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Integrating LiveChat

DataGrail’s LiveChat Integration provides data mapping and privacy request functionality allowing your business to do the following:

  • Identify Data Subject PII stored in LiveChat for automatic fulfillment of privacy requests.
  • Delete Data Subject PII stored in LiveChat for automatic fulfillment of privacy requests.

**Note: if you do not have admin rights in LiveChat you will not be able to complete this integration. Please contact your LiveChat Admin for assistance.

Step 1: Setup Live Chat Application

  1. Log in to the LiveChat Developer Console with your account (different from LiveChat application account).
  2. Navigate to AppsYour apps in the left side menu, then click the Create new app button.

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  1. Add an application name, select Blank template, then click the Continue button.

  2. Select the App Authorization building block, then click the Get started button.

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  1. Select Server-side app client type, then click the Continue button.

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  1. Copy your Client ID and Client Secret

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  1. Setup Redirect URI as: https://datagrail.io/oauth/livechat, then click the Save changes button.

  2. Configure required Access scopes, then click the then click the Save changes button. button.

    1. customers:rw
    2. chats--all:ro
    3. chats--access:ro
    4. chats--my:ro

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  1. Optionally, update Display details, then click the Save changes button.

Step 2: Connect LiveChat

  1. Log in to DataGrail.
  2. Click Connect within the Integration page for LiveChat.

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  1. Enter the Client ID and Client Secret obtained from Step 1.
  2. Click Connect LiveChat.

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  1. Log in to LiveChat with your account (this step can be missed if you have already logged in).

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  1. After successfully authenticating to LiveChat you will be redirected back to DataGrail.

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  1. If there are additional LiveChat accounts to integrate follow these instructions:
    1. Click Edit Connection within the Integration page for LiveChat.

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    2. From the drop-down, select +Add New Connection.

    3. Under Connection Name, enter a new name to identify this separate account (ex: LiveChat Training Account).

    4. Repeat Step 1 to copy Client ID and Client Secret for this new account.

    5. Enter the Client ID and Client Secret obtained from Step 1.

    6. Click Connect.

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  1. In DataGrail, if you have any other integrations not connected (no green check mark) please click Connect to complete the configuration and reference the Help Docs link for instructions

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.