Create a B2C Service Profile for Agents Who Use Live Experience

You need to create a B2C Service profile for your agents who are going to use the Live Experience add-in.

This profile contains the permissions necessary to display the Live Experience component in the B2C Service application.

1. In the B2C Service Agent Desktop, expand Navigation > Staff Management, and then double-click Profiles.
2. Click New on the ribbon.
3. Give the profile a meaningful name, such as LX Associate.
4. Click Permissions on the ribbon.
5. On the Administration tab, under Agent Browser User Interface, select Account Authentication.
6. Open the Contacts tab and select the Select All check box next to Contacts and Thread.
7. Open the Service tab and select Select All next to Incidents.
8. Click Save.
9. Click Analytics on the ribbon.
10. In the reports section, select All for both Open and Edit permissions.
11. Click Save.
12. From the B2C Service Agent Desktop Navigation menu, expand Navigation > Site Configuration, and then double-click Add-In Manager and map it to the profile you just created.
13. Open your Live Experience add-in and select Profile Access on the ribbon.
14. In the Add-In Access section, under Profiles Allowed to Access, select the profile you created.
15. Under Allowed Interfaces for Agent, select Select All.
16. Click Save.

Results:

The permissions you assign only let the Live Experience component display in the B2C Service desktop with some basic functionality. You need to customize permissions to enable additional functionality.

What to do next

Next, Assign the Live Experience Profile to B2C Service Accounts.