How do I set up CloudRadial?

Stephen Boss Updated by Stephen Boss

Thread enables your service team to chat with clients in Microsoft Teams and Slack, plus a whole lot more. You can integrate Thread with CloudRadial including setting the user's name, company, and email from their CloudRadial log-in.

To integrate:

  1. Go to Partner > Settings and choose the Integrations option on the right.
  2. Choose the Header Scripts option and enter the code below in the Header Scripts field. Make sure you set the appId code.
  3. Save your settings and refresh the page.

Your Thread chat icon should appear at the bottom right of the screen.

<script>
var chatgenieParams = {
appId: "your-chatgenie-app-id-goes-here",
flow: "customer"
}
function run(ch){ch.default.messenger().initialize(chatgenieParams);}!function(){var e=window.chatgenie;if(e)run(e);else{function t(){var t=document.createElement("script");t.type="text/javascript",t.async=true,t.readyState?t.onreadystatechange=function(){"loaded"!==t.readyState&&"complete"!==t.readyState||(t.onreadystatechange=null,window.chatgenie&&(e=window.chatgenie,run(e)))}:t.onload=function(){window.chatgenie&&(e=window.chatgenie,run(e))},t.src="https://messenger.chatgenie.io/widget.js";var n=document.getElementsByTagName("script")[0];n.parentNode.insertBefore(t,n)}window.attachEvent?window.attachEvent("onload",t):window.addEventListener("load",t,!1)}}();
</script>
<script>
function CloudRadialUserInit(email, displayname, companyname) {
chatgenie.setAttributes({
fullname: displayname,
companyName: companyname,
email: email
})
}
</script>

More info here https://support.cloudradial.com/hc/en-us/articles/360059082852-Integrating-Thread-Chat-with-CloudRadial

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