How to implement Live Agent into Salesforce From Scratch

To Create a Basic Live Agent Implementation into Salesforce we need to follow the 7 easy steps that are given below:

• Enable Live Agent
• Create Live Agent Users
• Create and Assign Live Agent Skills
• Create Live Agent Configurations
• Create Live Agent Deployments
• Create Chat Buttons
• Customize Your Live Agent Branding with Lightning Platform Sites

Step1 – Enable Live Agent: In order to enable Live agent user must have Customize Application permission

1. From Setup in Salesforce Classic, enter Live Agent Settings in the Quick Find box, then select Live Agent Settings.
2. Select Enable Live Agent.
3. Click Save.

Step2 – Create Live Agent Users :

1. From Setup in Salesforce Classic, enter Users in the Quick Find box, then select Users.
2. Click Edit next to a user’s name.
3. Select Live Agent User. If you don’t see this checkbox, verify that your support organization has purchased enough Live Agent feature licenses.
4. Click Save.

Step3 – Create And Assign Live Agent Skills :

1. From Setup, enter Skills in the Quick Find box, then select Skills.
2. Click New.
3. Enter a name for the skill.
   For example, you can create a skill that’s called “Accounts” for agents who specialize in questions about customer accounts.
4. In the Assign Users area, select the users whom you want to associate with the skill.
5. In the Assign Profiles area, select the profiles that you want to associate with the skill.
6. Click Save.

To enable supervisors to assign skills, enable the “Assign Live Agent Skills to Users” permission on their profiles.