Overview: Web Chat (Edify Console)

This article provides an overview of the ability to create embeddable web chats in Edify Console.

In this article

Web Chat workspace

The Web Chat workspace is where you can view a list of all the web chats created on your organization’s Edify Account. You can select any record in the list to view or edit a specific web chat.

The Web Chat workspace includes the following sortable columns of data:

• ID: Contains the unique identifier of the web chat.

• Name: Contains the human-readable name of the web chat.

• Route To: Contains the type of destination information inputted into the web chat routes to. A web chat can either route to a workflow or directly to a queue.

• Route Data: Contains the specific destination defined in the 'Route To' field.

Web Chat editor workspace

The Web Chat editor workspace is where you can create a brand new web chat. You can access the Web Chat setup workspace by clicking the New Web Chat button in the top-right corner of the screen.

Once you click the New Web Chat button, a popup modal appears requesting that you name the web chat. Input a name and click the Submit button in the bottom-right corner of the modal.

Edify automatically routes you to the editor page for the web chat. 

The subsections below go through each of the containers on this page and provide descriptions of the settings you can edit.

Web Chat container

The Web Chat container (in the top-left corner of the screen) in the Web Chat setup workspace is where you can configure the basic settings of your web chat, including its:

• Name

• Route To (a queue or a workflow)

• Route Data (the specific queue or workflow it routes to)

There are also three read-only fields:

• Auth User (used internally by Edify for communications between the web chat container and Edify)

• Auth Key (used internally by Edify for communications between the web chat container and Edify)

• Demo link: Any changes you make to the web chat are automatically reflected in the demo link. The demo link shows the web chat on a mock website, so you can use it to test the web chat and make sure it’s working per your requirements.

Transcript container

The Transcript container is where you can configure settings related to the web chat transcript.

• The Download toggle controls whether the customer is able to download or print a transcript of the chat after the conclusion of the web chat.

• The Email toggle lets you toggle where the customer can email a record of the chat transcript. This must be accompanied by a workflow designed to send the chat transcript in an email.

Queue availability container

When a queue is selected in the Queue availability container, Edify checks to make sure that there are queue users who are logged into that queue (logged into CX and ready to handle interactions). 

If there aren’t any queue users available, then the web chat doesn’t display on the website.

If this value isn’t set, then customers will be able to see and interact with the web chat regardless of whether any queue users are available. This means that interactions will be created in the queue, and the interaction will only be handled once a queue user becomes available to manage it. 

Until then, the interaction waits in the queue until someone becomes available or it proceeds down a waiting experience if it’s set for the queue, like sending the interaction to another queue, alerting a manager that an interaction is waiting, or any other experience you might create for the queue.

Actions container

The Actions container is where you can customize the behavior of the web chat based on the domain hosting it.

The Actions container contains at least one sub-container. Each sub-container corresponds with a URL that you want to have custom chat functionality for. You can add as many sub-containers as you want to a web chat configuration.

There are five menu options for each sub-container in the Action container:

• URL: Specifies the URL to create custom web chat functionality for. The custom action applies to the “parent” page (the value in the URL field) as well as any “child” pages. For example, in the screenshot above a URL is set to “https://edify.cx/products”. This custom chat action would work on that URL as well as any child URL, like “https://edify.cx/products/infrastructure”.

• Time: For time messages, this specifies an amount of time to wait before sending the message. This should be used in conjunction with the Unit dropdown field. The time countdown begins when the user loads the page.

• Unit: For time messages, specifies the specific type of time to wait before sending the message. You can choose seconds or minutes (e.g. wait 5 seconds to send a message or 1 minute to send a message).

• Time Message: The Time Message field specifies the message that the web chat sends once the time specified in the Time and Unit fields is reached and the customer hasn’t already sent a message in the chat.

• On Open Message: The On Open Message field defines a message that is sent to the user as soon as the web chat is opened.

Code snippet and customization container

The code snippet and customization container is located on the right side of the web chat configuration page. 

The web chat code snippet is the JavaScript code that you can copy and paste onto your website. Once embedded on your website, the code automatically displays the web chat as it’s configured in Edify Console. 

Note: We recommend that a web developer be responsible for implementing the code snippet on your website.

The code snippet contains a token field. This is used for authentications with Edify. You can also add a variables object to the code snippet, which can be used by a workflow the web chat routes to. See the sample below to see how to embed variables into the code snippet.

The web chat theme is where you can customize the visual appearance of the web chat, including:

• The name of the bot (which defaults to “Hammond”)

• The theme

• The various colors of the web chat

You can access any of these settings by clicking the pencil icon in the top-right corner of the container.