Articles on: CMS

Provide Customer Support to your clients

Getting Started

Agency plan owners can integrate customer support or a live chat system to handle client queries. Agency clients can contact agencies directly from their Dashboards. This article will cover how agencies can integrate live chat support for their clients.

Configuring Customer Support

To configure customer support as an agency owner, refer to the steps listed below:

Go to your Client’s site dashboard
Click on the Advanced Configurations (🛠️) option in the left panel.
Select Agency Site Configuration under the Site Settings section.
Choose the platform you would like to integrate from the Chat Service Provider dropdown.
Paste the embed script from your selected platform
Press the Submit button

Refer to the screenshot below:

From your end, you will see Dorik’s customer support on the right side of your screen, but your client(or invited member) will see the chat support which you have integrated.

To integrate a WhatsApp widget using Elfsight, copy the Elfsight installation code from here. In the CMS site dashboard, click Advanced Configurations (🛠️) in the left panel. Select Agency Site Configuration under Site Settings, choose Elfsight from Chat Service Provider, paste the code into the Script field, and click Submit.

Refer to the screenshot below:

Integrating Crisp

To integrate Crisp into your client’s dashboard, follow these steps:

First, copy the installation code from Crisp by following this link. Then, select Crisp from the Chat Service Provider option and paste the installation code into the Script field.

Integrating Intercom

To learn how to integrate Intercom into your client’s dashboard, first copy the integration code from Intercom by following this link. Then, select INTERCOM from the Chat Service Provider option and paste the installation code into the Script field.

Integrating Freshchat

To learn how to integrate Freshchat into your client’s dashboard, first copy the integration code from Intercom by following this link. Then, select FRESHCHAT from the Chat Service Provider option and paste the installation code into the Script field.

Integrating HelpScout

To integrate HelpScout into your client’s dashboard, start by copying the integration code from HelpScout using this link. Next, choose HelpScout from the Chat Service Provider option and paste the installation code into the Script field.

Integrating HubSpot

To add HubSpot to your client’s dashboard, begin by copying the integration code from HubSpot via this link. Then, select HubSpot from the Chat Service Provider menu and enter the code into the Script field.

Integrating LiveChat

To learn how to integrate LiveChat into your client’s dashboard, first copy the integration code from LiveChat by following this link. Then, select LIVECHAT from the Chat Service Provider option and paste the installation code into the Script field.

Integrating Tidio

To integrate Tidio into your client’s dashboard, start by copying the integration code from Tidio using this link. Next, choose Tidio from the Chat Service Provider option and paste the installation code into the Script field.

Integrating Tawk

To add Tawk to your client’s dashboard, begin by copying the integration code from Tawk via this link. Then, select TAWK from the Chat Service Provider menu and enter the code into the Script field.

Integrating Elfsight

To learn how to integrate Elfsight into your client’s dashboard, first copy the integration code from Elfsight by following this link. Then, select ELFSIGHT from the Chat Service Provider option and paste the installation code into the Script field.

Testing the Client's End

Your client will have the option to contact you through the chat support that you integrate. To test this, follow the steps listed below:

Go to Team Members under Style and Settings
Click on the + Invite Member button
Use a unique email address on the Email Address input field (any mail address will do other than the one you used to purchase the Agency plan)
Check your mail inbox and open the mail you receive from your website
Right-click on the Accept Invite button on the mail
Choose Open in Incognito Window
You will be logged in as your client
The Chat Support option can be seen on the bottom-right of your Dashboard

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Updated on: 10/06/2024

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