- Quick Start
- Set up your Team
- Custom Fields
- Sales Pipeline
- Task Management
- Client Management
- What is an ‘entity’?
- Manage Entity
- Lead Scoring
- Campaign Management
- Deals Management
- System Settings
To integrate Olark in Saphyte CRM:
1. Go to the ‘Admin’ panel.
2. Under the ‘Integrations’ section, click ‘App Marketplace’
3. Under the ‘Live Chat Apps’, click ‘Integrate’ on the ‘Olark’ panel.
4. You will then be redirected to the Configuration page. Click the ‘Install App’ to begin the integration.
5. Name your webhook and paste the webhook URL in the LiveChat web app. Click ‘Save’ once done.
1. To start configuring a webhook, access the Olark integration page.
2. Then insert the webhook URL generated, into the URL field, mark “Send all transcripts automatically” and click Save.