How to display the Help Center's services as modules on your iOS app?
In this help article, we will learn how to display the individual help center services as modules on the ASAP help Widget. The modules can be viewed based on their default configuration and the settings configured in your Zoho Desk portal. It's important to note that the default configuration of modules may differ depending on the edition of your Zoho Desk account.
To display the SDK Dashboard
The SDK dashboard is the screen through which end-users access your help center services. This dashboard displays icons or buttons that provide access to your Knowledge Base, Community Forums, Support Team (through the ticket submission form), tickets list (a list of tickets submitted by users who are logged in), and Chat (to interact with a customer support agent in real-time).
• If you want to display the Chat module (one of the available ASAP services), ensure it is enabled on the Zoho Desk web portal.
• You can hide a module on the dashboard and launch it from a different location in your app.
• You can also display the SDK dashboard on your app while providing access to individual help modules.
• You can hide a module on the dashboard and launch it from a different location in your app.
• You can also display the SDK dashboard on your app while providing access to individual help modules.
To display the SDK dashboard, include the following code in any method you choose:
Swift
- import ZohoDeskPortalCore...ZDPortalHome.show()
Objective-C
- @import ZohoDeskPortalCore;...[ZDPortalHome showWithTitle:<#(NSString * _Nullable)#> navigationMode:<#(enum ZDPNavigationMode)#>];
To display the SDK Dashboard with overridden configuration
I Display selected modules in the SDK dashboard
The SDK enables you to embed your preferred help center services as modules in your application, excluding the other modules.
By default, all the support modules are enabled. You can disable a particular support module by passing the value "false."
The following method displays the SDK dashboard with its configuration overridden:
Swift
- let config = ZDPHomeConfiguration()
config.enableHelpCenter = true
config.enableCommunity = true
config.enableCreateTicket = true
config.enableMyTicket = true
config.enableAddTopic = true
config.showChat = true
config.showChatBot = true
ZDPortalHome.updateConfiguration(with: config)
ZDPortalHome.show()
Objective-C
- ZDPHomeConfiguration * config = [[ZDPHomeConfiguration alloc]init];
config.enableHelpCenter = YES;
config.enableCommunity = YES;
config.enableCreateTicket = YES;
config.enableMyTicket = YES;
config.enableAddTopic = YES;
config.showChat = YES;
config.showChatBot = YES;
[ZDPortalHome updateConfigurationWith:config];
[ZDPortalHome showWithTitle:<#(NSString * _Nullable)#> navigationMode:<#(enum ZDPNavigationMode)#>];
II Display individual modules without displaying the SDK dashboard
You also have the option to provide access to individual help center services as modules without displaying the SDK dashboard on your application.
The following methods help you display the individual modules with their default configuration.
Chat Module
Chat provides a real-time communication channel for end-users to interact with customer support agents.
The following method displays the Chat module:
Swift
- import ZohoDeskPortalChat
...
ZDPortalChat.show()
Objective-C
- @import ZohoDeskPortalChat;
...
[ZDPortalChat show];
Knowledge Base Module
The Knowledge Base module enables end-users to access through help articles.
(i) Include the following import statement for all method calls related to the Knowledge Base:
Swift
- import ZohoDeskPortalKB
Objective-C
- @import ZohoDeskPortalKB;
(ii) The following methods display the Knowledge Base:
Swift
- ZDPortakKB.show()
Objective-C
- [ZDPortalKB showWithTitle:<#(NSString * _Nullable)#> navigationMode:<#(enum ZDPNavigationMode)#>];
(iii) To display a Knowledge Base category using its permalink, use the following method:
Swift
- ZDPortalKB.showCategory(withPermalink: <#String#>)
Objective-C
- [ZDPortalKB showCategoryWithPermalink:<#(NSString * _Nonnull)#> withTitle:<#(NSString * _Nullable)#>];
Permalink refers to the URL of the Knowledge Base category.
For
example, in the URL in the image above, the portion following "/kb/" is
the category's permalink. You can pass this portion as the path of the
category or sub-category.
(iv) To display an article directly using its permalink, use the following method:
Swift
- ZDPortalKB.showArticle(withPermalink : <#String#>)
Objective-C
- [[ZDPortalKB showArticleWithPermalink:<#(NSString * _Nonnull)#> withTitle:<#(NSString * _Nullable)#>];
Permalink refers to the URL of the Knowledge Base category.
For example, in the URL in the image above, the portion following "/articles/" is the article's permalink.
Tickets Module
The ticket module in Zoho Desk manages all customer support requests or inquiries. Each Ticket includes the customer's name, email, phone number, and issue. The ticket module also offers automated ticket assignment, escalation, and SLA management to help support teams streamline their workflow and efficiently support their customers.
Include the following import statement for all method calls related to the Tickets module:
Swift
- import ZohoDeskPortalTicket
Objective-C
- @import ZohoDeskPortalTicket;
Submit Tickets
Submit Ticket is the screen through which end-users can submit their questions/requests as support tickets. It allows support agents to view, track, prioritize, and respond to customer tickets in one place.
The following methods display the Submit Ticket screen:
Swift
- ZDPortalSubmitTicket.show()
Objective-C
- [ZDPortalSubmitTicket showWithTitle:<#(NSString * _Nullable)#> navigationMode:<#(enum ZDPNavigationMode)#>];
My Tickets
My Tickets is the screen through which end-users can access, track, and edit their submitted tickets.
The following methods display the My Tickets screen:
Swift
- ZDPortalTicket.show()
Objective-C
- [ZDPortalTicket showWithTitle:<#(NSString * _Nullable)#> navigationMode:<#(enum ZDPNavigationMode)#>];
User Community Module
User Community is the module through which end-users can access discussion forums and interact with other users to share knowledge.
(i) Include the following import statement for all method calls related to the community module:
Swift
- import ZohoDeskPortalCommunity
Objective-C
@import ZohoDeskPortalCommunity;
(ii) To display the User's Community
Swift
ZDPortalCommunity.show()
Objective-C
- [ZDPortalCommunity showWithTitle:<#(NSString * _Nullable)#> navigationMode:<#(enum ZDPNavigationMode)#>];
(iii) To display a particular topic
Swift
ZDPortalCommunity.showTopic(withID: <#String#>)
Objective-C
- [ZDPortalCommunity showTopicWithID:<#(NSString * _Nonnull)#> withTitle:<#(NSString * _Nullable)#>];
Guided Conversations Module
Guided Conversations helps end-users find answers themselves or perform a standard process without an agent's assistance by following a pre-built conversation flow.
(i) Include the following import statement for all method calls related to the Guided Conversations
Swift
import ZohoDeskPortalLiveChat
Objective-C
- @import ZohoDeskPortalLiveChat;
(ii) The following methods display the Guided Conversations
Swift
ZDPortalLiveChat.show()
Objective-C
- [ZDPortalLiveChat show];
Once you enable the Guided Conversations and Zia modules, the Chat component will be displayed as below
When you enable Guided Conversations and Zia together, Guided Conversations gets loaded by default, and you can switch to Zia if necessary. Please note that you cannot switch between Zia and Guided Conversation in the middle of the flow unless you reset the flow by clicking Restart Conversation in the bottom menu.
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