Follow the steps given below to create live agent button in salesforce. Go to Setup=>Build=>Customize=>Live agent=>Chat buttons & Invitations. Select chat buttons and invitationsto create new chat button. Click on New buttonto create chat button in salesforce live agent.
Full Answer
What is a live agent in Salesforce?
The Live Agent in Salesforce tool offers the ability to personalise the customer experience based on how prospects engage with your website.
How to create a chat button for a live agent?
Create skill for live agent user and save. You need to create a “Chat” button where you need to enter Basic information, Routing information and chat button customization. For chat button customization you need to upload online and offline button image which will show on your public website.
Why work with Salesforce consulting partner girikon?
Girikon’s Salesforce Consultants are suitably qualified to set up and configure Salesforce Live Agent for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business.
How do I enable live agent in Salesforce?
Step 1 – Enabling Live AgentFrom Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings.Select Enable Live Agent.Click Save.
How do I add a live agent chat button to my community?
Create a Chat Agent ConfigurationEnter Chat in Quick Find, then select Chat Agent Configurations.Click New.In the Basic Information section, enter these details. ... In the Assign Profiles section, add Custom: Support Profile, Standard User, and System Administrator.Click Save.
How do you implement a live agent?
Create and Assign Live Agent Skills. Create Live Agent Configurations. Create Live Agent Deployments. Create Chat Buttons....From Setup in Salesforce Classic, enter Live Agent Settings in the Quick Find box, then select Live Agent Settings.Select Enable Live Agent.Click Save.
How do I enable live chat in Salesforce community?
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What is Salesforce 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.
What is the difference between live agent and Omni Channel?
You create a chat button that uses the routing option Omni-Channel Queues or Omni-Channel Skills....Required Editions.Live Agent Routing (Salesforce Classic only)Omni-Channel RoutingReports and data for chats are separate from Omni-Channel data.Chat data is included in Agent Work reports in addition to Chat reports.15 more rows
How do I deploy chat buttons 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.
Does salesforce have LiveChat?
Easily search the Salesforce contacts directly from LiveChat as well as save chat transcripts as Cases or Objects in your Salesforce account. You can finally spend more time talking with your customers and less managing contact data.
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 do I enable chat settings 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.
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 is Salesforce embedded service?
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.