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Optimize Enhanced Chat v1 Setup
After completing basic setup, choose to add user verification, custom labels, branding, pre-chat and more to your Enhanced Chat v1 deployment.
Required Editions
| View supported editions. | |
This article applies to:
|
Enhanced In-App Chat and Enhanced Web Chat channels |
This article doesn’t apply to:
|
Enhanced WhatsApp, Standard and Enhanced Facebook Messenger, Standard and Enhanced SMS, Enhanced Apple Messages for Business, Enhanced LINE, and Bring Your Own Channel |
| Business Need | Solution |
|---|---|
| Verify your end users' identity. Extend Enhanced Web Chat conversation history beyond 6 hours. | User Verification |
| Customize your deployment. Or, add an additional deployment to your messaging channel. | Customize a Deployment |
| Customize the labels that your end users see. Or, translate the labels that your end users see. | Custom Labels |
| Collect information ahead of the conversation. | Add a Pre-Chat Form |
- Customize an Enhanced Chat Deployment
Customize an existing Enhanced Chat deployment, add it to your site, and set up security. Or, if you’re adding a second deployment to an existing Enhanced Chat channel, follow these steps to create and customize it. - Set Security Protocols for Your Messaging for Web Deployment
To successfully use Messaging for Web, add your experience site or external website domain to a Cross-Origin Resource Sharing (CORS) allowlist. If you change your domain, remember to update the CORS allowlist. - Persist Secure Messaging History Across Multiple Devices with User Verification
To maximize data privacy, securely connect your customers to their messaging history and persist conversations across devices with token-based or credential-based user verification. Persist conversations across devices with token-based user verification. - Customize Pre-Chat for Enhanced Chat
Ask customers to fill out visible pre-chat fields before starting a messaging session, or auto-fill hidden pre-chat fields when the conversation begins. Add standard and custom fields to your pre-chat form. - Map Pre-Chat Values in Omni-Channel Flow
Omni Flow sends pre-chat form data to the messaging session for a more informed service rep experience. Map visible and hidden fields from your pre-chat form to your Omni flow. - Update Your Enhanced Web Chat Deployment After Upgrading to Enhanced Domains
To ensure that your Enhanced Web Chat deployment remains active after you enable enhanced domains, republish your deployment. If you use Enhanced Web Chat in an Experience Builder site, update your allowlisted URLs.
See Also
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