Enhanced Chat for IT Service Employees

Offer a way for your employees to connect with an Agentforce agent from the self-service portal for immediate assistance. Use the Salesforce Go automation to speed up the setup process for Enhanced Chat embedded messaging. Then, complete the remaining steps manually to deploy Enhanced Chat to the employee portal.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
  1. Automate Enhanced Chat Setup for Employees in IT Services
    Salesforce Go simplifies the Enhanced Chat setup by automating multiple steps, from configuring Omni-Channel to routing chats to the IT Service Employee agent.
  2. Complete the Embedded Messaging Setup for the Employee Portal
    After running the Salesforce Go automation, complete these manual steps to embed the messaging component on your portal and facilitate employee interactions.