---
schema_version: "1"
id: 744322bd936eaf48eb82b5fdd9c28b1ce6906b5c792f0aff1a33b801f841e7ae
title: Quickly Set Up Enhanced Chat v1 or v2 for Testing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/miaw_setup_stages.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.miaw_setup_stages.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 67b106c44eb0c7aa1975f1647afc23adbc450c1b535ec1b3b3c28245e6db82c5
description: Understand the three stages of setting up Enhanced Chat v1 or v2. We recommend following them in order for a smooth experience.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# Quickly Set Up Enhanced Chat v1 or v2 for Testing

Understand the three stages of setting up Enhanced Chat v1 or v2. We recommend following them in order for a smooth experience.

### Required Editions

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_note.png)

Note Enhanced Chat v2 is now the default option for new organizations that turn on chat.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&amp;type=5&amp;language=en_US" target="_blank">View supported editions.</a></td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <a name="miaw_setup_stages__d344e335"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" id="miaw_setup_stages__d344e335" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/resources-global/_corporate/images/checkmark.png" alt="Checkmark"></span>
            <strong>This article applies to:</strong>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Enhanced In-App Chat and Enhanced Web Chat channels</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/resources-global/_corporate/images/crossmark.png" alt="X icon"></span>
            <strong>This article doesn’t apply to:</strong>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Enhanced WhatsApp, Enhanced Facebook Messenger, Standard and Enhanced SMS,
            Enhanced Apple Messages for Business, Enhanced LINE, and Bring Your Own
            Channel</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%">
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      </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="d101877e99">User Permissions</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d101877e99 ">To set up this feature:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d101877e99 ">
            <p>Customize Application </p>
            <p>AND</p>
            <p style="margin-bottom:0;">Modify Metadata Through Metadata API
              Functions</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions" class="slds-cell-wrap" style="vertical-align:top;" headers="d101877e99 ">To modify permission sets and profiles:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d101877e99 ">Manage Profiles and Permission Sets</td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_important.png)

Important Before setting up a new channel, see [What's Enhanced Chat](https://help.salesforce.com/s/articleView?language=en_US&id=service.reimagine_miaw.htm) and [Plan for Enhanced Chat](https://help.salesforce.com/s/articleView?language=en_US&id=service.planning_checklist.htm) to review your choices. Remember to test the experience in a [sandbox](https://help.salesforce.com/s/articleView?id=service.messaging_sandbox_setup.htm&type=5&language=en_US) before setting up in a production environment.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_channels-264-0-0-production-enus/f3c4b3d2-ff86-4f7c-9fe2-3d8b23d35109/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

Follow the three stages of setup in order, as some steps depend on the completion of previous steps.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <tbody>
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <strong>1. Prepare your users to chat</strong>
            </p>
            <p style="margin-bottom:0;">Give service reps the right permissions to chat with customers.</p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <strong>2. Prepare your org</strong>
            </p>
            <p style="margin-bottom:0;">Set up Omni-Channel, create an Omni flow, and add messaging to the Service
              Console.</p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <strong>3. Create a channel and a deployment</strong>
            </p>
            <p style="margin-bottom:0;">Go through the quick start flow to create a basic Enhanced Chat configuration.</p>
          </td>

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

- **[Give Users Access to Enhanced Chat](https://help.salesforce.com/s/articleView?id=service.miaw_prepare_users.htm&release=264.0.0&type=5)**  
    To let service reps message with customers, create and assign a permission set for Enhanced Chat service reps.
- **[Prepare a Salesforce Org for Enhanced Chat](https://help.salesforce.com/s/articleView?id=service.miaw_prepare_org_1.htm&release=264.0.0&type=5)**  
    Build a strong foundation for your new messaging channel and deployment.
- **[Create Your First Enhanced Chat Channel and Deployment](https://help.salesforce.com/s/articleView?id=service.miaw_quick_start.htm&release=264.0.0&type=5)**  
    If you have no pre-existing channel for Enhanced Chat, use the quick start flow to create a channel and deployment.
- **[Preview Your Enhanced Web Chat Setup](https://help.salesforce.com/s/articleView?id=service.miaw_web_test.htm&release=264.0.0&type=5)**  
    After adding Enhanced Web Chat to your site, preview your branding and configurations.
- **[Troubleshoot Enhanced Chat Setup](https://help.salesforce.com/s/articleView?id=service.miaw_troubleshoot.htm&release=264.0.0&type=5)**  
    Respond to error messages you may encounter while setting up Enhanced Chat.