Live
Agent is a comprehensive chat solution that makes it easy for your
organization's agents and support supervisors to assist customers in
real time.
Step
1 :- Open live Agent Setting
Customize
--> Live Agent----> Live Agent Settings
Step
2:- Enable Live Agent
Click on Enable Live Agent Chat Box and click on save button
Once
you will enable the Live Agent below object will auto created in your
org.
- Live Chat Visitors
- Live Chat Transcripts
- Live Chat Transcript Events
- Live Agent Sessions
- Live Agent Supervisor
- Live Agent
- Quick Text
Step
3:- Setup Live Agent User.
Setup--> My Setting -> Advanced User Details--> Then click on Live Agent User checkbox and Service Cloud User Checkbox.
Setup--> My Setting -> Advanced User Details--> Then click on Live Agent User checkbox and Service Cloud User Checkbox.
Step
4:- Set Skills
Click on Setup --> Live Agent --> Skills
Click on Setup --> Live Agent --> Skills
Then
Click on New button and setup skill like below screen.
Step
5:- Upload Online and Offline Image
Upload online and offline image in "Static Resource" .
Upload online and offline image in "Static Resource" .
Step
6:- Setup Chat
Buttons & Invitations
Setup--> Customize -->Live Agent --> Chat Buttons & Invitations.
Then
click on New Button. And add all below details.
Once
you will click on Save button the chat button code will come.
Copy
and Paste the Chat Button Code in Notepad.
Step
7:- Create Deployment
Click on Setup-> Customize --> Live Agent--> Deployments .
Click on Setup-> Customize --> Live Agent--> Deployments .
Then
click on New button
and provide all below detail.
Then
click on Save button.
After Saving Deployment code will come like below.
Copy
and Paste the Deployment Code in Notepad (Below Chat button Code).
Create
the HTML page with Chat Button Code and Deployment Code.(Save
the Notepad file as .html)
Now
Setup the Agent Console ( Console App )
Step 1:- Open App Wizard
Step 1:- Open App Wizard
Setup--> Create --> Apps
Step
2:- Create new Console App
Click on New button then select console button .
Click on New button then select console button .
Enter the Require Details While Creating Application.
While creating the App on Step 6 select the "Include Live Agent in this App" check box like below.
Now Live Agent App is Ready to use.
How
To Test
Open The HTML page which you created.(Contains code for Chat Button and Deployments).
Once you page will open and Agent is not online the below Html page will show you offline image.
Open The HTML page which you created.(Contains code for Chat Button and Deployments).
Once you page will open and Agent is not online the below Html page will show you offline image.
Once Agent will come online from agent console then image will change on client HTML page
How Agent will come online.
Step
1:-
Select Live Agent Console App.
Step 2) Then
from the Live Agent Click on Online button.
Now
All Set Agent is online :)
Step 3) Refresh you HTML page.
Step 3) Refresh you HTML page.
Once Agent will Online the HTML will show you online image like below.
Then
click on Image the set session will start.
Accept chat
from agent console.
Thanks for putting this up. This really helps. Can you post something in lightning?
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