Sign Up For Exclusive Salesforce Salesforce News, Tips & Tricks. Available in: Salesforce Classic and Lightning Experience. How Many clients/agents can be supported with the single sf instance concurrently? I’m going to For testing purpose, open your website html where you have pasted chat button code and deployment code you can see either online or offline image which is based upon the agent’s status (online/offline). 3. Hello, Trailblazers and Salesforce Enthusiasts!! Create a Live Agent Session To create a new Live Agent session, you must call the SessionId request. Login to your Salesforce Customer Account. You can also use mail merge within the auto greeting to add minor customisations such as agent name. As you might know, we have our software for about 7 years now, and we still receive the same dedicated service that we received from day one. So that the agent can supervise the customer by providing solutions. Setup→Customize→Live Agent→Live Agent Configuration, You need to configure live agent in which you can assign live agent user, profiles and provide supervisor setting and chat transfer settings. Live Agent is a standard feature of the Salesforce Service Cloud and my pick of the bunch from the out of the box offerings is as follows: Sneak peek – This feature enables agents to see what a visitor is typing before the message has been sent. Everyone might have seen the “chat to an agent” like messages on the web page of several websites. Have something to share? https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_dev_guide_intro.htm. and the agent they dealt with (how useful were they? Run the Chat Agent Guided Setup Flow. Very nice people who do good work for a great price. They took the time to learn our business and our needs specifically. I cannot track down any documentation that tells me so, Salesforce Ben We’ve recently started using liveagent and are struggling to find documentation on Salesforce for implementing the pre- and post-chat surveys. Amazon, Vodafone and Sky are just some of the companies who use Live Chat as a method of support for their customers (and personally it is always my method of choice when I have a gripe!). Support your customers and prospects while they’re still on your site or in your app with real-time, live chat software. Salesforce Live Agent is a very useful product in the Salesforce Service Cloud module. Excellent Project / Product Customizations. Let's get started!! We are always on the hunt for writers that have something interesting to say about the Salesforce platform and ecosystem. London Click the Community Selector . 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 without the monotony of waiting on hold for 15 minutes while Lionel Richie plays on repeat. Our engagement with Girikon has been a great learning experience for me, as an individual; as well as added to our company’s growth and experience. Girikon’s work ethic and understanding of our needs were top-notch. After that you will get deployment code, you need to copy this code and paste it below the chat button code in your website html page, Create new console app and while creating this app please include live agent in this app and choose records or page to open subtabs of each chat session. While the ‘per call’ cost is of course minimal it can soon add up over the year. The following setup also uses new available features which further assist you to setup a Salesforce live agent. Another reason to use Live Agent is the ability to customise the application to build an entirely robust process around it. What I appreciate most about their services is that they always deliver with quality. Home > Salesforce > How to Setup Live Agent in Salesforce. The idea of this is that a supervisor can offer advice, direct the agent to a relevant knowledge article, or simply offer encouragement for a job well done without disturbing the agents interaction with the customer. Salesforce live agent is a tool provides this level of interaction in real-time and ability to chat online between an organization and its customers. I would recommend for future projects! That just takes a few clicks. Your article has really peaked my interest. Salesforce Live Agent also offers you an excellent platform for monitoring agent queues to enable you maximize productivity and balance workloads. 15433 N Tatum Blvd #105, Phoenix, AZ 85032, USA, Level 1 & 2 - 161 Collins Street, Melbourne 3000, Australia, Cost-Effective Support Services in Australia, Salesforce Implementation Services in Australia. Click here for detailed instructions on setting up Live Agent. Pre-Chat Page – This is where you capture data from the customer before the conversation starts and the possibilities here are endless. Live Agent is a chat function that lets Salesforce business org users connect to their customers and prospective buyers instantly. Do you provide a list of companies that have purchased your product? It is certainly much easier to manage the tool using custom setting than it is to start unpicking the code on your sites page! What is better Salesforce LiveMessage or Salesforce Live Agent? Available in: Performance Editions and in Developer Edition orgs that were created after June 14, 2012. 199 Bishopsgate I blog often and I really appreciate your content. I highly recommend Girkon as a development and IT partner. bookmark your site and keep checking for new details about once per week. Driven by the core value of Technology Excellence and Agility in Delivery, we believe in delivering High Quality Product/Services and Cost Effective Solutions to our Customers with a blend of Very Capable Onshore and Offshore Engineers. Salesforce Customer Secure Login Page. Want to send a link to a Knowledge Article that answers their query? This blog is about Configuring and deploying Live Agent in Salesforce. How Salesforce live agent configurations helps ? Go! While there are a number of customization options, there may not be enough to ensure the chat screen will look exactly like your normal app color scheme & style. Post Chat Page – A common requirement from customers is to capture feedback from the live chat visitor at the end of a conversation. 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 also map in Contact or Case ID values so the survey results attach to the correct records in Salesforce once submitted. Automatically send the customer a post chat survey? The auto greeting message guarantees all Live Chat exchanges begin with the same message with no spelling mistakes and no deviations! 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. At its core, Live Agent is a web-chat support channel. 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