WebChat Integration Overview

Applies to

Bridge by Smartsheet

To start using WebChat you need to embed some JavaScript into a web page. Obtain the necessary JavaScript by registering the extension.

Create a web page

Start by creating a web page. Make a new html file called webchat.html and copy/paste the following into the file:

 

webchat.html

<!DOCTYPE html>

<html lang="en">

<head>

  <meta charset="UTF-8">

  <meta name="viewport" content="width=device-width, initial-scale=1.0">

  <meta http-equiv="X-UA-Compatible" content="ie=edge">

  <title>WebChat</title>

</head>

<body>

  

  <!-- Insert WebChat script here -->

</body>

</html>

Set up the Webchat integration in Bridge

  1. Navigate to the Integrations page in Bridge. 
  2. Click on the Webchat image to start the set up.
  3. Click Continue in the new window.
  4. In the Embedded JS tab, click Connect to populate the HTML Script field.
  5. Copy the script and paste it into the HTML file created previously.
  6. Click Save.

Open the HTML file in a browser. You should see a blank page with a blue chat icon in the bottom right-hand corner. Click on the chat icon to open the chat window.

That’s it! You’re ready to start adding Webchat to your workflows.

To start using the chat bot you will need to create workflows to execute on specific phrases.