Introduction
This guide outlines the process for integrating a chat and support widget into your Realview Hub customer portal and order forms. By setting up chat integration, you can provide real-time support to your customers directly within their experience.
Prerequisites
Before you begin, ensure you have the following:
Access to your Realview Hub account with appropriate permissions.
An active account with either Intercom or Zoho SalesIQ.
Your Intercom App ID (for Intercom integration).
Your Zoho SalesIQ Chat ID (for Zoho SalesIQ integration).
Steps
Navigate to Settings:
From the main Realview Hub dashboard, locate and click on Settings in the top navigation bar.
In the left-hand sidebar, scroll down and click on Integration.
Under the Integration section, select CRM.
Access Chat & Support Integration:
On the CRM settings page, locate the section titled Chat & Support Integration. This section allows you to configure chat widget integrations for Intercom and Zoho SalesIQ.
Choose Your Chat Provider:
For Intercom:
Click the Configure button next to "Intercom".
A "Configure Intercom" modal will appear.
In the "Intercom App ID *" field, enter your Intercom App ID. (You can find this in your Intercom dashboard under Settings -> Installation).
Check the box next to "Activate this provider".
Click Save Configuration.
For Zoho SalesIQ:
Click the Edit button next to "Zoho SalesIQ". (If not configured, it might say "Configure").
A "Configure Zoho SalesIQ" modal will appear.
In the "Zoho SalesIQ Chat ID *" field, enter your Zoho SalesIQ Chat ID.
Check the box next to "Activate this provider".
Click Save Configuration.
Save Changes:
After configuring your chosen chat provider, click the Save Changes button located at the top right of the Settings page to apply your updates.
Tips
One Provider at a Time: Only one chat provider (Intercom or Zoho SalesIQ) can be active at any given time. Activating both simultaneously will cause the chat bubbles to overlap and function incorrectly.
Chat Widget Placement: Once configured and activated, the chat widget will appear on your customer order forms and within the customer portal, allowing customers to easily initiate conversations.
Conclusion
You have successfully configured your chosen chat and support integration in Realview Hub. Your customers can now access real-time support directly from their order forms and the customer portal, enhancing their experience.