Chat Setup

How to setup Pylon's in-app chat

Installation

Installing In-App Chat will involve adding code to your Frontend. It may be necessary to involve an engineer to get this installed if you don’t have access to the codebase.

1. Getting Started

   Grab your APP_ID here.

1. Add Script to Body Add the following <script> to right before the </body> tag in your index.html. Make sure to replace the APP_ID with the APP_ID you grabbed from Step 1.

<script>
(function(){var e=window;var t=document;var n=function(){n.e(arguments)};n.q=[];n.e=function(e){n.q.push(e)};e.Pylon=n;var r=function(){var e=t.createElement("script");e.setAttribute("type","text/javascript");e.setAttribute("async","true");e.setAttribute("src","https://widget.usepylon.com/widget/APP_ID");var n=t.getElementsByTagName("script")[0];n.parentNode.insertBefore(e,n)};if(t.readyState==="complete"){r()}else if(e.addEventListener){e.addEventListener("load",r,false)}})();
</script>

1. Content Security Policy

   If you have a CSP, you will need to allowlist *.usepylon.com, *.posthog.com, pylon-avatars.s3.us-west-1.amazonaws.com, d3vl36l12sfx26.cloudfront.netand *.pusher.com under the connect-src, script-src, font-src, style-src directives. For context, we use PostHog for product metrics and Pusher for sending chat messages in realtime.

1. Enable the Chat Widget

   Anywhere in your React code you can access the window object and set the pylon config.

   You should add this code wherever the user has already logged in and details like the User’s email, name, etc. become available.

   window.pylon = {
     chat_settings: {
       app_id: "APP_ID",
       email: "USER_EMAIL",
       name: "USER_FULL_NAME",
   
       // (Optional) If you have the user's profile image available through something like Auth0
       avatar_url: "USER_PROFILE_IMAGE_URL",
   
       // (Optional) If you are using Pylon's identity verification
       email_hash: "USER_EMAIL_HASH",
       
       // (Optional) If you want to force association of an issue/contact with a certain account.
       account_id: "057a3564-fc1b-4224-9292-dcf718653452",
       
       // (Optional) If you want to force association of an issue/contact with a certain account.
       // Learn more about external IDs here: https://docs.usepylon.com/pylon-docs/developer/api/external-ids.
       account_external_id: "ab38e36b-3e28-4e2d-b976-6282735b77eb"
     },
   };

   Example usage in a React component:

   useEffect(() => {
     if (user.loggedIn) {
       window.pylon = {
         chat_settings: {
           app_id: APP_ID,
           email: user.email,
           name: user.fullName,
           avatar_url: user.profileImgUrl,
         },
       };
     }
   }, [user]);

1. Setup Chat Support Channel Create a Slack channel in your workspace where you can respond to chats, like #chat-support.

   Note: If you make this channel private, add the Pylon bot to the channel.

   Set #chat-support as your Chat Support Channel here.

1. Chat Widget Color

   Set the color of your chat widget here.

1. Identity Verification

   This is optional, but recommended.

   Here’s how to set it up.

1. Turn it On

   At the top of the In-App Chat Settings page on the Config tab, toggle the In-App Chat on.

1. All Done!