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This page is about Chat for JSM Cloud. Using Server or Data Center? Click here. |
If you are using the Refined for Jira Service Management Cloud app for a customizable Jira customer portal, you can add a hat widget to make it easier for users to contact you.
How to add the Chat Widget on the Refined site
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On this page:
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Prerequisites
Ensure that both applications are installed in your Jira Service Management environment.
Chat for JSM part
Go to Project settings in your service project where you manage or want to manage tickets initiated from Chat.
From the sidebar, go to Chat for JSM > Chat Widget > Website and click Install.
This will open a pop-up with installation instructions. Copy the installation code to the clipboard.
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Ensure you have the Chat widget installed on your website.
Add the Chat widget to the Refined for JSM website
Go to the Refined Administration.
Click Sites in the left-hand menu.
Pick the site you want to add the widget to.
Go to the Configuration tab > Advanced Settings > Activate Custom HTML.
Paste the code you copied from the Chat settings in the At the end of BODY field.
Also, you can check out the instructions here.
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For more information, refer to the Refined documentation.
Chat for Jira Service Management behavior
No additional configuration in Chat for JSM is required. As soon as you connect both apps, your customers will be able to raise requests via the Chat
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widget on the portal, and your support agent can manage them on the Chat
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dashboard.
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Due to technical limitations of Refined sites, customers cannot be automatically logged in to the Chat widget and will need to do so manually or raise the request anonymously. We are working with the Refined team to resolve this issue. Please contact Refined for more details.
Questions?
Enjoy the integration, and feel free to share your feedback with us! For more information, refer to the product documentation.
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