Customize Your Chat Implementation

After you set up your basic Chat implementation, customize it with solutions that are appropriate for your agents, supervisors, and customers. Chat offers several options for customizing your implementation declaratively, which means that no coding is required.

Required Editions

View supported editions.

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 plus asynchronous conversations that can be picked back up at any time. Learn about migrating in Help and Trailhead.

Pre-Chat Forms and Post-Chat Pages
Pre-chat forms and post-chat pages in Chat enable you to exchange information with customers who contact your company through chat.
Set Visibility for Chat Users
Choose how your Chat users can view the Supervisor Tab and Chat Sessions using profiles and permission sets.

Customize Your Chat Implementation

Required Editions

See Also