How to enable live agent in salesforce lightning

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Step 1 – Enabling Live Agent
  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.
Jun 19, 2019

Table of Contents


How does LiveAgent work in Salesforce?

0:001:26Salesforce 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 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…


How do I connect to LiveAgent?

Just follow these five steps:Login to your LiveAgent admin account and go to Configuration -> Email -> Mail accounts.Click on Add email account button and use the predefined Office 365 connector to connect your Office 365 account.Select a department that should be linked with this mailbox and click Save.More items…•


Where do you enable chat for an agent?

To enable the Chat for any other agent On the left panel, next to Role, click Manage in Admin Center. A new window opens, under Products and roles. Check the box to Enabled to grant access to this user. Update the user’s role setting to Agent or Admin as needed.


How do I enable live agent?

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 enable live agent in Salesforce community?

Live Agent is the Service Cloud feature that allows you to chat with customers directly from your website.From Setup | Live Agent Settings | Select Enable Live Agent | Click Save.Setup | Users | Edit |Live Agent User | Save.Setup | Live Agent Configurations | New.More items…


How do I use a live agent?

You’ll find out how you can setup your mail account, live chat, customer portal and other support channels.Step 1: Discover LiveAgent.Step 2: Add users. … Step 3: Set up your email. … Step 4: Add a live chat button to your website. … Step 5: Connect your Social pages. … Step 6: Set up a Customer portal. … Step 7: Set up a Call center.More items…


How do I connect with an agent on Facebook?

2:304:31You can click the chat with a representative. Box in the sidebar here should your problem not beMoreYou can click the chat with a representative. Box in the sidebar here should your problem not be listed scroll down and click the chat with a representative.


Does Facebook have a live chat support?

Facebook offers live chat as a means of getting help through their agents. Unfortunately, Facebook Live Chat is only available for business accounts.


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. 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.


How do I enable chat in an object in Salesforce?

Enable a few specific permissions for Chat support agents so that they have access to the tools that they need to provide help to customers….Required Editions and User PermissionsFrom Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user’s name.Select Chat User . … Click Save.


How do I test chat in Salesforce?

Test Your Embedded Chat WindowOpen 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.More items…

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