> For the complete documentation index, see [llms.txt](https://help.realviewhub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.realviewhub.com/settings/configure-chat-support.md).

# Configure Chat Support

## &#x20;<a href="#h_9b87c67169" id="h_9b87c67169"></a>

### Introduction <a href="#h_a50b4f8698" id="h_a50b4f8698"></a>

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 <a href="#h_4942c1c31a" id="h_4942c1c31a"></a>

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 <a href="#h_d32a963135" id="h_d32a963135"></a>

1. 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.
2. 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.
3. 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.
4. 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 <a href="#h_9eb50f3811" id="h_9eb50f3811"></a>

* 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 <a href="#h_9be40b42e0" id="h_9be40b42e0"></a>

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.


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