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Integrations

Wordpress

There are two ways to add Chatify to a Wordpress site.

Option 1: Adding Live Chat to your Wordpress template using our Wordpress Plugin. Installation instructions can be found on our Wordpress Plugin page

Install the Plugin on your site from the Plugin Section on WordPress, accessed from your Admin section. To do this, in your Wordpress admin panel, navigate to: Plugins > Add New > Search plugins > Pubble live chat > Install..

Once installed, you will see a message:

"You need to configure Chatify Live Chat to add live chat on your website. Please configure your Chatify Live Chat."

To configure the plugin you will need the APP ID of the Live Chat widget. You can obtain this from the Chatify admin center. Go to Apps > Live Chat In the Deploy Code section, copy the app ID (number): data-app-id="1234"

Copy the numeric app ID

With the APP ID, you can configure Chatify Live Chat on your website. To do this, in the Wordpress Admin section, you should have a message on top "You need to configure Chatify Messenger to add live chat on your website. Please configure your Chatify Live Chat." Click the link and enter the App ID in the input box.

Option 2: Adding Live Chat to a Single Page. Go to the Web Editor in Wordpress and shift to 'text mode' and paste the code snippet. This would be the option you would choose if you were running a Live Q&A or Live Blog. We do NOT advise using this approach for site wide deployment of Chatify.

Javascript

To deploy the Live Chat widget on your website you will need to have access to your CMS or HTML files. The Live Chat widget is added by copying a Javascript code snippet into the body element of your HTML.

To get the code snippet, from the admin center go to Apps > Live Chat where you can see the deploy code.

The code will look similar to that below, just copy the Javascript segment into your HTML inside the <body> element, save and then you are good to go

Copy the code and add your HTML file

If you do not have access to your CMS or HTML files, you can email the code snippet and instructions to your web master to help you to install. Simply click the "Send to Tech" button and enter the email address of your web master

Facebook

With the Chatify Facebook integration you will be able connect your business Facebook Pages with Chatify. Any conversations started on your Facebook Page will be synced in Chatify and you can reply to Facebook conversations from the Chatify dashboard.

Connecting with Facebook is a simple few-clicks process which can be started in the admin center: Community > Integrations > Facebook

Note: we will not post messages on your public Facebook Pages.

Slack

Our Slack integration will send notifications of any new questions asked on the Chatify Messenger widget to a specified channel on Slack, this way Slack users can always keep on top of any new questions asked on your website.

Connecting with Slack is a simple few-clicks process which can be started in the admin center: Community > Integrations > Slack

Example of a question notification in Slack.

Teamwork Desk

Our Teamwork Desk integration will enable you to push questions asked on Messenger, Community QA and Live QA as Tickets on your Teamwork Desk product.

To add a Teamwork Desk integration go the admin center Community > Integrations > Teamwork

You will need your Desk API key and your Teamwork Desk subdomain. The subdomain is the unique name of your team which you use in your Teamwork Desk URL: https://[subdomain].teamwork.com/desk

Note: you will need to use the Desk API of an administrator account on Teamwork Desk.

You can obtain your Desk API key from your profile on Teamwork Desk, accessible via the top-right option and clicking View Profile > API Keys

Access your API key via this menu

Or via the following URL (replacing the subdomain with your own)

https://[subdomain].teamwork.com/desk/#myprofile/apikeys

Once you have entered your API key and subdomain there are several options setting up the integration:

Add Teamwork Desk agents to Chatify: add existing agents to your Chatify community. Any agents already in Chatify will not be listed.

Auto-add agents to Chatify: any new agents subsequently added to Teamwork Desk will be added to Chatify

Auto-add customers to Chatify: any new customers subsequently added to Teamwork Desk will be added to the contacts table in Chatify

Options when adding Teamwork Desk

Once you have successfully integrated with Teamwork Desk you will see the option to push a Chatify question into Teamwork Desk in the dashboard

Note: you can only push questions where the question author has supplied an email address

Before confirming to push to Teamwork Desk, you will need to select which Teamwork Desk agent the question will be assigned to and also which inbox it will be added to:

Teamwork Desk options

Once the question is pushed to Teamwork Desk, a transcript of the conversation will be added as a Ticket. Any subsequent replies will also be sent to the ticket. Additionally, any replies made from Teamwork Desk will also be pushed back into the conversation on Chatify keeping the conversation/ticket synchronized between the two systems.

Teamwork Desk Ticket, pushed from Chatify

Replies to a question on the Chatify dashboard will only be added to Teamwork Desk if that Chatify team member is also an agent on Teamwork Desk with the same email address. Therefore it is advised that your Chatify team members should also be members on Teamwork Desk.

To make this easier you should select to auto-add agents as detailed above. After connecting with Teamwork Desk any new agents you add on Teamwork Desk will also be added as a team member on Chatify. The user will receive an email from Chatify inviting them to activate their account on Chatify.

Nitrosell

Here's how you activate Chatify on your Nitrosell webstore.

Once logged into your Nitrosell dashboard, go to the configuration options for your webstore:

Go to configuration options

From the following screen, go to Settings > All Config Options

Select "All Config Options"

Search for "Chatify" and click the "Enable Chatify Integration"

Enable the Chatify integration

To configure the plugin you will need the APP ID of the Live Chat widget. You can obtain this from the Chatify admin center. Go to Apps > Live Chat In the Deploy Code section, copy the app ID (number): data-app-id="1234"

Copy the App ID

Your Chatify domain can be taken from the URL in your browser address bar when you are in the Chatify admin center (before the /admin part). In this case, the example domain is https://team1.chatify.com

ActiveCampaign

With the ActiveCampaign integration you can have contact records automatically pushed to your ActiveCampaign Contacts. Only records that have an email address will be pushed to ActiveCampaign.

To add a ActiveCampaign integration go the admin center Community > Integrations > ActiveCampaign

You will need your ActiveCampaign API key and your ActiveCampaign subdomain. The subdomain is the unique name of your team which you use in your ActiveCampaign URL: https://[subdomain].activehosted.com/overview/

You can obtain your API key from the ActiveCampaign dashboard by going to Settings > Developer or the following URL https://[subdomain].activehosted.com/app/settings/developer

API key in the ActiveCampaign dashboard

The API key is linked directly to your ActiveCampaign user account, therefore you may want to create an account specifically to use with Chatify

When the integration is added a new Tag will be created in ActiveCampaign called Chatify any new Contacts added via Chatify will have this tag attached to it

A note will be added each time the user asks a new question via Chatify with a reference number to the question and a direct link to the conversation back to the Chatify dashboard.

Example Note added to ActiveCampaign Contact