Setting Up Intaker:
To begin the setup process, you first must provide client details to our rep at Intaker, Joe Ruotolo ([email protected]) to obtain a quote. Once the order is taken care of and they have finished setting it up, the chat script must be added to the website.
While there are some additional questions to consider during the setup process, we’ve been instructed by Intaker that the below information is all that is needed to prepare the quote:
- Past 90 days of current website traffic
- Number of users who need Intaker access
- Note: Two users are included in price, but there is a cost associated with each additional user.
- Practice area and website(s) for the firm
If you DO have the following information, you should also include it in your email to Intaker to help minimize the need for follow-up:
- Names and emails of each user
- Photo of the attorney to use as the chat avatar (optional. Can also use a logo).
- Office phone number
- Languages (see their knowledge base for information on languages offered)
Installing the chat code
Once setup has been completed, you will be provided with a code snippet to add to the website.
- Add to the live site
- If we are not yet hosting the site, we should send this information to the client so they can have added to their current site (if we have access to their current site, provide it to a developer to add). Note that this is not possible for clients with FindLaw websites (it must be sent to the client).
- Add to the staging site if applicable
- We should add this to the staging site if we are in the middle of building a new site.
- It can be added via custom code area of Elementor to the <body>
- It can be added via the Intaker WordPress plugin (avoid adding this way if possible, as there does not appear to be any discernible difference in using the plugin vs adding the snippet directly to the site)
- We should add this to the staging site if we are in the middle of building a new site.
- If the staging site is not yet setup:
- Add the code to the development task in clickup so that the developer sees it when they start building the site.
Intaker has a lot of features and they tend to release more quite often. If you cannot find answers / instructions on their knowledge base, the best thing to do is reach out to our customer success manager, Diana Enfinger ([email protected]) or our rep, Joe Ruotolo ([email protected]).