Setting Up a WebChat Channel

To add a new WebChat channel:

  1. From the Settings menu, select SimpleChat Channels under the SimpleChat section
  2. Click the New button to open a new SimpleChat Channel form
  3. Fill in the fields in the Operation Settings section as explained above
  4. In Channel Type field under the SimpleChat Channels, select WebChat and click Save.

The Account Name and Code fields will be updated (these data can be changed manually, they determine the name of the site where the chat bubble will appear. If they are manually changed they script must also be updated accordingly, as detailed ahead)

  1. After saving, a Script field containing a script that must be copied and planted on the client site is displayed on the form.

It is required to embed this script on every page on the site where the customer is interested that a chat bubble will direct the customers to this channel. Using the script you can define the color formatting in the pane, the text of the messages displayed in the buttons and the title, and the logo that appears in the pane

  1. Fill in the Allowed Client Side Origin field with URL prefixes separated by semicolons to limit from which domains the chat can be launched.
  2. Fill in the Word Blacklist with words separated by commas that will be automatically removed from customer messages, to prevent malicious scripts from being run.
  3. To enable SSO sign-in from a portal's personal area securely, fill in a value in the SSO Signing Key field and run from the portal a system service where the caller ID that is passed to the service is encrypted with the same key, and with a time limit. The ID is decrypted using this key and if it was passed within the legal time period, it is automatically filled in the Caller Name field in the SimpleChat conversation, whereby logic can be applied to link the conversation to the caller
  4. For an initial check of the chat is working properly, click the Test button to open a test page where the account will be filled.

To integrate the SimpleChat panel on a page in the built-in CRM Portal (ADX):

  1. Install the portal add-in according to Microsoft guidelines
  2. Locate and open the Web Page record of the page where you want to display the SimpleChat bubble

Note: For each page in the web site, there is a CRM record where Root field equals Yes and an additional record for each language for which Root field equals No. To add the bubble to all languages, select the record where Root field equals Yes

  1. In the Advanced section of the form, paste the script you copied into the Custom JavaScript field
  2. Add before the script you pasted a </script> tag after the script a <script> tag

That is, it will look like this:

</script>

[paste here the script that you copied from Dynamics]

<script>

  1. Save the record.
  2. Navigate to a page on your site or refresh it if it's already displayed. The SimpleChat bubble should appear