Installing a Chat Widget in Surplus Systems CRM: Enhance Customer Interaction

Elevate your customer service by integrating a chat widget into your Surplus Systems CRM. This article provides a detailed walkthrough on how to install and configure a chat widget, allowing for real-time communication with your website visitors and customers directly through the CRM platform, thereby improving engagement and support.

1. Begin by clicking Websites

1 Click on the element.

2. Next, find and click on the option labeled 'Chat Widget'.

2 Once that's done, click on "Chat Widget".

3. Subsequently, Get it for Wordpress. If your website is powered by WordPress, you can download and install our plugin for quick and easy installation of the chat widget

3 After, click on "Get Code".

4. Next, select 'Get Code' to continue.

4 Upload

5. This is the Chat Widget code

5 Once that's done, click on "×".

6. Click icon to copy the code

6 Upload

7. Installation options.

7 Now, click on "Body Code Copy Code".

8. Then click "Save" button.

8 Then, click on the element.

Did this answer your question?

😞

😐

😁