---
schema_version: "1"
id: 6ec985dc5fe3b299394aa92228b6a9e392fd45b49aeef05a288351217ef3fc13
title: Create a Basic Chat Implementation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/live_agent_set_up_basic_implementation.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.live_agent_set_up_basic_implementation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4c9a13af261aa371fd6dd2b4333dd9122ec9d3e644ba8ec79be09cf4795e5490
description: Before you customize Chat, you need to create the basic Chat implementation for your Salesforce org. After you complete the basic setup steps, you’ll have a functioning Chat implementation that your agents can use to chat with customers.
products:
  - Service Cloud
release: "264"
---
# Create a Basic Chat Implementation

Before you customize Chat, you need to create the basic Chat implementation for your Salesforce org. After you complete the basic setup steps, you’ll have a functioning Chat implementation that your agents can use to chat with customers.

### 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="d11720e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11720e58 ">To set up Chat:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11720e58 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d11720e58 ">To create user profiles and permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d11720e58 ">Manage Profiles and Permission Sets</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).

1. **[Enable Chat](https://help.salesforce.com/s/articleView?id=service.live_agent_enable.htm&release=264.0.0&type=5)**  
    Get started with Chat by enabling it for your Salesforce org. After you enable Chat, you can customize it.
2. **[Create Chat Users](https://help.salesforce.com/s/articleView?id=service.live_agent_create_users.htm&release=264.0.0&type=5)**  
    Before your users can assist customers with chat, you need to assign the users as Chat users. Chat users are support agents and supervisors who have the Salesforce permissions to assist customers with chat.
3. **[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.
4. **[Create Chat Agent Configurations](https://help.salesforce.com/s/articleView?id=service.live_agent_create_configuration.htm&release=264.0.0&type=5)**  
    Chat agent configurations define the functionality that’s available to your agents and support supervisors. Create configurations to give different capabilities to multiple types of users,
5. **[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.
6. **[Create Chat Buttons](https://help.salesforce.com/s/articleView?id=service.live_agent_create_buttons.htm&release=264.0.0&type=5)**  
    Create chat buttons to enable customers to request a chat with an agent directly from your website.
7. **[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.

#### See Also

- [Customize Your Chat Implementation](https://help.salesforce.com/s/articleView?id=service.live_agent_customize_implementation.htm&release=264.0.0&type=5 "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.")
- [Add Chat to the Salesforce Console](https://help.salesforce.com/s/articleView?id=service.live_agent_add_to_salesforce_console.htm&release=264.0.0&type=5 "Adding Chat to the Salesforce console enables agents and supervisors to chat with customers and access other customer service tools in one place.")