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Live Agent Administrator

SFDC

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0% found this document useful (0 votes)

271 views52 pages

Live Agent Administrator

SFDC

Uploaded by

Muhammad Kashif

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

Live Agent for

Administrators
Salesforce, Winter 17

@salesforcedocs
Last updated: September 15, 2016

as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.

CONTENTS
Live Agent for Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Create a Basic Live Agent Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Enable Live Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Create Live Agent Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Create and Assign Live Agent Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Create Live Agent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Create Live Agent Deployments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Create Chat Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Customize Your Live Agent Branding with [Link] Sites . . . . . . . . . . . . . . . . . . . . . . . . . 26

Customize Your Live Agent Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Create Live Agent Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Set Visibility for Live Agent Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Set Privacy Options for Live Agent Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Set Up Live Agent in the Salesforce Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Add Live Agent to the Salesforce Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Set Up Chat Answers from Knowledge Articles . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add the Supervisor Panel to the Salesforce Console . . . . . . . . . . . . . . . . . . . . . . . . . .
Add a Console Sidebar Lookup Component for Chats Routed with Omni-Channel (Beta) .

.
.
.
.

42
43
44
44

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

LIVE AGENT FOR ADMINISTRATORS

Welcome to Live Agent for administrators! Live Agent is a comprehensive chat solution that makes
it easy for your support organizations agents and support supervisors to assist customers. With Live
Agent, your support organization can leverage the comprehensive customer service tools that are
available in the Salesforce console while providing real-time chat support.
As an administrator, you can set up and customize Live Agent for your users, including agents and
support supervisors. Live Agent is easy to set up and highly customizable. You can enable a suite
of features that your agents and supervisors can use to assist customers.
Watch a Demo:

Live Agent Configuration

A few major steps are involved in enabling, setting up, and deploying Live Agent in your Salesforce
org. Lets get started.

EDITIONS
Available in: Salesforce
Classic
Live Agent is available in:
Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012
Live Agent is available in:
Unlimited Edition with the
Service Cloud
Live Agent is available for an
additional cost in: Enterprise
and Unlimited Editions

USER PERMISSIONS
To set up Live Agent:
Customize Application
To create user profiles or
permission sets:
Manage Profiles and
Permission Sets

CREATE A BASIC LIVE AGENT IMPLEMENTATION

Before you customize Live Agent, you need to create the basic Live Agent implementation for your
Salesforce org. After you complete the basic setup steps, youll have a functioning Live Agent
implementation that your agents can use to chat with customers.
Watch a Demo:

Live Agent Configuration

1. Enable Live Agent

Get started with Live Agent by enabling it for your Salesforce org. After you enable Live Agent,
you can customize it.
2. Create Live Agent Users
Before your users can assist customers with chat, you need to assign the users as Live Agent
users. Live Agent users are support agents and supervisors who have the Salesforce permissions
to assist customers with chat.

3. Create and Assign Live Agent Skills

Live Agent is available for an

additional cost in: Enterprise
and Unlimited Editions

4. Create Live Agent Configurations

USER PERMISSIONS

5. Create Live Agent Deployments

A deployment is a place on your companys website thats enabled for Live Agent. Create
deployments to implement Live Agent and control its functionality on your website.

To set up Live Agent:

Customize Application
To create user profiles or
permission sets:
Manage Profiles and
Permission Sets

6. Create Chat Buttons

Create chat buttons to enable customers to request a chat with an agent directly from your
website.
7. Customize Your Live Agent Branding with [Link] Sites
To customize your Live Agent implementation with branding images, use a [Link] site to upload the images for your chat
window and chat buttons.
SEE ALSO:
Customize Your Live Agent Implementation
Add Live Agent to the Salesforce Console

Create a Basic Live Agent Implementation

Enable Live Agent

Get started with Live Agent by enabling it for your Salesforce org. After you enable Live Agent, you
can customize it.

EDITIONS

1. From Setup, enter Live Agent Settings in the Quick Find box, then select Live
Agent Settings.

Available in: Salesforce

Classic

2. Select Enable Live Agent.

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012

3. Click Save.

Live Agent is available in:

Unlimited Edition with the
Service Cloud
Live Agent is available for an
additional cost in: Enterprise
and Unlimited Editions

USER PERMISSIONS
To enable Live Agent:
Customize Application

Create a Basic Live Agent Implementation

Create Live Agent Users

Before your users can assist customers with chat, you need to assign the users as Live Agent users.
Live Agent users are support agents and supervisors who have the Salesforce permissions to assist
customers with chat.
All Live Agent users need the API Enabled administrative permission enabled on their associated
profile before they can use Live Agent.
1. From Setup, enter Users in the Quick Find box, then select Users.
2. Click Edit next to a users name.
3. Select Live Agent User. If you dont see this checkbox, verify that your support
organization has purchased enough Live Agent feature licenses.
4. Click Save.
After creating users, make sure that you assign them a Live Agent configuration and associate them
with the appropriate skills.
Permissions for Live Agent Support Agents
You need to enable a few specific permissions for Live Agent support agents so that they have
access to all the tools that theyll need to provide help to customers.
Permissions for Live Agent Support Supervisors
You must enable certain permissions for Live Agent support supervisors so that they have all
the tools they need to monitor agents activities and review customers information.

USER PERMISSIONS
To create or edit users:
Manage Internal Users
To enable agents to use Live
Agent:
API Enabled
administrative
permission

SEE ALSO:
Create Live Agent Configurations
Create and Assign Live Agent Skills

Permissions for Live Agent Support Agents

You need to enable a few specific permissions for Live Agent support agents so that they have
access to all the tools that theyll need to provide help to customers.

EDITIONS
Available in: Salesforce
Classic

General Permissions
Necessary Permission

Description

API Enabled

Required for all Live Agent users

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012
Live Agent is available in:
Unlimited Edition with the
Service Cloud
Live Agent is available for an
additional cost in: Enterprise
and Unlimited Editions

Create a Basic Live Agent Implementation

Permissions for Live Agent Support Agents

Object Permissions
Record Type

Permission

Description

Considerations

Live Agent Sessions

Read

Enables agents to view session

records

We dont recommend giving

agents the ability to create, edit,
and delete session records.
Session records are created
automatically and are meant to
provide a paper trail with
information about the time that
agents spend online, so we dont
recommend giving agents the
ability to change these records.

Live Chat Visitors

Read

Enables agents to view visitor

records

We dont recommend giving

agents the ability to create, edit,
and delete visitor records. Visitor
records are created
automatically and are meant to
provide a paper trail that
associates your customers with
their chat transcripts, so we
dont recommend giving agents
the ability to change these
records.

Live Chat Transcripts

Read

Enables agents to view chat

transcripts

We dont recommend giving

agents the ability to create, edit,
and delete chat transcripts.
Transcripts are created
automatically and are meant to
provide a paper trail about your
agents interactions with
customers, so we dont
recommend giving agents the
ability to change these records.

Quick Text

Read

Enables agents to view Quick

Text messages and include
Quick Text in chats.

Without the Read permission

on Quick Text, agents cant
access the Quick Text sidebar in
the Salesforce console.

Create

Enables agents to create Quick

Text messages

If your Quick Text messages

need to be standardized across
your organization, limit your
agents ability to create Quick
Text messages. In that case, give
the Create permission to
support supervisors instead.

Create a Basic Live Agent Implementation

Record Type

Permissions for Live Agent Support Supervisors

Permission

Description

Considerations

Edit

Enables agents to edit Quick

Text messages

If your Quick Text messages

need to be standardized across
your support organization, limit
your agents ability to edit Quick
Text messages. In that case, give
the Edit permission to support
supervisors instead.

Delete

Enables agents to delete Quick If your Quick Text messages

Text messages
need to be standardized across
your organization, limit your
agents ability to delete Quick
Text messages. In that case, give
the Delete permission to
support supervisors instead.

Permissions for Live Agent Support Supervisors

You must enable certain permissions for Live Agent support supervisors so that they have all the
tools they need to monitor agents activities and review customers information.

EDITIONS
Available in: Salesforce
Classic

General Permissions
Necessary Permission

Description

API Enabled

Required for all Live Agent users

Optional Permission

Description

Assign Live Agent Skills to Users

Enables supervisors to assign skills to agents.

Live Agent is available in:

Object Permissions
Record Type

Permission

Description

Considerations

Live Agent Sessions

Read

Enables supervisors to None

view session records

Create

Enables supervisors to Session records are

create session records created automatically
and are meant to
provide a paper trail
that provides
information about the

Create a Basic Live Agent Implementation

Record Type

Permissions for Live Agent Support Supervisors

Permission

Description

Considerations
time that agents spend online.
We dont recommend
tampering with these records,
but you can give supervisors the
ability to create them manually.

Live Chat Transcripts

Edit

Enables supervisors to edit

session records

Session records are created

automatically and are meant to
provide a paper trail that
provides information about the
time that agents spend online.
We dont recommend
tampering with these records,
but you can give supervisors the
ability to edit them.

Delete

Enables supervisors to delete

session records

Session records are created

Read

Enables supervisors to view chat None

transcripts

Create

Enables supervisors to create

chat transcripts

Edit

Enables supervisors to edit chat Chat transcripts are created

transcripts
automatically and are meant to
provide a paper trail about your
agents interactions with
customers. We dont
recommend tampering with
these records, but you can give
supervisors the ability to edit
transcripts.

Chat transcripts are created

automatically and are meant to
provide a paper trail about your
agents interactions with
customers. We dont
recommend tampering with
these records, but you can give
supervisors the ability to create
transcripts manually.

Create a Basic Live Agent Implementation

Record Type

Live Chat Visitors

Quick Text

Permissions for Live Agent Support Supervisors

Permission

Description

Considerations

Delete

Enables supervisors to delete

chat transcripts

Chat transcripts are created

Read

Enables supervisors to view

visitor records

None

Create

Enables supervisors to create

visitor records

Visitor records are created

automatically and are meant to
provide a paper trail that
associates your customers with
their chat transcripts. We dont
recommend tampering with
these records, but you can give
supervisors the ability to create
them manually.

Edit

Enables supervisors to edit visitor Visitor records are created

records
automatically and are meant to
provide a paper trail that
associates your customers with
their chat transcripts. We dont
recommend tampering with
these records, but you can give
supervisors the ability to edit
them.

Delete

Enables supervisors to delete

visitor records

Visitor records are created

Read

Enables supervisors to view

Quick Text messages

None

Create

Enables supervisors to create

Quick Text messages

None

Create a Basic Live Agent Implementation

Record Type

Create and Assign Live Agent Skills

Permission

Description

Considerations

Edit

Enables supervisors to edit Quick None

Text messages

Delete

Enables supervisors to delete

Quick Text messages

None

Create and Assign Live Agent Skills

Skills identify your agents areas of expertise. When you assign an agent to a skill, that agent receives
chat requests that are related to the agents skill areas. You can also empower your supervisors to
assign skills to agents.
1. From Setup, enter Skills in the Quick Find box, then select Skills.
2. Click New.
3. Enter a name for the skill.
For example, you can create a skill thats called Accounts for agents who specialize in questions
about customer accounts.
4. In the Assign Users area, select the users whom you want to associate with the skill.
5. In the Assign Profiles area, select the profiles that you want to associate with the skill.
6. Click Save.
To enable supervisors to assign skills, enable the Assign Live Agent Skills to Users permission on
their profiles, or assign it to individual users via a permission set. When supervisors have this
permission, they can go to Setup > Customize > Live Agent Skills and update the assigned
profiles or users under each skill.

USER PERMISSIONS
To create skills:
Customize Application
To assign skills (supervisors):
Assign Live Agent Skills
to Users

Create a Basic Live Agent Implementation

Create Live Agent Configurations

Live Agent configurations define the Live Agent functionality thats available to your agents and
support supervisors when agents chat with customers. Create Live Agent configurations to control
the functionality of Live Agent in the Salesforce console.
For efficiency, create profiles and users before you create configurations. That way, you can create
a configuration and assign it to users and profiles at the same time.
Live Agent configurations enable you to control your users access to certain Live Agent features.
You can create multiple configurations that define Live Agents functionality for multiple types of
users. For example, you might create a configuration specifically for experienced agents that gives
them more permissions than new agents have, or you might create a configuration for support
supervisors that gives them the permissions that they need to monitor their employees.
1. To get started with creating a configuration, in Setup, enter Live Agent
Configurations in the Quick Find box, then select Live Agent Configurations.
2. Click New.

3. Choose the settings for your Live Agent configuration.

4. Click Save.
Live Agent Configuration Settings
Live Agent configuration settings control the functionality thats available to agents and their
supervisors while agents chat with customers.
Supported Browsers for Live Agent Notifications
Live Agent notifications help agents respond to chats efficiently by alerting agents when certain
events occur. The types of chat notifications that are supported are determined by the web
browsers your agents use.
SEE ALSO:
Create and Assign Live Agent Skills
Create Live Agent Users

USER PERMISSIONS
To create and edit
configurations:
Customize Application

Create a Basic Live Agent Implementation

Live Agent Configuration Settings

Live Agent configuration settings control the functionality thats available to agents and their
supervisors while agents chat with customers.

EDITIONS

Apply settings when you create or edit a Live Agent configuration.

Available in: Salesforce

Classic

Basic Information
Configure the basic functionality thats available to agents when they chat with customers.
Setting

What It Does

Live Agent Configuration Name

Names the configuration.

This configuration name, or a version of it,
automatically becomes the Developer
Name.

Developer Name

Sets the API name for the Live Agent

configuration.

Chat Capacity

Indicates how many chats an agent who is

assigned to this configuration can be engaged
in at the same time.

Sneak Peek Enabled

Indicates whether agents can see what a chat

customer is typing before the customer sends
a chat message.

Request Sound Enabled

Indicates whether to play an audio alert when

the agent receives a new chat request.

Disconnect Sound Enabled

Indicates whether to play an audio alert when

a chat is disconnected.

Notifications Enabled

Indicates whether to display a desktop alert

when an agent receives a new chat request.

Custom Agent Name

Sets the agents name as it appears to customers

in the chat window.

Auto Greeting

Sets a customized greeting message that the

customer receives automatically when an agent
accepts the customers chat request.
Optionally, use merge fields to customize the
information in your greeting by using the
Available Merge Fields tool. For example, you
can personalize the chat experience by using
merge fields to include the customers name in
the greeting.
Note: If you specify an automatic
greeting message in both your Live

Live Agent is available in:

Create a Basic Live Agent Implementation

Setting

Live Agent Configuration Settings

What It Does
Agent configuration and in an individual chat button, the
message thats associated with your chat button overrides
the message thats associated with your configuration.

Auto Away on Decline

Sets the agents Live Agent status to Away automatically when

the agent declines a chat request.
This option applies only when agents are assigned to chat buttons
that use push routing.

Auto Away on Push Time-Out

Sets an agents Live Agent status to Away automatically when a

chat request that's been pushed to the agent times out.
This option applies only when agents are assigned to chat buttons
that use push routing.

Critical Wait Alert Time

Determines the number of seconds that the agent has to answer

a customers chat before the chat tab alerts the agent to answer
it.

Agent File Transfer Enabled

Indicates whether an agent can enable customers to transfer files

through a chat.

Visitor Blocking Enabled

Indicates whether an agent can block visitors from an active chat

within the Salesforce console. See Let Your Agents Block Visitors
by IP Address.

Assistance Flag Enabled

Indicates whether an agent can send a request for help (raise a

flag) to a supervisor.

Chatlets
Chatlets are tools that are available only to organizations that use Live Agent in the Live Agent console. The Live Agent console is no
longer supported, so we dont recommend setting up chatlets. But dont worryif you use Live Agent in the Salesforce console, you
dont need chatlets.

Assign Users
Assign eligible users to the configuration to give them access to Live Agent functionality. Later, youll see that you can also assign profiles
to a configuration. If a user is assigned a configuration at the profile and user levels, the user-level configuration overrides the configuration
thats assigned to the profile.
Warning: Users can be assigned to only one Live Agent configuration at a time. If you assign the same user to a second Live
Agent configuration, the system removes that user from the first Live Agent configuration without warning you. So make sure
that you know exactly which Live Agent configuration each user should be assigned to!
For example, lets say that User A is assigned to Live Agent Configuration A. Then, you create Live Agent Configuration B and
accidentally assign User A to it. Salesforce automatically removes User A from Live Agent Configuration A and reassigns the user
to Live Agent Configuration B without notifying you.

Create a Basic Live Agent Implementation

Live Agent Configuration Settings

Setting

What It Does

Available Users

Indicates the users who are eligible to be assigned to the

configuration.

Selected Users

Indicates the users who are assigned to the configuration.

Assign Profiles
Assign eligible profiles to the configuration to give users who are associated with the profiles access to Live Agent functionality. If a user
is assigned a configuration at the profile and user levels, the user-level configuration overrides the configuration thats assigned to the
profile.
Setting

What It Does

Available Profiles

Indicates the user profiles that are eligible to be assigned to the

configuration.

Selected Profiles

Indicates the user profiles that are assigned to the configuration.

Supervisor Settings
Supervisor settings determine the Live Agent functionality thats available to support supervisors. In addition, these settings determine
the default filters that apply to the Agent Status list in the supervisor panel.
Setting

What It Does

Chat Monitoring Enabled

Indicates whether supervisors can monitor their agents chats in

real time while their agents interact with customers.

Whisper Messages Enabled

Indicates whether supervisors can send private messages to agents

while agents chat with customers.

Agent Sneak Peek Enabled

Indicates whether supervisors can preview an agents chat

messages before the agent sends them to the customer.

Default Agent Status Filter

Determines the default agent status, such as Online, Offline, or

Away, by which to filter agents in the supervisor panel.
When supervisors view the Agent Status list in the supervisor panel,
they see a list of agents who have that status.

Default Skill Filter

Determines the default skill by which to filter agents in the

supervisor panel.
When supervisors view the Agent Status list in the supervisor panel,
they see a list of agents who are assigned to that skill.

Default Button Filter

Determines the default button by which to filter agents in the

supervisor panel.
When supervisors view the Agent Status list in the supervisor panel,
they see a list of agents who are assigned to that button.

Create a Basic Live Agent Implementation

Live Agent Configuration Settings

Setting

What It Does

Assigned Skills

Determines the skills that are visible to supervisors in the supervisor

panel.
When supervisors view the Agent status list in the supervisor panel,
they see a list of agents who are assigned to these skills. If you dont
select any skills, the Agent Status list displays agents who are
assigned to any skill.

Chat Conference Settings

Determine whether agents can invite other agents to join them in a customer chat. Chat conferencing lets your agents include multiple
agents in a single chat. That way, your agents can help your customers get the solutions that they need without making your customers
wait for their chats to be transferred.
Note: Chat conferencing does not support the Related Entities panel. If you attempt to use it with chat conferencing, important
details might not be saved on your record.
Setting

What It Does

Chat Conferencing Enabled

Indicates whether agents can invite other agents to join them in

customer chats.

Chat Transfer Settings

Determine how agents can transfer chats to other agents.
Setting

What It Does

Chat Transfer to Agents Enabled

Indicates whether agents can transfer chats to another agent

directly.

Chat Transfer to Skills Enabled

Indicates whether agents can transfer chats to agents assigned to

a particular skill.

Chat Transfer to Skills

Determines the skill groups to which agents can transfer chats.

Agents can transfer chats to available agents who are assigned to
those skills.

Chat Transfer to Live Chat Buttons Enabled Indicates whether agents can transfer chats to a button or queue.
Chat Transfer to Live Chat Buttons

Determines the buttons to which agents can transfer chats.

Agents can transfer chats to available agents who are assigned to
those buttons.

Create a Basic Live Agent Implementation

Supported Browsers for Live Agent Notifications

Live Agent notifications help agents respond to chats efficiently by alerting agents when certain
events occur. The types of chat notifications that are supported are determined by the web browsers
your agents use.
Two types of chat notifications are available in Live Agent.
Chat request notifications
Notifies an agent when the agent receives a chat request; available as audio notifications and
desktop notifications
Disconnect notifications
Notifies an agent when the agent is disconnected from Live Agent; available as audio notifications
only
Browser

Version

Audio Notifications Desktop

Supported?
Notifications
Supported?

Google Chrome

Most recent stable

version

Yes

Mozilla Firefox

Most recent stable

version

Yes

Apple Safari

6.x on Mac OS X

Yes

Windows Internet
Explorer

Yes

Create a Basic Live Agent Implementation

Create Live Agent Deployments

A deployment is a place on your companys website thats enabled for Live Agent. Create
deployments to implement Live Agent and control its functionality on your website.

EDITIONS

To customize the chat window that your customers see, you first need to create a [Link] site
to host your custom images.

Available in: Salesforce

Classic

A deployment consists of a few lines of JavaScript that you add to a Web page. Your organization
can have a single Live Agent deployment or multiple deployments. For example, if you have a single
service center that supports multiple websites, creating a separate deployment for each site enables
you to present multiple chat windows to your visitors.
1. From Setup, enter Deployments in the Quick Find box, then select Deployments.

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012
Live Agent is available in:
Unlimited Edition with the
Service Cloud

2. Click New.
3. Choose the settings for your deployment.
4. Click Save.
Salesforce generates the deployment code.
5. Copy the deployment code, and then paste it on each Web page where you want to deploy
Live Agent. For best performance, paste the code immediately before the closing body tag
(that is, </body>).
Note: If youre using security zones in Internet Explorer 8 or 9, verify that your deployment
and any website that hosts that deployment are in the same security zone. Due to an
issue with Internet Explorer, its not possible to launch a chat window from a website
thats in a different security zone. For more information on security zones, refer to Internet
Explorer help.

Live Agent is available for an

additional cost in: Enterprise
and Unlimited Editions

USER PERMISSIONS
To create deployments:
Customize Application

Live Agent Deployment Settings

Live Agent deployment settings control the functionality thats available to agents and their supervisors while agents chat with
customers.
Permitted Domains and Live Agent Deployments
To enhance security and minimize the number of illegitimate chat requests that you receive, use the permitted domains option
when you create Live Agent deployments. There are a few considerations to keep in mind when you use permitted domains.
SEE ALSO:
Customize Your Live Agent Branding with [Link] Sites

Create a Basic Live Agent Implementation

Live Agent Deployment Settings

Live Agent deployment settings control the functionality thats available to agents and their
supervisors while agents chat with customers.

EDITIONS

Apply settings when you create or edit a Live Agent deployment.

Available in: Salesforce

Classic

Basic Information
Configure the basic functionality thats available on a particular Live Agent deployment.
Setting

What It Does

Live Chat Deployment Name

Names the deployment.

This deployment name, or a version of it,
automatically becomes the Developer
Name.

Developer Name

Sets the API name for the Live Agent

deployment.

Chat Window Title

Sets the name of the chat window as it appears

to customers.

Allow Visitors to Save

Transcripts

Indicates whether customers can save copies of

their chat transcripts after they finish chatting
with an agent.

Allow Access to Pre-Chat API

Indicates whether developers can access and

implement the pre-chat API.
Warning: The pre-chat API gives
developers access to potentially personal
information that customers provide in
pre-chat forms, such as the customers
name and email address.

Permitted Domains

Determines the domains that can host the

deployment.
When using permitted domains:
List as many domains as you need to, but
only one per line.
Use only the domain and subdomain. For
example, use [Link], [Link],
or [Link]. Dont include http://
or mappings to specific pages within a
domain, such as [Link]/page.
Make sure that you specify all the domains
that you want to allow to host the
deployment.

Live Agent is available in:

Create a Basic Live Agent Implementation

Setting

Permitted Domains and Live Agent Deployments

What It Does
To make the deployment usable on any domain, leave the
Permitted Domains field empty.

Enable Custom Timeouts

Indicates whether a warning and timeout for the agent are enabled
for when the customer is idle in a chat.

Idle Connection Warning Duration

The duration, in seconds, that the customer can remain idle or

disconnected before a warning is sent to the agent. The default
value is 40 seconds.

Idle Connection Timeout Duration

The duration, in seconds, that the customer can remain idle or

disconnected before the chat ends. The default value is 110
seconds.

Chat Window Branding

You can optionally customize your chat windows with custom images by associating your deployment with a [Link] site and its
static resources.
Setting

What It Does

Branding Image Site

Determines the [Link] site thats associated with the

deployment.
By associating your deployment with a [Link] site, you can
customize your deployment with branding images. Store your
branding images as static resources with your [Link] site.

Chat Window Branding Image

Sets the custom graphic that appears in the customers chat

window.

Mobile Chat Window Branding Image

Sets the custom graphic that appears in the customers chat

window when the customer accesses chat from a mobile site.

SEE ALSO:
Customize Your Live Agent Branding with [Link] Sites
Permitted Domains and Live Agent Deployments

Permitted Domains and Live Agent Deployments

To enhance security and minimize the number of illegitimate chat requests that you receive, use the permitted domains option when
you create Live Agent deployments. There are a few considerations to keep in mind when you use permitted domains.
List as many domains as you need to, but only one per line.
Use only the domain and subdomainfor example, [Link], [Link], or [Link]. Dont include http:// or
mappings to specific pages within a domain, such as [Link]/page.
Specify all the domains that you want to allow to host the deployment.

Create a Basic Live Agent Implementation

Create Chat Buttons

To make the deployment usable on any domain, leave the Permitted Domains field empty.
SEE ALSO:
Create Live Agent Deployments

Create Chat Buttons

Create chat buttons to enable customers to request a chat with an agent directly from your website.

EDITIONS

Before you create chat buttons, you need to:

Create skills. Each chat button is associated with a particular skill or set of skills so that chats
that are initiated from the button are routed to the appropriate agents.

Available in: Salesforce

Classic

Create a [Link] site and static resources to use custom images for the online and offline
versions of your button. If you dont have a [Link] site, you can specify online and offline
button images or text by modifying the code thats generated when you create a button.

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012

You need to create the buttons that visitors click to start chats. Like a deployment, a button consists
of several lines of JavaScript that you copy and paste into Web pages. A single deployment can
have multiple buttons; each button enables you to refine the chat experience for visitors. For
example, your service deployment might have buttons for personal computer, laptop, or tablet
issues. Each button is mapped to a skill or set of skills to ensure that visitors inquiries go to only
those agents who can solve the visitors problems.
1. From Setup, enter Chat Buttons in the Quick Find box, then select Chat Buttons
& Invitations.

Live Agent is available in:

Unlimited Edition with the
Service Cloud
Live Agent is available for an
additional cost in: Enterprise
and Unlimited Editions

2. Click New.
3. Select Chat Button from the Type field.

USER PERMISSIONS

4. Choose the remaining settings for your chat button.

To create and customize

chat buttons:
Customize Application

5. Click Save.
6. Copy the button code, and then paste it on each Web page where youve deployed Live Agent.
Make sure that you paste the code in the area on the page where you want the button to
appear.

Tip: Because the code changes with each modification, remember to copy and paste the code each time that you update
the button.

Chat Button Settings

Chat button settings control the behavior of the chat buttons that customers use to interact with agents.
Chat Routing Options
Routing options in Live Agent enable you to specify how incoming chat requests are directed to agents.

Create a Basic Live Agent Implementation

Chat Button Settings

Chat Queuing Options

Queuing options in Live Agent let you control how incoming chat requests are handled when no agents are available.
SEE ALSO:
Create and Assign Live Agent Skills
Customize Your Live Agent Branding with [Link] Sites

Chat Button Settings

Chat button settings control the behavior of the chat buttons that customers use to interact with
agents.

EDITIONS

Apply settings when you create or edit a Live Agent chat button.

Available in: Salesforce

Classic

Basic Information
Configure the basic functionality thats available on a particular Live Agent chat button.
Setting

What It Does

Type

Determines the type of button that you want

to create.
Warning: When you create a chat
button to host on your website, you must
set this option to Chat Button.

Name

Names the chat button.

This button name, or a version of it,
automatically becomes the Developer
Name.

Developer Name

Sets the API name for the chat button.

Language

Sets the default language for text in the chat

window.

Enable Customer Time-Out

Indicates whether chats are ended if the

customer doesnt respond within a specified
period.

Customer Time-Out (seconds)

Sets the amount of time that a customer has to

respond to an agent message before the session
ends. The timer stops when the customer sends
a message. The timer resets to 0 each time the
agent sends a message.

Customer Time-Out Warning

(seconds)

Sets the amount of time that a customer has to

respond to an agent message before a warning
appears and a timer begins a countdown. The
warning disappears (and the timer stops) each

Live Agent is available in:

Create a Basic Live Agent Implementation

Setting

Chat Button Settings

What It Does
time the customer sends a message. The warning disappears (and
the timer resets to 0) each time the agent sends message. The
warning value must be shorter than the time-out value (we
recommend at least 30 seconds).

Custom Agent Name

Sets the agents name as it appears to customers in the chat

window.

Auto Greeting

Sets a customized greeting message that the customer receives

automatically when an agent accepts the customers chat request.
Optionally, use merge fields to customize the information in your
greeting by using the Available Merge Fields tool. For example,
you can personalize the chat experience by using merge fields to
include the customers name in the greeting.
Note: If you specify an automatic greeting message in
both your Live Agent configuration and in an individual
chat button, the message thats associated with your chat
button overrides the message thats associated with your
configuration.

Routing Information
Configure how the button or invitation routes chats to the best-fit agent.
Setting

What It Does

Routing Type

Sets how chats are routed to an agent.

Skills

Associates skills with the button. Incoming chat requests that

originate from the button are routed to agents with the skills that
you specify.

Enable Queue

Indicates that queueing is enabled. Queueing allows incoming

chat requests to wait in a queue until an agent with the appropriate
skills is available to accept the chat.

Queue Size Per Agent

Determines the queues capacity to hold chat requests per available

agent. For Live Agent routing or when chats have a size of 1, this
is the number of chats allowed to queue for each agent.

Overall Queue Size

Determines the queues capacity to hold chat requests. For Live

Agent routing or when chats have a size of 1, this is the maximum
number of chats allowed to queue.

Chat Button Customization

You can optionally customize your chat button with custom images by associating your deployment with a [Link] site and its static
resources.

Create a Basic Live Agent Implementation

Chat Button Settings

Setting

What It Does

Site for Resources

Determines the [Link] site thats associated with the chat

button. By associating your button with a [Link] site, you can
customize the button with branding images. Store your branding
images as static resources with your [Link] site.

Online Image

Sets the custom button graphic that appears when the chat button
is unavailable.

Offline Image

Sets the custom button graphic that appears when the chat button
is available for customers to request new chats.

Custom Chat Page

Replaces the standard Live Agent chat window with a custom chat
window page that youve developed. Use this option only to use
a chat window other than the default chat window that Live Agent
provides.

Pre-Chat Form Page

Directs Live Agent to the [Link] page that hosts your

customized pre-chat form that customers see before they begin
a chat with an agent.

Pre-Chat Form URL

Directs Live Agent to the URL of the Web page that hosts your
pre-chat form.

Post-Chat Page

Directs Live Agent to your customized post-chat page that

customers see after they complete a chat.

Post-Chat Page URL

Directs Live Agent to the URL of the Web page that hosts your
post-chat page.

SEE ALSO:
Customize Your Live Agent Branding with [Link] Sites
Chat Routing Options
Chat Queuing Options
Pre-Chat Forms and Post-Chat Pages

Create a Basic Live Agent Implementation

Chat Routing Options

Routing options in Live Agent enable you to specify how incoming chat requests are directed to
agents.

Available in: Salesforce

Classic

Routing Option

Description

Choice

Incoming chat requests are added to the queue

in Live Agent in the Salesforce console and are
available to any agent with the required skill.

Least Active

Incoming chats are routed to the agent with the

required skill who has the fewest active chats.
This option is a push option, which means that
incoming chats are routed, or pushed, to
agents. You can specify the amount of time that
an agent has to answer a chat request before
its routed to the next available, qualified agent.

Most Available

Incoming chats are routed to the agent with the

required skill and the greatest difference
between chat capacity and active chat sessions.
For example, if Agent A and Agent B each have
a chat capacity of five, and Agent A has three
active chat sessions while Agent B has one,
incoming chats will be routed to Agent B.
This option is a push option, which means that
incoming chats are routed, or pushed, to
agents. You can specify the amount of time that
an agent has to answer a chat request before
its routed to the next available, qualified agent.

Omni

EDITIONS

Incoming chats are routed to agents using

Omni-Channel queues (beta).

Live Agent is available in:

Create a Basic Live Agent Implementation

Chat Queuing Options

Queuing options in Live Agent let you control how incoming chat requests are handled when no
agents are available.

EDITIONS

For each Live Agent chat button or invitation that you create, you can enable queuing to put
incoming chat requests on hold if no agents with the required skills are available to accept the
requests. You can also specify the maximum number of requests in a queue. By enabling queues
and setting limits for them, you can control how incoming chat requests are handled, which helps
agents manage chat backlogs.

Available in: Salesforce

Classic

With queuing enabled, your company can accept incoming chat requests even when agents are
at capacity, and you can specify the maximum number of requests to accept. This helps agents
work effectively and limits the amount of time that customers spend waiting to chat.
The way that chat queuing works is determined by chat routing options. Routing options are set
through your chat button or automated invitation. See Chat Routing Options to learn more about
how you can route chats to the right agents.
Lets look at how queuing and routing options work together:
Queuing Option

With This Routing Option

Results

Queuing is not enabled

Choice

Users see the online

version of your chat button
and can submit new
requests unless there are
no agents with the
required skill who are
available or all online
agents have reached
capacity.
Incoming chat requests are
added to the Live Agent
widget.
When agents have capacity
for new chat sessions, they
can select incoming
requests from the list.

Queuing is not enabled

Least Active or Most

Available

Users see the online

version of your chat button
and can submit new
requests unless there are
no agents with the
required skill who are
available or all online
agents have reached
capacity.
When agents have the
capacity for new chat

Live Agent is available in:

Create a Basic Live Agent Implementation

Queuing Option

Chat Queuing Options

With This Routing Option

Results
sessions, requests are routed to them.

Queuing is enabled without a per-agent or Choice

overall limit

Users see the online version of your chat

button and can submit new requests
unless there are no agents with the
required skill who are available.
Incoming chat requests are added to
the Chat Requests list.
When agents have capacity for new
chat sessions, they can accept incoming
requests from the list.

Queuing is enabled without a per-agent or Least Active or Most Available Users see the online version of your chat
overall limit
button and can submit new requests
unless there are no agents with the
required skill who are available.
When agents have the capacity for new
chat sessions, requests are routed to
them.
Queuing is enabled with a per-agent or
overall limit defined

Choice

Users see the online version of your chat

button and can submit new requests
unless there are no agents with the
required skill who are available or until
the queue limit is reached. Users then
see the offline version of the button
until older chat sessions have ended.
Incoming chat requests are added to
the queue until the per-agent or overall
limit is reached, at which point no new
requests are accepted until older chat
sessions have ended.
When agents have capacity for new
chat sessions, they can accept incoming
requests from the list.

Queuing is enabled with a per-agent or

overall limit defined

Least Active or Most Available Users see the online version of your chat

button and can submit new requests

unless there arent any available agents
with the required skill, or until the queue
limit is reached. In those cases, users see
the offline version of the button until
older chat sessions have ended and an
agent is available.

Create a Basic Live Agent Implementation

Queuing Option

Customize Your Live Agent Branding with [Link] Sites

With This Routing Option

Results
Incoming chat requests are added to
the queue until the per-agent or overall
limit is reached, at which point no new
requests are accepted until older chat
sessions have ended.
When agents have the capacity for new
chat sessions, requests are routed to
them.

Customize Your Live Agent Branding with [Link] Sites

To customize your Live Agent implementation with branding images, use a [Link] site to upload
the images for your chat window and chat buttons.

EDITIONS

To customize your chat window and chat buttons, you need to create one or more [Link] sites
and then upload the images that you want to use as static resources. Static resources enable you
to upload content that you can reference in a Visualforce page. Each static resource has its own
URL that Salesforce uses to access the images when the chat window loads.

Available in: Salesforce

Classic

1. Create a [Link] site to host your images.

When you create a [Link] site for your Live Agent deployment, you need to provide only
the following information.

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012
Live Agent is available in:
Unlimited Edition with the
Service Cloud

A site label and site name

A site contact
The active sites home page

2. Upload your branding images as static resources.

Live Agent is available for an

additional cost in: Enterprise
and Unlimited Editions

Create Chat Buttons

To create and edit

[Link] sites:
Customize Application

Create Automated Chat Invitations

Create Live Agent Deployments

CUSTOMIZE YOUR LIVE AGENT IMPLEMENTATION

After you set up your basic Live Agent implementation, customize it with solutions that are
appropriate for your agents, supervisors, and customers. Live Agent offers several options for
customizing your implementation declaratively, which means that no coding is required.
Create Live Agent Objects
The first step towards getting your Live Agent implementation up and running is to create the
necessary objects in Salesforce.
Set Visibility for Live Agent Users
Choose how your Live Agent users can view the Supervisor Tab and Live Agent Sessions using
Profiles and Permission Sets.
Set Privacy Options for Live Agent Users
Protect your agents and the customers they assist by blocking sensitive data and unwanted
visitors.
SEE ALSO:

Create a Basic Live Agent Implementation

USER PERMISSIONS

Add Live Agent to the Salesforce Console

To set up Live Agent:

Customize Application
To create user profiles or
permission sets:
Manage Profiles and
Permission Sets

Customize Your Live Agent Implementation

Create Live Agent Objects

The first step towards getting your Live Agent implementation up and running is to create the
necessary objects in Salesforce.
Create Automated Chat Invitations
Set up automated chat invitations that appear as animated pop-ups on your website to invite
customers to chat with an agent.
Pre-Chat Forms and Post-Chat Pages
Pre-chat forms and post-chat pages in Live Agent enable you to exchange information with
customers who contact your company through chat.
Create Quick Text Messages
Quick Text messages enable agents to include standardized notes with case updates and to
send common responses to customers without having to type the responses each time. Create
custom messages for your agents to use when they email and chat with customers.

Create Automated Chat Invitations

Set up automated chat invitations that appear as animated pop-ups on your website to invite
customers to chat with an agent.

EDITIONS

Before you create automated invitations, you need to:

Available in: Salesforce

Classic

Create skills. Each chat button is associated with a particular skill or set of skills so that chats
that are initiated from the button are routed to the appropriate agents.
Create a [Link] site and static resources to use custom images for the online and offline
versions of your button. If you dont have a [Link] site, you can specify online and offline
button images or text by modifying the code thats generated when you create a button.
Automated invitations can be set to trigger based on certain criteria, such as whether a customer
remains on a Web page for more than a specified amount of time. Invitations can be associated
with specific skills, which ensures that customers will be routed to the appropriate agent when
they accept an invitation to chat.
1. From Setup, enter Chat Buttons & Invitations in the Quick Find box, then
select Chat Buttons & Invitations.
2. Click New.
3. Under Type, select Automated Invitation.

Live Agent is available in:

USER PERMISSIONS

4. Click Save.
5. Copy the invitation code, and then paste it on each Web page where youve deployed Live
Agent. Make sure that you paste the code in the area on the page where you want the invitation
to appear.
Tip: Because the code changes with each modification, remember to copy and paste
the code each time that you update the invitation.

To create and customize

automated chat invitations:
Customize Application

Customize Your Live Agent Implementation

Create Automated Chat Invitations

Automated Invitation Settings

Automated invitation settings control the behavior of the invitations that are sent to your customers to prompt them to chat with
agents while they visit your website.
SEE ALSO:
Create and Assign Live Agent Skills
Customize Your Live Agent Branding with [Link] Sites
Create Live Agent Deployments

Automated Invitation Settings

Automated invitation settings control the behavior of the invitations that are sent to your customers
to prompt them to chat with agents while they visit your website.

EDITIONS

Apply settings when you create or edit a Live Agent automated invitation.

Available in: Salesforce

Classic

Basic Information
Configure the basic functionality thats available on a particular Live Agent chat button.
Setting

What It Does

Type

Determines whether to create a chat button or

automated invitation.
Warning: When creating an automated
chat invitation, you must set this option
to Automated Invitation.

Active

Determines whether the automated invitation

is active or can automatically be sent to
customers.

Name

Names the invitation.

This invitation name, or a version of it,
automatically becomes the Developer
Name.

Developer Name

Sets the API name for the invitation.

Deployments

Allows you to choose the deployments where

this invitation appears.

Language

Sets the default language for text in the chat

window.

Enable Customer Time-Out

Indicates whether chats are ended if the

customer doesnt respond within a specified
period.

Live Agent is available in:

Customize Your Live Agent Implementation

Create Automated Chat Invitations

Setting

What It Does

Customer Time-Out (seconds)

Sets the amount of time that a customer has to respond to an

agent message before the session ends. The timer stops when the
customer sends a message. The timer resets to 0 each time the
agent sends a message.

Customer Time-Out Warning (seconds)

Sets the amount of time that a customer has to respond to an

agent message before a warning appears and a timer begins a
countdown. The warning disappears (and the timer stops) each
time the customer sends a message. The warning disappears (and
the timer resets to 0) each time the agent sends message. The
warning value must be shorter than the time-out value (we
recommend at least 30 seconds).

Custom Agent Name

Sets the agents name as it appears to customers in the chat

window.

Auto Greeting

Sets a customized greeting message that the customer receives

automatically when an agent accepts the customers chat request
from an invitation.
Optionally, use merge fields to customize the information in your
greeting by using the Available Merge Fields tool. For example,
you can personalize the chat experience by using merge fields to
include the customers name in the greeting.
Note: If you specify an automatic greeting message in your
Live Agent configuration and in an invitation, the message
thats associated with your invitation will override the
message thats associated with your configuration.

Routing Information
Specify how this invitation routes chats to the best-fit agent.
Setting

What It Does

Routing Type

Determines how incoming chat requests that originate from the

invitation are routed to agents with the appropriate skills.

Queue

Selects the queue for this invitation.

Enable Queue

Indicates that queuing is enabled, allowing incoming chat requests

to wait in a queue until an agent with the appropriate skills is
available to accept the chat.

Queue Size Per Agent

Determines the queues capacity to hold chat requests per available

agent. For Live Agent routing or when chats have a size of 1, this
is the number of chats allowed to queue for each agent.

Customize Your Live Agent Implementation

Create Automated Chat Invitations

Setting

What It Does

Overall Queue Size

Determines the queues capacity to hold chat requests. For Live

Agent routing or when chats have a size of 1, this is the maximum
number of chats allowed to queue.

Automatically Accept Chats

Indicates that chat requests from this invitation are automatically

accepted by the first available agent.

Invitation Animation
Customize your invitations animations to determine how the animation will appear to customers.
Setting

What It Does

Display Time

Determines how long the invitation will be displayed to customers

before it disappears.

Allow invitation to be triggered again

after accepting

Indicates whether the invitation can be sent to the customer again

after the customer has accepted a previous invitation.

Allow invitation to be triggered again

after rejecting

Indicates whether the invitation can be sent to the customer again

after the customer has rejected a previous invitation.

Animation

Determines the type of animation for your invitation. Depending

on which animation you choose, youll be prompted to select the
positions where the invitation will appear on-screen to customers.
Note: Animations wont render for agents using Internet
Explorer versions 9 and below.

Invitation Customization
You can optionally customize your invitation with custom images by associating your deployment with a [Link] site and its static
resources.
Setting

What It Does

Site for Resources

Determines the [Link] site thats associated with the invitation.

By associating your invitation with a [Link] site, you can
customize the invitation with branding images. Store your branding
images as static resources with your [Link] site.

Invitation Image

Sets the custom button graphic that appears for this invitation.

Custom Chat Page

Customize Your Live Agent Implementation

Create Automated Chat Invitations

Setting

What It Does

Pre-Chat Form Page

Directs Live Agent to the [Link] page that hosts your

customized pre-chat form that customers see before they begin
a chat with an agent.

Pre-Chat Form URL

Directs Live Agent to the URL of the Web page that hosts your
pre-chat form.

Post-Chat Page

Directs Live Agent to your customized post-chat page that

customers see after they complete a chat.

Post-Chat Page URL

Directs Live Agent to the URL of the Web page that hosts your
post-chat page.

Sending Rule
Create sending rules for your invitation to determine when to trigger and send the invitation to customers. You can include multiple
criteria in your sending rule. Additionally, if your sending rule requires more complicated logic, you can apply Boolean operators to your
sending rule.
Setting

What It Does

Criteria

Sets the criteria to be evaluated by the sending rule. For example,

you can create a rule that sends the invitation based on how many
seconds a customer has been viewing a Web page.

Operator

Sets the operator to evaluate your criteria. For example, you can
create a rule that sends the invitation when a customer has been
on a page for more than a specified number of seconds.

Value

Sets the value to evaluate the formula against. For example, you
can create a rule that sends the invitation when a customer has
been on a page for more than 30 seconds.

SEE ALSO:
Chat Routing Options
Create and Assign Live Agent Skills
Chat Queuing Options
Customize Your Live Agent Branding with [Link] Sites
Pre-Chat Forms and Post-Chat Pages

Customize Your Live Agent Implementation

Pre-Chat Forms and Post-Chat Pages

Pre-chat forms and post-chat pages in Live Agent enable you to exchange information with
customers who contact your company through chat.

EDITIONS

Pre-chat forms and post-chat pages offer a standardized way of collecting information from
customers who contact your company through chat. These forms and pages also offer a standardized
way of sharing information with customers after their chat sessions are finished. In addition, by
using these forms and pages, you can customize the chat experience for your users.

Available in: Salesforce

Classic

By using pre-chat forms, you can collect information from a customer, such as a name or a description
of a problem, after the customer requests to chat with an agent. This information can help direct
chat requests efficiently and can reduce the amount of time that agents need to spend collecting
information before beginning a chat session. You can also use this information to customize a
customers experience while the customer chats with an agent, such as including the customers
first name in the chat window.
By using post-chat pages, you can share information with customers at the end of a chat session.
For example, you can direct your customers to another Web page after they complete a chat with
an agent, and you can forward them to a survey about their chat experience.

Live Agent is available in:

You have to create pre-chat forms and post-chat pages programmatically, using Live Agents APIs.
For information on creating customized pre-chat forms and post-chat pages, see the Live Agent
Developers Guide (English only).

Create Quick Text Messages

Quick Text messages enable agents to include standardized notes with case updates and to send
common responses to customers without having to type the responses each time. Create custom
messages for your agents to use when they email and chat with customers.
1. Click the Quick Text tab.
2. Click New.
3. If you have more than one Quick Text record type, select a record type for the new message,
and then click Continue.
4. Type a message name.
5. Type the message.

EDITIONS
Available in: Salesforce
Classic
Available in: Group,
Enterprise, Performance,
Unlimited, and Developer
Editions

USER PERMISSIONS

It can include line breaks, lists, and special characters and can be up to 4,096 characters.
6. Click Available Merge Fields to display the merge field selector.
7. Select the channels in which you want the message to be available.
Depending on which features are enabled in your organization, these channels might be
available.
Emailthe Case Feed Email action
Live Agent Live Agent in the Salesforce console
Portala community or a customer portal
Phonethe Case Feed Log a Call action
Internalthe Case Feed Change Status action
8. Select a category.

To create Quick Text

messages:
Create, Read, Edit,
and Delete on Quick
Text

Customize Your Live Agent Implementation

Set Visibility for Live Agent Users

9. Optionally, select a subcategory.

10. Click Save.
Tip: Click Test and Verify Merge Fields to view a sample of the quick text, populated with data from records that you choose.

Set Visibility for Live Agent Users

Choose how your Live Agent users can view the Supervisor Tab and Live Agent Sessions using
Profiles and Permission Sets.
Set Visibility for the Supervisor Tab through Profiles
The Live Agent supervisor panel is your supervisors one-stop shop for finding information
about their organizations chat buttons and chat agents. Make the Live Agent supervisor tab
visible to users who are assigned to specified profiles.
Set Visibility for the Live Agent Sessions Tab through Permission Sets
Session records store information about your agents and customers interactions online, such
as how many chat requests were processed, how long agents spent online, or how long agents
were actively engaged in chats with customers. Make the Live Agent sessions tab visible to
users who are assigned to specified permission sets.
Set Visibility for the Live Agent Sessions Tab through Profiles
Session records store information about your agents and customers interactions online, such
as how many chat requests were processed, how long agents spent online, or how long agents
were actively engaged in chats with customers. Make the Live Agent sessions tab visible to
users who are assigned to specified profiles.

Customize Your Live Agent Implementation

Set Visibility for the Supervisor Tab through Profiles

The Live Agent supervisor panel is your supervisors one-stop shop for finding information about
their organizations chat buttons and chat agents. Make the Live Agent supervisor tab visible to
users who are assigned to specified profiles.
1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Click Edit next to the profile that you want to give access to the supervisor tab.
3. Set the visibility of the Live Agent supervisor tab to Default On.
4. Click Save.
After you give your users permission to access the Live Agent supervisor tab, set up access to the
Live Agent supervisor panel in the Salesforce console.

USER PERMISSIONS
To set tab visibility for Live
Agent features:
Manage Profiles and
Permission Sets

Customize Your Live Agent Implementation

Set Visibility for the Live Agent Sessions Tab through

Permission Sets

Set Visibility for the Live Agent Sessions Tab through Permission Sets
Session records store information about your agents and customers interactions online, such as
how many chat requests were processed, how long agents spent online, or how long agents were
actively engaged in chats with customers. Make the Live Agent sessions tab visible to users who
are assigned to specified permission sets.

EDITIONS
Available in: Salesforce
Classic

Alternatively, you can give users access to the Live Agent sessions tab through profiles.
1. From Setup, enter Permission Sets in the Quick Find box, then select Permission
Sets.
2. Click the name of a permission set, or create a permission set.
3. Click Object Settings.

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012
Live Agent is available in:
Unlimited Edition with the
Service Cloud

4. Click Live Agent Sessions.

5. Click Edit.
6. In Tab Settings, select Available and Visible.

Live Agent is available for an

additional cost in: Enterprise
and Unlimited Editions

7. Click Save.
SEE ALSO:

USER PERMISSIONS

Set Visibility for the Live Agent Sessions Tab through Profiles

To set tab visibility for Live

Agent features:
Manage Profiles and
Permission Sets

Customize Your Live Agent Implementation

Set Visibility for the Live Agent Sessions Tab through Profiles

Set Visibility for the Live Agent Sessions Tab through Profiles
Session records store information about your agents and customers interactions online, such as
how many chat requests were processed, how long agents spent online, or how long agents were
actively engaged in chats with customers. Make the Live Agent sessions tab visible to users who
are assigned to specified profiles.

EDITIONS
Available in: Salesforce
Classic

Alternatively, you can give users access to the Live Agent sessions tab through permission sets.
1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Select a support agent profile.
3. Click Edit.
4. Set the visibility of the Live Agent sessions tab to Default On.
5. Click Save.
SEE ALSO:
Set Visibility for the Live Agent Sessions Tab through Permission Sets

Live Agent is available in:

USER PERMISSIONS
To set tab visibility for Live
Agent sessions:
Manage Profiles and
Permission Sets

Set Privacy Options for Live Agent Users

Protect your agents and the customers they assist by blocking sensitive data and unwanted visitors.
Block Sensitive Data in Chats
Sensitive data rules let you block specific patterns, such as credit card, Social Security, phone
and account numbers, or even profanity. You can choose to remove the text or replace it with
your preferred characters.
Let Your Agents Block Visitors by IP Address
Help your agents avoid troublesome customers by blocking chats from specified IP addresses.
Create an IP Blocking Rule to Block Chat Visitors
Help your agents avoid troublesome customers by blocking chats from specified IP addresses.

Customize Your Live Agent Implementation

Block Sensitive Data in Chats

Sensitive data rules let you block specific patterns, such as credit card, Social Security, phone and
account numbers, or even profanity. You can choose to remove the text or replace it with your
preferred characters.
1. In Setup, enter Sensitive Data in the Quick Find box, then select Sensitive Data
Rules.
2. Click New.
3. Write each pattern as a JavaScript regular expression (regex), and choose your preferred settings.
The regex is case-sensitive.
4. Click Test Your Pattern.
5. Enter some text in the format of the data you want to block, such as 123-45-6789 for a Social
Security number.
6. Preview your results to ensure that the rule is working correctly.
7. Select the roles for which you want to enforce this rule.
8. Click Save.
You can block the text from agents, supervisors, customers, or all of these. When a rule is triggered,
it logs one or more of these chat transcript events:
Sensitive data blocked (Agent)

USER PERMISSIONS
To create sensitive data
rules:
Customize Application

Sensitive data blocked (Supervisor)

Sensitive data blocked (Visitor)
Note: Sensitive data is visible while someones typing, but it is masked when the person
sends it. So if you want to mask customer information from agents, we recommend disabling
Agent Sneak Peek (under Setup > Customize > Live Agent > Live Agent Configurations).
Sensitive data rules apply to the auto-greeting and any quick text that you have enabled.
They dont apply to the agent name or other standard text in the chat window.

Customize Your Live Agent Implementation

Let Your Agents Block Visitors by IP Address

Help your agents avoid troublesome customers by blocking chats from specified IP addresses.
You can enable your agents to block chat requests from specified IP addresses while they work in
the console. For example, if a customer is using abusive language or sending spam messages, the
agent can block that user from starting a new chat.
An agent action blocks chats from an individual IP address.
Blocked visitors will see a message indicating that chat isnt available.
If a customer attempts to request a chat from a blocked IP address, the chat won't enter a queue,
nor will it be routed to agents. In addition, you can modify or delete blocking rules.
1. In Setup, enter Live Agent Configurations in the Quick Find box, then select
Live Agent Configurations.
2. Click Edit next to the configuration that you want to modify.
3. Under Basic Information, select Visitor Blocking Enabled.

4. Click Save.
As a Salesforce admin, you can also block individual IP addresses. Or, if your Salesforce org is receiving
spam chats from a particular region, you can block entire IP ranges. See Create an IP Blocking Rule
for more information.

USER PERMISSIONS
To chat with visitors in Live
Agent in the Salesforce
console:
Live Agent is enabled,
set up, and included in
a Salesforce console
app

Customize Your Live Agent Implementation

Create an IP Blocking Rule to Block Chat Visitors

Help your agents avoid troublesome customers by blocking chats from specified IP addresses.
You can block chat requests from specified IP addresses. For example, if a customer is using abusive
language or sending spam messages, you can block that user from starting a new chat. If your
Salesforce org is receiving spam chats from a particular region, you can block entire ranges of IP
addresses.
Blocked visitors will see a message indicating that chat isnt available.
If a customer attempts to request a chat from a blocked IP address, the chat won't enter a queue,
nor will it be routed to agents. In addition, you can modify or delete blocking rules.
1. In Setup, enter Block Visitors in the Quick Find box, then select Block Visitors.
For guidelines on entering valid IP ranges, see Set Trusted IP Ranges for Your Organization.
2. Click New and fill in the parameters of your Blocking Rule.
3. Click Save.
You can also enable your agents to block chat requests from specified IP addresses while they work
in the console. See Let Your Agents Block Visitors by IP Address for more information.

USER PERMISSIONS
To chat with visitors in Live
Agent in the Salesforce
console:
Live Agent is enabled,
set up, and included in
a Salesforce console
app

SET UP LIVE AGENT IN THE SALESFORCE CONSOLE

After you set up and customize your basic Live Agent implementation, add it to the Salesforce
console so that your agents and supervisors can start using chat to assist customers. Additionally,
you can set up some other features in the Salesforce console to create an even more robust chat
experience for your agents and your customers.
Add Live Agent to the Salesforce Console
Adding Live Agent to the Salesforce console enables agents and supervisors to chat with
customers and access other customer service tools in one place.
Set Up Chat Answers from Knowledge Articles
If your organization uses Salesforce Knowledge, you can enable your agents to answer customer
questions by using information from your knowledge base. Set up chat answers on articles so
that agents can search for articles from Live Agent in the Salesforce console and include the
information in chats.
Add the Supervisor Panel to the Salesforce Console
Add the supervisor panel to the Salesforce to make your support supervisors work easier. That
way, supervisors can access information about their agents without having to switch between
workspaces.
Add a Console Sidebar Lookup Component for Chats Routed with Omni-Channel (Beta)
Provide agents with a sidebar lookup component in their Salesforce console so they can quickly
look up or create associated records for chats. This component is only for chats using
Omni-Channel routing (Beta).
SEE ALSO:
Create a Basic Live Agent Implementation
Customize Your Live Agent Implementation

USER PERMISSIONS
To set up Live Agent:
Customize Application
To create user profiles or
permission sets:
Manage Profiles and
Permission Sets

Set Up Live Agent in the Salesforce Console

Add Live Agent to the Salesforce Console

Adding Live Agent to the Salesforce console enables agents and supervisors to chat with customers
and access other customer service tools in one place.

EDITIONS

Before you add Live Agent to a Salesforce console app, you need to create a Salesforce console app
if you dont have one set up.

Available in: Salesforce

Classic

After you set up Live Agent, add it to a Salesforce console app. After Live Agent is set up in the
console, your agents can interact with chat customers. With the Salesforce console, your agents
and supervisors can access Live Agent and other Service Cloud products in one place to provide
customers fast and efficient customer service.
1. From Setup, enter Apps in the Quick Find box, then select Apps.
2. Click Edit next to the name of the Salesforce console app in which you want to set up Live
Agent.
3. Select Include Live Agent in this App.

Live Agent is available in:

Performance Editions and
in Developer Edition orgs
that were created after June
14, 2012
Live Agent is available in:
Unlimited Edition with the
Service Cloud

4. Choose the records or pages that you want to open as subtabs of chat sessions in the chat
workspace.

Live Agent is available for an

additional cost in: Enterprise
and Unlimited Editions

5. Optionally, if your Salesforce org has Knowledge enabled, select Include Suggested
Articles from Knowledge in Live Agent to display the Knowledge One
widget in the chat workspace.

USER PERMISSIONS

6. Click Save.
You can run multiple Salesforce apps at the same time. However, if you log in to another Salesforce
app while youre logged in to a Salesforce console app, you cant accept new chat requests.

To add Live Agent to the

Salesforce console:
Customize Application

Set Up Live Agent in the Salesforce Console

Set Up Chat Answers from Knowledge Articles

If your organization uses Salesforce Knowledge, you can enable your agents to answer customer
questions by using information from your knowledge base. Set up chat answers on articles so that
agents can search for articles from Live Agent in the Salesforce console and include the information
in chats.
To give support agents the ability to include information from Knowledge articles in chat sessions
by using the Knowledge One widget, you need to add a custom field thats called Chat Answer
to article types. This field stores information from the article thats appropriate to share with
customers during a live chat. Using this field can be helpful for articles that are too long for an agent
to include easily in a response.
Create the custom field as a Text, Text Area, or Text Area (Long). The Rich Text Field option is not
supported. You need to add this custom field to each article type that contains information that
you want operators to access from the Knowledge One widget.
1. From Setup, enter Knowledge Article Types in the Quick Find box, then select
Knowledge Article Types.
2. Create or edit an article type.

3. Click New in the Fields related list.

USER PERMISSIONS

4. Select Text, Text Area, or Text Area (Long).

Dont select Text Area (Rich).

To set up the Knowledge

One widget:
Customize Application

5. Click Next.
6. Enter Chat Answer in Field Label.
Make sure that Field Name is populated automatically with Chat_Answer. (You can use a
different name for the Field Label.)

AND
Manage Knowledge

7. Click Next.
8. Specify security settings, and then click Next.
Make the Chat Answer field visible to authors, editors, and live chat agents. Hide it from portal users or other users who dont need
access to it.
9. Select Yes, add this custom field to the layout, and then click Save.

Set Up Live Agent in the Salesforce Console

Add the Supervisor Panel to the Salesforce Console

Add the supervisor panel to the Salesforce to make your support supervisors work easier. That way,
supervisors can access information about their agents without having to switch between workspaces.

EDITIONS

1. In Setup, enter Apps in the Quick Find box, then select Apps.

Available in: Salesforce

Classic

2. Click Edit next to the Salesforce console app that you want to add the supervisor panel to.
3. In the Choose Navigation Tab Items section, add Live Agent Supervisor to the
Selected Items list.
4. Click Save.

Live Agent is available in:

USER PERMISSIONS
To set up Live Agent and
manage apps:
Customize Application

Add a Console Sidebar Lookup Component for Chats Routed with

Omni-Channel (Beta)
Provide agents with a sidebar lookup component in their Salesforce console so they can quickly
look up or create associated records for chats. This component is only for chats using Omni-Channel
routing (Beta).
Note: This release contains a beta version of Omni-Channel routing for Live Agent chats,
which means its a high-quality feature with known limitations. Omni-Channel routing for
Live Agent chats isnt generally available unless or until Salesforce announces its general
availability in documentation or in press releases or public statements. We cant guarantee
general availability within any particular time frame or at all. Make your purchase decisions
only on the basis of generally available products and features.
Before you add a sidebar component to the Salesforce console app, you need:
A Salesforce console app with Live Agent and Omni-Channel added to it.
At least one chat button that uses the routing option Omni.
Edit access for Live Chat Transcript granted to agents handling chats routed through
Omni-Channel.
1. From Setup, enter Live Agent in the Quick Find box, then select Live Chat
Transcripts > Page Layouts.

Set Up Live Agent in the Salesforce Console

Add a Console Sidebar Lookup Component for Chats Routed

with Omni-Channel (Beta)

2. Click Edit next to the Live Chat Transcript (In Progress) Page Layout.
3. Click Custom Console Components.

4. For the sidebar you want to add the lookup component to, enter a width. Do not choose the left sidebar, as chats appear on the left
side.
5. Select Lookup as the Type.
6. Select an object type using the Field menu. This is the object type agents will find or create records for.
7. Select any other desired settings.
8. Repeat steps 4-7 for each object type you want to include.

9. Click Save.
Agents can now link and unlink records using the sidebar component.

Set Up Live Agent in the Salesforce Console

Add a Console Sidebar Lookup Component for Chats Routed

with Omni-Channel (Beta)

Sidebar Lookup Component with No Linked Records

Sidebar Lookup Component with Linked Contact Record

INDEX
Live Agent (continued)
customize implementation 27
deployment 17
deployments 16, 18, 26
enabling 3
[Link] sites 26
incoming chat notifications 15
Live Agent
44
Salesforce console 44
permitted domains 18
post-chat page 33
pre-chat form 33
queueing options 24
Quick Text 33
routing options 23
sensitive data 38
sessions 3637
Sessions tab 3637
set up 2, 27, 41
setting Supervisor tab visibility through profiles 35
setting up 43
settings 11
skills 9
status notifications 15
supervisor panel 35, 44
supervisor tab 35
transfer chats 3940
Live Agent configurations
settings 11
Live Agent deployment
settings 17
Live Agent Sessions tab
permission sets 36
profiles 37
Live Agent user
creating 4

A
Automated chat invitations
create 28
automated invitation
settings 29

B
Buttons
Live Agent 19

C
chat button
settings 20
configuring 10

D
deployment
settings 17
deployments
Live Agent 16

E
Enabling
Live Agent 3

K
Knowledge One widget
setting up 43

L
Live Agent
add to Salesforce console 41
add to the Salesforce console 42, 44
agent permissions 4, 6
audio notifications 15
automated chat invitations 28
automated invitation 29
basic implementation 2
block 38
chat button 20
chat buttons 2324
configuring 11
creating buttons 19
creating users 4
customize chat windows 26

Q
Quick Text>
create messages 33

S
Salesforce console
configuring 10
Live Agent configurations 10

Index

Salesforce console (continued)

supervisor panel 44

skills
Live Agent user 9
supervisor panel 44

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