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.
To set up Embedded Chat, follow these steps:
Create an Embedded Service Deployment. …
Specify Your Chat Window’s Settings. …
Customize the General Branding for Your Chat Window. …
Add Your Embedded Chat to a Website. …
Add Your Chat Window to an Experience Site.
Table of Contents
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 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.
How do I set up web chat in Visualforce?
Click the gear icon and select Setup, which opens another browser tab. Enter Visualforce in the Quick Find box, and select Visualforce Pages. Click next to the Web Chat page to open it in a new tab or window. Click the snap-in button (chat button) at the bottom of the page to request a chat.
How do I add chat to my website?
Start by creating a chat queue, then select your chat agents, and get the snap-ins code snippet to add chat to your website, all through one setup flow. Click the gear icon and select Service Setup. Under Recommended Setup click View All. Click Chat with Customers. Click Start. For Queue Name enter Ursa Major Solar Chat.
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 add Web chat to my website?
How to Add Live Chat to a Website, Step by Step1) Go to “Website Chat” and then “Customer Chat Widgets” inside of MobileMonkey.2) Name your chat widget.3) Select your chat widget colour.4) Set up your welcome message.5) Set up actions to the responses you receive from your initial question.6) Ask for an email address.More items…•
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…
How do I deploy a 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 embed a live chat?
Embed live chatGet the video ID for the live stream. You can get the video ID from the watch page URL (youtube.com/watch? v=12345). … Get the domain URL for the site you want to embed chat on. If you’re embedding chat on www.example.com/youtube_chat, your embedding domain is “www.example.com”.
How do you create a live chat in HTML?
0:092:13How to Add Live Chat Widget to HTML (2021) – YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd choose the all-in-one chat widget in the menu. List. Click create widget you can find the directMoreAnd choose the all-in-one chat widget in the menu. List. Click create widget you can find the direct link in the video description. So let’s create your widget.
Where is the chat icon on a website?
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 can I create a chat website for free?
Guide to setting up your own free live website chatSet up a new Tawk.to account. The first step is to sign up for a free account on Tawk.to. … Log into your dashboard. … Embed the live chat code on your website. … Cross-domain session sharing. … Pre-chat form setup. … Direct chat links. … Track progress of your live chats.
How do I add Tidio to my HTML website?
To install Tidio via the javascript method:Locate the installation code. … Copy the Tidio Javascript code to your clipboard. … Open your website’s backend. … Locate the file that contains the tag. … Find the tag & add the javascript code to your website’s code. … Remember to save the changes. … Check your website.
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 .
What is embedded chat?
Embedded chat window opens right on the page where the chat button has been clicked and does not prevent your visitor from seeing website content. Provide Support chat window does not consume much traffic as it starts loading content from the server only after your visitor has clicked the live chat icon.
What is embedded chat window 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.
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 web chat in Salesforce?
Web chat is one such channel. It’s made up of a few different parts in Salesforce. Chat: the agent part. It gives your support agents the power of conversational messaging right in the console. Omni-Channel: the delivery. It gets chat requests to the right agent. Embedded Service: the customer part.
How to view chat agents?
Click the down arrow next to Chat Agents and select View.
How to enter a website URL?
In the website URL field, enter https://*. followed by the domain suffix of your site. For example, if your site URL is https://mycompany.my.site.com, enter https://*.site.com. If your site URL is https://mycompanyportal.force.com, enter https://*.force.com.
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 are post chat pages helpful?
Post-Chat pages are helpful because you can redirect users to a customer satisfaction survey once the chat has ended. Simple Survey is a great survey tool on the appexchange that works great for this! Your Post-Chat page would have a button that redirects users to a Simple Survey landing page to leave feedback.
What happens if you tick a checkbox in a live chat?
If the checkbox is ticked the button to initiate a Live Chat is visible and available, if the checkbox is unticked the button is not visible and chats cannot be initiated. The data captured from Live Agent exchanges can also be utilised to create some insightful reports and dashboards.
What is a pre chat?
Pre-Chat pages let you capture customer information, like name or email address. It can be a handy way to get information about their issue up-front, which saves your agents’ time. You can use the out-of-the-box configuration or route to a custom page.
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 quick text in a chat?
You can also use quick text in a chat, which is a great way to help agents be even more productive. With quick text you can pre-define common messages and responses for your agents to insert into a chat. This saves them time and keeps the customer experience consistent across chats.
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!
How to add chat to website?
Start by creating a chat queue, then select your chat agents, and get the snap-ins code snippet to add chat to your website, all through one setup flow. Click the gear icon and select Service Setup . Under Recommended Setup click View All. Click Chat with Customers. Click Start.
How to view chat agent?
Click the down arrow next to Chat Agent and select View.
