Chat Widget

Overview

This block allows a user to manage multiple conversation threads with different users. A user can click into one of the threads and view all messages and attachments within that thread.

Structure

When this block is added to a page, it is placed within a group called Blocks container 860 (do not rename) on the page. This group contains the responsive settings for all blocks.

  • new_chatwidget This reusable element contains all of the logic and UI for threads and messages. It contains three main groups:

    • Group Main threads list_thread This group contains the list of threads that the current user is a part of. All of the threads are displayed in RepeatingGroup t-Thread. Clicking on Group Main select thread_thread will hide Group Main threads list_thread and show the messages for the selected thread.

    • Group Main message_thread This group displays all messages between users in a thread (in RepeatingGroup t-Message). You have two versions of message formats to choose from:

      Clicking on Group Inner Back to threads will navigate back to the list of threads. The user can enter a message in MultilineInput message and attach a file by clicking on the file clip icon. When an attachment is added, it will show underneath the message input. Clicking on it will open the attachment in a new tab for previewing. Clicking on Group Inner delete file will delete the attachment and allow you upload a new attachment.

    • Popup Hidden Variables This popup includes various variables that are referenced in workflows or conditionals on the page.

      • var - Website object - This group stores the website object (e.g., app name, primary color, and etc.)

      • var - chat thread - This group stores the thread that the user is currently viewing.

      • var - user viewing chat - This group stores the user information (current user who is viewing the thread and messages).

      • var - attached msg file - This group temporarily stores a file that the current user attaches to a message (this group will be reset when the message is sent).

      For more information on how to use hidden variables, click here.

How to set up

  • [Optional] Update var - user viewing chat's data source to include any filters for the user who is viewing the chart

  • Select a message format by showing Group Collapsible iMsg_message or Group Collapsible Slack_message. Hide the format that you are not using.

  • [Optional] Change the iMessage format colors. You can do this by locating the HTML message styles in the reusable element and updating the hex color codes. From-me styles will apply to all messages sent by you (current user). From-them styles will apply to all messages sent by the other user(s).

Make sure you save the original code before you change the hex color codes in HTML message styles. Sometimes it takes a few page loads to see the html updates on the page. You can preview the updated html styles by doing a hard refresh in the chrome browser (Command + Shift+ R).

  • On the page that you have your chat widget instance, set up a workflow to create a new thread and add the user(s) to the thread.

    • For example, you might add a Message user button to the page and include the following workflows:

  • The new_chatwidget instance has a data type of type t-Thread. To display all of the current user's threads that he or she is a part of, do not set a thread data source. However, if you want to display only one thread for a user (i.e, hiding the threads list view and only showing the thread conversation view, then you should pass a thread to the reusable instance).

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