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            Specify the Chat Settings for Your Embedded Chat Deployment

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            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.

            Required Editions

            View supported editions.
            User Permissions Needed
            To set up Embedded Chat: Customize Application AND Modify Metadata
            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.

            Before you specify the Chat settings, ensure that you have a Chat deployment and a Chat button available to use with Embedded Chat.

            1. From Setup, enter Embedded Service in the Quick Find box, then select Embedded Service.
            2. Select the Embedded Service deployment that you want to work with by clicking the arrow beside the deployment name and selecting View.
            3. In the Embedded Service configuration page, go to the Chat settings section and click Start.
            4. In the Chat Deployment menu, select the Chat configuration that you want to use with the chat window from the dropdown list.
            5. In the Chat Button menu, select the Chat button or automated invitation that you want to use with the chat window from the dropdown list.
            6. Select Show queue position if you want to display the customer’s place in line while they wait to chat with a support agent or to be transferred. Make sure that the Chat button you selected has Enable Queue selected in your Chat button settings.
            7. Click Save.

            After you’ve provided the Chat settings, get the code to add the chat window to your web pages.

            See Also

             
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