Initiate a Chat Session from a PX Engagement (i.e. Zendesk, Help Scout)
This article explains how to initiate a chat session from the Gainsight PX engagement.
Gainsight PX Engagements are built for tech touch to reduce the amount of support tickets and need for live interactions. There are also times where it is beneficial/ideal to allow the currently logged in user launch a live chat session (i.e. Zendesk chat).
Example Business Use Cases:
- Important Alert - Connect to Live Agent
Your team or back-end systems could identify a user or account that requires the user speak directly to an agent on their next login (i.e. billing issue, maintenance).
- Special Offer
You may have identified an audience of users based on their product usage to receive a special promotion/offer that can be redeemed via support agent.
- Navigate to Administration > Engagements (under Security).
- Click Save.
How to set it up
- <button onclick="zE('webWidget', 'show')">Show Chat</button>
- <button onclick="zE('webWidget', 'hide')">Hide Chat</button>