Monday, 4 May 2020

Embedded Service Chat for Your Community

Embedded Service Chat enables you to take care of Customers directly by using Communities. It provides a chat window that’s optimized for mobile browsers, too, so customers have a great chat experience whether they’re on their desktop or mobile phone.

Pre-requisite :

  • Lightning Experience must be enabled to set up Embedded Service
  • Service Cloud License
  • Chat License
  • Chat must be enabled in your org
  • A Chat button and a Chat deployment must be set up and available in your org
  • A Salesforce Community (preferable) or a Salesforce Site must be set up on your org and available for guest user access

In case you haven't implemented Chat in your org. Refer - Chat Implementation

To set up Embedded Chat, follow these steps:

1. Go to 'Embedded Service Deployments' from quick find. Create New Deployment.




















2. Click on 'Get Code' from Deployment window.





















3. Copy the code from 'Chat Code Snippet'. Paste it into notepad and save it as .js file.
Now upload the JS file into Static Resource and make Cache Control as 'Public'.





















4. Now go to your community builder, Add 'Embedded Service Chat' component to community.




















5. Open Embedded Service Chat setting window and add static resource file net into 'Snippet Setting File' with .js.





















6. Whitelist your chats URL as below. Else your Embedded Chat won't work.





















This completes the setup, now publish the site and check your Embedded Chat.

Here is the Demo : 

Links :
How to setup Live Chat - Live Chat Setup
How to setup Einstein Bots - Einstein Bot with Live Chat