You can integrate any online assistance platform with your clients, such as clientgo.com.
All you have to do is locate the HTML code to embed and copy it to:
Manage Institution > Integrations > Chatbot
You must copy the code in "Chatbot Support"
Keep in mind that if you configure a chatbot, this will have priority over the support through whatsapp that our platform already has integrated, so if you want to use whatsapp for support you should not configure any chatbot)
We leave you an example of what a chatbot code looks like:
To configure your zoom account and be able to use it within our platform, you must go to:
Settings >> Integrations >> Zoom Licenses
Then click on + Add license and complete the fields that it asks us for:
- Name (generic to indicate who owns the license, important information if we are going to work with more than one license at the academy)
- APi Key and Api Secret: I get them from the following link, which will take us to the Zoom Marketplace App and we will log in with our account by clicking on the top right on Sign In
You must put your data
When entering our data, a sign will appear, asking us to accept the terms and conditions of the Zoom marketplace, which can be reviewed after acceptance.
By accepting it we will be on a screen like the following where, again at the top right we will have the “develop” drop-down option, when we click we will have a menu that we will proceed to touch on “Build App”
There again we will see the option to accept the terms and conditions of the Zoom API
Once we accept them on the next screen, we must look for the card that says "JWT" and click on "Create"
It will ask us to name the app that we are going to use to identify within Zoom
Now on the next page we are going to create the application that will connect zoom with go4clic. For this it is essential that we assign the following data:
- Developer contact name and email
*You can indicate your data, or as indicated in the image, put the data of go4clic since if there is any incident they will notify us by that means to correct it.
Then, we click on continue and there we will obtain the data (Api Key and Api Secret) to finish the configuration in go4clic
We copy one by one and save in the configuration of our site
To test that it has been configured correctly, you can do a test zoom transmission activity.
To configure your incoming and outgoing emails you must follow these steps:
Enable the “Use a dedicated SMTP service” option
Ask your hosting provider for the following information and complete it in the tab
- "White brand"
- Domain/IP of the SMTP server
- Port used by the SMTP server
- Password for the user
- Sender email
Once you have completed the data you can perform a test by entering an email to receive it:
Integrate Auth0 to centralize the authentication of all your clients (SSO - Single Sign On).
Auth0 allows you to unify the management of your collaborators' authentication credentials so that they only use one username and password to use multiple services/platforms.
Follow the steps below to integrate it:
Login to Auth0
Create the app
- Configure the domain of your app in go4clic in the fields: Allowed Callback URLs, Allowed Web Origins, Allowed Origins (CORS)
Copy and paste the DOMAIN and CLIENT ID from Auth0 into go4clic. On
> Manage Academy > Integrations > Auth0
You can see the step by step and all the details in this video