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            Set Up Context-Aware Quick Chat for Financial Services Client Portal

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            3. Financial Services Cloud Admin Guide

            Set Up Context-Aware Quick Chat for Financial Services Client Portal

            Configure the Context-Aware Quick Chat component on your Financial Services Client portal to help your portal users understand complex financial information as they read. Your portal users can highlight text within knowledge articles to ask the agent for clarification, receiving faster answers without leaving the page.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal
            To create and manage Agentforce Service agents: Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access.
            To enable digital experiences: Customize Application
            To set up Enhanced Chat: Customize Application AND Modify Metadata Through Metadata API Function

            Prerequisites:

            1. Create an Agent from an Agentforce Service Agent Template in the Legacy Agentforce Builder.
              1. From Setup, in the Quick Find box, enter Agents, and then select Agentforce Agents.
              2. Click New Agent.
              3. Select Create from a Template. Select the template that you want to use to create an agent, and then click Next.
              4. Review the topics that come with your template. Then click Next.
              5. Give your agent a unique name, API name, description, role, and company.
              6. Under Agent User, select Digital Agent. Then click Next.
            2. Configure a data library using Salesforce Knowledge to improve your agent’s response accuracy.
              1. Create a Data Library.
              2. Configure Salesforce Knowledge as a Data Source for Your Library.
            3. To ground your agent's responses, select the data source you created previously to use with the Answer Questions with Knowledge action. Then click Create.
            4. When you're ready, activate your agent.
            5. Create Your First Enhanced Chat Channel and Deployment to deliver enhanced pre-chat support to your customers on your Financial Services Client portal.
            6. Create Data Categories for Articles, Answers, and Ideas to organize and control access to groups of information.
            7. Configure an Enhanced Web Chat Deployment in an Experience Builder by using the Embedded Messaging component.
             
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