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HelpScout Chat Client

Written by PaxFlow Customer Support

Adding Help Scout Chat to Your PaxPortal

Adding Help Scout Chat to your PaxPortal gives customers an easy way to contact your team directly from the portal. Customers can start a conversation whenever they need assistance, making it easier to provide support throughout their booking journey.


​Accessing the Chat Client

Click on "PaxPortal" and then click on "PaxPortal settings"

Next click "Chat Client" - you can also scroll down to the bottom of the page.

How to add HelpScout Chat Client.

Start off by choosing HelpScout in the drop down.

Next you need to add the Beacon ID from HelpScout.

Finding the Beacon ID in HelpScout

In HelpScout click on Manage and then click on Beacons.

You need to create a New Beacon

Once you have created the Beacon click on "Installation" on the left hand side of the screen.

and copy the highlighted portion - the text that is inside the round brackets excluding the ' in the beginning and the end.

Agents need to be Available for Chat Client to work.

Make sure that your agents mark themself "Available" on the chat for the chat client to work.

Adding the HelpScout Beacon ID to PaxFlow

Add the Beacon ID you just copied inside HelpScout to the field in PaxFlow.

You can also adjust the Primary Color of the chat client by clicking on the color field and choose your preferred color - or you can add the HTML Color Code in the text field.

You can also choose if the chat client is on the bottom right or bottom left. Make sure to slide the "Publish" toggle to publish your Chat Client.

Click on "Save" to activate your chat client. A Success message will appear on the top right corner.

Viewing the HelpScout Chat Client on PaxPortal.

To access PaxPortal open up any booking and click on "Open on PaxPortal"

Let´s take a look at what it looks like on PaxPortal. Click the chat bubble.

The chat window will open up and now your customers can send you a message via HelpScout chat on PaxPortal.

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