No installation or programming required. Just enter your WHMCS admin details to get started
Displays customer profiles directly on your Agent Dashboard, even before a chat is initiated
One-click access to WHMCS profiles
This integration is supported by Salesforce developer edition only.
Login to your ClickDesk dashboard and add an agent.
Click on 'Departments & Code' and copy your WHMCS live chat code.
Paste this code just before the closing body tag at the end of your web page.
In the ClickDesk dashboard, go to WHMCS Chat Plugin.
In the WHMCS block, enter your WHMCS installed url, admin username and MD5 password.
Now, in your WHMCS control panel, Go to Setup -> General -> Security -> API IP restriction and add 22.214.171.124.
When a known customer enters your website and leaves their email address to initiate a live chat, the operator receives the customer's information.
Clicking on the profile link opens the WHMCS profile of that particular customer in the chat panel.