Integrating Tawk Chat with CloudRadial

Important! - Turn off secure mode in Tawk for this integration. This allows CloudRadial to pass the user details without authenticating. To toggle the secure mode setting, navigate to their backoffice in the Administration page > Overview tab > and activate the Secure Mode.

Tawk chat is a popular chat option that provides a free tier to get started. You can integrate Tawk.to Chat with CloudRadial while also allowing the chat widget to automatically pull the user's name and email from their CloudRadial log-in information.

More details on their product can be found here: https://www.tawk.to

• Tawk.to Chat Integration Instructions
• Sample Tawk.to Chat Header Script
• PSA Integration

Tawk.to Chat Integration Instructions

To integrate Tawk.to Chat:

1. Navigate to Partner > Settings
2. Select Integrations on the right (under the Configuration column)
3. Select the Header Scripts option
4. Enter the code below in the Header Scripts field
   • Change the token to match the one provided in your Tawk widget code. Do not copy the full script, just the code.
5. Once you've applied your code, select Submit to finalize your setting

Your Tawk.to icon should appear at the bottom right of the screen after a refresh.

The user name and email are prefilled so when a chat is started. The result is that the user's name and email will appear in the chat automatically without requiring them to type them in. 

Sample Tawk.to Chat Header Script

<script>
  var Tawk_API = Tawk_API || {}, Tawk_LoadStart = new Date();
  function CloudRadialUserInit(email, displayname, companyname) {
    Tawk_API.visitor = {
      name: displayname,
      email: email
    };
   (function() {
     var s1 = document.createElement("script"),
     s0 = document.getElementsByTagName("script")[0];
     s1.async = true;
     s1.src = 'INSERT YOUR URL AND CODE FROM THE CHAT WIDGET SETTINGS';
     s1.charset = 'UTF-8';
     s1.setAttribute('crossorigin', '*');
     s0.parentNode.insertBefore(s1, s0);
   })();
  }
  function CloudRadialUserLogout() {
  } 
</script>

When you have the script set up properly, user chats will be prefilled with their name and email either in the popup email form that appears when your agents are offline or on the right-hand side of the chat window.

If the chat window is not appearing, be sure the widget is enabled for the property within Tawk.

PSA Integration

CloudRadial facilitates chat but doesn't natively work with Tawk.to to create or update tickets.

For this functionality, you can use Zapier as a way to move tickets into the PSA. This gives you much better control of how you manage chat in your organization.

More information on a sample Zapier integration can be found here:

https://zapier.com/apps/tawk-to/integrations/connectwise-manage