End chat: A customer can end the chat by selecting the Close chat button. If any messages are received while xhat widget is in this mode, a count of the messages is shown. The New Chat Widget opens. Use the Omnichannel Administration app to quickly configure and add a chat widget to your portal to chat with your website visitors. Customer experience of chat widget After the chat widget is configured, it has the following capabilities: Minimized mode: By default, the chat widget is shown in minimized mode.
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A confirmation message is displayed before ending the chat. If you don't see your chat widget poryals the portal, see Troubleshoot Omnichannel for Customer Service. Copy the widget snippet code from the Code snippet section. This snippet code will be used in Step 3. Open the chat widget you want to embed in your website or create a new one. Note For advanced configuration like embedding chat widget on specific web s, see Manage portal content.
Maximized mode: A user chhat maximize the chat widget to start a conversation with an agent.
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For more information, see the Dynamics Customer Service pricing overview and Dynamics Customer Service pricing plan s. Open the chat widget you want to embed in your website.
System events: System-generated messages are shown for events, such as when an agent s a chat, or a chat is transferred to another agent. On the Basic details tab, provide the following information: In the General information section, enter a name for the chat widget. On the Basic details tab, copy the widget snippet code from the Code portqls section.
Find the Chat Widget Code content snippet and open it.
Embed chat widget in mobile experiences To embed a chat widget in a mobile app: Create the code snippet. An additional is required to access Omnichannel for Customer service. Select Save to save the live chat work stream.
In the Channel drop-down list, select Live chat as the channel. Paste the chat widget snippet code in the HTML tab.
Refer to Render a live chat widget on the mobile app for samples showing how to enable rendering of the web version of the live chat widget on mobile devices. Paste the chat widget snippet code in the HTML source porrtals your website.
In the Work Distribution section, browse and select the work stream you created for the chat widget, and save the record. Open the chat widget you want to embed portls Power Apps portals. For more information, see the Dynamics Customer Service pricing overview and Dynamics Customer Service pricing plan s.
On the Basic details tab, copy the widget snippet code you created or modified into the Code portal section. See also. An additional is required to access Omnichannel for Customer service. Select New to create a chat widget. The chat widget is now embedded into the portal. On the Summary tab of the new work streamprovide the name of the work stream. This survey also helps porrtals user connect to an appropriate agent. Copy the widget snippet code from the Code snippet section and paste it in the source code of your mobile operating system.
Make sure to notify chag customers to enable cookies in their browsers so these services can work properly.
Pre-chat survey: If a survey has been configured by an admin, it's shown to the user before the conversation is started. Save the changes.