Schedule and Verify Chat Window Customization Upgrade

Schedule and Verify Chat Window Customization Upgrade

Each new BoldChat version comes with improvements or new features to chat windows. To avoid any adverse effects to your existing definitions, you can control when the upgrade process occurs and verify any changes.

To check if an upgrade is available, follow these steps:

  1. Go to Setup > Account Setup > Chats > Custom Chat Windows.
  2. Navigate to the Brandings tab.
  3. When an upgrade is available, the Upgrade button is displayed at the top of the window.
  4. Click Upgrade to proceed.

  5. Select your preferred upgrade option.
    Note: It is recommended to upgrade a copy of your definition.

Why would you upgrade your chat window definition?

The purpose of the Upgrade feature is to prevent a new release from breaking previously made customizations. You can copy your existing chat window definition to create a backup version. Then you can upgrade the backup to preview changes and see if you need to adjust your code customizations.

Even without seeing the Upgrade button, sometimes you may want to update the chat window or create a new one to apply newer features. This does not involve redeploying code, only creating new chat windows and linking those to chat buttons.