Quickly configure and launch a fully functional Self-Service support portal with
Enhanced Chat, agent routing, and built-in authentication, all without custom development. This
solution provides out-of-the-box chat and agent routing, simplifying and accelerating your
Self-Service portal deployment.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Chat with the Einstein for Service, Einstein Platform,
Community, Community Plus, or Agentforce for Service add-on |
| Available in: LWR and Aura |
- Deploy the Agent to Your Experience Cloud Site
First, deploy the agent to your selected Experience Cloud site. This action adds the necessary components to your site page.
- Connect Your Agent Using a Flow
Connect your agent to the chat component using a prebuilt flow template. This flow contains the logic for session creation, conversation handoffs, and user verification.
