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Sales'Up Widget Chat Channel for Creatio is a convenient solution for integrating a chat widget on a website with the Creatio system, eliminating the need for third-party platforms to set up the widget. This product enables companies to configure a chat directly on their site and efficiently manage customer communications in real time through Creatio

Contents:

1. Product installation
2. General Settings
   • Deploying an External Service for Chat Operations
     • How to configure access for the external survey service via OAuth 2.0 (obtaining Client ID and Client Secret)
   • Adding a New Chat Channel – Widget
   • Widget Styling Settings for the Website
   • Widget Setup on the Website
3. Contact us

Product installation

You can find the installation instruction at this link:

Product installation, eng

General Settings

Deploying an External Service for Chat Operations

To configure the "Widget" chat channel, you need to deploy an external service before beginning channel setup.

For setting up the external on-site chat widget service (on your own servers), a Windows-based server with access to the Creatio system is required.

To deploy the service:

1. Download the service files from the link:

https://support.salesup-it.com/0/ServiceModel/SuBoxesFileService.svc/WidgetChatChannel/ExternalServiceFiles

1. Extract the archive to a directory on the server, such as C:\WebApp\SalesUpWidgetService.