How to migrate from Live Chat V1 to V2

Luca Micheli
Written by Luca MicheliLast updated 4 years ago

If you are ready to switch from the Customerly Live Chat V1 to the new V2 this is the tutorial you should follow. 


There are 4 things to update when you are fully migrating to the V2:

  • Main JS snippet
  • Live Chat custom appearances
  • Control functions
  • Event functions
  • Attribute functions

Depending on what you are currently using you will need to update them. 


Main JS snippet


The V1 Javascript Snippet you have installed is something like this:


<!-- Customerly Integration Code --> 
<script>    
window.customerlySettings = {        
   app_id: "PROJECT_ID"    
};    
!function(){function e(){var e=t.createElement("script");e.type="text/javascript",e.async=!0,e.src="https://widget.customerly.io/widget/00c4ed07";    var r=t.getElementsByTagName("script")[0];r.parentNode.insertBefore(e,r)}    var r=window,t=document,n=function(){n.c(arguments)};    r.customerly_queue=[],n.c=function(e){r.customerly_queue.push(e)},r.customerly=n,r.attachEvent?r.attachEvent("onload",e):r.addEventListener("load",e,!1)}(); 
</script>


Replace this code with the following one:


<!-- Customerly Live Chat Snippet Code --> 
<script>     
!function(){var e=window,i=document,t="customerly",n="queue",o="load",r="settings",u=e[t]=e[t]||[];if(u.t){return void u.i("[customerly] SDK already initialized. Snippet included twice.")}u.t=!0;u.loaded=!1;u.o=["event","attribute","update","show","hide","open","close"];u[n]=[];u.i=function(t){e.console&&!u.debug&&console.error&&console.error(t)};u.u=function(e){return function(){var t=Array.prototype.slice.call(arguments);return t.unshift(e),u[n].push(t),u}};u[o]=function(t){u[r]=t||{};if(u.loaded){return void u.i("[customerly] SDK already loaded. Use customerly.update to change settings.")}u.loaded=!0;var e=i.createElement("script");e.type="text/javascript",e.async=!0,e.src="https://messenger.customerly.io/launcher.js";var n=i.getElementsByTagName("script")[0];n.parentNode.insertBefore(e,n)};u.o.forEach(function(t){u[t]=u.u(t)})}();         
  
customerly.load({           
     "app_id": "PROJECT_ID"     
  }); 

</script> 
<!-- End of Customerly Live Chat Snippet Code -->


If you were authenticating your users, you can now do this with this piece of code


customerly.load({
        app_id: "PROJECT_ID",
        user_id: "REPLACE WITH YOUR USER ID",// Optional
        name: "REPLACE WITH USER NAME", 
        email: "REPLACE WITH USER EMAIL"});


If you want to add user attributes add this piece of code


customerly.load({
        app_id: "PROJECT_ID",
        user_id: "REPLACE WITH YOUR USER ID",// Optional
        name: "REPLACE WITH USER NAME", 
        email: "REPLACE WITH USER EMAIL", 
        
        //Add your custom attributes of the user you want to track
        attributes:
            created_at: 1384902000, // Add dates as Unix timestamp
            license_expire_at: 1603490400
            // Add any other attribute here with value_key:value 
        }
});


Live Chat custom appearances 

Widget Position


If you were controlling the positioning of the live chat with the widget_position you can now use the new line direction


customerly.load({
      app_id: "PROJECT_ID",
      
      // Custom options
      direction: "right|left"
});



Widget color


If you were using the widget_color you should use the new accentColor. The widget colour now has 2 variables accentColor and contrastColor.



customerly.load({
      app_id: "PROJECT_ID",
      
      // Custom options
      accentColor: "#220033",
      contrastColor: "#ffffff"
});


Force Single Conversation


customerly.load({
     "app_id": "PROJECT_ID",
     "singleConversation": true
});


Control Functions

Hide Live Chat

To show the live chat programmatically you might be using 


customerly('show');


You should replace it with


customerly.show();




Hide Live Chat

To hide the live chat programmatically you might be using


customerly('hide');


You should replace it with


customerly.hide();




Open Live Chat

To open the live chat programmatically you might be using


customerly('open');


You should replace it with


customerly.open();


Close Live Chat

To close the live chat programmatically you might be using


customerly('close');


You should replace it with


customerly.close();


Event Functions

If you were sending events to customerly and using the following function 


customerly("event", "event_name");


You should now replace it with 


customerly.event("event_name");



Attribute Functions

If you were using functions to update user attributes like this:


 customerly("attribute", "attribute_name", "attribute_value" );


You should now replace it with


customerly.attribute("attribute_name", "attribute_value");



This is everything you need to know. To discover more about how to take full control of your live chat features, please read this tutorial: How to take full control of your live chat with custom Javascript.


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