Skip to content
Docs
Open Soosh
View as Markdown
How-to guideIntegrations

Create a chat action

Add a button to every chat that sends the customer to your other tools, like a helpdesk or order system.

5 minutesOwners and adminsUpdated

Before you start

Section titled “Before you start”
  • Owner or admin role in Soosh

Create the action

Section titled “Create the action”

  1. Go to Settings > Chat actions and click Add chat action.

  2. In Name, enter what it does, like Create a support ticket. Agents see it when they point at the button.

  3. Choose an Icon.

  4. Choose the Action type:

    • Webhook: sends the customer’s details to your system. Enter the Webhook URL, the HTTP method and the Request body. Click Insert template for a starting point.
    • Open URL: opens a page, like the customer’s record in your order system.
    • JavaScript: runs your own code, for advanced use.

  5. Click Add.

In the URL and the body, these are filled in for each chat: {{contact.name}}, {{contact.phone_number}}, {{user.name}} and {{user.email}}.

Result

Section titled “Result”

The button appears at the top of every chat for people who can use chat actions. See Run a chat action.

To hide it for a while, turn off its switch in the list.

Section titled “Related”