Make sure to notify your customers cyat enable cookies in their browsers so these services can work properly. If the user is not your contact, then in the search bar enter the username, select the user from the displayed list and hit Enter.
Copy the widget snippet code from the Code snippet section. On the Basic details tab, provide the following information: In the General information section, enter a 1stt for the chat widget.
This snippet code will be used in Step 3. An additional is required to access Omnichannel for Customer service.
On the Summary tab of the new work streamprovide the name of the work stream. In the Channel drop-down list, caht Live chat as the channel.
You can start a chat in 2 ways: If the user is your contact, then under Contacts in left sidebar click on the username to open the chat. For more information, see the Dynamics Customer Service pricing overview and Dynamics Customer Service pricing plan s.
In the Work Distribution section, browse and select the work stream you created for the chat widget, and save the record. Select New to create a chat widget. What is a chat?
The New Chat Widget opens. Use the Omnichannel Administration app to quickly configure and add a chat widget to your portal to chat with your website visitors. Once you open the chat window, you can start conversing with the user by sending messages, files, making calls etc Select Save to save the live chat work stream.