---
schema_version: "1"
id: 19f581cb0cc27d4d05a0e70de3fab8faedce5b312af298e6b04020456a596faa
title: Create Automated Chat Invitations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/live_agent_create_automated_invitations.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.live_agent_create_automated_invitations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bfefeac9c1277fee172de2c99e7421751bd1b3d15e0e54e70744d47e54e4a4d2
description: Set up automated chat invitations that appear as animated pop-ups on your website to invite customers to chat with an agent.
products:
  - Service Cloud
release: "264"
---
# Create Automated Chat Invitations

Set up automated chat invitations that appear as animated pop-ups on your website to invite customers to chat with an agent.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.legacy_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d26535e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26535e58 ">To create and customize automated chat invitations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26535e58 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_important.png)

Important

Legacy Chat will be retired on February 14, 2026. To avoid service interruptions to your end users, switch to enhanced Chat (formerly Messaging for In-App and Web). Enhanced Chat offers many of the legacy Chat [features that you love](https://help.salesforce.com/s/articleView?id=service.miaw_replacing_chat_considerations.htm&language=en_US) plus asynchronous conversations that can be picked back up at any time. Learn about migrating in [Help](https://help.salesforce.com/s/articleView?id=service.miaw_replacing_chat_considerations.htm&type=5&language=en_US) and [Trailhead](https://trailhead.salesforce.com/content/learn/modules/migrating-from-legacy-chat-to-enhanced-chat).

Before you create automated invitations:

- Create skills. Each chat button is associated with a particular skill or set of skills. Chats that are initiated from the button are routed to qualified agents.
- Create a Salesforce site and static resources to use custom images for the online and offline versions of your button. If you don’t have a Salesforce site, you can specify online and offline button images or text by modifying the code that’s generated when you create a button.

Automated invitations can trigger based on certain criteria, such as whether a customer remains on a web page for a specific amount of time. Invitations can be associated with specific skills, which ensures that customers are routed to a qualified agent when they accept an invitation to chat.

1. From Setup in Salesforce, enter Chat Buttons in the Quick Find box, then select **Chat Buttons & Invitations**.
2. Click **New**.
3. Under Type, select Automated Invitation.
4. Select the [settings](https://help.salesforce.com/s/articleView?id=service.live_agent_automated_invitations_settings.htm&release=264.0.0&type=5 "Automated invitation settings control the invitations that prompt your customers to chat with agents on your website.") for your automated invitation.
5. Click **Save**.
6. Copy the invitation code, and then paste it on each web page where you’ve deployed Chat. Make sure that you paste the code in the area on the page where you want the invitation to appear.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_tip.png)
    
    Tip Because the code changes with each modification, remember to copy and paste the code each time that you update the invitation.

#### See Also

- [Create and Assign Chat Skills](https://help.salesforce.com/s/articleView?id=service.live_agent_create_skills.htm&release=264.0.0&type=5 "Skills identify your agents’ areas of expertise. When you assign an agent to a skill, that agent receives chat requests that are related to the agent’s skill areas. You can also enable your supervisors to assign skills to agents. This information applies to Live Agent routing for chats only.")
- [Customize Your Chat Branding with Salesforce Sites](https://help.salesforce.com/s/articleView?id=service.live_agent_customize_branding_with_sites.htm&release=264.0.0&type=5 "To customize your Chat implementation with images, use a Salesforce Site to upload the images for your chat window and chat buttons.")
- [Create Chat Deployments](https://help.salesforce.com/s/articleView?id=service.live_agent_create_deployments.htm&release=264.0.0&type=5 "A deployment is a place on your company’s website that’s enabled for Chat. Create deployments to implement Chat and control its functionality on your website.")