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Version: 2.1.0

Installation Guide

Installing Live Chat for JSM on your Jira Cloud instance is a simple process.

Prerequisites​

  • You must be a Site Administrator in Jira Cloud to install applications.
  • Your instance must include Jira Service Management (JSM) with at least one project that has the service portal enabled.

Installation from Atlassian Marketplace​

  1. Go to the Atlassian Marketplace.
  2. Search for "Live Chat for JSM".
  3. Click "Install" and select your Jira Cloud site.
  4. Confirm the permissions requested by the application.
  5. The application will be installed automatically.

Post-Installation Verification​

After installation, verify the following:

  • The Live Chat for JSM app appears in the sidebar under Apps → Your apps.
  • You can access it from the sidebar to configure portals.
  • The chat widget appears only on enabled portals.
  • The agent tray appears on the Live Chat page of JSM projects that have an enabled portal.

Configure a service portal​

After installing the app, you need at least one configured portal for the widget to appear on the service portal:

  1. In the Jira sidebar, click Apps → Your apps → Live Chat for JSM.
  2. Click Add portal.
  3. Select a Jira Service Management project.
  4. Select the associated Service Desk.
  5. Select the Request Type customers will use to start the chat.
  6. Configure the welcome message and closing statuses.
  7. Check Active and save.
info

The Request Type must include the Description field. If it doesn't, the app will display a warning when you try to save.

Portal configuration

Congratulations, the app is now installed and configured! You can continue with the Administrator Guide to configure additional portals.