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Live Chat : Automatically link to a user with a ticket creation + prefill

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Maxence

Gepostet 28. Juni 2024

Hello,

 

I want to set up a live chat on my website. For the live chat, I want to avoid the user to put his firstname/lastname. So if the user already exist, it's automatically linked to him. And if not, it's created automatically.

 

And, I have information that I have from the previous page and I want to push this information on the chat directly.

 

So, to resume, my user enter few informations. Once all is done, he is redirected to a confirmation page. I want to display the live chat on fullscreen and directly have some information in the live chat as fullname and informations. And my agent, through the BO, can talk to him.

 

Thank you

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2 Kommentare

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    Tipene Hughes

    Zendesk Developer Advocacy

    Hi Maxence,
     
    You'll need to implement end user authentication of some kind for the user to be linked with an existing user profile. Here's a link to the documentation which will help you get up and running:
     
    https://support.zendesk.com/hc/en-us/articles/4408832325402-Authenticating-users-in-Chat
     
    I hope this helps! Feel free to reach out with any questions.
     
    Tipene

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    Tech

    Thank you. And what about the prefill information ? About the data to add ? Because here you just give me a way to be authenticated

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