Integrating Customerly (HelpDesk)

To integrate Customerly as a helpdesk provider (to enable you to provide ticketing and chat capabilities within your HelpShelf widget) you will need to set the App ID.

Locating your App ID

First, you'll need to login to your Customerly account by heading to https://app.customerly.io/login. Once you are logged in, your App ID can be found in the URL bar of your browser.

As you can see in the screenshot above, the URL is showing https://app.customerly.io/apps/28eff6c2/dashboard. We've circled the part that represents your App ID. In our case it is 28eff6c2.

Copy this code and enter that into your HelpShelf setup form in the App ID field.

You should now be setup :)

IMPORTANT

Please don't forget to remove the original Javascript code you installed on your site for this provider. HelpShelf automatically loads this for you so you don't need to load it manually yourself as well. Doing so will cause issues. If you passed custom settings or user properties to this provider via the original Javascript code and you are not sure whether they will be carried through to your HelpShelf setup, then please contact us.


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