Wiki
Version 30 (Gurpreet Singh, 01/16/2016 03:20 am)
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3 | 30 | Gurpreet Singh | 1. Download and extract the WordPress & Kayako integration files using the link: https://github.com/kayako/wordpress-integration/archive/master.zip |
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5 | 30 | Gurpreet Singh | 2. In the ‘src/wp-content/plugins’ folder, copy the ‘kayako’ folder and paste it into the ‘wp-content/plugins/’ directory of your WordPress installation. |
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7 | 30 | Gurpreet Singh | 3. Login to admin control panel of your Kayako installation. |
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9 | 30 | Gurpreet Singh | 4. On the menu sidebar, click ‘REST API’ and then ‘Settings’. |
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11 | 30 | Gurpreet Singh | 5. Next to ‘Enable API’ select the *Yes* radio button. |
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13 | 30 | Gurpreet Singh | 6. Click the *Update* button to save your changes. |
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15 | 30 | Gurpreet Singh | 7. Click the ‘API Information’ link on the menu and copy all of the Kayako REST API details. |
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17 | 30 | Gurpreet Singh | 8. Log into the administrative interface of your WordPress installation. |
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19 | 30 | Gurpreet Singh | 9. On the menu sidebar, click ‘Plugins’ and then ‘Installed Plugins’. |
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21 | 30 | Gurpreet Singh | 10. You will see a list of every plugin installed on your WordPress site. |
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23 | 30 | Gurpreet Singh | 11. Search for the ‘Kayako for WordPress’ plugin and click *Activate* to enable the plugin. |
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25 | 1 | !http://forge.kayako.com/attachments/380/plugin.PNG! |
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27 | 30 | Gurpreet Singh | 12. On the menu sidebar you’ll now see a ‘Kayako’ heading. Click it, and then ‘Kayako Settings’. |
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29 | 30 | Gurpreet Singh | 13. In the ‘Access Details’ section, fill in the API details you copied from the Kayako admin control panel. |
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31 | 30 | Gurpreet Singh | 14. You can also set the labels for each field on the ‘Submit a ticket’ tab. |
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33 | 1 | !http://forge.kayako.com/attachments/416/kayako_settings.PNG! |
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35 | 30 | Gurpreet Singh | To offer Live Chat support from your WordPress site, you’ll need to create a Live Chat tag to include on the page: |
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37 | 30 | Gurpreet Singh | 15. Go back to the Kayako admin control panel and click ‘Tag Generator’ on the menu sidebar. |
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39 | 30 | Gurpreet Singh | 16. You’ll need to select the type of Live Chat tag you want, and follow the prompts for creating it. |
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41 | 30 | Gurpreet Singh | _NOTE: For more details on how to generate tags, visit the Kayako Wiki [[here]]https://kayako.atlassian.net/wiki/pages/viewpage.action?pageId=5734704._ |
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43 | 30 | Gurpreet Singh | 17. Once you’ve generated the Live Chat tag, switch back to the WordPress admin, click ‘Kayako’ and then ‘Live Chat Tag’. |
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45 | 30 | Gurpreet Singh | 18. In the text box labeled ‘Paste the tag generated by Kayako Fusion here:’ paste a code for the Live Chat tag you generated with Kayako and click on *Save Tag*. |
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47 | 1 | !http://forge.kayako.com/attachments/385/livechat_tag_settings.PNG! |
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49 | 30 | Gurpreet Singh | 19. And we are done. Your Kayako WordPress plugin is ready to use. |
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51 | 30 | Gurpreet Singh | 20. To convert the comments into Kayako Tickets, click on 'Convert this comment to kayako ticket ' |
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53 | 1 | !http://forge.kayako.com/attachments/436/comment_lists.PNG! |
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55 | 27 | Saloni Dhall | !http://forge.kayako.com/attachments/435/comment_conversion.PNG! |
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57 | 30 | Gurpreet Singh | 21. Kayako Ticket Submission form which will be display in frontend of WordPress after adding the shortcode [kayako_helpdesk] |
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59 | 1 | !http://forge.kayako.com/attachments/421/kayako_ticket_form.PNG! |
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61 | 30 | Gurpreet Singh | 22. The below window contains the list of tickets which would display on dashboard widget. |
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63 | 26 | Saloni Dhall | !http://forge.kayako.com/attachments/389/kayako_view_tickets.PNG! |
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65 | 30 | Gurpreet Singh | 23. To post a reply from WordPress panel by clicking on the specified ticket from list ticket view. You can update the ticket status and ticket priority simultaneously. You can also view all the replies already associated with that ticket. |
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67 | 24 | Saloni Dhall | !http://forge.kayako.com/attachments/423/post_reply.PNG! |