How to setup live agent in Salesforce?
How to Setup Live Agent in Salesforce? 1 From Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings. 2 Select Enable Live Agent. 3 Click Save
What is Salesforce chat and how does it work?
Rachel Garton is a Lead Consultant at Vicasso, a Salesforce Partner. Salesforce Chat (formerly Salesforce Live Agent) is a native Salesforce tool that enables the customer service team to communicate in real-time with your website users.
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 can Salesforce omni-channel help with customer service chat?
Salesforce Omni-Channel can help create a seamless connection between all of your customer service channels so your agents can easily handle chat as well as other channels like cases from emails and phones. Check out our blog on Omni-Channel to learn more!
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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.
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. There are multiple options such as calendar integration, prewritten messages, and others that can be combined with the second app.
How do I create a live agent in Salesforce?
How to Setup Live Agent in SalesforceStep 1: Enable live agent checkbox. Setup→Customize→Live Agent→Live Agent Setting. ... Step 2: Enable live agent user. ... Step 3: Live Agent Configurations. ... Step4: Create New Skill. ... Step 5: Setup Chat Button. ... Step 6: Live agent deployment. ... Step 7: Setup live agent console app.
Does salesforce own 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. 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 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
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 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 does live agent work in Salesforce?
0:001:26Service Cloud Live Agent Feature Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipSalesforce live agent chat lets any company deliver a personalized service experience to itsMoreSalesforce live agent chat lets any company deliver a personalized service experience to its customers. Or potential customers by engaging them at just the right moment on any device.
How do I find out if a Salesforce license is a live agent?
shradha jainFrom Setup in Salesforce Classic, enter Users in the Quick Find box, then select Users.Click Edit next to a user's name.Select Live Agent User. If you don't see this checkbox, verify that your support organization has purchased enough Live Agent feature licenses.Click Save.
What does a live agent do?
LiveAgent saves us hundreds of precious minutes every day by making customer service clear and in order. Unlimited agents, email, social media, and phone integration. All that for less than we were paying with our previous provider. We've been using LiveAgent since 2013.
How do I implement 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 deploy a 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.
An Introduction to Salesforce Chat (Live Agent)
Salesforce Chat (formerly Salesforce Live Agent) is a native Salesforce tool that enables the customer service team 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.
Salesforce Chat Features
Salesforce Chat has a lot of great features, but here are some favourites that can help you fully leverage the tool!
Customization and Enhancements
Like pretty much all Salesforce products, there are also amazing ways to extend the tool beyond the out-of-the-box features. Here are some of our favourite ways to customize and enhance your chat implementation!
Keep Learning!
If you want to learn more about Salesforce Chat, check out the Digital Engagement Data Sheet from Salesforce. For Salesforce Chat pricing, visit the official product page. And, as always, Trailhead can be a great place to learn more about Salesforce Chat and try some hands-on activities!
