In order to test the live agent, create a Sample Service Console App. From the Quick Find search App and under create, App click on it, Click New and select Console App. After Specifying your Configurations, while configuring Live Agent Settings in the app, make sure to check the Include Live Agent Settings Checkbox.
- Open the Service Console app and use the Omni-Channel utility bar (at the bottom of the console if installed). ...
- Test the chat from your customer's perspective. ...
- Verify that your pre-chat form and chat window open and appear as expected after initiating a chat session on the customer side.
How to configure live agent in Salesforce?
From setup, enter Live Agent Configurations and then click New. Choose the settings for your live agent and then click on Save. Before configuring your live agent, create chat buttons for your live chat agent and relate the button via lookup in the Default Button Filter.
How do I test the live agent?
In order to test the live agent, create a Sample Service Console App. From the Quick Find search App and under create, App click on it, Click New and select Console App. After Specifying your Configurations, while configuring Live Agent Settings in the app, make sure to check the Include Live Agent Settings Checkbox.
Where can I learn more about Salesforce chat?
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!
How do I deploy a live agent?
Live Agent Deployment: From quick find in setup enter “Deployments” click on live agent deployments, click new. Enter your deployment requirements and then click save. After clicking on save, a deployment code is auto-generated. You can copy the code and paste it onto your website HTML, where you want to deploy your live agent.
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 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 use live chat in Salesforce?
1:3122:05Live Web Chat Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo set your chat see chat with customers. If you click here it will open some kind of setup. So ifMoreSo set your chat see chat with customers. If you click here it will open some kind of setup. So if you see any installation of any small software it will have multiple steps like this.
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...
Is Salesforce chat the same as 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 does a live agent do?
Live chat agents are employees of the customer service team who answer customer questions and inquiries via live chat. It is one feature of the support software and is used to get the customer a real-time response.
What is Live Agent chat?
Established in 2006, LiveAgent was the first solution to offer live chat and help desk capabilities. As of 2021, LiveAgent is the best-rated and most reviewed help desk solution on the market, serving over 150 million users and 40,000 businesses worldwide.
Does live agent integration with Salesforce?
LiveAgent has a Salesforce integration plugin available for customers. It can help you keep track of your customers, manage cases or add new leads.
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.
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.
What is Salesforce chatbot?
Salesforce Chat Automation AI powered Salesforce 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.
What is Einstein agent?
Einstein Agent chatbots, built natively on the Salesforce Platform, will allow any company to deliver automatic service at scale using Einstein AI technology.