Web Chat
Setting up Web Chat
Deploy the two web chat workflows and bind a support chat section to them.
Before you start
Decide which signed-in page hosts the chat and which site role answers it. Each client automatically gets a private thread, and your agents and site admins get an inbox of every conversation.
Steps
Each channel installs disabled, so nothing is sent before these steps are done.
Deploy the workflows
Deploy the web chat inbound and dispatch workflows; they need no credentials.
Add the chat section
Add a support chat section to a signed-in page and keep its private thread option on, so each client has a thread of their own.
Connect the section
Set its option to run the web chat inbound workflow on each message.
Choose the email rule
Say whether portal users join existing contacts by their email address.
Turn it on
Enable the channel after a signed-in test user sees a reply in the chat.
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