To install Tawk.to chat plugin, navigate to Plugins and click on the ‘Add New’ button which will redirect you to Add Plugins Page.
Now, search for Tawk.to Live Chat plugin. Install and activate the plugin in your WordPress account.
After activating the plugin, navigate to the settings page of tawk.to.
To create a tawk.to account, sign-in to the account.
Select a property and widget from here.
Navigate to tawk.to dashboard and configure your email.
To configure mail notifications, navigate to ‘Admin’ from tawk.to dashboard and click on “Mail Notifications”.
Click on ‘Use selected widget’ button to enable chat widget in your portal.
Mention the email to which you wish to send all the chat transcripts.
Now, navigate to Property settings and enter your Portal URL and click on ‘Save’ button. This would enable the chat widget in your portal.
Here, you will find an API Key, which you need to enter in your SugarCRM instance to save chat transcripts.
Copy the API Key and navigate to Admin page from your SugarCRM account.
Now, configure inbound email in CRM to create cases for each chat transcript. To configure inbound email, navigate to Emails -> Settings -> Mail Accounts.
Click on ‘Add’ button to set up your mail account. Fill up your Email account details and click on ‘Done’ to finish setup. Once your mail account is added navigate to Chat Configuration from Admin Area.
Click on ‘General Configuration’ link. This would open up Portal Chat Configuration, Email template for new registration user in portal and Portal Chart Configuration settings page.
Paste the tawk.to API key here and click on ‘Save’ Once the plug-in is configured at both the ends, you can start chatting with the Portal Users.
Select appropriate email template from drop-down for New Registered User and Forgot Password.
If appropriate template is not available, click on “Create” to design your own email template and you can even select any template from drop-down and click “Edit” to make changes as per your requirement.
Configure charts for “Case” and “Quotes” modules to keep track of status.
You can also set auto delete notification period. So that after the period notification will be automatically deleted.
Select default language for portal. So, by default portal will work on that selected language.