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            Chat Deployment Settings

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            Chat Deployment Settings

            Chat deployment settings control the functionality that’s available to agents and their supervisors while agents chat with customers.

            Required Editions

            View supported editions.
            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.

            Apply settings when you create or edit a Chat deployment.

            Basic Information

            Configure the basic functionality that’s available on a particular Chat deployment.

            Setting What It Does
            Chat Deployment Name

            Names the deployment.

            This deployment name, or a version of it, automatically becomes the Developer Name.
            Developer Name Sets the API name for this deployment.
            Chat Window Title Sets the name of the chat window as it appears to customers.
            Allow Visitors to Save Transcripts Indicates whether customers can save copies of their chat transcripts after they finish chatting with an agent.
            Allow Access to Pre-Chat API

            Indicates whether developers can access and implement the pre-chat API.

            The pre-chat API gives developers access to potentially personal information that customers provide in pre-chat forms, such as the customer’s name and email address.
            Permitted Domains

            Determines the domains that can host the deployment.

            When using permitted domains:

            • List as many domains as needed, but only one per line.
            • Use only the domain and subdomain. For example, use xyz.domain.com, domain.com, or www.domain.com. Don’t include https:// or mappings to specific pages within a domain, such as domain.com/page.
            • Make sure that you specify all the domains that you want to allow to host the deployment.
            • To make the deployment usable on any domain, leave the Permitted Domains field empty.
            Enable Custom Timeouts

            Indicates whether the agent encounters a warning and timeout when one of these issues occurs:

            • The customer has a network issue that isn’t resolved before the warning time expires
            • The customer closes the browser tab/window without ending the chat

            If the customer is idle but keeps the chat window open, no warning or timeout occurs.
            Idle Connection Warning Duration Indicates the additional duration, in seconds, that the customer can remain unavailable or disconnected before a warning is sent to the agent. This value is added to the base value of 40 seconds to determine the total duration. Appears when Enable Custom Timeouts is selected.
            Idle Connection Timeout Duration Indicates the additional duration, in seconds, that the customer can remain unavailable or disconnected before the chat ends. The default value is 110 seconds. This value is added to the base value of 40 seconds to determine the total duration. Appears when Enable Custom Timeouts is selected.

            Chat Window Branding

            You can optionally customize your chat windows with custom images by associating your deployment with a Salesforce Site and its static resources.

            Setting What It Does
            Branding Image Site

            Determines the Salesforce Site that’s associated with the deployment.

            By associating your deployment with a Salesforce Site, you can customize your deployment with branding images. Store your branding images as static resources with your Salesforce Site.
            Chat Window Branding Image Sets the custom graphic that appears in the customer’s chat window.
            Mobile Chat Window Branding Image Sets the custom graphic that appears in the customer’s chat window when the customer accesses chat from a mobile site.

            See Also

             
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