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Communication Channels

Website Chat Setup

Steps to setup Chat Widget in Chakra Sales CRM

Overview:

To setup Chakra Website Chat widget, follow the steps below:

Detailed Guide to setup

Access Chat Widget

Go toΒ Admin > Chat Settings > Chat Widget

chat_widget_setup_chakra

Setting Sections:

  • Customize
  • Embed Code
  • Widget Triggers
  • Linkage Rules

For detailed Setup guide, follow the steps in Setup documentation for Chat Widget


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