FAQs in this section
What is the Olark software?
How does Olark integration with Vtiger CRM work?
What are the benefits of integrating Olark with Vtiger CRM?
Is Olark available for Vtiger's Sales Starter edition?
How do I access Olark in the CRM?
How do the chats in Olark sync with the CRM?
Is it mandatory to have an account with Olark?
What is mandatory for Olark configuration?
Will I be able to see my chats with customers in Vtiger CRM with Olark configuration?
How do I configure Olark in the CRM?
Table of Contents
Follow these steps to configure Olark in Vtiger CRM:
After successful configuration, you will find all the chat transcripts in Vtiger.
To know more about Olark, click here.
- Log in to your CRM account.
- Click the User Menu icon on the top right corner of the screen.
- Click Settings.
- Look for the Support block.
- Click Olark.
- Copy the Olark CallBack URL present in Olark Settings.
- Click ‘here’ in the Configuration Instructions. It will take you to the Olark login page.
- Enter your credentials and log in to your Olark account.
- Click Settings.
- Go to the Integrations tab.
- Paste the copied CallBack URL from Vtiger to Webhook url in Olark.
After successful configuration, you will find all the chat transcripts in Vtiger.
To know more about Olark, click here.
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