Slaesforce FAQ

is salesforce live agent available in sales cloud

by Jaime Green Published 2 years ago Updated 2 years ago
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Conclusion: Salesforce Live Agent is a very useful product in the Salesforce Service Cloud module. It helps businesses maintain touch with currently online customers and provide real-time response to inquiries. Live Agent offers various features to qualitatively enhance real-time customer support.Jun 19, 2019

What are the advantages of Salesforce LIVE agent?

Salesforce live agent advantages We can interact with customers in real time. We can chat with customers and website visitors in real time. During live chat with customer we can collect information and can be saved.

What is service cloud live agent and live message?

Service Cloud Live Agent : Support your customers and prospects while they're still on your site or in your app with real-time, live chat software. Service Cloud Live Message: Meet the demands of today’s ultra-connected, mobile customers with Live Message.

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 enable live support in Salesforce?

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. Click on enable live agent and hit “Save” button.

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What is Sales Cloud 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.

Does salesforce have livechat?

Salesforce Live Chat is an embeddable live chat support optimal for businesses with a limited support team. The system can be embedded in your applications or website, which enables your prospects and customers to communicate with your business on the web while currently on your app or site.

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.

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 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 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...

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.

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.

How does a live agent work?

Live Agent helps Visitors or Customers from the website to get real-time assistance from the Online Live Agent user. Customers or Visitors can initiate the chat sessions by simply clicking the button or link or invitation on a webpage. Now, Live Agent user can support end users faster through the chat.

What is PSR in Salesforce?

PSR (PendingServiceRouting) is a Salesforce object that gets created when work is routed using Omni-Channel. PSR is a transient object that contains routing information about a work item that is in the midst of being routed.

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.

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.

Get personalized, real-time help online or in your apps

Start personalized live chats, in-app or online, with your customers based on how they're using your site. Deliver chat around the globe with multilingual support. And scale your customer support with AI-powered chatbots that help answer routine asks.

Connect your agents and increase productivity

By connecting each live chat with a complete customer profile for context, agents can move quickly using customer chat sneak peek, keyboard shortcuts, and prewritten messages. Plus, routing chats to the right agents is easy.

Improve your team, improve your customer service

Get the most out of your team by coaching agents in real time with private messages. You can also monitor their queues, balance workloads, tap into metrics, and use instant messaging sessions. That’s the power of Chat.

What is a live agent 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.

Do you need permissions to use live agent?

Necessary permissions has to be granted by administrator to use live agent feature license.

What is Salesforce chat?

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.

Why expand channels in Service Cloud?

Expanding your channels to include chat can also help mitigate issues with high case volume and swamped customer service agents. For more tips on gaining efficiencies in Service Cloud, check out our related blog.

Can you customize chat in Salesforce?

One of the things we know and love about Salesforce is that there are a ton of custom branding options that can be done out-of-the-box with no code. Chat is no exception! You can customize images to show in the chat window and set custom pre-chat and post-chat pages.

Can you use Salesforce chat API?

If you want a customized chat experience and want to embed chat into your company’s own applications, you can use the Chat REST API to do so! No need to worry about using Visualforce to develop a fully customized chat experience. Rather, with the Chat REST API developers can extend the Salesforce Chat functionality for other applications, including those for iOS and Android!

What is a service cloud live agent?

Service Cloud Live Agent : Support your customers and prospects while they're still on your site or in your app with real-time, live chat software.

What is live agent?

With Live Agent, you can coach agents in real-time with private messages. You can also monitor agent queues to balance workloads and maximise productivity. But beyond that, you can tap into metrics on the full history of an agent’s performance and instant message sessions. Your team will be working faster and smarter.

What is live chat software?

Live chat software is an online tool that allows a customer to communicate with a company via the web. Live chat software allows for an immediate connection to a human. Customers and prospects alike overwhelmingly respond positively to real time interaction. With Service Cloud’s live chat software, you can have representatives standing by to chat 24/7.

How does live chat work?

By connecting each live chat with the complete customer profile, answers can be delivered both in context and with an eye toward the overall customer experience . Chats can be quickly routed to the right subject matter experts. And agents can provide answers faster with a sneak peek to customer chat and keyboard shortcuts to pre-written messages.

Can you chat with customers on Snap?

Initiate a personalised live chat, based on how a customer or prospect is engaging with your site. Now with Snap-ins, you can also chat with customers in your apps. Even better, with multilingual support you can deliver the same great enterprise chat support around the globe.

What is Salesforce Live Agent?

Salesforce live agent is a tool which enables real-time, online chat between an organization and its customers. 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. You can easily step salesforce live agent ...

How to save live chat transcripts?

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.

Is Girikon a Salesforce partner?

Girikon’s Salesforce Consultants are suitably qualified to set up and configure Salesforce Live Agent for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business.

Can you chat directly with agent?

Agent user needs to go to console app which you have created and can accept the request than customer will be able to chat directly with agent

Can you setup a Salesforce live agent for multiple sites?

In the real life scenario below our Salesforce Consultants demonstrate live agent setup for multiple sites without a chat icon meaning that this setup is complex. The following setup also uses new available features which further assist you to setup a Salesforce live agent.

What is Salesforce Live Agent?

Salesforce Live Agent is a native tool of Salesforce, enabling businesses for real-time communication with their website users. Each one of us might have come across chat buttons while surfing the websites of different companies. This usually happens when the user is trying to contact the support team, avoiding the delay in the conventional process.

Why is Salesforce Live Agent important?

In a nutshell, Salesforce Live Agent is very useful for organizations and their business in multiple aspects including cutting down costs for customer support, automation of some manual processes, or offering extra customer support channels to stand out from rivals.

How to find chat buttons in Salesforce Classic?

From Setup in Salesforce Classic, in the Quick Find box search and select Chat Buttons & Invitations.

What is live agent?

Live Agent offers various features to qualitatively enhance real-time customer support. This online tool facilitates the agents or chats’ representatives conveniently to be on standby 24/7 to empower immediate connection and respond with real-time interaction.

Why is live agent important?

Live Agent is very useful for companies that want to get maximized returns and effectiveness from a limited support team. It empowers businesses, e asing out multiple client handling. Each service agent/user can handle numerous and simultaneous customer interactions from a single screen, unlike the traditional calling method ...

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