Go to Live Agent Settings Check Enable Live Agent and click ‘ Save ’ This exposes the Live Agent objects, relevant fields, and expands the Setup menu.
How to enable live agent in Salesforce?
Click on enable live agent and hit “Save” button. After saving it you can see multiple objects have been created automatically into you org. For example, “Live Chat Transcript” which holds history of chatting.
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.
How to customize your Salesforce Experience Cloud site?
Update Public Accessibility Settings for Standard Visualforce Pages... Use a Custom Service Unavailable Page in Your Salesforce Tabs +... Add the Global Search Box to Your Customized Experience Cloud Site... Customize Login, Self-Registration, and Password Management for Your...
How to get support from Salesforce support team?
In real life scenario you can see there are multiple sites which does have chat icon from where you can directly get support from support team, that is now possible by Salesforce live agent too.
How do I set up live chat in Salesforce?
Set Up Web Chat in SalesforceLog in to your organization, and if you're in Salesforce Classic, switch to Lightning Experience.Click the Setup gear icon and select Service Setup.Under Recommended Setup, click View All.Enter Chat in the search box and select Chat with Customers.More items...
How do I access live chat in Salesforce?
Get started with Chat by enabling it for your Salesforce org. After you enable Chat, you can customize it....Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
How does live agent work in Salesforce?
Live agent in salesforce is tool that is used to connect with customer and real time website visitors. Using live agent we can chat with customers so that we can provide fast response and quicker solutions they need. Through Web-based. Through text-only live chat.
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 agent in Salesforce lightning?
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 enable live chat in Salesforce community?
Enable Digital Experiences and Chat AgentClick the setup gear. and select Service Setup.Enter Experiences in Quick Find, then select Settings under Digital Experiences.Select Enable Digital Experiences. ... Enter a unique value to be used as your domain name and click Check Availability. ... Click Save.Click OK.
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 add a live agent to Salesforce?
1:018:20Setup Live Agent in Service Cloud Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick your profile. And select switch to Salesforce classic. Once you're in Salesforce classic clickMoreClick your profile. And select switch to Salesforce classic. Once 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
What is live agent used for?
It allows for quick interactions to address simple questions and issues. It allows agents to handle multiple chats at once rather than one call at a time. It improves ticket resolution speed and keeps call wait times short. It improves the customer experience by giving customers a seamless experience across channels.
Is Salesforce live agent free?
It's free of charge. Then proceed to the LiveAgent + Salesforce integrations page. Scroll down and choose which app will perform the trigger and what will that trigger be.
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.
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.