1. Enable Live AgentGet started with Live Agent by enabling it for your Salesforce org. After you enable Live Agent, you can customize it.
2. Create Live Agent UsersBefore your users can assist customers with chat, you need to assign the users as LiveAgent users. Live Agent users are support agents and supervisors who have the Salesforcepermissions to assist customers with chat.
3. Create and Assign Live Agent SkillsSkills identify your agents’ areas of expertise. When you assign an agent to a skill, that agent receives chat requests that are related to the agent’s skill areas. You can also empower your supervisors to assign skills to agents. This information applies to Live Agent routing for chats only.
4. Create Live Agent ConfigurationsLive Agent configurations define the Live Agent functionality that’s available to youragents and support supervisors when agents chat with customers. Create Live Agent configurationsto control the functionality of Live Agent in the Salesforce console.
5. Create Live Agent DeploymentsA deployment is a place on your company’s website that’s enabled for Live Agent. Create deployments to implement Live Agent and control its functionality on your website.
6. Create Chat ButtonsCreate chat buttons to enable customers to request a chat with an agent directly fromyour website.
7. Customize Your Live Agent Branding with Salesforce SitesTo customize your Live Agent implementation with branding images, use a Lightning Platform site to upload the images for your chat window and chat buttons.