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Custom Agent Integration

Do you want to utilize the ChatDash dashboard, but use a agent builder not officially supported by ChatDash?
  1. Create Agent using the “custom” platform option.
  2. Assign Agent to a client.
  3. Create Conversation and Push Conversation Messages for the agent in your code whenever you want to import conversations into ChatDash.
  4. Use the dashboard to view analytics and conversations as you normally would.
*Steps 1 and 2 can also be done directly in the Agency Dashboard.

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Client Onboarding

Do you want your clients to go through a self-directed onboarding process on your custom domain?
  1. Create a custom “register” or “onboarding” page on your website.
  2. Create Client when a client registers.
  3. Automatically assign an agent or allow the client to choose from a selection of your existing agents Assign Agent.
  4. Direct clients to sign in using the whitelabeled Log In page as you normally would.
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