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            Manage the Concierge Sidebar

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            Manage the Concierge Sidebar

            Define the proactive experience for your users. By configuring Suggestion Themes and the Concierge Sidebar, you provide users with "one-click" actions that trigger specific agent topics immediately, reducing the need for typing.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited editions for an additional cost. To purchase, contact your Salesforce account executive.
            Available in: Aura Experience Cloud sites that use Build Your Own Template
            Available in: LWR Experience Cloud sites that use Build Your Own Template
            User Permissions Needed
            To Configure Sidebar Create and Set Up Experiences
            To Configure Conversation History
            • Create and Set Up Experiences
            • View All Data

            OR

            • object-level read access

            The Concierge Sidebar provides a personalized Resume Chat experience for authenticated users. It categorizes recommendations into suggestion themes to help users find relevant actions quickly.

            1. From Setup, enter Digital Experiences and select All Sites.
            2. Locate your site and click Builder.
            3. Click the Components icon in the top-left sidebar.
            4. Drag the Concierge Sidebar component onto your canvas from the Components panel.
            5. Click the Concierge Sidebar component on your Page structure to open its properties.
            6. Enter a Sidebar Title. If you leave this blank, the title defaults to the username or Guest Portal.
            7. In the Home Page property field, select Concierge Home Page.
            8. In the Chat Page property field, select Concierge Chat Page.
            9. To show previous messages for authenticated users, select Show Conversation History.
            10. To show shortcuts for common tasks, select Show Suggestion Themes.
            11. Select a value for Max Suggestion Themes to determine the number of recommendation categories that appear.
            12. Save your work and select Publish.
             
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