Live Support Netsuite Integration
Citricle Live Support can always be installed on any website, including NetSuite web stores. However we decided to take the integration with NetSuite to the next level. After enabling the NetSuite Integration feature in our “My Account” section, Live Support can do the following things:
- Create leads in NetSuite using the information provided by the visitor prior to starting a chat session (Name, Email, Phone). If the system is configured not to ask for an email and phone, the leads won’t be created.
- If the entered email address matches an email that’s already in your customer database, it will not create a new lead, it will just use the existing lead/customer.
- If the customer is logged in on the website, in order not to create any duplicate records, it will not create any lead. (NOTE: You will need to set up an additional line of code in your website’s HTML in order for Citricle Live Support to tell if the visitor is logged in or not)
- Save a copy of the chat conversation into a new support case (status closed) that will be attached to the newly created lead or to the logged in customer.
For a step by step tutorial on how to configure it go here: Configuring Live Support Netsuite Integration