{"id":62056,"date":"2016-10-17T11:31:46","date_gmt":"2016-10-17T11:31:46","guid":{"rendered":"http:\/\/webkul.com\/blog\/?p=62056"},"modified":"2016-12-28T10:04:35","modified_gmt":"2016-12-28T10:04:35","slug":"how-to-configure-live-agent-for-chatting-with-customers","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/how-to-configure-live-agent-for-chatting-with-customers\/","title":{"rendered":"How to configure Live Agent for chatting with customers"},"content":{"rendered":"<p>Live Agent lets service organizations connect with customers or website visitors in real time through a Web-based, text-only live chat. You can customize Live Agent to create a personalized chat experience for your customer service agents and the customers they serve using custom code. Lets get started.<\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\">Steps to be Followed to create Live Agent<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p><strong>Step 1: Enable Live Agent.<\/strong><br \/>\n1) Goto Setup, enter Live Agent Settings in the Quick Find box, then select Live Agent Settings.<br \/>\n2) Select Enable Live Agent.<br \/>\n3) Click Save.<\/p>\n<p><strong>Step 2: Make yourself a live agent user<\/strong><br \/>\n1) Enter Users in the Quick Find box, then select Users.<br \/>\n2) Click Edit next to your name.<br \/>\n3) Select Live Agent User.<br \/>\n4) Click Save.<\/p>\n<p><strong>Step 3: Create a Skill<\/strong><br \/>\n1) Enter Skills in the Quick Find box, then select Skills.<br \/>\n2) Click New.<br \/>\n3) Enter the name Support.<br \/>\n4) In the Assign Profiles area, add System Administrator, Standard User, and Custom: Support Profile.<br \/>\n5) Click Save.<\/p>\n<p><strong>Step 4: Create a basic Chat configuration<\/strong><br \/>\n1) Enter Live Agent Configurations in the Quick Find box, then select Live Agent Configurations.<br \/>\n2) Click New.<br \/>\n3) Enter the name Chat Configuration.<br \/>\n4) Assign the same profiles as you did for your skill (System Administrator, Standard User, and Custom: Support Profile).<br \/>\n5) Click Save.<\/p>\n<p><strong>Step 5: Add branding images<\/strong><br \/>\n1) Save these chat window and button images to your desktop.<br \/>\n<a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-us4ee04685161082ff2c379c4c8f78f362.png\"><img decoding=\"async\" class=\"alignnone wp-image-62062 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-us4ee04685161082ff2c379c4c8f78f362.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"450\" height=\"200\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-us4ee04685161082ff2c379c4c8f78f362.png 450w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-us4ee04685161082ff2c379c4c8f78f362-250x111.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-us4ee04685161082ff2c379c4c8f78f362-300x133.png 300w\" sizes=\"(max-width: 450px) 100vw, 450px\" loading=\"lazy\" \/><\/a><\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usda250bff4a7a5b113acd10ba6e86a93e.png\"><img decoding=\"async\" class=\"alignnone wp-image-62063 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usda250bff4a7a5b113acd10ba6e86a93e.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"900\" height=\"75\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usda250bff4a7a5b113acd10ba6e86a93e.png 900w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usda250bff4a7a5b113acd10ba6e86a93e-250x21.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usda250bff4a7a5b113acd10ba6e86a93e-300x25.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usda250bff4a7a5b113acd10ba6e86a93e-768x64.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/a><\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usf94cfe0e862639f8db31b8eb4fe836a5.png\"><img decoding=\"async\" class=\"alignnone wp-image-62064 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usf94cfe0e862639f8db31b8eb4fe836a5.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"450\" height=\"200\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usf94cfe0e862639f8db31b8eb4fe836a5.png 450w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usf94cfe0e862639f8db31b8eb4fe836a5-250x111.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/en-usf94cfe0e862639f8db31b8eb4fe836a5-300x133.png 300w\" sizes=\"(max-width: 450px) 100vw, 450px\" loading=\"lazy\" \/><\/a><\/p>\n<p>2) Enter Sites in the Quick Find box, then select Sites.<br \/>\n3) Create a Force.com domain if you don\u2019t already have one.<br \/>\n4) Click New.<br \/>\n5) Enter a site name.<br \/>\n6) Select yourself as the Site Contact.<br \/>\n7) Select Active.<br \/>\n8) For Active Site Home Page, use the lookup to select any existing Visualforce page.<br \/>\n9) Click Save.<br \/>\n10) Go to Develop | Static Resources.<br \/>\n11) Click New.<br \/>\n12) Name the image \u201cOnlineButton.\u201d<br \/>\n13) Click Choose File and select the online button image you saved.<br \/>\n14) Select Public for the Cache Control.<br \/>\n15) Click Save.<br \/>\n16) Repeat steps 8\u201313 for the offline button and chat window images. Name the offline button image \u201cOfflineButton\u201d and the chat window image \u201cChatWindow.\u201d<\/p>\n<p><strong>Step 6: Create a Chat button<\/strong><br \/>\n1) Enter Chat Buttons in the Quick Find box, then select Chat Buttons &amp; Invitations.<br \/>\n2) Click New.<br \/>\n3) Select the type Chat Button.or website visitors in real time through a Web-based, text-only live chat.<br \/>\n4) Name your chat button \u201cChat Button.\u201d<br \/>\n5) Under Routing Information, add your Support skill.<br \/>\n6) Under Chat Button Customization, use the lookup fields to associate your site and button images to the button.<br \/>\n7) Click Save.<br \/>\n6) Copy the button code that Salesforce generates for you and paste it somewhere handy<\/p>\n<p><strong>Step 7: Make Deployment<\/strong><br \/>\n1) Enter Deployments in the Quick Find box, then select Deployments.<br \/>\n2) Click New.<br \/>\n3) Name your deployment \u201cChat Deployment.\u201d<br \/>\n4) Enter \u201cArmor Decor Customer Service\u201d for the Chat Window Title.<br \/>\n5) Under Chat Window Branding, use the lookup fields to associate your site and chat window image to the button.<br \/>\n6) Click Save.<br \/>\n7) Copy the deployment code that Salesforce generates for you and paste it with your chat button code snippet.<\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\">Add live agent to the console and test you chat<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p><strong>Add Live Agent to the Console<\/strong><br \/>\nWe will have to make a separate Service Console and enable it for Live Agent.<br \/>\n1) Go to Create | Apps and click New.<br \/>\n2) Select Console.<br \/>\n3) Click Next.<br \/>\n4) Enter \u201cArmor Decor Console\u201d for the App Label.<br \/>\n5) Click Next to skip adding a console logo.<br \/>\n6) Click Next.<br \/>\n7) Select your Navigation Tab items. We recommend Accounts, Cases, and Contacts to start.<br \/>\n8) Click Next.<br \/>\n9) Select your primary tabs and subtabs, and click Next.<br \/>\n10) Select Include Live Agent in this App, and click Next. We\u2019ll talk about the additional options in the Live 11) Agent Basics module.<br \/>\n12) Select visibility and default settings. Make sure that the console is visible and default for you, the System Administrator.<br \/>\n13) Click Save.<\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\">Test the app<\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>First, you need a Visualforce Page to act as a website. This is where you\u2019ll place the button and deployment code snippets.<br \/>\n1) Go to Develop | Visualforce Pages.<br \/>\n2) Click New.<br \/>\n3) Enter the label \u201cStart Chatting\u201d (with the developer name Start_Chatting) and the description \u201cStart your Live Agent chat!\u201d<br \/>\n4) Add the following to your page:<\/p>\n<pre class=\"brush:xml\">&lt;apex:page &gt;\r\n\r\n    &lt;!-- \r\n    \/**\r\n    * Webkul Software.\r\n    *\r\n    * @category Webkul\r\n    * @author Webkul\r\n    * @copyright Copyright \u00a9 2000-2016 salesforce.com, inc. All rights reserved.\r\n    *\/\r\n    --&gt;\r\n\r\n     &lt;h1&gt;Let\u2019s start chatting...&lt;\/h1&gt;\r\n     &lt;br \/&gt;\r\n     Click the big button to start a chat.\r\n     &lt;br \/&gt;\r\n     \r\n     &lt;!--Button Code--&gt;\r\n     &lt;img id=\"liveagent_button_online_573280000004G6W\" style=\"display: none; border: 0px none; cursor: pointer\" onclick=\"liveagent.startChat('573280000004G6W')\" src=\"https:\/\/[your-site]Chatty\/resource\/1476691397000\/OnlineButton\" \/&gt;&lt;img id=\"liveagent_button_offline_573280000004G6W\" style=\"display: none; border: 0px none; \" src=\"https:\/\/[Your-Domain Name]\/resource\/1476691381000\/OfflineButton\" \/&gt;\r\n     &lt;script type=\"text\/javascript\"&gt;\r\n     if (!window._laq) { window._laq = []; }\r\n     window._laq.push(function(){liveagent.showWhenOnline('573280000004G6W', document.getElementById('liveagent_button_online_573280000004G6W'));\r\n     liveagent.showWhenOffline('573280000004G6W', document.getElementById('liveagent_button_offline_573280000004G6W'));\r\n     });&lt;\/script&gt;\r\n     \r\n     &lt;!--Deployment Code--&gt;  \r\n     &lt;script type='text\/javascript' src='https:\/\/c.la10.salesforceliveagent.com\/content\/g\/js\/38.0\/deployment.js'&gt;&lt;\/script&gt;      \r\n     &lt;script type='text\/javascript'&gt;\r\n     liveagent.init('https:\/\/d.la10.salesforceliveagent.com\/chat', '57228000000L2SV', '00D28000001Jm90');\r\n     &lt;\/script&gt;\r\n\r\n&lt;\/apex:page&gt;<\/pre>\n<p>5) Click Save.<br \/>\n6) Go back to Develop | Visualforce Pages.<br \/>\n7) Click Launch icon next to your new Visualforce Page. We recommend keeping the page in a separate browser window, so you can easily access it while you\u2019re in the console.<br \/>\n8) Your Visualforce Page should display your offline chat button. Let\u2019s go online!<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/offlineImage.png\"><img decoding=\"async\" class=\"alignnone wp-image-62072 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/offlineImage.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"476\" height=\"310\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/offlineImage.png 476w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/offlineImage-250x163.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/offlineImage-300x195.png 300w\" sizes=\"(max-width: 476px) 100vw, 476px\" loading=\"lazy\" \/><\/a><br \/>\n9) Go to your Setup window and use the app picker to open Armor Decor Console.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/Click.png\"><img decoding=\"async\" class=\"alignnone wp-image-62076 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/Click.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"185\" height=\"412\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/Click.png 185w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/Click-112x249.png 112w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/Click-135x300.png 135w\" sizes=\"(max-width: 185px) 100vw, 185px\" loading=\"lazy\" \/><\/a><\/p>\n<p>10) Open the Live Agent widget at the bottom of the page and change your status to online. Now you can receive chat requests!<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage.png\"><img decoding=\"async\" class=\"alignnone wp-image-62069 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"1286\" height=\"639\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage-300x149.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage-768x382.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/appimage-1200x596.png 1200w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/a><\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/goonline-234x300.png\"><img decoding=\"async\" class=\"alignnone wp-image-62070 size-medium\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/goonline-234x300.png\" alt=\"goonline\" width=\"234\" height=\"300\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/goonline-234x300.png 234w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/goonline-194x249.png 194w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/goonline.png 333w\" sizes=\"(max-width: 234px) 100vw, 234px\" loading=\"lazy\" \/><\/a><\/p>\n<p>11) Go back to your Visualforce Page. Refresh it. Since you\u2019re online in the console, the button should change to an online button.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/online.png\"><img decoding=\"async\" class=\"alignnone wp-image-62073 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/online.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"468\" height=\"329\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/online.png 468w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/online-250x176.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/online-300x211.png 300w\" sizes=\"(max-width: 468px) 100vw, 468px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Click the chat button to request a chat.<\/p>\n<p>12) If a chat window appears and you get a notification in the console, everything\u2019s working perfectly. Great job! Go ahead and accept the chat request from the console to start your chat (with yourself).<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/accept.png\"><img decoding=\"async\" class=\"alignnone wp-image-62068 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/accept.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"295\" height=\"399\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/accept.png 295w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/accept-184x249.png 184w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/accept-222x300.png 222w\" sizes=\"(max-width: 295px) 100vw, 295px\" loading=\"lazy\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/rec.png\"><img decoding=\"async\" class=\"alignnone wp-image-62074 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/rec.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"483\" height=\"453\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/rec.png 483w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/rec-250x234.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/rec-300x281.png 300w\" sizes=\"(max-width: 483px) 100vw, 483px\" loading=\"lazy\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/SENDMSG.png\"><img decoding=\"async\" class=\"alignnone wp-image-62075 size-full\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/SENDMSG.png\" alt=\"How to configure Live Agent for chatting with customers\" width=\"336\" height=\"347\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/SENDMSG.png 336w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/SENDMSG-241x249.png 241w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/10\/SENDMSG-290x300.png 290w\" sizes=\"(max-width: 336px) 100vw, 336px\" loading=\"lazy\" \/><\/a><\/p>\n<p>Chat as much as you\u2019d like, then end the chat using the End Chat button on either the chat window or the console.<\/p>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Live Agent lets service organizations connect with customers or website visitors in real time through a Web-based, text-only live chat. You can customize Live Agent to create a personalized chat experience for your customer service agents and the customers they serve using custom code. Lets get started. Steps to be Followed to create Live Agent <a href=\"https:\/\/webkul.com\/blog\/how-to-configure-live-agent-for-chatting-with-customers\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":104,"featured_media":62133,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1887],"tags":[3795],"class_list":["post-62056","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-live-agent"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to configure Live Agent for chatting with customers<\/title>\n<meta name=\"description\" content=\"In this blog we will learn How to configure Live Agent for chatting with customers. 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