Install a non-blocking live chat experience.
Confirm the data, permission, owner and evidence needed to achieve this outcome.
WebsitesAvailable
Install live chat on a custom website without blocking page rendering.
Load the HelpoSoft widget asynchronously, bind it to a verified site key and optionally pass signed customer identity from your server.
Included in supported HelpoSoft deployments.
Connection statusAvailable
CategoryWebsites
Production ruleTest before enabling
TransparencyReview status definitions Business outcomes
Connect JavaScript Widget to accountable customer-support work.
These outcomes describe the intended operating value. They are not fabricated customer results.
Retain page and visitor context without exposing private keys.
Confirm the data, permission, owner and evidence needed to achieve this outcome.
Fail closed when the Cloud service cannot be reached.
Confirm the data, permission, owner and evidence needed to achieve this outcome.
Operational fit
Understand what the connection needs before enabling it.
Enterprise integration pages should state availability, prerequisites, data exchanged, permissions, failure behavior and operating ownership.
Requirements
Prerequisites and ownership
- A verified HelpoSoft website record
- A public HTTPS website
- Permission to edit the site template or tag manager
- Server-side signing for trusted customer identity
Supported workflows
What teams can operate
- Start website chat and preserve page context
- Create offline tickets when agents are unavailable
- Show unread badges and sound notifications
- Route by website, department and customer context
Enterprise implementation
Move through scope, configuration, validation and operation.
A connector is not production-ready because credentials were accepted. Validate behavior, ownership and failure handling.
Scope
Define the business workflow, provider account, data objects, permissions, owners and success criteria.
Configure
Create dedicated credentials, select minimum scopes and connect a non-production HelpoSoft workspace.
Validate
Test normal, duplicate, delayed, failed, revoked and unauthorized events with safe sample data.
Operate
Enable monitoring, rotation, incident ownership, change review and a documented rollback path.
Configuration sequence
Connect, verify and test before production.
Use a non-production workspace, scoped credentials and explicit acceptance tests for normal, duplicate, delayed and failed events.
Create and verify the website in HelpoSoft
Record the expected result and verify it in a test environment before continuing.
Choose widget style, colors and availability behavior
Record the expected result and verify it in a test environment before continuing.
Add the asynchronous loader before the closing body tag
Record the expected result and verify it in a test environment before continuing.
Test online, offline and unreachable-service states
Record the expected result and verify it in a test environment before continuing.
Enable signed identity only from trusted server code
Confirm monitoring, rollback and support ownership before launch.
Data exchanged
Make the data path reviewable.
- Browser to HelpoSoft: site key, page URL and permitted visitor context
- HelpoSoft to browser: widget configuration, messages and delivery state
- Optional server to HelpoSoft: signed customer identity token
Permissions
Use the minimum access required.
- No database access to the customer website
- Only the configured HelpoSoft site key is exposed in browser code
- Private identity claims must be signed server-side
Acceptance testingA valid event or request creates the expected HelpoSoft record exactly once. Invalid signatures, expired credentials and unauthorized scopes are rejected without leaking sensitive details. Duplicate and delayed events do not create duplicate customer work or repeat privileged actions. Provider timeouts, throttling and temporary failures enter a visible retry or exception path. Credential revocation stops future access and produces an actionable administrator signal. Customer-facing content contains only approved data and preserves internal/private boundaries.
Prove safe behavior before launch.
Operational monitoringConnection health and last successful operation Authentication or authorization failures Delivery latency, retry count and terminal failures Duplicate or replayed event detection Credential age, ownership and planned rotation Provider quota, rate-limit and policy changes
Keep provider health and failures visible.
Troubleshooting1 2 3 4
Resolve connection failures methodically.
Confirm the site domain matches the verified record
Check Content Security Policy and blocked third-party requests
Verify the loader URL and site key
Use browser network tools to confirm fail-fast behavior
Known boundaries
Do not hide provider or version limits.
- Browser code must never contain private API keys
- Ad blockers or strict CSP rules may require allow-list configuration
Cloud responsibility
A secure connector has named owners on every side.
Approve service, customer and provider responsibilities before sharing production data or credentials.
Review integration assuranceConnected product areas
Use the integration inside a complete workflow.
Implementation guidance
Related guides and controls.
Integration FAQ
JavaScript Widget questions.
Availability and provider eligibility should always be checked against the installed version and provider account.
The loader is asynchronous and designed to fail closed with bounded network behavior.
Yes. Generate a short-lived signed identity token on your server instead of trusting browser-supplied account data.