05 November 2015

Preparing for LiveEngage

We have met with LiveEngage, i.e., LivePerson, representative (Kyle Murray) and implementation tech (Mark Washburn) to discuss what will happen as we implement LiveEngage a new totally web-based platform.  This post addresses only the client side changes, i.e., what the user/students see.
  • Questions we asked
  • Scripts we were sent
    • For some reason they insisted upon styling our links and that styling is embedded in the script somewhere.  
    • I also had to add two lines of css styling to our style sheet (extra-LS.css)

Steps Taken to Transition:

  • Parsed the instructions sent for scripts and code. []
    • Created a script file to be included via a php include in the head of pages/templates on the LS Web Site. 
    • Noted the code needed within pages
      • link with chat image
      • link without chat image
  • Created test pages to include the scripts and code for chat links.  []
  • Installed the LiveEngage Preview extension in Chrome to emulate final implementation. []
    • Without this extension, you cannot see the new chat window at this time.
      • Tested two pages listed above.  
        • Note: first code sent did not work correctly.  Code was revised and works well.
      • Created a libguide with added javascript in the head to test there. []

Steps to be taken to make it live:

  • Staff to be trained (Toyya lead)
  • Meet with Courtney to discuss how to deploy in CMS.
    • Suggest we do a minimal nav bar with Chat link.
  • Review all chat windows for needed changes.
    • Note:  Find out about the chat window when all agents logged off.
  • On deployment day:
    •  Put LivePerson JS script above </head> on each page
      • Create a script file to put into the root /includes/ folder
      • Create a PHP includes statement to invoke the script
      • Use TextCrawler to insert the PHP includes above the </head> in all pertinent files.
    • Rename /includes/ ...LP files to standard file names.
      • ForStudents-LP.txt
      • VirtualHelp-LP.txt
      • footer-LP.php
      • navbar-LP.php 
    • Rename /help/includes/ask-incl-LP.htm to standard file name.
    • Do whatever CMS change needs to be made.
      • Add LivePerson JS script to system page
      • Add new custom Header to Look/Feel system
      • Redo Info/Alert Box to include new Chat code.
      • Note: per CM deleted all group banners and implemented system custom header.
  • Post-Installation
    • Test for operations
    • Test for look/feel
      • Offline window had issues because the "header" was too long and I could not edit it to correct the Ask Academic link. (note: Mark corrected it.)
      • Went into campaigns area to edit Chat window to change bubbles font and background colors. Changed image to a different picture.
      • Cannot use our own image because we have no secure server to host the image.
      • Asked if they could include non-person images in their gallery.
    • Remove the LiveChat Agent from Ref Desk PCs

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