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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

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Note! Chats from Widget chat channel are processed using OOTB Creatio chat functionality.

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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