Chat: Getting started - Magento 2

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

Before you start

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

Enabling 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 Engagement Cloud 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 Engagement Cloud 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 Engagement Cloud 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.

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