Chat

Introduction

The chat feature in Zammad allows visitors of your website to initiate chats with agents. You can find the settings in the admin panel under “Channels”.

The feature is built to assist for proper customer support. And this is how it works:

  • The chat widget will only be displayed to customers, if at least one agent is available and has capacity.

  • Agents can define how many simultaneous chat sessions they want to accept.

  • An agent is set to inactive, if the agent doesn’t accept new chat requests or is offline. Because of this, your agents can take breaks without having your customers to wait.

  • You can define different topics for chats and agents can select for which topic they want to accept chat sessions.

  • No automatic answer is send to the customer.

  • Zammad sends an auto response as soon as the agents accepts the chat request. This message is configurable by each agent individually.

  • Zammad will try to adapt your main website colors to the chat. You can also adjust the colors to customize it to your corporate design.

Configuration

General

The area for configuring the chat can be found in the admin panel under Channels > Chat.

You can set up chats for different websites and edit them independently. Use the “Topics” function if you need a separation or you have specialized agents for different topics. Your agents can choose then for which topic they want to accept chats.

../_images/channel-chat-1.png

The integrated designer helps the chat widget to adapt to the website color. Zammad tries to fetch your website based on your FQDN. If this fails or you want to override the preview, you can enter a URL manually and click on load. You can get a preview for different devices by selecting the different preview modes.

If you don’t like the proposed design, you can manually adjust it. Adjust the color and apply a flat design if needed.

../_images/channel-chat-2.png

Chat Restrictions

You offer a chat for your target group, but you don’t want to activate chat for certain IP addresses or countries? Then you have the possibility to block the wished IP addresses and countries fast and easily via the chat configuration in the admin panel. The configuration panel looks like this:

../_images/channel-chat-3.png

You can also find more information about the chat customization in the admin area.

Website Implementation

Requirements

Zammad chat comes in two flavors: a version with and without jQuery. You can choose which one you prefer by toggling the With jQuery switch that will display the appropriate code snippet below.

For jQuery version, if you don’t already use it on your website, make sure to first include it like this:

<script src="https://code.jquery.com/jquery-3.6.0.min.js"></script>

Usage

You have two options to implement the chat on your website:

  • Automatically show the chat (that’s the default setting)

  • or manually open the chat.

Insert the widget code into the source code of every page on which you want the chat to be visible on. It should be placed at the end of the page’s source code before the </body> closing tag.

../_images/channel-chat-4.png

Result

The final result will look like the following:

../_images/channel-chat-5.png