Customer portal

Customer portal - Knowledge base

Quick navigation - Introduction (#Introduction) - Create an additional Customer Portal (#addnew) - Customer portal configuration (#Configuration) - Changing Logo and Title (#Changing Logo and Title) - Changing the theme (#Changing the theme) - Inserting own header or footer of the customer portal (#Inserting own header or footer) - CSS customization (#CSS customization) - Inserting tracking codes (#Inserting tracking codes) - Submit ticket (#Submit ticket) - Start...

Multi Knowledgebase

The Multi Knowledgebase plugin allows you to create multiple different knowledgebases on different domains with one LiveAgent account. Each knowledgebase has its own settings and content so you can have different designs and different content on these separated knowledgebases. As an example, you can see the https://support.liveagent.com/ and https://support.qualityunit.com/ which are created using one LiveAgent installation. Before you can create a second knowledgebase you need to go to Config...

How to make your knowledge base to be "searchable" on google

You can use the XML code generated by your LiveAgent knowledgebase through URL related to your sitemap script https://URL_TO_LIVEAGENT/sitemap.php (https://lifetein.com/chat/sitemap.php) Example of XML code ------------------------- ------------------------- Add that XML code into the google webmaster (don't forget to open an account in case you don't have one already) > https://www.google.com/webmasters/ Short guide how to do that: Before Google Sites will generate a ...

How to remove the Login and My tickets links from the customer portal menu?

In some cases LiveAgent owners don't want the customers to have access to their tickets via the customer portal section so they are looking for a way to hide the "Login" and "My tickets" menus from the customer portal. It is possible to hide these sections by placing the following CSS code into your LiveAgent admin panel Customer portal->Settings->Customize design->Design->Custom css section: .MenuLinkI, .MenuLinkT { display:none; } .montana #menu-item-login, .montana #menu-item...

How to create your own theme and change the icons of knowledgebase categories?

The very first step is to create your own theme which happens by creating an exact copy of the existing theme. Why is it necessary? Because during each update of LiveAgent the default theme files are overwritten. Creating your own theme WARNING: This customization is only possible for standalone installations of LiveAgent. If you should ever want to migrate to our cloud these customizations would be lost. Instead try to customize using the default options for adding custom header, footer...

How to add custom ticket filter to your customer portal

This article explains how to define a custom ticket filter that will allow your customers to filter their tickets when they are viewing them in your Customer portal->My Tickets tab. In the example below we use multiple conditions for filtering(text search, filter by ticket status, filter by ticket public tags, filter based on ticket creation date, ticket resolved date and ticket changed date). You don't need to use all of these filters if you don't want to, but you will need to adjust the ex...

How to insert video into KB article

Every LiveAgent installation comes with a sample Customer portal (https://support.liveagent.com/383529-Customer-portal---Knowledge-base) page that is actually the index page of LiveAgent. A few customers have asked us if they are able to insert videos into the knowledgebase articles of LiveAgent. The answer is - Yes! Here are 2 general methods of how to do so. Due to the new security update, you have to disable the "CSP headers for KB" option in Configuration > Security > Settings in ord...

How to automatically set a message into submit ticket form on customer portal from URL parameter

If you want to pre-fill name, email and even message on your 'submit ticket' form on customer portal, you can use a link like this >>> https://ACCOUNT.ladesk.com/submit_ticket?name=Customer&email=customer@email.com&message=Example%20text Name and email work by default, but message field does not. So, if you really need to pre-fill also message from some reason, you can make a workaround and use JavaScript code inserted in customer portal which set also a message from URL. In agen...

How to integrate chat button into customer portal

If you want to display a chat button in your customer portal, please follow these steps: 1. create a chat button How to create a chat button you can see in this (https://support.liveagent.com/373207-Live-chat---Creating-chat-buttons) guide. 2. copy chat button's integration code When you create a chat button, LiveAgent generates chat button code (see #1). Simple copy it, so you can use it in next step. 3. insert the chat button code into customer portal In agent panel navigate to Customer...

How to change customer portal header and footer in Montana theme

New Montana theme in LiveAgent is coming with it's own header and footer. This header and footer can be customized directly in your LiveAgent agent panel > Customer portal > Settings > Customize design > Design > Own HTML Video Guide: You can replace our default header and footer with your own custom HTML codes. Feel free to use our default header and footer codes below as inspiration. This is the original header code: <nav class="navbar"> <div class="c...

How to change customer portal article title color

Time to time, customers wish to change the color of an articles in their LiveAgent Customer Portal (https://www.liveagent.com/features/customer-portal/) with a custom color. This is a very easy task - please find the instructions below: Please navigate into the Customer portal > Settings > Customize design > Design > Custom css Here you can use following css code which will replace the color of an article title. The change is specific per the customer portal theme which you are g...

How to use ColorBox (LightBox) in Customer portal Knowledge Base

If you are adding larger pictures to your knowledgebase articles you might want to have a way to open them in full on click so the customer can see the details of the picture. This can be achieved with a LightBox. To do this you need to navigate in your LiveAgent admin panel into Customer portal > Settings > Customize Design > Tracking codes and put one of the below codes into the After <HEAD> section. The codes differ based on the theme you use so please find that out under Cus...

Display contact widget only for customers logged in the customer portal

Some of our customers wish to display live chat button or other contact widget in the Customer Portal (https://www.liveagent.com/features/customer-portal/) only for customers, which previously logged in into the portal. This is a very easy task - please find the instructions below. First of all we will need to prepare the first part of the code which we will be using to check if customer is logged in. We will be checking that via variable {$userLogged} saved in the parameter userLogged. Plea...