This article describes how to set up and configure your live chat solution through the administration portal (released October 2020). If you are using our previous chat solution you must relate to another article found here: https://help.puzzel.com/product-documents/technical-specs/web-chat-setup-and-configuration.
You can check which chat solution you are currently using, by looking in your web site's code...
The old chat solution points to the following URL: https://chat.puzzel.com/content/client
The new chat solution points to the following URL: https://euwa.puzzel.com/loader.
Both the old and new chat solution will be available in parallel for a while ahead, but the current end goal is that all customers use the new chat solution within the end of 2021.
Our new chat solution uses Azure to make the chat application loader available for downloading to the web sites. The Azure location is "Europe West". Newer Puzzel contracts include Microsoft as a sub-processor, but older contracts will need this to be added manually. Before using the new chat solution, be sure to coordinate with compliance and security teams to ensure that documentation is updated including the data processing agreement (DPA) with Puzzel.
Also be aware that the IP-addresses used for communication with the Puzzel services will be different for services in Azure. Customers will need to ensure that any firewall restrictions in place are updated to allow access to the service.
Our new chat solution does not yet support all features and properties in Chat Admin. See separate sub-article for an overview over features not yet supported.
Adding chat configurations
Most of the chat set up is done from the administration portal under "Services -> Chat" hereafter referred to as "Chat Admin", but the set-up also requires a code snippet being added to your web site (the web pages supporting chat). Here you can add one or more configurations based on how many chat solutions your web site requires. Each configuration will generate a unique ID (GUID) that you must point to from your web site(s).
As default a configuration is considered to be independent and "parent", but you can define a configuration to be a "child" configuration to another configuration. The purpose of child-parent configurations is to add configuration flexibility. A web site pointing to a child configuration will use it's properties if defined, and the equivalent properties in the parent configuration if not. With this you can define all general settings (common for all web sites) in a parent configuration and define divergences (for one or some web sites) in child configurations.
A configuration can be defined as child both upon creating it, or later (by clicking on the configuration row's right hand edit button).
When only using parent configurations:
- If a property is defined in a parent configuration is used.
- If a property not defined in a parent configuration, the equivalent property's system default value is used.
When using both child and parent configurations:
- If a property is defined in a child configuration, it is used.
- If a property is not defined in a child configuration, the equivalent property in the parent configuration is used.
- If a property is defined in both a child and parent configuration, the property in the child configuration is used.
- If a property is neither defined in a parent or child configuration, the equivalent property's system default value is used.
Editing Chat Properties
To edit a chat configuration, simply click on the relevant configuration name to open it in a seperate window.
As a starting point, all property values are inherited from the level above - If it is a child configuration values are inherited from the parent configuration. If it is a parent configuration values are inherited from the system default.
To understand the different properties and what they do, we have added explaining help texts next to each property. If you have questions about a property, click on it's belonging to question mark icon.
Associate you web sites to a configuration
In order for your web site(s) to know what is configured, they must be set up to point to the correct configuration in Chat Admin. There are two properties required in the code - customer key and configuration ID. See test page here: https://demo.puzzel.com/euwa/ (choose relevant page and right-click select "View page source"), or see example below.
On all web pages where you want the chat to be available, the chat code must be added. Also if you want an ongoing chat to be persistent when navigating between pages, the code must be on added to all the relevant pages. If you want an ongoing chat to be persistent on a page but not offer starting a new chat, we recommend that you refer that page to a child configuration where the only property defined is the chat button not being shown, the rest of the configuration will be read from the parent configuration.