Zendesk Chat is live chat software, which can be added to a website and is often used by online stores' customer service representatives.

The extension was removed on 28 August 2019

If you've enabled the extension in your online store before the update, you will still be able to use it. However, the extension is obsolete and most probably doesn't work properly anymore.

From now on, you can install a customer service chat in your online store by editing the store theme.

Learn more about enabling chat services.

Often chat customer service is much faster and more efficient that something such as conversing via email. Chat customer service enables your customers to contact you directly while browsing your store's products at the same time.

See also Zendesk Chat's help center.

Extensions are not available in MyCashflow Free plan.

Pricing

Using the service is subject to fees. For pricing, see Zendesk's website ›

Installation and activation

Below you can learn how to enable Zendesk Chat:

1) Creating and enabling a new Zendesk account

If you haven't used Zendesk Chat before, create a new customer account first. If you already have your own Zendesk credentials, see the instructions on how to use them in MyCashflow.

Before opening a new user account, enable the Zendesk Chat extension on your online store's admin panel page Account > Apps > Zendesk Chat. Enabling the extension is free of charge.

To create a new user account:

  1. Sign up for Zendesk on the service's website.
  2. Sign in to your new account at dashboard.zopim.com.
  3. The first time you log in, you'll see a form for filling in your user details.
  4. In the next stage, you'll see the code for embedding the chat. Copy the code and, back in your online store's admin panel, paste it into the settings for the Zendesk Chat extension.
  5. Save the extension's settings.

Alternatively, paste your Zendesk Chat credentials instead of the embed code into the extension settings.

Optionally, to change the language of Zendesk Chat's admin panel, go to Settings > Personal > Profile.

2) Using the already existing Zendesk credentials

If you've already used Zendesk, you can use your old user account in your MyCashflow online store.

All you need for successful enablement is the Zendesk Chat embed code or credentials that can be added to the extension's settings.

To download the embed code, in your Zendesk Chat account, go to Settings > Widget.

Make sure that you test the chat feature after installation so that you can discover any potential issues as soon as possible.

Optionally, after enabling Zendesk Chat, you may want to translate the Chat Rescuer trigger's texts from English into your online store's language. The trigger can be found on the Zendesk Chat admin panel's page Triggers > Chat Rescuer.

For more information about triggers, see Zendesk Chat's help center.

Managing support agent accounts

If your online store's chat customer service is managed by multiple people, create an individual agent account for each of them on the Zendesk Chat's admin panel page Agents. To create new accounts, click Add agent.

In your account, you can also create divisions to delegate responsibility for selected online stores or store versions.