How to create a Chat Application?

To create a chat app, go to Channels > Chat menu option.

  1. Click Create New Chat App. Under the label General, give the app a name, select a routing workflow from the drop-down list, and choose a chat type (one or both). Click Next Step.
  2. Under Configuration,
    • If you choose Webchat or both (Webchat and In-app), you will be presented with two configuration tabs: Design and Webchat.
      If you choose In-app chat only, you will only see the Design configuration tab.
    • Under the Design tab you can change the widget's heading, tagline, greeting message, and color. On the right side of the screen, a preview shows how the widget will look with your settings.
    • Under Webchat, specify a domain URL as the address where the chat widget will be loaded.
      When you're finished, click Next Step.
  3. Under Input Parameters, you can customize the greeting message and ask customers to provide a phone number or email address prior to assigning an agent. On the right side of the screen, a preview shows how the chat box will show the message.


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