LiveAgent

LiveAgent is an omnichannel help desk that combines live chat, email, and voice into a single platform.

With the help of the LiveAgent Widget in OnePageCRM, users can quickly integrate their CRM account with LiveAgent and easily review previous tickets  (calls, chats, emails, etc. ) that are connected to contacts saved in the CRM.


  • You need a LiveAgent account to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:



Enable/Disable the LiveAgent Widget


1
Log into your LiveAgent account.

2
In the left-hand side menu, click on the Gear icon → open the System dropdown → select API → click on Add API key.

LiveAgent | Gear icon | System | API page


3
The API token will be displayed in a pop-up window → copy it and click OK.

💡 Ensure to save the API token somewhere safe. For security reasons, LiveAgent will not display this token again.


4
In your OnePageCRM account → click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Communication Apps click on LiveAgent → Install.

OnePageCRM | Apps and Integration page


5
On the Configuration tab, add the subdomain and paste the API Key into the provided field → click Connect to LiveAgent.

OnePageCRM | LiveAgent Configuration page


💡 Your subdomain is the first word after https:// in the URL and is used to log into your LiveAgent dashboard.


Find/Use the LiveAgent Widget

Jump up to Article's Overview ⮝

1
Open a contact → scroll down to the LiveAgent widget above the Contact Timeline → click on it to expand.

Click on the LiveAgent widget to expand it.


2
Once expanded, it will display:

  • Date - Date when the ticket was created
  • Subject - Subject line content, including a URL link that allows any user to view the content of the ticket in LiveAgent
  • Status - Status of the ticket - it gets updated if the status changes

    • Expanded LiveAgent widget with the data


    💡 The widget will display contact-specific data for the first email address at the top saved with this contact.

    💡 Drafted or scheduled emails will not be displayed.

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