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Then, add Embedded Service and Einstein Bots to give your agents and customers the best web chat experience.
Before you set up Chat, make sure that Omni-Channel is ready to handle chats with a service channel for chats, a chat queue with an associated routing configuration, and presence chxt that let your agents receive chats. Additionally, you can set up some other features in the Salesforce console to create an even more robust chat experience for your agents and your customers. So if you're using Digital Engagement with Sales Cloud, you'll need to manually set up your Chat implementation.
Create a chat queue on Omni-Channel, select your chat team, and get the Embedded Service code snippet to add chat to your website. Then, add Embedded Service and Einstein Bots to give your agents and customers the best web chat experience. You have two options: use a guided setup flow or manually create a custom implementation.
Service Cloud Set Up Chat in the Salesforce Console in Salesforce Classic After you set up and customize your basic Chat implementation, add it to the Salesforce console so that your chst and supervisors can start using chat to assist customers. Get started with live web chat in Lightning Experience with a quick guided setup flow. Important The guided setup flow is only available with Service Cloud.
Use the guided setup flow Use a guided setup flow to create a basic implementation, then customize it to your liking.