Store Website Chat Logs from Userlike in Planio Help Desk » History » Sprint/Milestone 6
Jan Schulz-Hofen, 03/14/2017 12:19 PM
1 | 1 | Jan Schulz-Hofen | # Store Website Chat Logs from Userlike in Planio Help Desk |
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3 | Using [Userlike](https://www.userlike.com/) for chatting live with your website visitors is great and it's an awesome way to provide support or explain your product. |
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5 | 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](https://plan.io/customer-service-and-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. |
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7 | 3 | Jan Schulz-Hofen | {{>toc}} |
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9 | 1 | Jan Schulz-Hofen | Setting it up is really easy: |
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11 | ## Set up Planio Help Desk |
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13 | If you haven't already, set up Planio Help Desk in one of your projects. We have an in-depth guide about [[Set_up_Your_Help_Desk_App|how to set up Planio Help Desk]], but if you really just want to get started quickly, just do the following: |
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15 | 1. Navigate to your project |
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16 | 2. Click on the **Apps** tab |
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17 | 3. Find **Planio Help Desk** |
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18 | 4. Click **Install** |
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20 | 2 | Jan Schulz-Hofen | {{figure(Install Planio Help Desk) |
21 | 1 | Jan Schulz-Hofen | !Helpdesk_install_button@2x.png! |
22 | 2 | Jan Schulz-Hofen | }} |
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24 | ## Configure an API end point in Userlike |
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26 | Next, we'll log in to Userlike. You'll need your Userlike username and password for this. Once logged in, we are going to: |
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28 | 1. Find **Config** in the left hand menu |
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29 | 2. Click on **Addons Settings** |
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30 | 3. Find an entry called **API** in the table |
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31 | 4. Click on its small **Edit** icon on the far right |
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33 | {{figure(Configure an API end point in Userlike) |
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34 | !userlike_main_menu@2x.png! |
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35 | 1 | Jan Schulz-Hofen | }} |
36 | 3 | Jan Schulz-Hofen | |
37 | 6 | Jan Schulz-Hofen | You'll be presented with a configuration form. We'll get to that in a minute. |
38 | 3 | Jan Schulz-Hofen | |
39 | 6 | Jan Schulz-Hofen | Let's figure our your **Callback URL** first! |
40 | 4 | Jan Schulz-Hofen | |
41 | ## Constructing the Userlike Callback URL |
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43 | This part can be a little technically. But don't worry – we'll get through this. |
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45 | Generally speaking, the **Callback URL** needs to follow this format: |
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47 | ~~~ |
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48 | 5 | Jan Schulz-Hofen | https://acme.plan.io/projects/support/userlike_callback?key=abc123 |
49 | 4 | Jan Schulz-Hofen | ~~~ |
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51 | The URL needs to be adapted to fit your particular Planio account though, so let's take a closer look: |
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52 | 1 | Jan Schulz-Hofen | |
53 | 5 | Jan Schulz-Hofen | - `https://acme.plan.io/projects/support` is the full URL to the 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**. |
54 | - `/userlike_callback` instructs Planio that this call is coming from Userlike, it does not need to be changed |
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55 | - `?key=abc123` is a secret key for authentication purposes. In Planio, please navigate to *your avatar* -\> **Administration** -\> **Settings** -\> **Incoming emails** and find the key in the field labeled **Incoming email WS API key**. Now, replace `abc123` in your URL with your actual key. |
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57 | That's it. Now, paste your URL in the corresponding field on Userlike and select one or two of the **Automatic Tickets** boxes: |
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59 | - Select **for Offline Messages** if you would like to receive messages in Planio when you're offline in Userlike Chat and a website visitor leaves a message. |
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60 | - Select **for Chats** if you would like to receive actual chat logs with your website visitors in Planio. |
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62 | Our recommendation is to select both checkboxes. |
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64 | Please *leave all other checkboxes unchecked* and finally, click on **Update settings**. |