Chat Integration

Introduction

In today's digital landscape, providing instant support and fostering real-time communication is crucial for enhancing user experience and building strong customer relationships. The Chat Integration plugin for eDirectory websites enables site managers to effortlessly embed a chat feature directly onto their platform, allowing users to engage in immediate conversations with support teams or site administrators. This plugin offers compatibility with leading chat platforms, including LiveChat, Zendesk, and Olark, providing flexibility to choose the solution that best aligns with your needs. This guide provides a comprehensive, step-by-step walkthrough on how to set up and utilize the Chat Integration plugin on your eDirectory website.

Instructions:

Step 1: Select Your Chat Platform and Obtain the Integration Script

The first crucial step is to choose a chat platform that effectively meets your website's support and communication requirements. The Chat Integration plugin for eDirectory seamlessly supports integration with popular services such as Zendesk, LiveChat, and Olark.

Once you have selected your preferred platform, you will need to register for an account with their service. Upon successful registration, the platform will provide you with a unique chat script. This script contains the necessary code to embed the chat widget onto your website.

If you are unsure about how to locate or obtain the chat script from your chosen platform, we strongly recommend referring to the official documentation or accessing the support resources provided by that specific chat service. They will offer detailed instructions tailored to their platform.

Step 2: Access the Chat Integration Settings in Your eDirectory Admin Dashboard

To begin the integration process within your eDirectory website, you will need to log in to your administrative dashboard as the site manager.

Once logged in, navigate to the "Settings" section, which is typically located in the main navigation menu of your admin dashboard. Within the "Settings" section, click on the "General Settings" option.

Step 3: Configure the Chat Integration Plugin

Within the "General Settings" section, locate and click on the tab labeled "Plugins." This section houses the configuration options for various plugins installed on your eDirectory website.

On the "Plugins" tab, find the specific field labeled "Chat Integration Settings." This is where you will embed the chat script obtained in Step 1.

Carefully paste the entire chat script provided by your chosen chat platform into the designated text field. It is essential to ensure that the script is pasted accurately and completely, including any necessary JavaScript tags or unique identifiers that are part of the script.

Once you have successfully pasted the chat script into the "Chat Integration Settings" field, click on the "Save Changes" button, usually located at the bottom of the page, to apply the integration settings.

Step 4: Activate and Utilize the Chat Integration

After you have saved the changes in the "Chat Integration Settings," the plugin will automatically activate on your eDirectory website.

Upon activation, a chat box or widget, consistent with the design and settings of your chosen chat platform, will become visible to users visiting any public page of your eDirectory website.

Website visitors can now interact with this chat box to send messages and engage in real-time conversations with your designated support team members or site managers who are monitoring the chat platform. This provides an immediate channel for assistance, inquiries, and direct communication.

Conclusion

Integrating a chat feature onto your eDirectory website through the Chat Integration plugin significantly enhances user engagement by providing a direct and efficient channel for communication and support. By following the simple, step-by-step instructions outlined in this guide, you can seamlessly embed chat functionality from leading platforms like Zendesk, LiveChat, and Olark into your eDirectory website. This real-time communication capability fosters stronger user relationships and improves overall site satisfaction. Should you encounter any difficulties during the setup process, we recommend referring to the specific documentation provided by your chosen chat platform or reaching out to their dedicated support team for expert assistance.