Transcript:

In OneDesk, there’s the concept of the ‘customer apps’, which are customer-facing applications that you can put on your website and expose to your customers.

You could embed these customer apps on your website by embedding them in the customer apps widget. To see that widget, click your name and ‘preview customer apps’. Here you can see the widget which when launched, will contain all the customer apps that you’ve enabled. For example, the messenger, the portal, submit new, and the knowledge base. We have different videos telling you how to set up and configure these, but I’m going to just cover briefly the concept of embedding it directly in the widget and embedding it individually.

When you click administration, you can click customer apps. On this page here you can define a bunch of options for your customer apps, such as creating new ones, turning them on and off, reordering them by drag and drop and renaming them. Each of these different customer apps has a page here where you can configure its options.

You may wish to embed each of these customer apps independently. For some of them that’s possible. For example, you can embed the knowledge base independently, the portal independently or any of your custom created customer apps independently as well. To see how that would look, go on the portal and click preview. You’ll see the customer portal and it’s non-embedded state. Similarly for the knowledge base, if you go there, you can click preview, and you’ll see your knowledge base in its non-embedded state.

Any of your other custom customer apps can also be embedded that way. To embed them directly what you’ll need to do is copy the URL that you find when you click preview and use that either as a link directly embedding it as an I-frame or by using a CNAME record on your registrar. We have knowledge base articles covering the technical details of how to do this, but essentially with that URL you can point your customers at a page just like this without letting them go through the widget.

The benefit of embedding the widget is that when you embed the widget, you can just manipulate your customer apps without having to revisit your website. To embed the widget, click on customer apps, scroll to the bottom and you’ll see how to put the customer apps on your website.

You click ‘generate snippet’ and are presented with a small JavaScript snippet. You need to add this on your website on each page right before the body closing tag, which looks like this. If you include that snippet there, then you’ll see that you have this little chat icon that will be available for your customers on your website. As shown earlier, you can configure it a bit more by having a greeter, adding a message and of course by turning on and off the various applications that are found there. Once you’ve embedded the widget, you can decide to add additional customer apps later when you need them and whenever you make a configuration option, you will not have to retouch your website.

If you use WordPress, we have a WordPress plugin which will allow you to do this in an even simpler manner. If you have any questions about putting your customer apps on your website, don’t hesitate to ask.