How do I enable and set up chat?
To enable the service representatives to use the chat function and to receive chat notifications, you must complete the following steps.
- Opt into the Omnichannel Routing feature
- Opt into the Chat feature
- Enable Omnichannel profile option
- Enable notifications
- Enable Chat profile option
- Enable the Chat Inlays profile option
- Enable the Anonymous Access profile option
- Provide the Chat Agent role to users who will be handling chats
- Create your queues and associate your chat agents
- Create your assignment rules to route your chats
- Set up your Digital Customer Service users
For more information about enabling Omnichannel to route your chats, see How do I automatically route chat work assignments to agents?