From Setup in Salesforce Classic, in the Quick Find box search and select Chat Buttons & Invitations. Click New. From the Type field, select Chat Button. Choose the rest of the settings for the chat button. Click Save. Copy and paste button code on each Web page where Live Agent is deployed.
Full Answer
How to enable live agent in Salesforce?
From the quick find, type Live agent Settings click on enable live agent and then click on save. 2. Create Live Agent User: From Setup in Salesforce, enter Users in the quick find box and then click on users.
How do I deploy a live agent with a chat button?
Once you have created the chat button and deployed the live agent, next all you have to do is copy the auto-generated code of the chat button and the deployment code, in a Visualforce page in the developer console. Paste the chat button code first and then paste the deployment code.
How do I assign a user to a live agent?
Assign a user for your live agent, from the list of available users in your Org. Assign the profile to the user you want to associate the skill with, and select the profile which has available permissions for the live agent. 4. Live Agent Configuration Settings:
What kind of issues can I handle in Salesforce chat?
Salesforce Chat is intended to handle smaller, quick issues that can easily be resolved in one interaction. But if your team also handles more complex issues, never fear!
How do I add a skill to a chat button in Salesforce?
Each chat button is associated with a particular skill or set of skills....Required Editions and User PermissionsFrom Setup, enter Chat Buttons in the Quick Find box, then select Chat Buttons & Invitations.Click New.Select Chat Button from the Type field.Choose the settings for your chat button.Click Save.More items...
Is Salesforce chat the same as live agent?
Salesforce Chat (formerly “Salesforce Live Agent”) is a native Salesforce tool that enables customer service teams to communicate in real-time with your website users. We have all seen the little 'chat to an agent' buttons on company websites, usually when trying to find a way to contact a support team.
How do I deploy a live agent in Salesforce?
From quick find in setup enter “Deployments” click on live agent deployments, click new. Enter your deployment requirements and then click save. After clicking on save, a deployment code is auto-generated. You can copy the code and paste it onto your website HTML, where you want to deploy your live agent.
How do I deploy a live chat in Salesforce?
Create Chat DeploymentsFrom Setup, enter Deployments in the Quick Find box, then select Deployments.Click New.Choose the settings for your deployment.Click Save. Salesforce generates the deployment code.Copy the deployment code, and then paste it on each web page where you want to deploy Chat.
How many chats can an agent handle at once?
An agent without prior chat experience can take only 1-2 active chats simultaneously, while an experienced agent can easily take 4-6 chats. If all your agents are new to chat you may need to lower the number of simultaneous chats they are expected to take.
How does live agent work in Salesforce?
0:001:26Service Cloud Live Agent Feature Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipSalesforce live agent chat lets any company deliver a personalized service experience to itsMoreSalesforce live agent chat lets any company deliver a personalized service experience to its customers. Or potential customers by engaging them at just the right moment on any device.
How do you implement a live agent?
Click on Edit, next to a user's name. Select Live Agent User. Click Save....Step 4 – Creating Live Agent Configuration :In Salesforce Classic from Setup, in the Quick Find box search and select Live Agent Configurations.Click New.Choose the settings for your Live Agent configuration.Click Save.
How do I enable live agent in Salesforce community?
Live Agent is the Service Cloud feature that allows you to chat with customers directly from your website.From Setup | Live Agent Settings | Select Enable Live Agent | Click Save.Setup | Users | Edit |Live Agent User | Save.Setup | Live Agent Configurations | New.More items...
What is omni channel Salesforce?
Omni-Channel is a flexible, customizable feature, and you can configure it declaratively—that is, without writing code. Use Omni-Channel to manage the priority of work items, which makes it a cinch to route important work items to agents quickly.
What does a live agent do?
Live chat agents are employees of the customer service team who answer customer questions and inquiries via live chat. It is one feature of the support software and is used to get the customer a real-time response.
Where do you enable chat for an agent?
Enable Chat Agent and CommunitiesClick the setup cog and select Service Setup.Enter Communities in Quick Find, then select Communities Settings.Select Enable Communities.Enter a unique value to be used as your domain name and click Check Availability. ... Click Save.Click OK.
What is embedded service deployment in Salesforce?
The Embedded Service component allows users to request a chat with a support agent. Important. Make sure to set up Chat and Embedded Service before adding this component to your site pages. For help, see “Set Up Embedded Service for Your Website” in the Salesforce help.