Adding Ivy Chatbot to the Client Portal

This how-to article will help TeamDynamix Administrators add the IVY chatbot script to your Client Portal using the TDAdmin interface. The user must administrative access to TDAdmin.

Overview

If your organization uses the IVY Chatbot, TeamDynamix can integrate with the Ivy chatbot by allowing you to add the chatbot script to your Client Portal. This will open the chatbot when your customers visit the Portal.  IVY.AI can configure the Ivy chatbot to crawl your knowledge base to gather information for chatbot responses.

There are two options for adding the chatbot to the client portal. In both cases, Ivy will provide you with a script in the following format: 

<script type="text/javascript" src="//bot.ivy.ai/bot/script/category/[UniqueID]"></script>

Adding to HTML Module

The first option is to add the chatbot to an HTML module and include it in a page in the client portal.

To add the script to an HTML module:

1. In TDAdmin, go to Applications > [Client Portal Application] > Desktops & Pages > HMTL Modules > [HTML Module].
2. Click the Source button to view the HTML of the desktop module. 
3. Paste the Ivy script below any other content in the HTML module. 
4. Ensure that the Sanitize Content option is unchecked. If this checkbox is disabled, request access to change it by submitting a product question to TeamDynamix. 
5. Click the Save button.
6. Add this module to the client portal pages within which you’d like to include the Ivy chatbot.

Adding to Client Portal Footer

The second option is to add the chatbot to the client portal footer, which will include it in all pages in the client portal.

To add the chatbot to a footer:

1. In TDAdmin, go to Applications > [Client Portal Application] > Settings.
2. Paste the Ivy script below any other content in the Client HTML Footer field. 
3. Click the Save button.