Lab 2: Chat Configuration
Table of Contents
Introduction
In this lab exercise we are going to configure a basic in Live Chat applet and deploy it on a website that you can access directly from the internet. We will be downloading Workflow templates from GitHub, creating a free website on glitch.me, work with Webex Connect Flows and much more.
Creating a Service
- Navigate to https://cl2podXX.imiconnect.io/ (where the XX is your lab ID)
- Click the Create New Service button
- Create a name for your service
- Navigate to Workflow GitHub
- Download: Live Chat Inbound
- Unzip workflow file
- Click View My Flows
- For each workflow file:
- Click Create Flow
- Use the workflow file name for the Flow Name
- Type: Workflow
- Metod: Upload a flow
- Attach the unzipped workflow file
- Click Create
Creating an App
- From the service:
- Click configure Apps
- Configure New App => Mobile Web
- Give your App a Name
- Enable Live Chat / In-App Messaging
- Select Transport Protocols
- Select “Use Secured Port”
- Click Save
- Click Register to Webex CC
Create a Chat Template
- Click the Wrench for the Tools menu
- Click Templates
- Click Add New Template
Name: Give your template a meaningful name
Channel: Live Chat / In-App Messaging
Message Type: Form
Title: Please provide the following information.
Form Fields:
Click Add Field
Type: Name
Name: Name
Label: Name
Mandatory Field: Enabled
Create another form field for Email Address
Create a Website
- In a new tab, go to Glitch
- Create a new account using the sign up button
- Select Email Magic Link
- Create a Hello World Website
- Note the URL
Connecting to Webex Contact Center
- Log into Webex Contact Center as Admin
- Create an Entry Point:
Name: Name of your choice
Channel Type: Chat
Asset Name: Your Asset
Service Level: 120
- Create a Queue
Name: Name of your choice
Channel Type: Chat
Queue Routing Type: Longest Available agent
Chat Distribution: Put your team into Group 1
Service Level Threshold: 120
Maximum Time in Queue: 3600
- Create an Entry Point:
Launch the Engage Portal
- Click on New Digital Channels to launch the Engage Portal
- Click on Assets
- You will see A live Chat Channel type With the name os your asset
- Click edit in the Action column
- Click Websites
- Click Add Website
Display Name: something like “North Pole Holiday Infused Widgets and Bobbles”
Domain: the domain of your glitch website
Save Changes!
Click the Website Settings Banner back option
Click on the Installation Tab
Copy out the Code
- Click Add Website
- Click on Assets
Adding the Applet to Your Website
- Return to the Glitch tab in your browser
- Open index.html
- Scroll to the bottom of the code
- Paste the applet code between the body and html closing tags
- Click the preview button (note that chat will not work yet as we need to setup the flow first)
Modifying the Chat Flow
- Go back to the service that you created
- Click on flows
- Click on the name of the flow
- In the upper right corner click the settings cog
Click Custom Variables
Change Live Chat Domain to your Glitch domain
Change the appid to your appid
Click Save
- Double click on the Pre-chat Form node
Select the Form Template From the Dropdown
Click Save
- Double click on the Receive node
Select the Form Template From the Dropdown
Click Save
- DoubleClick the Queue Task node
Select the queue that you created in the Queue name drop down
- Click Save
- Click Make Live
Time to test our first chat flow!
- Log into the contact center as an agent
- open the chat applet on your website and start a chat