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          Chat Routing Options

          Chat Routing Options

          Routing options in Chat enable you to specify how incoming chat requests are directed to agents. To use Chat in Lightning Experience, you must route chats with Omni-Channel. New chat buttons must use Omni-Channel routing—legacy Live Agent routing is no longer available.

          Required Editions

          View supported editions.
          Example
          Example
          Important
          Important

          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.

          Routing Option Description
          Omni-Channel Incoming chats are routed to agents using Omni-Channel queues. To configure dynamic skill requirements, select the Omni-Channel routing type and configure skills-based routing rules.
          Button Skills

          Incoming chats are routed to agents using skills associated with the button.

          Note
          Note You can't transfer a chat conference if it’s routed using button skills. To transfer chat conferences, change the routing type to Omni-Channel.
          Choice Incoming chat requests are added to the queue in Chat in the Salesforce console and are available to any agent with the required skill. Not supported in Lightning Experience.
          Least Active

          Incoming chats are routed to the agent with the required skill who has the fewest active chats.

          This option is a push option, which means that incoming chats are routed, or “pushed,” to agents. You can specify the amount of time that an agent has to answer a chat request before it’s routed to the next available, qualified agent. Not supported in Lightning Experience.

          Most Available

          Incoming chats are routed to the agent with the required skill and the greatest difference between chat capacity and active chat sessions. For example: Agent A has a capacity of eight and Agent B has a capacity of two. If Agent A has two active chat sessions while Agent B has one, incoming chats are routed to Agent A.

          This option is a push option, which means that incoming chats are routed, or “pushed,” to agents. You can specify the amount of time that an agent has to answer a chat request before it’s routed to the next available, qualified agent. Not supported in Lightning Experience.

           
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