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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:

Product installation

You can find the installation instruction at this link:

Product installation

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.

To set up an on-site widget service (on your own servers), you need to have a server from which you can access Creatio.

How to deploy the widget service can be found in the instructions:

Setup SalesUp Creatio API service (EN)

The service files are preconfigured for external surveys:

Widget Service (Widget chat channel)

Creating a message channel

The step-by-step process for connecting each channel is described in the Sales'Up Multichannel Messaging for Creatio

Adding a New Chat Channel – Widget