If you already set up your HelpDesk-LiveChat integration, you can import your data from LiveChat to HelpDesk. However, there’s more than just copying your agents, groups, tags, and canned responses.
When you import data from LiveChat to HelpDesk, the following things happen:
- HelpDesk will be added to the menu bar on the left.
- All agents, groups, canned responses, and tags are copied to HelpDesk (the data isn’t deleted from LiveChat).
- All LiveChat users will receive emails inviting them to join HelpDesk. New users will be invited as viewers, and these accounts are free. They don’t cause any updates in your HelpDesk subscription, and you can change their roles later.
- All users invited to HelpDesk use the same credentials they use in LiveChat to log in. Additionally, they don’t have to set up their accounts from scratch because all the data is automatically imported from LiveChat.
Make sure your LiveChat and HelpDesk accounts are connected. Go to the HelpDesk settings -> Integrations.
From the list of available integrations, select LiveChat and go to its settings.
Then, you’ll then see all the unimported data related to agents and groups, canned responses, and tags.
Click the “Import” buttons one by one to import agents and groups, canned responses, and tags.
Your import is ready! You’ll see your LiveChat data in HelpDesk. You can modify agent settings, groups, canned responses, and tags to match your workflow. Also, you’ll be able to access HelpDesk directly from the left-hand menu.
Note that whenever you add something new in LiveChat, you can always import data into HelpDesk whenever you feel like it. On the LiveChat integration settings list, you’ll see which elements aren’t imported into HelpDesk so that you can keep the information consistent across products.
It’s not possible to undo the data import from LiveChat to HelpDesk.
The import is permanent, but you can manually modify or delete imported agents, groups, tags, or canned responses in HelpDesk.
If you want to go back to using LiveChat and HelpDesk separately, visit your LiveChat account, go to “Settings,” and select “Integrations & Apps.”
Then, go to “Installed Apps,” click on the “Actions” drop-down menu, and click on the “Uninstall” button.
When you do this, you won’t see the HelpDesk app in the menu again. However, all the imported data will still be visible in HelpDesk.