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.

  1. Opt into the Omnichannel Routing feature
  2. Opt into the Chat feature
  3. Enable Omnichannel profile option
  4. Enable notifications
  5. Enable Chat profile option
  6. Enable the Chat Inlays profile option
  7. Enable the Anonymous Access profile option
  8. Provide the Chat Agent role to users who will be handling chats
  9. Create your queues and associate your chat agents
  10. Create your assignment rules to route your chats
  11. 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?