How to Implement Salesforce Live Agent Chat effortlessly in Just 10 Minutes

Implementing Salesforce Live Agent chat on your website and Salesforce account takes just few minutes. But the benefits for your business are huge:

  • 20% or higher increase in conversions from improved engagement
  • Faster problem resolution with customers
  • Reduced support tickets and calls
  • Deeper sales conversations to close more deals

With its robust tracking, integration, and analytics capabilities, Live Agent meets the needs of enterprises and SMBs alike.

In this guide, you’ll walk through all the pivotal steps to effortlessly set up Salesforce Live Agent. From initial configuration to establishing operators and embedding chat widgets, you’ll be guided through everything necessary to satisfy customers with real-time assistance in under 10 minutes.

No technical expertise needed – follow this simplified process to enjoy the many rewards an efficient live chat platform can deliver. By the end, you’ll have a deeper understanding of:

  • Getting Live Agent access and reviewing settings
  • Creating skilled teams of chat agents
  • Embedding slick chat interfaces on your site

Now let’s get started on leveling up your business with Salesforce Live Agent!

How to Set Up Salesforce Live Agent in Salesforce

Total Time: 10 minutes

Access Service Setup

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Log into your Salesforce account and go to Service Setup.

Go to Recommended Setup

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In Service Setup, click View All under Recommended Setup.
Click the tile for Chat with Customers.

Start Configure Web Based Chat

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This will launch the Live Agent configuration wizard.
On the Chat with Customers page, click the Start button.

Create a Chat Queue

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A queue holds incoming chats until they're routed to the right person on your team.
Enter a Queue Name, i.e. "Web Support".

Adjust Chat Workload Limits

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Determine the capacity of your agents to manage simultaneous tasks. Adjust the volume of chats in proportion to agent capabilities to ensure they can manage multiple interactions without becoming overwhelmed.

Provide Website URL

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Enter the URL of the website where you wish to embed this chat.

Choose Type

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Link your chats to Salesforce objects, like Contact and Case, to automatically generate records for each.

Configure Offline support

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Set up a support form so visitors can submit a case when your team isn't available. We won't be configuring this service at the moment.

Finish configuration

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The setup wizard will now work to finalize configurations. This can take some time to complete.

Grab Code Snippet

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Once finished, copy the generated Chat Code Snippet.
This can be added to websites later to deploy chat.

Complete Live Agent Configuration

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This screen says that you have setup the live agent for the customers.

Next, check out How to Connect Live Agent Chat to Service Cloud Console

Conclusion

Implementing Live Agent chat takes just minutes but delivers immense value. With this guide, you now have all the key steps to configure Live Agent, build chat teams, and embed intuitive chat widgets.

By improving real-time engagement, your business is primed to boost conversions, expedite issue resolution, minimize contacts, and capture more sales opportunities. The benefits of live chat are clear and set your customer service apart.

Kritik Garg

Kritik Garg

Freelance Salesforce Developer & Consultant

Kritik Garg is a highly skilled Salesforce developer and consultant with a proven track record of successfully completing projects of various sizes and complexities, from short-term assignments to long-term partnerships. He is the founder and CEO of Arrify, and is available to work on projects in the United States, United Kingdom, and Australia.
If you are looking for Salesforce Assistant, contact Kritik now.
Kritik has extensive experience working with various industries, including banking, healthcare, education, telecommunications, and manufacturing. He is an expert in Salesforce Sales, Service, and Marketing cloud, and is skilled in programming and developing various Salesforce features, such as APEX Programming, Lightning framework, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.

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