Refresh, Reroute and apps
See the account of the customer next to the conversation
Show data from your own application in the customer panel, and run safe actions with one click.
When you open a conversation, the customer panel shows on the right side. It shows the email, the name and the number of conversations of the customer.
Your own application can add more data to the panel, for example the plan of the customer. It can also add actions, for example "Resend verification email".
An owner or an admin connects the application one time. Do these steps:
- Ask your developers to make the context endpoint and the action endpoint. The developer guide (docs/integrations.md) tells them how.
- In OHSupport, open Settings. Find the area App integration of your brand.
- Write the context URL and the action URL. Then select Save.
- Copy the signing secret and give it to your developers. OHSupport shows it one time only.
- Select Test. Make sure that the result shows no error.
To run an action, select its button in the panel. Some actions show a confirm step first. Read the text, then select Run.
OHSupport adds an internal note to the conversation for each action. The note shows the agent, the action and the result.
To get new data from your application, select Refresh in the panel. To hide the panel, select Hide customer.
WARNING: Read the confirm text before you run a dangerous action. OHSupport cannot undo an action in your application.