from Planfix: | Give the webhook a name and insert the "Address for accepting requests" link that you copied from Planfix: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/16/XQjIMN.jpg | ||
At the bottom, select the events you want to receive, as shown in the screenshot above. Next, go to the chat widget in the menu on the left and create a new chat widget: | At the bottom, select the events you want to receive, as shown in the screenshot above. Next, go to the chat widget in the menu on the left and create a new chat widget: | ||
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https://s.pfx.so/pf/Nj/iIQwMZ.jpg | https://s.pfx.so/pf/Nj/iIQwMZ.jpg | ||
Next, select how you want to install the code on the website — automatically or manually. For the code, click on | Next, select how you want to install the code on the website — automatically or manually. For the code, click on '''Manually''' and continue: | ||
https://s.pfx.so/pf/Sh/clnuXQ.jpg | https://s.pfx.so/pf/Sh/clnuXQ.jpg | ||
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Then, pass the code to your developers or add it to your site yourself. | Then, pass the code to your developers or add it to your site yourself. | ||
== How Integration Works == | == How Integration Works == | ||
*When a customer logs into the chat on your website, a new task is created in Planfix with the customer as the creator. | *When a customer logs into the chat on your website, a new task is created in Planfix with the customer as the creator. | ||
*The task contains information about the customer's city, the pages they have visited on your website, and the source and device data. | *The task contains information about the customer's city, the pages they have visited on your website, and the source and device data. | ||
*With Planfix scripts, you can automatically close tasks when a customer leaves the chat. | *With Planfix scripts, you can automatically close tasks when a customer leaves the chat. | ||
== Limitations == | == Limitations == | ||
*Integration is only available for paid accounts. | *Integration is only available for paid accounts. | ||
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== Go To == | == Go To == | ||
*[[Integrations]] | *[[Integrations]] | ||
*[[Feature | *[[Feature Description]] | ||
Latest revision as of 12:31, 15 May 2024
Planfix now supports the integration of Brevo Conversations, an online chat service for websites that allow customers to contact you directly.
Features
- Respond to all website queries from a single Planfix interface.
- Use quick replies for frequently asked questions.
- Add additional team members to work together.
- Keep a well-organized database of your customer information.
Creating an API key in Brevo
First, you need to create an API key. Go to the SMTP & API section in your Brevo account:
Click on API keys and then on Generate a new API key:
Name your key in the new window and copy it:
Set up in Planfix
Go to Account management — Integrations — Chats:
Select Brevo and add your account:
In the integration settings, add a title, enter your email, and paste the copied Brevo API key:
Also, copy and save the "Address for accepting requests" link; you will need it later to create a webhook.
Configuring the chat in Brevo
Navigate to Conversations — Settings — Integrations:
Select Webhooks and create a new one:
Give the webhook a name and insert the "Address for accepting requests" link that you copied from Planfix:
At the bottom, select the events you want to receive, as shown in the screenshot above. Next, go to the chat widget in the menu on the left and create a new chat widget:
If necessary, customize the chat:
Give it a name and choose a photo that website visitors can see:
Next, select how you want to install the code on the website — automatically or manually. For the code, click on Manually and continue:
Copy the chat widget code for your site:
Then, pass the code to your developers or add it to your site yourself.
How Integration Works
- When a customer logs into the chat on your website, a new task is created in Planfix with the customer as the creator.
- The task contains information about the customer's city, the pages they have visited on your website, and the source and device data.
- With Planfix scripts, you can automatically close tasks when a customer leaves the chat.
Limitations
- Integration is only available for paid accounts.