See complete information about your web visitors, automatically pulled from the CRM
Add new contacts, notes and post-chat transcript directly from your Agent Dashboard.
Trigger personalized sales or marketing campaigns in AgileCRM by adding tags to a customer during live chat sessions
Since Agile includes contact management, marketing automation and emailing, and ClickDesk includes both live chat and an intuitive help desk, startups and SMBs use these two products as the core of their online business
Login to your Agile CRM account.
Go to 'Admin settings' from the top right drop-down menu and then go to 'API & Analytics'.
Copy the API key.
Login to your ClickDesk Dashboard.
Go to AgileCRM Integration
Enter your Agile CRM domain, username (email) and the API key. Save the details to enable the plugin.
The Agile CRM chat plugin is now active in your ClickDesk account.
When a known customer visits your website and enters their email to initiate a live chat, the agent will receive the customer's information along with profile URL from Agile CRM directly on their Agent Dashboard
To add a new contact to Agile CRM during a live chat in ClickDesk, use the '/add' command.
New contact will be created under 'Contacts' in Agile with the name and email details automatically filled in.
In Agile CRM, you can add tags to contacts. A contact can have multiple tags. These tags are used to segment users, trigger campaigns and analyze customer activity.
To add a tag during live chat, use the '/tag tag_name' command.
You can now add or edit a contact's notes during chat sessions. Multiple notes can be added to a single contact.
To add a note for an existing contact at any time during the chat conversation, use the '/note message' command, where "message" is the note content.
