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Before configuring Beesender, make sure you have licenses, Beesender token, and installed Beesender package

After the successful installation of Beesender in the system designer, in the Import and integration section, a new section, Beesender Chat Configuration, will appear. There will also be a new Beesender workplace and the Chats section in it.

Beesender Configuration

Beesender_TokenRequest_20230502.mp4
  1. Go to the ⚙️ System designer

  2. Click Beesender Chat Configuration in the Import and Integration section

  3. In the window that opens, in Step 1, fill in the following fields:

    • Secret key – is your personal token that you can get from your manager or Beesender or click a Token request button

      • Fill in the following fields in the next window:

        • Company name: Enter the name of your company.

        • Phone number: Enter the contact person's phone number.

        • Email: Enter the contact person's email address.

      • Click "Send".

      • Once the token is successfully obtained, the Secret key field will be filled in.

    • Login – User login with system administrator rights

    • Password – User password with system administrator rights

  4. Click Next

  5. In Step 2, set checkboxes or leave it empty:

    • Set the waiting period for the client's response, min. – check the box and fill in the field, specifying the time in minutes, if you want chats to be automatically closed if there are no client messages after the specified time has elapsed

    • Set the waiting period for operator response, min. – check the box and fill in the field, specifying the time in minutes, if you want chats to be automatically transferred to another agent if the current agent does not answer within the specified time

  6. Click Next

  7. Step 3 is the final one. In Step 3, windows may appear:

    • Number of process running instances “BeesenderSaveAfkChats” found N. Cancel them? – Click Yes

    • Number of process running instance “BeesenderCloseOldChats” found N. Cancel them? – Click Yes

  8. Click Finish

Done! Beesender is set up. You can proceed to adding channels and operators.

One secret key (token) can only be used in one environment! To get tokens for development/testing environments, contact Beesender technical support

Description of configuration options

To change settings and/or configure channels/operators, you can go to Beesender Chat Configuration:

  1. Go to the ⚙️ System designer

  2. Click Beesender Chat Configuration in the Import and Integration section

  3. Change parameters at the left panel

Field

Description

Name

Beesender. Read-only

Login

User login with system administrator rights

Password

User password with system administrator rights

Close chats without messages

Set the checkbox if you want chats to be automatically closed if there are no client messages after the time specified in the Time for closing chat after last message (minutes) field

Time for closing chat after last message (minutes)

Specify the time in minutes after which chats will be automatically closed if there are no client messages, if the Close chats without messages checkbox is checked

Transfer chats without operator answer

Check the box and fill in the field, specifying the time in minutes, if you want chats to be automatically closed if there are no client messages after the specified time has elapsed

Time for changing operator (minutes)

Check the box and fill in the field, specifying the time in minutes, if you want chats to be automatically transferred to another agent if the current agent does not answer within the specified time

When changing the login and/or password of the administrator, be sure to fill in the Login and Password fields with new values, click Save. Then select Actions and click Synchronize.

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