To install a chat widget for live chat support, you can follow these general steps:
- Add a Chat Widget: You can start by adding a chat widget to your website or portal. This involves configuring the chat settings to meet your needs.
- Configure Agent Settings: Set up the display name for the agents and any other configurations necessary for your chat service.
- Embed the Widget: Once configured, you will need to embed the chat widget script into your website or portal. Ensure that session storage and local storage are enabled in your customers' browsers for the widget to function properly.
- Test the Widget: After embedding, test the widget to ensure it is working correctly and that customers can initiate chats with live agents.
If you need detailed guidance on each step, you can refer to the official documentation on setting up a chat widget in Dynamics 365 Customer Service.
References: