Ontraport users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Ontraport during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Ontraport after Onboarding If you have already completed your FuseDesk onboarding and you want to [...]
If you're FuseDesk app is connected to Infusionsoft as your CRM, you have the option of logging into FuseDesk using your InfusionsoftID and Infusionsoft password. This let's you log into FuseDesk using the same username and password as your Infusionsoft account. If you're not be able to login it may be because: No Infusionsoft App? If [...]
Easily connect Twitter to FuseDesk so that you can chat on-one-on with your prospects and customers over Twitter Direct Message (DM). Twitter is available for FuseDesk Enterprise apps. Adding an Account To add Twitter to your FuseDesk app, head to Settings, Chat Settings, and click on Create New... for Twitter. You'll be redirected to Twitter [...]
FuseDesk PRO and Enterprise plans can configure Data Retention Settings in FuseDesk to control when certain kinds of data is automatically archived, anonymized, and deleted. Five data objects are currently supported, specifically Cases, Chats, Reps, Contacts, and Emails. These three steps - Archival, Anonymization, and Deletion - happen, if configured, in that specific order. You [...]
FuseDesk works beautifully with the MemberPress WordPress membership site plugin to help your members get the help they deserve by easily creating new support tickets and live chatting with your membership support team. First, follow our instructions to install and setup your FuseDesk WordPress plugin. With FuseDesk’s plugin for WordPress, your logged in MemberPress members will [...]
FuseDesk works beautifully with your LearnDash Learning Management System (LMS) to help your students get the help they deserve by easily creating new support cases and starting live chats. Follow our instructions to install and setup your FuseDesk WordPress plugin. With FuseDesk’s plugin for WordPress, your logged in members will be able to view their [...]
FuseDesk's Live Chat allows you to set custom meta data about your website visitors so your team can better assist your prospects and customers. For example, you might want to set what Membership Level a logging in Member has. Or what company a logging in user works for. Or what version of your app a [...]
After you've installed our Live Chat Widget on your site, you can programmatically toggle the chat widget open and closed using Javascript. Use FuseDeskChatNS.toggle() to toggle the widget open and closed. To make sure that the you don't try and toggle the chat widget before it's loaded, you can wrap your code inside of FuseDesk [...]
In addition to your Contact and LoggedInUser Merge fields in FuseDesk, you can also leverage a number of powerful FuseDesk specific Merge Fields in your email and note templates. Specifically: ~FuseDesk.CaseNumber~: The case number of the case, for example "ABCD1234" ~FuseDesk.CaseId.~: The case ID of the case, an integer. This is what you'd use for [...]
Visitors to your website who start a live chat with your support team can easily attach media to their chat conversation. After starting a FuseDesk Live Chat, attaching images is enabled and can be done in one of three easy ways. First, your visitor can click the image icon to select an image or photos [...]
