Crisp Live Chat

Put Crisp live chat in front of your clients with their account details already on the agent's screen.

What it does

When a client has a question, they shouldn't have to leave the page they're on to open a ticket and wait for a reply. Crisp Live Chat puts a live chat widget on your client area and public-facing pages automatically, with nothing to paste into a template and no theme file to edit. As soon as a logged-in client opens the chat, their name, email, company and phone number are handed to your Crisp inbox, so an agent already knows who they're talking to instead of asking for an account number first.

Key features

• Live Chat on Your Client-Facing Pages: The chat widget loads automatically across your client area and public pages and is deliberately kept out of the staff portal, so your team's admin screens stay clean.
• Setup in a Single Field: Paste your Crisp Website ID on the plugin's manage page and chat is live. The field is checked for the right format, so a mistyped ID is caught on save instead of leaving you with a silently dead widget.
• Your Agents Know Who They're Talking To: A logged-in client's name, email, company and phone number (in international format) reach Crisp automatically, along with their client ID and language, so an agent has the full picture from the first message.
• Verified Client Identity: Turn on identity verification and add your Crisp secret, and each client's email is cryptographically signed before it reaches the chat, so nobody can open a chat pretending to be one of your customers.
• Exclude Any Page with URL Patterns: List the URL patterns that should never show the chat widget, one per line, with wildcard or partial matching. Keep chat off your checkout or order forms, or leave the list empty to show it everywhere.
• Fully Translatable: Every staff-facing label ships in an editable language file, ready to translate or reword to match your brand.
• Per-Company Configuration: Configure it independently for each brand on a multi-company install, so every company runs with its own Website ID and settings.

Installing Crisp Live Chat

Before you start

• Version 3.x requires Blesta 6.0 or later. On a Blesta 5 install, use version 2.x instead.
• If you are on the leased (subscription) licence, the Blesta Club Subscription Manager must be installed and your subscription active. The owned and owned-source licences have no such requirement.

1. Upload the files

Upload the extension folder into your Blesta installation so it lands under your Blesta directory at:

plugins/crisp/

For example, on a typical install: /var/www/html/blesta/plugins/crisp/

2. Install it in Blesta

1. Log in to your Blesta admin area with a staff account that has the Plugins permission, including Install Plugin and Manage Plugin (found under the Settings group in Manage Staff Groups).
2. Go to Settings > Company > Plugins and click the Available tab.
3. Find Crisp Live Chat in the list and click Install.

3. Configure it

1. From the Installed tab, click Manage next to Crisp Live Chat.
2. Enter your Website ID. You'll find it in your Crisp account under your website's settings and setup instructions - it's a UUID that looks like 8c842203-7ff5-4c7a-b2ca-3b9f5b0cb1de. Saving an invalid or empty value keeps the chat widget switched off, so nothing is shown to clients until a real Website ID is in place.
3. Optionally, check Verify client identity? and paste an Identity Verification Secret from your Crisp account to cryptographically sign each client's email before it reaches the chat.
4. Optionally, list any URL patterns you want to keep the chat widget off of in the Excluded URLs box, one per line.

This plugin registers no cron tasks and needs nothing else set up before first use - once you save a Website ID, the chat widget starts loading automatically across your client area and public pages.

You're ready to go - see the usage guide for a walkthrough of day-to-day use.

Updating Crisp Live Chat

Upgrading works just like installing: upload the new files over the old ones, then run the upgrade from the same page you installed it on.

1. Back up your current extension files first - good practice before any upgrade.
2. Upload the new version over the existing folder, replacing the old files.
3. Log in to your Blesta admin area and go to Settings > Company > Plugins.
4. Find Crisp Live Chat and click Update to run the upgrade.

Version-specific notes

• v3.0.0: Requires Blesta 6.0 or later - upgrade Blesta first, then the plugin. Blesta 5 installs should stay on 2.x. Nothing changes in your data or settings; the settings page simply takes on the Blesta 6 admin theme and gains a help tooltip next to each field.
• v2.0.0: Three new settings were added - "Verify client identity?", "Identity Verification Secret", and an Excluded URLs list. All of your existing settings are preserved and the chat widget keeps working exactly as it did before, since the new options are entirely optional. The Identity Verification Secret field always appears blank when you open the settings page, even after you've already saved one - that's intentional, so leave it blank when saving unless you want to change it.
• v1.1.0: The plugin now only loads the chat widget once a properly formatted Website ID is saved. If your Website ID was never a real one before this update, open the Manage page afterward and enter your real Website ID from Crisp.

Using Crisp Live Chat

For your staff

Manage Crisp Live Chat

Go to Settings > Company > Plugins, find Crisp Live Chat in your installed plugins, and click Manage. This page is the only screen the plugin adds to your admin area - there are four fields:

• Website ID - your Crisp website's unique ID. This is the only field required to turn the chat widget on.
• Verify client identity? - a checkbox. Turn it on to have each logged-in client's email cryptographically signed before it reaches Crisp, so nobody can open a chat pretending to be one of your customers.
• Identity Verification Secret - the signing secret from your Crisp account, required only when "Verify client identity?" is checked. This field always appears blank when you open the page, even after you've saved a value - that's expected, so leave it blank when saving unless you want to change it.
• Excluded URLs (one pattern per line) - list any pages you never want the chat widget to appear on, one URL pattern per line. Leave it empty to show the widget everywhere.

Click Save changes to apply your settings. Settings are per company, so on a multi-company install each company configures its own Website ID and options.

For your clients

The chat widget

Once a Website ID is saved, the Crisp chat widget loads automatically in the corner of your client area and public-facing pages - there is nothing for clients to install or configure. Clicking the widget opens a chat window where clients can message your support team directly from the page they're already on.

If a client is logged in when they open the chat, their name, email, company, and phone number (when on file) are shared with your Crisp inbox automatically, along with their client ID and language, so your agents see who they're talking to right away. A client browsing without being logged in can still start a chat - it just won't carry any account details until they log in.

Good to know

• The chat widget never appears in the staff/admin portal - it only loads on client-facing and public pages, so your team's admin screens stay clean.
• If you list a page under Excluded URLs, the widget is suppressed only on pages matching those patterns; every other page keeps showing it.
• Turning on "Verify client identity?" without setting an Identity Verification Secret is rejected on save with a message telling you a secret is required.