how to create a salesforce chat button

^{Set Up Web Chat}

• Log 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.
• Read the prompt to learn about what this flow sets up, then click Start.
• Enter the queue name Chats and agent group name Chat Agents. Then select yourself as a member.
• Click Next.
If you see the Prioritize Chats screen, enter the routing configuration name Chats and give it a priority of 1. ...
Click Next.
Leave the work item size and agent capacity at 5 and 20, respectively, then click Next.
Enter https://*.force.com into the website URL field. Note: Check your URL. If you’re using http:// instead of https://, then enter http://*.force.com.
Create or select a Salesforce site. If you’re creating a site, ensure it is unique (suggested way to ensure it is unique, type your initials + today’s date MM/DD/YY).
Check the box to indicate that you’ve read and accept the terms of use.
Click Next.
Select Service for your chat type.
Click Next.
Click Next to skip setting up offline support. We’ll get to this in a later unit.
Click Next to skip the Grab your code snippet screen.
Review what you just set up in the final screen. Everything is enabled in the out-of-the-box console app in your org.
Click Done.

How to set up chat in the Salesforce console?

Set Up Chat in the Salesforce Console in Salesforce Classic Compare Live Agent and Omni-Channel Routing for Chats Create a Basic Chat Implementation Chat Transcripts Set Up Omni-Channel Routing for Chats Accept a Message and Chat with a Customer Chat Routing Options Create Automated Chat Invitations Set Up Chat in Lightning Experience

How do I use pre-chat and post-chat in Salesforce chat?

Create pre-chat forms to gather information from customers before they begin a chat with an agent. Create post-chat pages that appear to customers after a chat is complete. Additionally, you can customize these and other Chat components through Salesforce settings.

How do I customize customer-facing chat in Visualforce?

Customize deployments using the Deployment API. Customize the appearance of customer-facing chat windows using Visualforce pages and components. Create pre-chat forms to gather information from customers before they begin a chat with an agent. Create post-chat pages that appear to customers after a chat is complete.

How do I set up social customer service with embedded chat?

Embedded Chat Limitations Set Up Social Customer Service with a Guided Setup Flow Test Your Embedded Chat Window Embedded Chat Create an SOS Deployment Data Populated into Social Objects for Social Customer Service Add Your Chat Window to an Experience Site Translate Your Chat Window Enable Multilingual Solutions Assign SOS Licenses to Agents

How do I add Salesforce chat to my website?

Copy the chat code snippet and paste it immediately above the closing tag on your web page, adding Embedded Chat to the page. Paste the chat code snippet into every web page where you want the chat window to appear. Don't place your code snippet in a header or on the same web page as a Chat button.

How do I create a live chat in Salesforce?

Step 6 – Creating the Chat Button :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.More items...•

How do I add a chat button to my website?

How to add a live chat button to your websiteChoose your live chat software provider. ... Sign up with the service. ... Add a live chat button to your website. ... Customize the live chat widget. ... Enable proactive chat invitations. ... Create a list of canned responses. ... Enable it on the right pages. ... Use proactive chat strategically.More items...

Does Salesforce offer a chat feature?

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.

What is Salesforce chatbot?

Salesforce Chat Automation Salesforce Live Chat works by combining the world's #1 service platform with automation that is adaptable and personalizable to give clients the predictions, recommendations and answers they need. Users can interact with virtual chatbots through live messaging on your company's website.

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.

Where is the chat button?

A live chat button is a small icon, usually located at the bottom right corner of a web page, that invites visitors to start a chat conversation with a website owner. When people click the button, it'll open a live chat window where they can leave their messages and get real-time answers.

How do you make a chat box in HTML?

/* The popup chat - hidden by default */ .form-popup { display: none; position: fixed; bottom: 0; ... /* Full-width textarea */ .form-container textarea { width: 100%; padding: 15px; margin: 5px 0 22px 0; ... /* Set a style for the submit/login button */ .form-container .btn { background-color: #04AA6D; color: white;

What is chat button?

Live chat button is an icon placed somewhere on your website that allows customers to communicate with the customer support in real-time. It enables your agents to quickly and effectively resolve customer inquiries.

How does Salesforce chat work?

0:5941:12Get Started with Service Cloud Chat - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe can quickly connect customers to agents by adding chat buttons onto web pages and sendingMoreWe can quickly connect customers to agents by adding chat buttons onto web pages and sending automatic chat invitations to customer as they pursue your website.

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.

What is Salesforce Einstein bot?

Salesforce Einstein Bot is a natural language processing (NLP) and natural language understanding (NLU) chatbot developed with Salesforce Einstein artificial intelligence (AI) technology.