This guide outlines the steps to embed a Zendesk messaging widget on a web page.
Note: You should always inform Forethought of any changes before making them so that we can prepare to migrate our steps when you change your chat method in your help center.
Step 1: Log into Zendesk
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- Log in with your credentials and visit the Zendesk Admin Center
Step 2: Enable Zendesk Messaging
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- From the Admin Center, go to Channels > Messaging and Social.
- Under Messaging, select Web Widget.
- Click on Get Started and follow the prompts to enable the messaging widget on your account.
Step 3: Configure the Web Widget
Once Zendesk Messaging is enabled, you can customize the appearance and behavior of the web widget:
- Branding: Set the color, theme, and logo to match your brand.
- Positioning: Choose where the widget will appear on the page (e.g., bottom-right or bottom-left).
- Settings: Enable or disable proactive messages, greetings, and pre-chat forms.
- Language: Configure the language of the widget to match your audience.
Step 4: Obtain the Web Widget Code
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- After configuring the widget, scroll down to the Installation section.
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- Copy the JavaScript snippet provided and paste it into the same page where the Forethought widget lives, without this the zendesk messaging handoff action will not work.
- The zendesk messaging widget script will look like this:
<script id="ze-snippet" src="https://static.zdassets.com/ekr/snippet.js?key=YOUR_SNIPPET_KEY"> </script>
Step 5: Start building Forethought workflows using the Zendesk Messaging Handoff action