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Display Omnichannel chat widget in the footer of your portal

Display Omnichannel chat widget in the footer of your portal

Ahmad Sammour's photo
Ahmad Sammour
ยทAug 29, 2022ยท

2 min read

The combination of PowerPortals, Dynamics 365 Omnichannel and Power Virtual Agents increases the level of customer engagement for customers, in this post I'm going to guide you how to add your Omnichannel chat widget that you configured to your portal.

First, below are the pre-requisites to follow the blog,

  1. You have at least one Portal
  2. Omnichannel is installed
  3. Power Virtual Agent bot is configured to hand of chat conversations to Omnichannel

After having the above pre-requisites done, follow the below steps,

  1. From the "Omnichannel admin center" model-driven application
  2. Go to Workstreams and create and configure a new workstream based on your channel image.png
  3. Enter your stream record, and click on "Copy code snippet" image.png
  4. Switch to "Portal Management" model-driven app
  5. Create a new content snippet and past the copied snippet from Omnichannel work steam image.png
  6. Go to "Web Templates" and enter the "Footer" record image.png
  7. Search for the footer tag and add the widget using the below code
{% include 'snippet' snippet_name:'Your Chat Widget Name' %}

The footer tag will look like this

<footer role="contentinfo">
  <div class="footer-top hidden-print">
    <div class="container">
      <div class="row">
        <div class="col-md-6 col-sm-12 col-xs-12 text-left">
          {% editable snippets 'About Footer' type: 'html' %}
          {% include 'snippet' snippet_name:'Your Chat Widget Name' %}
        </div>
      </div>
    </div>
  </div>
  1. Clear your portal cache by navigating to "<< Your portal URL >>/_services/about"

You need to be logged in to your portal with a contact that has administrator portal role

click on "Clear Cache" button

  1. Refresh your portal and you will see the chat widget displayed! image.png image.png

That's it!

You want to add it to more web templates? follow the steps from step number 5 on the web template you like.

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