What is live chat in Salesforce?
Salesforce Live Chat software lets you initiate a personalized live chat based on how a visitor engages with your site. Chat with customers in the app, wherever they are.
What is Salesforce LIVE agent?
Share this article... Salesforce Live Agent is a native Salesforce tool that provides the ability to communicate in real-time with your web site users.
What is the chat dashboard app by Salesforce labs?
The Chat Dashboard app by Salesforce Labs is a great way to kickstart your report and dashboard building for your chat roll-out. One of the things we know and love about Salesforce is that there are a ton of custom branding options that can be done out-of-the-box with no code.
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 enable live chat in Salesforce?
Get started with Chat by enabling it for your Salesforce org....Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
How does chat work in Salesforce?
Salesforce Live Chat is an embeddable live chat support optimal for businesses with a limited support team. The system can be embedded in your applications or website, which enables your prospects and customers to communicate with your business on the web while currently on your app or site.
Does Salesforce have instant messaging?
JabberJaw is a free instant messaging app, built entirely on Salesforce. Best used in the utility bar, JabberJaw allows quick and easy collaboration between users and a wealth of additional features!
How do I add live chat to my website in Salesforce?
To set up Embedded Chat, follow these steps:Create an Embedded Service Deployment. ... Specify Your Chat Window's Settings. ... Customize the General Branding for Your Chat Window. ... Add Your Embedded Chat to a Website. ... Add Your Chat Window to an Experience Site.
How do I set up chat in Salesforce?
Get started with Chat by enabling it for your Salesforce org. After you enable Chat, you can customize it....Required Editions and User PermissionsFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
Who uses Salesforce chat?
Companies using Salesforce Chatter for Collaboration include: AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA Corporation, a United States based Healthcare organisation with 72226 employees and revenues of $174.27 billion, Barclays ...
What is Salesforce Live message?
Salesforce Live Message is an app downloaded from AppExchange, and it is used to allow customers and companies to have a two-way text message conversation using SMS and Facebook application.
What is Live Agent chat?
The world's best-rated chat widget Provide personalized real-time support and invite your customers to chat based on the time they've spent on your site, location, and visited pages.
Who owns live chat?
After Naspers agreed in June 2011 to sell its entire stake, the founders teamed up with private equity firm Tar Heel Capital to finalize the buyout of the 60% stake. After the transaction was completed in September 2011, the founders own 60% of the stake, while Tar Heel Capital owns 40% of the company.
How do I enable live agent in Salesforce lightning?
1:058:20Setup Live Agent in Service Cloud Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're in Salesforce classic click setup. The first thing we need to do is enable live agentMoreOnce you're in Salesforce classic click setup. The first thing we need to do is enable live agent from setup enter live agent settings in quick find and then select live agent settings. Select enable
What is pre chat in Salesforce?
Use Pre-Chat to Gather Visitor Information and Set Context for the Agent. Use pre-chat forms in to collect information from visitors and customize their pre-chat experience. A pre-chat form can gather information, such as a customer's name, email address, and reason for contacting customer support.
How do I deploy a chat button in Salesforce?
Create Chat ButtonsFrom 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.Copy the button code, and then paste it on each web page where you've deployed Chat.
Web Chat
Embed web chat into your website or help center with the option to let customers log a case when your team’s away. You can display the chat button for customers in your website and help center.
Facebook Messenger for Essentials
Facebook Messenger for Essentials connects your business’s Facebook page to Salesforce, so messages to your page don’t go unseen. Make sure that you have a business page ready to go before setting up Messaging.
How to Get Started
Essentials comes with 1 license of Web Chat and 1 license of Facebook Messenger for Essentials, so you can start right away. When you're ready, you can purchase more licenses for your team from the Manage Subscription page.
Get set up in minutes. Respond to customers today
Start helping customers now, not days or weeks from now, with a fast and easy, step-by-step setup.
Provide personalized support, with a 360-degree view of every customer
Give your team a complete, unified view of every customer interaction, and make it easy for them to offer the kind of support that keeps customers coming back.
In-app guidance gets you on the path to happier customers
Take full advantage of every feature with guidance that empowers you to track issues, answer questions, and solve cases faster.
Quickly share your knowledge with a custom help center
Give your customers the option of a self-service help center and free up your agents from handling common questions or requests.
Meet innovation that comes to you with trust and security
Customer needs and expectations are always changing. Get the latest technology, with free upgrades, three times a year. And it always comes with enterprise-level security. So you're always ahead of the curve.
Connect service to every department
Help your whole team — even sales and marketing — provide the kind of outstanding support that turns tough customers into loyalists that recommend you.
Need help? A community of experts is with you every step of the way
Connect with a global network of passionate, knowledgeable users, who can help you meet your unique challenges. Say hello to the Salesforce Trailblazer Community.
Salesforce Live Chat Features
Salesforce Live Chat provides multilingual support that enables organizations to interact with customers in their language. It empowers the customer support staff to understand the customer queries and solve them effectively.
Salesforce Live Chat – Benefits for your Business
Salesforce Live Chat is highly beneficial for any business as it’s a solution that offers real-time and customized support to existing customers or prospects while enhancing productivity and customer satisfaction.
Conclusion
Salesforce Live Agent is an extremely useful solution that comes as a module of Salesforce Service Cloud. It enables organizations to maintain a cordial relationship with online customers and offer a real-time response to their concerns and inquiries.
What happens if you tick a checkbox in a live chat?
If the checkbox is ticked the button to initiate a Live Chat is visible and available, if the checkbox is unticked the button is not visible and chats cannot be initiated. The data captured from Live Agent exchanges can also be utilised to create some insightful reports and dashboards.
What does a supervisor do in a chat?
Supervisors can also choose to view chats as a means of quality control.
How does Salesforce help you?
What's more, Salesforce helps you boost productivity by using workflows, which automate your business process. For example, you can automatically assign leads with deals over a certain size to a specific salesperson. Plus, you can forecast sales, analyze the performance of the sales team and make data-driven decisions.
How can I gain competitive advantage in LiveChat?
Competitive advantage can be obtained by managing your products more efficiently and having good relationships with customers. With LiveChat, you can communicate with your customers in a channel they prefer while providing a superior customer experience.
Deliver delightful support experience with live chat for Salesforce
Build a seamless communication flow by understanding your customers before initiating the support process with Salesforce live chat integration.
What Is ProProfs Live Chat & Salesforce Integration & How It Works?
Live chat salesforce integration is the perfect concoction for your sales team to understand your visitors and customize their journey with the brand. Know, capture, and convert your website visitors easily with this duo.
Features & Benefits of Salesforce & Live Chat Integration
Add pre-chat form to your chat widget to capture qualified leads for your business. You can store them as prospects for your business with the use of ProProfs Live Chat integration with Salesforce.
Prerequisites
To successfully set up Salesforce LiveChat Integration you need to meet the following requirements:
Introduction to Salesforce
Salesforce is one of the most popular CRM platforms in the market, and its popularity has skyrocketed in recent years. It’s a Cloud platform that gives customers a better experience and more comprehensive business apps for interacting with other Customers, Prospects, Partners, Sales, and Marketing services all over the world.
Introduction to LiveChat
LiveChat is a customer service platform that incorporates features such as Online Chat, Help Desk Software, and Web Analytics. LiveChat was launched in 2002 as a SaaS (Software as a Service) business model by LiveChat Software S.A.
Significance of Salesforce LiveChat Integration
Marketing and Sales teams rely on Online Chat to gather Leads and convert them into paying customers. To solve customer problems faster, provide better service, and engage customers more effectively, helpdesk staff require an online chat feature.
Steps to Set Up Salesforce LiveChat Integration
Now that you have understood the importance of Salesforce LiveChat Integration, in this section, you will learn how to set up the LiveChat Salesforce Integration. So, follow the steps below, which have been detailed further.
Benefits of Salesforce LiveChat Integration
In this section, you will take a look at some of the benefits that the Salesforce LiveChat Integration provides.
Conclusion
In this article, you learned the key features of Salesforce and LiveChat. In addition, you understood the significance of Salesforce LiveChat Integration. You also learned the steps to set up this Integration. Moreover, you explored some of the benefits that Salesforce LiveChat Integration supports to boost Customer Relationships and Sales.
How to add Leads and Contacts to Salesforce?
Adding new Leads or Contacts is simple and the process looks the same for both. All you have to do is follow these steps.
How to edit existing Leads and Contacts?
Follow the steps below to edit the existing Leads and Contacts directly within your LiveChat dashboard.
How to search existing Leads or Contacts?
Using the Salesforce plugin, you can search for existing records in your Salesforce account - Leads and Contacts.
How to Save a Chat Transcript to Salesforce
Saving transcript is even easier then adding the Salesforce integration itself. Transcripts can be added directly from Chats or from your Archives.
What are the benefits of Salesforce Live Chat?
The main benefits of Salesforce Live Chat are the real-time, customized assistance it provides to clients or prospects, the increased productivity brought to your Chats, and its empowerment of your team of representatives to give better service. Here are more details:
What is Salesforce chat?
Salesforce Live Chat has a suite of productivity features that empower your Chats to maximize their productivity at work. Every chat connects your Chat with the full customer profile that they can use to deliver better responses pertinent to their client’s preferences. The tool is also capable of automatically routing chats to Chats that are best suited for customer’s needs. This ensures that the right Chat handles the right clients. Chats are also able to take a little sneak peek to the message which gives them the opportunity to formulate the best response for the chat faster. There are also keyboard shortcuts for adding pre-written messages.
What is chat system?
The system provides you with comprehensive metrics about each of your Chat’s instant messaging sessions and performance , which allow you to plan for a good strategy in improving your team’s efficiency. You are also able to monitor Chat queues live which makes for a more efficient management of workload. Your Chats can also be coached in real time via private messages to aid or train them how to respond in appropriate ways to customers.
