Getting Started
Crews and Agents
Conversations
Introduction and Interface
Starting Conversations
Joining Conversations
Filters and Statuses
Search and Titles
Chat Features
Voice, Video, and Screen Share
Adding Agents and Contacts
Message Templates
Conversation Attributes
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
Identity Verification
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Experience Buttons
Chat Widget Installation for WiX
Payments
Notifications
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
Experiences
Introduction: Experiences
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Contacts
Outbounds
Reporting
Release Notes
Table of Contents
- All Categories
- Chat Widget Installation
- Install TABLE on your web app (for logged-in users)
Install TABLE on your web app (for logged-in users)
Updated
by Noel Lynagh
This guide is for logged-in users. The guide for logged-out users can be accessed here.
-
- Copy Code: Copy the code snippet below, but be sure to manually change your Experience short code and customer ID.
- You can get an Experience short code in the Experiences section of the Admin area pictured below.
----------- - Your customer ID can be found in the URL to your TABLE installation pictured below.
- You can get an Experience short code in the Experiences section of the Admin area pictured below.
<script>
window.tableSettings = {
short_code: "{EXPERIENCE_SHORT_CODE}",
first_name: "John",
last_name: "Doe",
email: "johndoe@example.com",
user_id: "{USER_ID_ON_YOUR_SYSTEM}",
created_at: 1258929196,
open_timeout: 3 /* Optional delay (in seconds) before preview of first Experience message. Omit for no preview */
};
</script>
<script id='__table_iac' src="https://{CUSTOMER_ID}.table.co/static/widget/inappchat.js" async></script>
- How to Use the Code: Paste the code right before the closing body tag of every page where you want the TABLE Messenger to appear.
- Edit the Code: Include the email address and signed-up date of the user who is currently logged in.
- Finishing Up: To complete the code install, activate TABLE by logging into your app in your development environment.
- Add Extra Security: You should enable identity verification on your app to add an extra layer of user data protection.
Now you're ready to start using TABLE!
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