Customize and Publish Your Changes

When your changes are saved back to the server, the Live Experience widget should appear on your site in development mode.

  1. Go to the Customer Portal admin page and select development mode.
    The Live Experience widget should now be visible and active in the default location of the bottom-right corner of every page in the customer portal.
  2. Customize the appearance, placement, and behavior of the widget as well as define how engagements are routed to and handled by your agents.
  3. When you are ready to publish the changes to your site, use the Customer Portal admin page and promote your changes to staging and then production.