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Add Your Own Widgets to the
Agent Workspace
Provide access to external systems by adding customized widgets to the
agent workspace.
Add Your Own Widgets to the Agent Workspace
Agents often need to access external systems while they are working in the agent
workspace, and to do so, they need to open additional tabs or browsers. Now, you can
integrate external systems right into the agent workspace, allotting them their own widget
next to the standard widgets.
The integration allows you to transfer information directly from the Visit Info to external
web pages and applications, and to open relevant records in your system. For example,
add a SalesForce widget to view your visitor’s Salesforce records.
In addition, external web page fields can be pre-populated
with visitor information, for example, you can pass the
Visitor’s name and email parameters from the pre-chat survey
into the application to pre-populate specific fields.
The agent workspace default view has five equally-sized
widgets, to the right of the chat pane (see a sample in the
screenshot below) - Visit Info, Predefined Content, Page
Navigation, Agent Survey, and Engagement History.
Users can scroll right and left to see all five of the default
widgets.
Let’s say that your agents use a knowledgebase or an external CRM such as
SalesForce, while they are chatting. Up until now they have had to access it in a
separate window. Now, you can add a widget that displays Salesforce right next to the
existing widgets, allowing agents to quickly view and utilize the information they need at
any given moment. You can configure parameters to be passed from LiveEngage to
your external system.
You can even define the width of the new widget; it can be the same width as each of
the standard widgets or it can be the width of two, three or four widgets combined. You
can add as many as five additional widgets to the agent workspace.
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Creating a New Widget
Add widgets to the agent workspace in order integrate external systems right into
To create new widgets that open external web pages and/or systems:
1. On the Visitors screen, click the Night Vision button (at the top of the screen). A
transparent overlay screen displays on top of the Visitors screen, allowing you to
choose which features you wish to configure.
2. Click Agent Workspace configuration.
3. Look for Edit Widgets where you can add, remove, and edit widgets. Click the +
icon. The Integration widget opens.
4. Enter the name of the new widget. The widget icon is automatically generated and
displays the initials of the name you’ve chosen.
5. Select the desired width of the new widget; single (the same width as the default
widgets), double, triple, or quadruple, so your widget is compatible to the external
webpage that you want to display.
6. Enter the URL of the webpage or external application that you wish to display within
the widget.
7. If you want to add more parameters to the URL, click Add Visit Info Parameters.
The Visit info parameters window will open.
8. Add visit info parameters:
a. In the Parameter name field, enter the identifier of your HTML element (see
Finding the Identifier of your Webpage Field below).
b. From the Map to field, select the LiveEngage parameter that you want to
transfer.
c. Click the + icon to add this parameter. You can keep adding parameters in this
way.
9. Click Save parameters. The complete URL, including visitor parameters will appear
in the Complete URL field. This action maps which information will be transferred
from LiveEngage to the external webpage.
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Finding the Identifier of your Webpage Field
The id attribute specifies a unique id for each HTML element.
To find the element id in this example:
1. Hover over the form and right click.
2. Click inspect element.
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3. In the Console that opens, you will see all the html attributes of this element. Look
for the id and copy it into the parameter name field in the LivePerson mapping
parameters form.
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Edit an Existing Widget
To edit one of your existing widgets, click the widget icon and choose what you want to
do from the drop-down menu. You can edit, hide, remove or set the widget to Manager
view, which means that only admins and agent managers see the new widget during the
testing period. If the widget is in Manager view, its icon has a striped pattern as shown
below. In contrast, no one can see a hidden widget. To test your new widget before going
live with it, apply the Manager View.
Once you’ve reached the maximum number of supported widgets, you’ll get a message
notifying you, and the + icon will be disabled.
Your new widget will now be displayed as an additional icon next to the existing widget
icons at the top of the agent workspace, and you can show your agents how to use the
integrated webpage from inside the agent workspace.
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For a successful integration, please note:
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The application must be able to open within an iFrame: Some applications
prevent themselves from opening within an iFrame (These are known as ‘Frame
Busters’). If you try to integrate such an application within an Agent Workspace
widget, you will get a blank widget, or an error message in the widget (depending
on your browser).
Internet Explorer support: Custom widgets are supported on Internet Explorer
10 and higher only.
The application must be hosted over SSL: Secure Sockets Layer is a protocol
that provides network security and privacy. SSL uses trusted certificates to
perform client and server authentication. This means your application must be
hosted on a valid SSL certificate site and, as part of the application, the URL must
begin with https.
Automatic focus management may be problematic: Applications with focus
stealing can cause issues in the user interface of the Agent Workspace.
Note: To integrate with your Salesforce application, open a ticket to Salesforce support
and request the removal of the X-Frame option from your organization’s Salesforce
pages. This will allow you to open Salesforce in the widget. Agents must log into
Salesforce in a separate browser tab (or through SSO) prior to accepting chats.
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