Can somebody throw details on how a new Account created during a LiveAgent session is automatically linked with the LiveChat Transcript.

In the first screenshot, Agent starts conversation with a user and creates a new Account during the chat session.

Created new Account 'kkkk' during chat session

After the chat session ended, When I go to chat transcript, I can see that the Account created during the chat session is linked automatically, without agent having to do anything special.

After the chat ended, Acc 'kkkk' is linked with the chat transcript

Any clues on how it is being done?


You go in the Salesforce Setup Menu under Built/Create/Apps. Edit the Live Agent app as showed in the screenshot. enter image description here Does that answer your question?

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