Chat Tools Suggestions

Hello Shrey

it's hard to score while the goal is not set

Could you specify what a better integration means in terms of requirements/expectations? Since the current integration is not that great, what is the well integration for your company?

Hello Dmytro,

Currently, in Olark there is a limitation on what fields can be pushed to sugar, we can only push name and email from a chat. We would like to have more flexibility on fields that can be pushed to sugar CRM. Another limitation we are facing is not having an option to add a pre-chat questionnaire to filter chat. These are some basic requirements that we are looking for. 

Thank you,

Shrey
 

Hello Dmytro,

Currently, in Olark there is a limitation on what fields can be pushed to sugar, we can only push name and email from a chat. We would like to have more flexibility on fields that can be pushed to sugar CRM. Another limitation we are facing is not having an option to add a pre-chat questionnaire to filter chat. These are some basic requirements that we are looking for. 

Thank you,

Shrey
 

LiveChat can send webhooks on pre-chat survey submitted with all data provided in it

https://developers.livechat.com/docs/getting-started/livechat-apps/webhook-apps/#pre_chat_survey

Actually, this approach provides the absolute flexibility for processing all the chat data, because webhooks are also sent on other LiveChat events e.g. new chat is initiated, chat is routed, new thread initiated, form submitted ect 

https://developers.livechat.com/docs/messaging/#introduction

Since Sugar does not allow to receive unauthorized webhooks out of the box, we employ middleware service like LB Data Bridge to listen to webhooks and then process their data from JSONs into Sugar with Logic Builder configuration.

In case absolute flexibility of processing chats and integration to Sugar is too much, there are simpler suggestions: