Create a chat module with optional chatbot

Getting started

Overview

Application settings

Module messages
Setting up webhooks

GDPR tools

User data request

Modules

Create a contact form
Create a live chat module w/wo chatbot
Create and connect e-mails
Installation of modules

Tickets

Mail tickets
Chat tickets
Canned Responses

Ticket settings

Blocking e-mails
Business hours
Automatically convert chat to mail
Automatically delete solved tickets
Ticket labels

Knowledge database

Lydia self-learning

Customers

Customer Labels

Adding modules (or widgets) to your website is what connects your customers to IOdesk. For an explanation on how to install this module after creating it, see module installation.

Creating a chat module

In IOdesk, navigate to Modules -> Create and manage. Click on the Create new module button

Image showing the view listing current modules and settings

This will bring up a selection of available modules, click on Get started for the chat module you want, e.g. Support module with live chat.

Image showing the available modules to pick

This will start a guide that will take you through the creation of the chat module step-by-step. So that you can configure it to look and behave just the way you want.

Business hours

Also remember to set your business hours, as these will have an impact on the chat module (if you are online to answer questions or not)

See: Business Hours