Many Chat features are available in both Salesforce Classic and Lightning Experience.
Continue customizing your Chat implementation by setting up chat conferencing, automated
invitations, and more.
Legacy Chat will be retired on February 14, 2026. To avoid service interruptions to your
end users, switch to enhanced Chat (formerly Messaging for In-App and Web). Enhanced Chat
offers many of the legacy Chat features that you love plus asynchronous
conversations that can be picked back up at any time. Learn about migrating in Help and Trailhead.
Create Automated Chat Invitations Set up automated chat invitations that appear as animated pop-ups on your website to invite customers to chat with an agent.
Add Terms and Conditions Acceptance to your Pre-Chat Form Inform your customers that you track or record conversation data, or share other important information, by presenting your Terms and Conditions automatically through your pre-chat form.
Chat Settings Learn more about Chat settings and figure out how customizations can make Chat work for you.
Report on Chat Sessions Gain insight into your agents’ chat activities by building reports about Chat sessions.
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