Guides

Description:
The erxes Messenger integration allows you to add a live chat widget to your website.
Once connected, visitors can chat with your team directly through your site, and all messages will appear in Frontline Inbox under the selected Channel.

I. Quick Setup

1. Go to your Channel
    

   

2. Click erxes Messenger
    

   

3. Click + Add Messenger
    

   

4. In the Name field, enter your website link (for example: erxes.io)
   

5. Click Save to finish setup
    

   

II. Detailed Setup

1. Go to your Channel
2. Click erxes Messenger
3. Click + Add Messenger

Step 1 – Appearance

• Brand Color – Choose your widget’s main color
• Text Color – Choose the text color
• Logo – Upload your brand logo

Step 2 – Greeting

• Greeting Title – Add a short welcome title
• Greeting Message – Write a friendly welcome message
• Supporter – Assign the team member or bot who will respond
• Social Links – Add links to your social media accounts

Step 3 – Messages

• Online Message – Message shown when a user sends a chat during working hours
• Offline Message – Message shown when a user sends a chat outside working hours

Step 4 – Availability

• Turn Online/Offline Manually – Switch your messenger status manually
• Follow Your Schedule – Automatically set online/offline hours based on your schedule
• Response Rate – Set your estimated reply time
• Timezone – Choose your timezone
• Display Operator Timezone – Show the operator’s timezone in chat
• Hide Messenger During Offline Hours – Hide the widget when your team is offline

Step 5 – Behavior & Access

• Default Language – Select your preferred language
• Require Authentication – Ask visitors for email and phone before chatting
• Show Chat – Hide the chat section and show only knowledge base or forms
• Show Launcher – Keep the widget invisible but still collect data
• Force Logout – Automatically end a user session when the conversation is resolved
• Notify Customer – Send an email if the user is offline and the operator responds
• Show Video Call Request – Allow operators to send video call requests

Step 6 – Integration Setup

• Integration Name – Give your Messenger integration a name
• Bot Setup – Use this if you want to create automated responses
• Cloudflare Calls Setup – Coming soon: allows direct voice calls from Messenger
  
  💡Tips
• You can always edit Messenger settings later from the Integration Settings page.
• Customize your greeting and colors to match your website’s branding for a better user experience.