aligent/orocrm-livechat-bundle

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LiveChat Activity Bundle

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Details

github.com/aligent/orocrm-livechat-bundle

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1.1.0 2017-10-23 04:34 UTC

Requires

OSL-3.0 4abf95b21cc32dc77cc62c510514ed1a108be2d5

OROlivechatOroCrm

This package is not auto-updated.

Last update: 2021-06-26 10:23:45 UTC

README

Facts

  • version: 1.1.0
  • composer name: aligent/orocrm-livechat-bundle

Description

This bundle provides an OroCRM integration for the chat service provided by Live Chat Inc. When a customer intiiates a chat, this bundle can process the chat_start webhook and provide Oro Contact information for the LiveChat interface.
On chat_ended webhook we capture the chat transcript and save it to OroCRM associating it with the relevant contact.

Once installed and configured, the following changes will be visible to the end user:

  • In the LiveChat interface, an Agent will see additional customer information in the sidebar (with an Oro icon) when a customer with an existing OroCRM contact initiates a chat.
  • In OroCRM you'll see a new option "Chat Transcripts" under the "Activities" menu. This can be used to view past chat transcripts.
  • The Activities feed for a contact will include their live chat transcripts.

If a customer without an existing contact in OroCRM initiates a live chat, the transcript will still be recorded in OroCRM, but a contact record will not be created.

Installation Instructions

  1. Install this module via Composer

     composer require aligent/orocrm-livechat-bundle

  2. Clear cache and run migrations

     php app/console cache:clear --env=prod
 php app/console oro:migration:load --force --env=prod

  3. Set a username and password for the webhook via the Oro System Configuration.
    Go to "System" then "Configuration". Select "Live Chat Configuration" under "General Setup". Enter a user name and password (note these settings for later) and click "Save".

  4. Log into your LiveChat web interface. Go to "Settings" (gear icon in top right), then "Integrations", and select "Webhooks",

    1. Create a webhook for the "chat_started" event (leave all options ticked) using the following URL: https://livechatinc:[PasswordYouSetInStep2]@[YourDomainHere]/livechatinc/webhook/chatStart
    2. Create a webhook for the "chat_ended" event (leave all options ticked) using the following URL: https://livechatinc:[PasswordYouSetInStep2]@[YourDomainHere]/livechatinc/webhook/chatEnd

Support

If you have any issues with this bundle, please create a pull request with a failing test that demonstrates the problem you've found. If you're really stuck, feel free to open GitHub issue.

Contribution

Any contribution is highly appreciated. The best way to contribute code is to open a pull request on GitHub.

Developer

Jim O'Halloran jim@aligent.com.au

Licence

OSL - Open Software Licence 3.0

Copyright

(c) 2017 Aligent Consulting