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25 Jan, 2024
New Feature

Custom URLs for Contact under Livechat view

This allows agent to iframe custom url for contact in livechat after clicking the Custom Url Icon.

We have added the ability to display custom URLs for bot users within the live chat iframe. Agents can now provide a personalized contact page from their CRM to bot users by clicking the new "Custom URL" icon in the chat window.

To set this up, agents simply need to:

  • Navigate to Settings
  • Enter the URL of their CRM's contact page, using a variable for the phone number, email address or other identifier to pull up the specific user's record. Many CRMs support lookups by phone, email or ID to access contact profiles.
  • Click save

Now, when chatting with a bot user, agents can click the "Custom URL" icon to generate an iframe preview of that user's CRM contact page inside the chat window. This allows the agent to view and reference details from the user profile right within the conversation.