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How to setup Salesforce Live Web Chat? Setup From Chat Agent Guided Setup Flow. Grab your code snippet. Embedded Service Deployment setup. Configure the Chat Setting like Pre-Chat Page and etc. ... Create VF page to publish live agent code. Create Visual force page and add code. Test Salesforce Live agent.

How to display chat transcripts in a Salesforce object When you log in to your Salesforce account, go to the Salesforce Setup > Object Manager tab and select the object where you want to display chat transcripts. On the Page Layouts page, select the layout that you want to associate with chat transcripts.

What is a chat transcript? A chat transcript is an exact copy of a live chat conversation between a customer advisor and a customer. It acts as a record of every detail of the exchange, including the text, customer's details, and even time stamps for each message.

When the Bot is engaged with the Chat conversation the Status of the Live Chat Transcript record will be set to Waiting until the Chat is assigned to an Agent. Once the active Chat gets transferred to an Agent, finishing the Bot engagement, the Live Chat Transcript Status will be automatically updated to InProgress.

Configure for Salesforce Chat (Live Agent) the Salesforce Chat Extension Package: production. ... Once installation is complete, Turn on Detection for LiveChatTranscript. You should see the following alert notification: Congratulations! You have successfully configured Salesforce Chat for Blackthorn Compliance.

Limitations of Salesforce Live Chat The customer can only control the case field on the pre-chat form. We need a Chat User license, and the number of these licenses is limited for different environments. The Long Text Area of the Live Chat platform is not supported in the 'Pre-chat' form.

Sending transcripts automatically after chats The final and most complex method of getting the chat transcripts involves using a LiveChat webhook. Using this method, you can receive a chat transcript after each of your chats. Start by creating webhook. Go to the Webhooks section and click on the Add a webhook link.

How to display chat transcripts in a Salesforce object When you log in to your Salesforce account, go to the Salesforce Setup > Object Manager tab and select the object where you want to display chat transcripts. On the Page Layouts page, select the layout that you want to associate with chat transcripts.