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Store Website Chat Logs from Userlike in Planio Help Desk » History » Revision 4

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Jan Schulz-Hofen, 03/14/2017 12:08 PM


Store Website Chat Logs from Userlike in Planio Help Desk

Using Userlike for chatting live with your website visitors is great and it's an awesome way to provide support or explain your product.

Normally, Userlike sends you an email after each chat session with a chat log, so you can keep it for future reference. We thought it would be great to store these chat logs in Planio Help Desk as issues instead, so you'll have everything neatly organized by contact and so you'll be able to see support issues from Planio side-by-side with Userlike chats.

Setting it up is really easy:

Set up Planio Help Desk

If you haven't already, set up Planio Help Desk in one of your projects. We have an in-depth guide about how to set up Planio Help Desk, but if you really just want to get started quickly, just do the following:

  1. Navigate to your project
  2. Click on the Apps tab
  3. Find Planio Help Desk
  4. Click Install

!Helpdesk_install_button@2x.png!

Install Planio Help Desk

Configure an API end point in Userlike

Next, we'll log in to Userlike. You'll need your Userlike username and password for this. Once logged in, we are going to:

  1. Find Config in the left hand menu
  2. Click on Addons Settings
  3. Find an entry called API in the table
  4. Click on its small Edit icon on the far right

!userlike_main_menu@2x.png!

Configure an API end point in Userlike

You'll be presented with a form like this:

!userlike_callback_form@2x.png!

Userlike Callback API form

The Callback URL field will be empty though. Let's find out what we want to put in there!

Constructing the Userlike Callback URL

This part can be a little technically. But don't worry – we'll get through this.

Generally speaking, the Callback URL needs to follow this format:

https://acme.plan.io/projects/support/userlike_callback?key=abcd

The URL needs to be adapted to fit your particular Planio account though, so let's take a closer look:

  • https://acme.plan.io/projects/support is the full URL to your designated project where you activated Planio Help Desk. You can copy it from your browser's address bar when you're on the Overview tab of your project. acme.plan.io is your Planio domain and support is the project's Identifier.

Updated by Jan Schulz-Hofen about 7 years ago · 4 revisions

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