How do I create a Person, Lead or Case in my Sage CRM for every chat?
Please follow the guide below to learn how to integrate LiveHelpNow with your Sage CRM instance to create person, leads or cases for every chat you receive in your LiveHelpNow account. To integrate LiveHelpNow with Sage we will be using LiveHelpNow webhooks. Locate your Sage Rest API URL by following this guide The URL should look something like this: [...]
How do I configure shifts and holidays for my agents and be notified of deviations?
Managing a team is hard work and when they work across different shifts, it’s even harder. With LiveHelpNow, we try to make Shift Management easier with our Workforce Management features. Easily set up which agents are in which shifts, what the expected shift hours are and who is supervising each shift. You can also set up reminders for agents of each shift to go online ahead of time and to [...]
How do I setup notifications for my Slack account for important events like new chats, support tickets, and shift deviations?
LiveHelpNow can be integrated with Slack for event notifications. For instance, if a chat is started in LiveHelpNow, a Slack channel will receive a notification so agents can quickly accept the chat in the LiveHelpNow agent workspace. To integrate notifications for chat, ticket, call and workforce management with Slack, please first enable incoming webhooks integration in your Slack account [...]
I already have a Twilio number and would like to use it with my LiveHelpNow account, how do I accomplish this?
Here's how to connect Twilio number messaging service with your LiveHelpNow account to send/receive text messages for the number from within your LiveHelpNow account Step 1 In the Twilio console navigate to Phone numbers→ Manage → TwiML apps Select "Create new TwiML app" Name the app "LiveHelpNow" Provide the following URL in Messaging → Request URL: [...]
How can I still embed my videos within articles?
YourTube or Vimeo If you are using YouTube or Vimeo simply provide your video URL within embed menu like so: Other video hosting services If you are not using YouTube or Vimeo please use the following code to embed a custom video:<video width="100%" controls> <source src="https://your_video_url" type="video/mp4"> </video>If your video is not hosted by a publicly accessible [...]
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