How to Set Up and Test your WebChat Widget | Topline

How to Set Up and Test your WebChat Widget

Embark on setting up and testing your WebChat Widget effortlessly with these detailed instructions tailored for Topline. From creating triggers to configuring actions, this guide will ensure you streamline the process effectively.

Go to app.topline.com

1. Click "Automation"

Access the Automation feature on the left side menu.

Click 'Automation'

2. Click "Create Workflow"

To create a new workflow click on the Create Workflow button located on the upper right corner.

Click 'Create Workflow'

3. Click "Continue"

Select the Start from Scratch option and click on Continue.

Click 'Continue'

4. Click "Add New Trigger"

Click on the Add a new trigger to the workflow by clicking there.

Click 'Add New Trigger'

5. Select "Customer Replied"

On the search bar, look for customer replied. Then select the option.

Select 'Customer Replied'

6. Click "Add filters"

Select this option to add filters to the trigger.

Click 'Add filters'

7. Click "Reply channel"

Choose the "Reply channel" option from the dropdown menu.

Click 'Reply channel'

8. Click "Chat Widget"

Then, choose the chat widget option.

Click 'Chat Widget'

9. Click "Save Trigger"

Save the trigger configuration by clicking on the Save option.

Click 'Save Trigger'

10. Click "Add Action"

Click on the plus icon to add a new action to the workflow.

Click 'Add Action'

11. Click "Send Internal Notification"

Use the search bar to look for send internal notifications, then select this option.

Click 'Send Internal Notification'

12. Click "Email"

Choose the email option on the type of notification dropdown.

Click 'Email'

13. Add Internal Notification Information

Fill the spaces with all the information needed.

Add Internal Notification Information

14. Notification Subject and Message

Add a subject line to the email, and on the message, add the 'Message Body' custom field.

Notification Subject and Message

15. Click "Save Action"

After filling up the information, click on the save action button.

Click 'Save Action'

16. Click "Notification"

Select the notification option from the type of notification dropdown menu.

Click 'Notification'

17. Add Title and Message

Add the notification title and, add the 'Message Body' custom field on the message space.

Add Title and Message

18. Click "Save Action"

After filling up the information, click on the save action button.

Click 'Save Action'

19. Click "SMS"

Select the SMS notification option from the type of notification dropdown menu.

Click 'SMS'

20. Add Message

Add the information you want on the message box, and the "Message Body" custom field.

Add Message

21. Click "Save Action"

After filling up the information, click on the save action button.

Click 'Save Action'

22. Click "Test Workflow"

Initiate the testing of the workflow by clicking on the test workflow option.

Click 'Test Workflow'

23. Click "Save"

Save the workflow and changes by clicking on the save button located on the upper right corner of the view.

Click 'Save'

24. Publish Workflow

Toggle the switch and publish the workflow.

Publish Workflow

Did this answer your question?

😞

😐

😁