QuickSearch Bot supports both the in-app support experience and the web chat support experience. However, you must enable these experiences separately and for one app at a time.
Step 1. Log in to your Helpshift instance as its administrator.
Step 2. On the Helpshift toolbar, click Settings.
Step 3. In the navigation pane, scroll to the APP SETTINGS area, and then click the name of your container app.
NOTE On your Helpshift instance, a container app is a surrogate for one of the products that your customer service organization supports. In most cases, each container app is bound together with one compiled, mobile app. Container apps are an organizing principle for issue segmentation, as well as for your development of customer service workflows, metrics, and more. Without container apps, you cannot fully prepare or deploy automations. Nor can any of your compiled, mobile apps connect to your Helpshift server instance. |
The corresponding App Settings page opens.
Step 4. (Conditional) Enable QuickSearch Bot to recommend knowledge base articles to end-users from within your app.
a. In the Supported Platforms area, find the iOS/Android tile.
b. On the tile, click CONFIGURE.
c. Find and click the QSB toggle. Then, click SAVE & PUBLISH.
d. In the breadcrumb, click Back to App Settings.
QuickSearch Bot now runs within your app.
Step 5. (Conditional) Enable QuickSearch Bot to recommend knowledge base articles to end-users during web chat sessions.
a. In the Supported Platforms area, find the Web Chat tile.
b. On the tile, click CONFIGURE.
c. Find and click the QSB toggle. Then, click SAVE & PUBLISH.
QuickSearch Bot now runs in web chat.