ClickDesk Integration

Instantly chat with web visitors, access chat histories and support tickets, and more.

ClickDesk integration widget for Agile CRM


Past Conversations

Reference previous conversations that any contact had with a member of your team, part of a 360-degree contact view. Access conversation histories from within Agile CRM.

Support Tickets

Not only can your support team use the ClickDesk integration to chat with customers about issues they are having, you can access past customer support tickets from any contact directly from the app.





Setting up ClickDesk Widget

1. Locate the Widget

Add the ClickDesk widget by clicking on “Add/ Manage Widgets” button in the contact detail page. Or, go to Preferences >> Widgets and locate the ClickDesk widget in the Social tab of the support section.

ClickDesk Setup, step-1
ClickDesk Setup, step-2

2. Add the Widget

Find the widget in the Social Tab and click on +Add Widget to add the widget to the app.

3. Login and Authorize

When promoted, enter your ClickDesk account owner email and API Key. ClickDesk now pulls up and displays the contact's chat history and tickets using the email address.

ClickDesk Setup, step-3

Check out the ClickDesk CRM setup guide for more detailed instructions.




About Clickdesk

ClickDesk provides a bundle of live chat, voice chat and help desk solutions to small and medium businesses around the world. One of the fastest growing SaaS (Software as a Service) companies in India, it is currently helping over 100,000 businesses with their live chat and visitor engagement needs.

ClickDesk Integration


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