CRM and Sales tools
Chat On Desk by Codex Solutions International
11 min
chatondesk is a customer support platform offering live chat, whatsapp, and multi channel messaging tools integrating with make com enables automated workflows, streamlining customer interactions and support processes across multiple communication channels for improved efficiency this is ai generated content based on official chat on desk documentation the content may still contain errors—please verify important information if you have questions, contact https //www chatondesk com/ directly how to get support on chat on desk chat on desk is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=chat%20on%20desk\&app slug=chat on desk community\&app unique id=chatondesk 6ox34p requirements to use the chat on desk app in make, you must have an active account and an api key, https //www chatondesk com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/chat%20on%20desk community/ click the install button follow the on screen instructions to complete the setup connect chat on desk and {{product name}} to get started, you must first create a connection between chat on desk and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key from your sms account login to your chat on desk platform using your credentials navigate to your sms account section locate the option to generate or view your api key copy the generated api key for use in api integrations some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=chat%20on%20desk\&app slug=chat on desk community\&app unique id=chatondesk 6ox34p create the connection in {{product name}} https //www make com/en/register , add the chat on desk module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your chat on desk account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page chat on desk modules after connecting to the chat on desk app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create profile creates a new user profile by collecting and storing the provided information, allowing you to easily manage and organize user details within your system send message this module allows you to send a message directly to a specified recipient simply provide the necessary details, and your message will be delivered to the chosen contact through the connected service templates list the "templates list" module retrieves a list of available templates from your account, allowing you to view and select templates for use in your workflows templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} chat on desk resources you can have access to more resources related to this app on the following links https //community make com/search?q=chat%20on%20desk https //www chatondesk com/ https //codexsolutionsint com/chatondesk https //www make com/en/hq/app invitation/bfc5a1449a88d9ae4f3f44eb89ca834d https //www make com/en/integrations/chat on desk community