Quickstart Guide

This 4-step guide will walk you through the key concepts you need to know to get started, help you set up the app, and get you ready to serve your customers with a chat widget.

1. Navigate to your Project and select Issue Type

2. Enable Chat in the project

3. Add the widget to your website

4. Go online

Step 1. Navigate to your Project and select Issue Type

After installing Chat for JSM from the Atlassian Marketplace, select the project you want to configure. Then, to view the Welcome screen, go to Project Settings > Chat Settings, and select an Issue Type to continue.

This is because each new conversation on your Jira Customer Portal and/or website will be automatically turned into a Jira issue. These requests will be created based on the issue type you select here and then independently for each project.

Step 2. Enable Chat in the project

After selecting the Issue Type, your next stop is the General Settings screen. Here you can enable Chat for the project, which will automatically add the Chat Dashboard to the project page.

Step 3. Add the widget to your website or Jira Customer Portal

Got a website or a Jira Customer Portal you want to put the Chat Widget on? Easy-peasy.

You can easily add the live chat widget and button to your Customer Portal, as well as customize its look and location according to your brand and preferences.

Installing the Chat Widget on your website is pretty simple too. You can do so by inserting 
the Javascript into the code of your website, and it will look something like this:

Keep in mind that, to customize the widget’s appearance on your website, you’ll need to tweak the HTML code.

Then you can decide how the Chat Widget will behave and what information it will offer. Customizing the greeting message, setting up a Pre-Chat form, and enabling the knowledge base search within the Chat Widget — all these and more are possible.

Step 4. Go online

The support agents can go to the Chat Dashboard to follow all the support tickets coming through. Each new conversation on your Jira Customer Portal and/or website will create a Jira issue. Through the dashboard, agents can respond to customer messages for both chat and non-chat Jira issues.

This lets them have conversations in real-time, solve customer support requests faster, and make customers happier. A win-win situation!

Explore the dashboard, and click the icon to make yourself online using the Go online button.

All systems are go! Go online, and start rocking. 🚀