This help file will guide you through what actions to take if you are having issues with the Live Chat or Widgets in eDesk.


Before you start 

 
  • You need to have an eDesk account. To find out how to create one, click here.
 
  • The eDesk Chat is available as an Add-On. To find more information, click here. 

 
  • Some troubleshooting might require an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.
 
  • Chat created is not displayed on the Widgets list


If you just created a Chat Widget but it's not showing in the section after saving the changes, it's probably because it's not set to Active yet.

To activate the Chat, follow the instructions below:
 
  1. Go to Settings → Smart Tools → Widgets.

  2. Click on the Inactive tab (this is where all your previous attempts at creating a Chat Widget will be).

  3. Select the Chat Widget you'd like to activate.

  4. Go to the Add to Website section and tick the Active button.

  5. Scroll down and Save Changes.


  • Widget not showing on website/webstore

The most common reason why the widget won't show on your website or webstore is if the code has not been embedded correctly.

Once you create a widget in eDesk, we will display a widget code that you can copy and paste directly into your website or webstore HTML page.

It is essential that the widget code is copied into the < body > section of the website HTML page. If it is copied into the < head > section, the widget won't work. 
 
  • Live Chat window not active on the website/webstore


If you're having trouble with your Live Chat window not showing on your website or webstore, it can be because it's not enabled yet.

To enable the Live Chat, follow the instructions below:
 
  1. Go to Settings → Smart Tools → Widgets.

  2. Click on the Active tab and select the Chat Widget you'd like to activate.

  3. Go to the Behaviour section and tick the Enabled button.

  4. Scroll down and Save Changes.


Note: If enabled, the Live Chat window will be displayed during Active hours and the Contact form will be displayed outside Active hours.
 


  • Agents don't have access to the Live Chat


You can easily give users access to the Live Chat via the Permissions screen. This needs to be done by an Admin user in your company.

To give access to the Live Chat, simply follow the instructions below:

  1. Go to Settings → Company Settings → Users.

  2. Click on the user you wish to give access to.

  3. Go to the Permissions section and tick the Allow button for Chat.

  4. Scroll down and Save Changes.


After doing that, the user in question will have access to the Live Chat and can set it Online when they're ready to take chats.


  • Live Chat window appearing Offline


If you have agents online but the Live Chat window is appearing offline on your website or webstore, it could be because of inactive chats.

Example: you have one agent on Chat and you have set a limit number of 5 chats.

This means that this user will only be able to take 5 chats at the same time. If you don't close the chats once they're finished, they will still appear In Progress in eDesk and therefore the Live Chat window will appear online (as the agent online already has a maximum of 5 chats).

To troubleshoot this, you will need to close the inactive chats. You can simply follow the instructions below:

  1. Click on the Chat icon on the left-hand side.

  2. Select the In Progress section where you will see all the chats that haven't been closed.

  3. Select the chat you wish to close and to either Turn into to do ticket or Turn into resolved ticket.

Once you close the inactive chats, the Live Chat window will re-appear online on your website or webstore.


Related articles
 

How does the Live Chat work for your customers and your team?

Installing a Live Chat and Contact Forms on your website

 


Still experiencing issues?

 

Don't hesitate to contact our Support Team for help!