Direct Chat Link

Now the digital assistant is ready with web chat options. You can obtain and provide a ‘Direct Chat Link’ to this assistant for anyone.

Note: Authentication is an optional feature which is use case based/determined.

Chat Link Authentication

To successfully initiate a Direct Chat Link, it's imperative to secure the proper Authentication procedures. This process is vital to ensure that only authorized users can access the chat, maintaining the integrity and safety of all communications. You can easily implement this by activating the "Require Authentication" toggle button within your security settings. This step not only bolsters your overall security posture but also provides peace of mind knowing that each session is protected and verified. Proper authentication safeguards personal information, mitigates unauthorized access, and ensures compliance with privacy regulations.

When the toggle button is enabled, it ensures authorized access, complies with IT security requirements, seamlessly integrates with enterprise systems, and secures data.

Authentication Process for Webchat

When the "Require Authentication" toggle is enabled, the following steps occur:

1. The 'Require Authentication' toggle is added to the webchat settings.

2. Enabling this toggle initiates user authentication upon accessing the bot.

3. If authentication is successful, the user can proceed to use the bot for its intended purpose.

4. If authentication fails, the user receives an 'Invalid Access' message and is denied access.

5. The authentication process is triggered whenever the bot is accessed via URL or embedded webchat.

Click on ‘Manage’ on the Web chat option, you’ll get settings for Web Chat.

Click on ‘Open’ and this will open the chat assistant in the new browser window.

Note: If you're already logged into the iX Hello app and attempt to use a direct chat link, you'll need to log out of the app first to authenticate successfully.

If you share the direct chat link with outsiders / clients, by enabling both the toggle buttons - Public access and Require authentication. Then below are the steps to follow:

Ensure both "Public access" and "Require authentication" are enabled when sharing the direct chat link with outsiders or clients. Follow these steps to proceed:

1. Enable the "Public access" toggle to allow external access.

2. Enable the "Require authentication" toggle to ensure users authenticate before accessing the chat.

3. Share the direct chat link with the intended users.

4. Instruct users to authenticate using their credentials when accessing the link.

5. Monitor access logs to track usage and access attempts.

Once you click on Please Login, you will be navigated to the below screen

Enter your Email ID and click Next

Once clicked Next, you will be successfully launching the bot though direct chat link.

Imagine all the possibilities, you could attach this direct link to your emails or share it with your customers instantly, to help with their queries.