Chat: Getting started - Magento 2

Chat live with your customers on your Magento 2 ecommerce store using Dotdigital Chat.

Before you start

  • Make sure you're using Dotdigital for Magento 2 connector v4.0.0 or higher.
  • You must have an Dotdigital account connected to your Magento 2 store.

Enable Chat on your Magento 2 store

To enable Chat for the first time on your Magento 2 store:

  1. In your Magento 2 admin, go to Marketing > Customer Engagement > Chat.

    1-marketing-chat-setting.png
  2. On the Chat settings page, select Yes from the Enabled drop-down menu.

    2-chat-settings.png
  3. Click Save Config.


Enabling Chat at website level

  1. In your Magento 2 admin, go to Marketing > Customer Engagement > Chat
  2. Select your website level from the scope drop-down menu.
  3. Clear the Use default check box.
  4. On the Chat settings page, select Yes from the Enabled drop-down menu.
  5. Click Save Config.

Once Chat is enabled on your website, it uses the Chat widget and team information configured in the Dotdigital account that is connected to your site.

Customising the Chat widget in Magento 2

To customise your Chat widget on your Magento 2 store:

  1. In your Magento 2 admin, go to Marketing > Customer Engagement > Chat

    3-chat-widget.png

  2. Click Configure Chat Widget to open the Dotdigital Chat settings.
  3. Follow the instructions in Customising the Chat-widget.
  4. After clicking Save and generate code, your chat widget is automatically updated on your Magento 2 store.

Configuring your Chat Teams in Magento 2

To configure your Chat teams on your Magento 2 store:

  1. In your Magento 2 admin, go to Marketing > Customer Engagement > Chat.

    3-chat-widget.png
  2. Click Configure Chat Teams to open the Dotdigital team management.
  3. Follow the instructions in Managing your Chat team to manage your team.

Disabling the Chat widget in Magento 2

To disable Chat on your Magento 2 store:

  1. In your Magento 2 admin, go to Marketing > Customer Engagement > Chat.

    3-chat-widget.png

  2. On the Chat settings page, select No from the Enabled drop-down menu.
  3. Click Save Config.

Remove the Chat widget in Magento 2

To remove Chat on your Magento 2 store:

  1. Run bin/magento module:disable Dotdigitalgroup_Chat.
  2. Add this link to replace the directive in your composer.json file:
    "replace": {
        "dotmailer/dotmailer-magento2-extension-chat": "*"
    }
    
  3. Run the composer update to remove the module files from the /vendor folder.
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