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Co-Browsing
This usecase describes example steps of the configuration and API usage which are needed to integrate the CoBrowsing / LiveView functionality in another system. 1. Configuration In the plugin configuration of the backend, activate the LiveView plugin. We used the following configuration in our example. 2. Script…
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TeamViewer Engage integration for Salesforce
This use-case describes the steps necessary to use TeamViewer Engage Co-Browsing and Live Chat from your Salesforce organization. Install TeamViewer Engage in your Salesforce org TeamViewer Engage for Salesforce is available as a listing on Salesforce Appexchange. To install the app go to salesforce AppExchange with the…
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Audit Logs
This page describes the different audit logs which are tracked by Chatvisor. General General audit logs which are captured across the platform. The can be viewed as tenant admin at Manager -> Activity Logs. For every log the tenant user id is stored. Co-Browsing sessions For every Co-Browsing session there are different…
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CoBrowsing - Example
This usecase describes an example implementation of a LiveView/Co-Browsing Code with a simple start/stop button. 1. Configuration In the plugin configuration of the backend, activate the LiveView plugin. We used the following configuration in our example. 2. Script Implementation The JavaScript has to be integrated in each…
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Agent Times
This page gives an example to fetch agent times from REST API. There are two ways to fetch times of the agent. List Aggregation List of agent online/loggedin times This API call returns a list of the online times of the agent. https://developers.chatvisor.com/#operation/getAgentLoggedInTimesUsingPOST Request Response POST…
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Universal Embedded Co-Browsing
This usecase describes the integration process of Universal Co-Browsing in the embedded mode. 1. Configuration In the plugin configuration of the backend, activate the Universal Embedded plugin. We used the following configuration in our example. 2. Script Implementation The JavaScript has to be integrated in each webpage…
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Outlook
This usecase describes the steps necessary to synchronize your Outlook Events into the Chatvisor Appointments Calendar of a user. Sign in with Microsoft To enable synchronization, first you have to connect your Microsoft Account with Chatvisor. To do this just click on Sign in with Microsoft, to be found in the Connections…
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SessionRecording - Optin/Optout button
This usecase describes an example implementation of optin/optout button for Session Recordings. 1. Configuration In the plugin configuration of the backend, activate the LiveView plugin. We used the following configuration in our example. 2. Script Implementation The JavaScript has to be integrated in each webpage where we…
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Rule matches
This page gives an example to fetch match count of Action Rules, Routing Rules and SLA Rules. Rule Types ACTION_RULE_MATCH_COUNT ROUTING_RULE_MATCH_COUNT SLA_1_RULE_MATCH_COUNT SLA_2_RULE_MATCH_COUNT SLA_1_RULE_MISS_COUNT SLA_2_RULE_MISS_COUNT Fetch This API call returns a aggregated object of rule…
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Chat
This usecase describes example steps of the configuration and API usage which are needed to integrate the Chat (optionally Co-Browsing) functionality into a third party system. Glossary Customer is a user who writes a message through the chat. User/Agent is the user/agent who answers the chat. 1. Setup and Script…