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            Specify Your Chat Window’s Settings

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            Specify Your Chat Window’s Settings

            Select your chat deployment and chat button. Customize the pre-chat form and offline support form. Select custom Lightning components. Set chat images, dimensions, and labels. Learn about available Chat features in Embedded Chat.

            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.

            • Specify the Chat Settings for Your Embedded Chat Deployment
              Embedded Chat uses a Chat deployment ID and button. The Chat configuration details that you provide are used to generate the chat code snippet that you add to your web pages.
            • Customize the Embedded Pre-Chat Form
              Gather contact information and learn about customer needs before chatting. Create a custom pre-chat form and associate Salesforce records like leads, cases, and contacts. You can also customize the field labels used on the form.
            • Customize the Embedded Chat Offline Form
              Allow customers to submit a case form with Embedded Chat when your support agents are offline. Customize the form depending on your business use case. Choose which fields appear, change the order, and mark certain fields as required.
            • Customize Post-Chat Surveys
              Use Salesforce Feedback Management to gather feedback at the end of a chat session. When customers choose to participate at the end of a session, a survey opens within the chat window to complete.
            • Customize Additional Chat Branding
              Set the base font size, width and height, and images for your Embedded Chat deployment.
            • Use Custom Components With Your Chat Window
              Create custom components to control the user interface for your chat window.
             
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