Set Up Web Chat in Salesforce.
- 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. (That means it’s the most important.)
How do I enable chat in Salesforce lightning experience?
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.
What is web chat in Salesforce?
She sees live web chat, live chat for mobile, text messaging, video calls, social media, and then some. These channels help connect customers to support agents so they can get the help that they need, where and how they want it. Web chat is one such channel. It’s made up of a few different parts in Salesforce. Chat: the agent part.
How do I create a web chat page in Visualforce?
Enter Visualforce in the Quick Find box, then select Visualforce Pages. Click New. Enter the Label: Web Chat and the Name: Web_Chat, with the Description: A test website for using web chat.
How can I customize the embedded chat experience?
Take full control of the Embedded Chat experience from the static help button to post-chat stages. Use customizable parameters in the code snippet. Expand functionality by passing nonstandard pre-chat details. Set direct-to-button routing and allow pre-chat fields to fill automatically. Implement your own HTML and CSS code and more.
How do I add a live 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...
What is embedded chat service in Salesforce?
Embedded chat windows use a Chat deployment that you can quickly configure. Then, simply add the code snippet to the web pages where you want the chat window to be available. Setting up Embedded Chat doesn't change how your agents chat with customers in their console.
How do I deploy 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 do I link a Salesforce site to an embedded service deployment?
From Service Setup, in the Quick Find box, enter Embedded Service , and then select Embedded Service Deployments. On the Embedded Service configuration page, click New Deployment. Select Embedded Chat, and click Next. For Embedded Service Deployment Name, enter Concierge Bot .
How do I get a chat script in Salesforce?
Salesforce generates a unique Embedded Service code snippet from the information you provide during setup. Copy and paste the code snippet to include chat on your web pages. Add the optional meta tag code snippet to improve performance for both mobile and desktop.
Does salesforce have live chat?
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.
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.
How do you implement a live agent?
Click on Edit, next to a user's name. Select Live Agent User. Click Save....Step 3 – Creating And Assigning Live Agent Skills :From Setup, in the Quick Find box search and select Skills.Click New.Enter a skill name for the skill.In the Assign Users area, select the desired users for association with the skill.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 are embedded services?
Embedded services occur when a buyer of an enterprise's products or a seller of inputs to an enterprise also provides "free" services or products as part of the transactional relationship.
What are snap ins in Salesforce?
You can add Snap-ins Chat to the website , customers can get answers to their questions by chatting with an agent while browsing your site. Snap-ins Chat uses Live Agent, but with a simpler setup, to power your chats.