How to create a case from live agent?
There is a picklist for Case Origin from which you can choose “Live Chat”. Shirley PW Chow – 3 years ago Looks like the current integration sets the case origin ‘Web’ regardless of the pre-default on the Record Type’. When it was blank, or setting it to ‘Chat’, it creates the case with origin ‘Web’.
Is the default origin set in Salesforce LIVE agent?
Yes, the current integration uses the default origin set for your specific picklist and record type. You can create a workflow rule on case that, for instance, looks for “Live Chat ID” in the subject of the case and then flips the Case Origin to chat. This will accommodate your need in the short term.
Where can I use LiveAgent for customer support?
We use LiveAgent on all of our ecommerce websites. The tool is easy to use and improves our productivity. With LiveAgent we’re able to give our customers support wherever they are. I can recommend LiveAgent to anyone interested in making their customer service better and more effective.
What happens when you change ownership of a home?
In most cases, when a person buys a residence, the entire property undergoes a change in ownership and 100 percent of the property is reassessed to its current market value. What constitutes a change in ownership? Are there any exclusions from reassessment?
How do I create a pre chat form?
There are a few fields included in your pre-chat form automatically. Let’s add another field. In the Case section, click the plus + to add a field. Select Case Reason from the list and click Add. Click Finish. That’s it! Now, when a customer clicks the chat window, they see this pre-chat form with the new field.
What are the fields in the pre chat form?
The fields in the pre-chat form are customizable, so you can design the perfect pre-chat form for your business. Maria finds that one of the available fields is Case Reason, which lets customers select a reason for starting the chat. It looks like both of Sita and Roberto’s requests can be fulfilled with a simple pre-chat form.