Setup a Salesforce live agent (Chat) connector

  1. In the lightning interface go to the setup

  1. Go through the chat provision helper

  1. When the stepper has finished copy the generated code into the clipboard

  1. Note down the buttonId, deploymentId, baseLiveAgentURL . You will need this values later.

  1. Go to the Company Information page

  1. Note down the Organization ID

  1. Go to the Buzzeasy Portal/Digital/Workflows page
  2. Create a new workflow
  3. Choose the Salesforce Agent Channel Connector

  1. Paste the values into the fields

  1. In the Salesforce lightning page (homepage) go the the apps

  1. Choose the Service Console

  1. In the Service Console click the Omni-Channel at the bottom.

  1. Make yourself available

  1. You can start accepting chat request now.

Sorry, your browser does not support inline SVG. article updatedarticle updated6/23/2020 9:06:53 AM (UTC)6/23/2020 9:06:53 AM (UTC)