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/hF/1fpo4X.jpg
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/zl/RG6qJP.jpg
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 Manual and continue:
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 description]]
*[[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:

ISTDIE.jpg

Click on API keys and then on Generate a new API key:

Lf5HCU.jpg

Name your key in the new window and copy it:

W10XCu.jpg

Set up in Planfix

Go to Account management — Integrations — Chats:

HMjQNS.jpg

Select Brevo and add your account:

Cue2xh.jpg

In the integration settings, add a title, enter your email, and paste the copied Brevo API key:

HmjmGX.jpg

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:

ymlL6x.jpg

Select Webhooks and create a new one:

C1V83r.jpg

Give the webhook a name and insert the "Address for accepting requests" link that you copied from Planfix:

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:

Unfvla.jpg

If necessary, customize the chat:

gr6g3n.jpg

Give it a name and choose a photo that website visitors can see:

iIQwMZ.jpg

Next, select how you want to install the code on the website — automatically or manually. For the code, click on Manually and continue:

clnuXQ.jpg

Copy the chat widget code for your site:

gYk4tY.jpg

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.


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