Set Up One-Click Meeting Support in B2C Service

You can add Live Experience meeting support to tasks in your B2C Service interface.

  1. On the Activate B2C Service Integration page, scroll to the Set Up One-Click Meeting section.
  2. Select Download to download the LX Attach Meeting extension file.
  3. Log in to B2C Service.
  4. Expand Navigation > Site Configuration, then double-click Add-In Manager.
  5. In the Open window, select the LX Attach Meeting extension file.
  6. Enter details about the Add-in. At a minimum, give it a meaningful name, such as LX Attach Meeting. For Extension Type, choose Workspace.
  7. Expand Navigation > Database, then double-click Custom Fields.
  8. Create the following fields under Task:
    • LX Meeting URL
    • LX Meeting Code
  9. Update the task workspace to include the LX Attach Meeting extension and custom fields.
    1. Expand Navigation > Application Appearance, then double-click Workspaces/Workflows.
    2. From the Workspaces/Workflows Explorer, select the jaj_BUI folder and then double-click your task workspace.
    3. On the ribbon, select Insert Control, and then drag-and-drop LX Attach Meeting somewhere on the task form.
    4. Drag-and-drop the LX Meeting Code and LX Meeting URL fields onto your workspace wherever you want them to appear.
      We recommend that you set the fields to be read-only so that agents don't accidentally change the meeting URL or code saved to the task.
  10. Update your profile access so that your B2C Service users have access to the customized workspace.

What to do next

Next, see Testing Live Experience with B2C Service.