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            Preview Your Enhanced Web Chat Setup

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            Preview Your Enhanced Web Chat Setup

            After adding Enhanced Web Chat to your site, preview your branding and configurations.

            Required Editions

            View supported editions.
            Checkmark This article applies to: Enhanced Web Chat channels
            X icon This article doesn’t apply to: Enhanced In-App Chat, Enhanced WhatsApp, Standard and Enhanced Facebook Messenger, Standard and Enhanced SMS, Enhanced Apple Messages for Business, Enhanced LINE, and Bring Your Own Channel

            To ensure that Enhanced Web Chat is set up properly, follow these steps.

            1. Open the Service Console app, and go to the Omni-Channel utility bar or sidebar, provided it’s installed. Go online as the service rep assigned to the messaging button.
              Omni-Channel online message button.
            2. From Setup, in the Quick Find box, enter Embedded Service Deployments, and then select Embedded Service Deployments.
            3. Click the downward arrow to the right of your deployment, and then select View.
            4. On the Test Messaging card, click Test Messaging.
            5. Click to open the messaging conversation window and initiate a messaging session as a customer.
            6. In the console tab, verify that you received a conversation request. Accept the request and try sending a message.

            If set up properly, you’re able to request a chat and complete the form as the customer. Also, the pre-chat information is sent to the service rep before the conversation begins.

            Tip
            Tip To turn on and customize Enhanced Chat in your sandbox, ensure that you have the correct edition. If you’re an Enterprise customer with Agentforce Service (formerly Service Cloud), contact your account executive for the Digital Engagement add-on. If you’re an Enterprise customer, with Agentforce Sales (formerly Sales Cloud), contact your account executive for the Sales Engagement add-on. Match your sandbox licenses to your production org by refreshing your sandbox, creating a sandbox, or using the license-matching method. Then, Quickly Set Up Enhanced Chat v1 or v2 for Testing in sandbox.

            See Also

             
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