Add the assistant to your emails

Your emails and those from your help desk or CRM system can serve as an additional integration channel to guide users to your product assistant.

Get your shareable link

You can share a general link to your product assistant that will allow your users to pick which flow they need. You can also share a link that goes directly to a specific product flow.

If you have multiple flows for particular purposes, you may wish to use multiple links to connect users to the right flows for their needs.

General link to product assistant

  1. Navigate to the assistant builder by clicking the hamburger menu in the top left and selecting "Assistant builder".
  2. Click "Share" on the assistant preview pane.

Share assistant button

  1. Your link will be in the text box and will look like https://app.mavenoid.com/org/YOUR-ORG-NAME?clientId=1a2b3c4d5e6f with your organization's name and a different client ID.

Share assistant link

  1. Click "Copy link" to copy the link to your system clipboard. This is your shareable link.

Link to specific product flow

  1. Navigate to the agent dashboard by clicking the hamburger menu in the top left and selecting "Agent dashboard".
  2. Click the plus button next to the "Conversations" header.

Conversation link button

  1. Select the flow you want from the dropdown. Note that the flow must be set to visible in the assistant builder.
  2. Leave "Require Mavenoid login" unchecked.
  3. Click "GENERATE LINK". This will generate a sharable link that will look something like https://go.mavenoid.com/XXxx

Conversation link

  1. Click the "COPY LINK" button to copy the URL to your system clipboard.
  2. Visit the link in a browser. You will be redirected to a new conversation using the flow you selected earlier.
  3. Find the URL you end up at after the redirect. It should look something like https://app.mavenoid.com/org/YOUR-ORG-NAME/product/1234567/s/A1B2C3D4?authtoken=ab12cd34ef56ab12cd34
  4. The part between /s/ and ?authtoken is the conversation's ID. Replace this with new. The result should look something like https://app.mavenoid.com/org/YOUR-ORG-NAME/product/1234567/s/new?authtoken=ab12cd34ef56ab12cd34
  5. If you want the link to require the user to log in to Mavenoid, remove the end of the link starting with ?authtoken. The link should then end with /new, like https://app.mavenoid.com/org/YOUR-ORG-NAME/product/1234567/s/new.
  6. Copy this link. This is your shareable link.

Find your email template

Help desk or CRM

Most help desk or CRM systems have email templates that are used for emails sent through the platform. These templates can often be edited to add information and links. Exactly how to configure these templates varies between platforms, but here are some support articles for doing so in some commonly-used platforms:

Email signature

Most email clients allow you to create email signatures that can be automatically or manually added to your outgoing emails. Exactly how to do this varies between clients, but here are some support articles for creating and editing email signatures in commonly-used email clients:

Update your template

Within your email template, add your shareable link and some explanatory text.

Below are some samples. Use the one that matches the format of your email template. Adjust the text as desired and make sure to replace the URL with your own shareable link.

HTML

Have more questions? <a href="https://app.mavenoid.com/YOUR-LINK-HERE">Visit our online product assistant.</a>

Plain text

Have more questions? Visit our online product assistant: https://app.mavenoid.com/YOUR-LINK-HERE

Rich text

Have more questions? Visit our online product assistant.

Markdown

Have more questions? [Visit our online product assistant.](https://app.mavenoid.com/YOUR-LINK-HERE)
Last updated on 6/4/2021
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