Questions tagged [pre-chat]
The pre-chat tag has no usage guidance.
72
questions
0
votes
1answer
30 views
Add Images to a Live Agent that is embedded in an external Website
I am trying to add images to a live agent deployment that is embedded in an External Website. The images are stored in Static Resource and I have set the Cache-Control as Public. If I put the live ...
0
votes
1answer
24 views
Get Pre chat data in Einstein Bots
I have a bot deployed using Embedded Service. I'm following Einstein Bots Developer Cookbook.
In my PreChat form, I'm getting customer Name, which I want to use while greeting.
I have added below ...
0
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0answers
19 views
Embedded Chat PreChat Form
I am using the Salesforce embedded chat functionality in a customer community. For security purpose, I don't want users to be able to change their name and email address when using the chat ...
0
votes
0answers
10 views
I want to implement skill based routing in salesforce classic
I want to implement skill based routing in salesforce classic and want to add custom prechat page to get values for routing skills from the visitor like preferred chat language and topic. How to map ...
0
votes
0answers
16 views
Embedded Code Snippets, how to configure extra pre-chat info similar to JavaScript Snippet Settings File?
Pre-chat configuration is working correctly for a Community using a static resource JavaScript file. I am configuring this setting: embedded_svc.snippetSettingsFile.extraPrechatInfo = []; - Link
When ...
0
votes
0answers
32 views
Unable to set custom field value on the chat transcript object from pre-chat using Embedded Service
I am using an embedded service deployment to show a chat window on a publicly hosted webpage. This chat has a pre-chat form configured where I take in the contact details. I want to input some ...
1
vote
0answers
15 views
Live Agent Chat - How Do You Append A Value From The Prechat Form To A Chat Conversation?
I currently have a textarea on my prechat form that looks like:
<textarea name='liveagent.prechat:CaseSubject' class="form-control-desc" id='subject' cols="75" rows="3" maxlength="255" size="250" ...
0
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0answers
19 views
SalesForce Live Agent Chat - How Do I Listen For When A User Completes A Pre-Chat Form And Starts A Session?
I have an embedded iFrame on my page that allows the user to talk to my agents in the SalesForce console. The chat window consists of a div with a header bar and an iFrame to host the SalesForce chat ...
0
votes
0answers
12 views
Remove pre-chat form and pass data from external site directly to the salesforce to create case record
I have live chat implementation hosted on the external site. User fills the pre chat form (name,email,subject etc) and starts the chat. These pre chat form details are used to create a case in ...
1
vote
0answers
51 views
Not able to pass custom field value to Live Chat Transcript object usin embedded service chat extra Prechat JS
I've below code in snippet setting file of embedded service chat component.
embedded_svc.snippetSettingsFile.extraPrechatFormDetails = [{
label: "RecordTypeId",
value: "...
1
vote
0answers
16 views
Restrict contact creation for non-English language embedded service chat using extra JS snippet setting file
I've got a multilingual community and added standard embedded service chat component in the footer and overridden features using an external snippet setting file named Prechat JS.
I've already added ...
0
votes
0answers
24 views
Lightning Embedded Chat(Snap In) Does Not Open From Internet Explorer
We have configured Lighting Snap in Salesforce. and given Embedded Chat code to AEM team.
So that from public site its work across all browser.
Its works fine in Chrome, Firefox not in IE.
0
votes
1answer
98 views
Record is not getting created from Pre-Chat form
Pre-Chat form has a feature that tries to match the information entered, with existing records. If no match found, a record will be created and Chat transcript is associated with that record.
For ...
0
votes
0answers
14 views
How to allow guest users to use the prechat snap in a community?
How to allow guest users to use the prechat snap in a community?
When I preview the community as an authenticated user I am able to see when an agent is online and utilize the prechat snap in. When I ...
0
votes
0answers
30 views
Is there a way to use Direct-to-Button Routing without having to create a picklist field on the object for Live Chat
Is there a way to use Direct-to-Button Routing without having to create a picklist field on the object?
It'd be ideal if I could instead create three html radio options within the lightning ...
1
vote
0answers
29 views
Mobile Live Chat Agent update prechat fields doesn't work
I couldn't update a value for the new custom prechat fields.
I am using Mobile chat-ui SDK to send a a new custom fields in Contact Entity. This custom field shows in CLT dashboard but didn't get the ...
1
vote
0answers
53 views
Community logged in user info for extraprechatform
I have implemented snap-ins (embedded chat) on Portal (VF page) and on websites, where in I am not having prechat form at all. When user clicks on "chat with an expert" button it will not goto prechat ...
0
votes
0answers
47 views
Redirect is not working from Pre chat page to Chat Page
<apex:page showHeader="false">
<script type='text/javascript' src='https://c.la1-c2cs-ph2.salesforceliveagent.com/content/g/js/47.0/deployment.js'></script>
<script type='text/...
0
votes
1answer
137 views
Is it possible to link slds to an embedded chat deployment?
I am building a chat deployment to be embedded on an external site. I created a custom prechat form using aura/lightning components that rely on styling from slds. When embedded in the external site, ...
0
votes
0answers
10 views
Accessing ChatTranscript field from vf page
I want to set the logged in users name to the chat transcript name field from vf page with pre chat form disabled. How would i access the fields.
Purpose being, when prechat is disabled it shoows '...
0
votes
1answer
842 views
Live Agent - Custom Pre-Chat From
I have created a Visualforce page with below details and have it linked on Chat Buttons & Invitations as custom Pre-Chat Form and Site for Resources. However when I click on the chat button it ...
1
vote
0answers
218 views
Is there a way to secure a live agent deployment?
I am working on putting a liveAgent deployment in our website, I basically got a javascript snippet like the one shared here:
https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/...
1
vote
0answers
83 views
Pre Chat Form with a Custom Chat Page
I am having an issue with my pre-chat form and my custom chat page in my live chat deployment.
If I remove the pre chat page from this configuration I can go to my custom chat page but if I have both ...
0
votes
1answer
569 views
Service cloud snap-ins pre-chat form
I am using snap-in with pre-chat enabled to implement chat functionality on our website. I am using the code snippet that is generated by the snap-in. Everything works great but I have 2 questions:
...
0
votes
1answer
1k views
Snap-Ins Custom Pre-Chat Component Using Aura and problem with contact matching
In some org we use Custom Pre-Chat Component(aura) to start chat on community.
Here's the implemenation
Component Code
<aura:component implements="lightningsnapin:prechatUI" description="Sample ...
2
votes
1answer
650 views
How to display custom Form/Pre chat form before transferring to an Agent in Einstein Bots
I'm using Einstein Bots for knowledge Articles, where in I have a Dialog to transfer to an agent based on some predefined options that the customer has chosen. Everything works, but I would like to ...
1
vote
1answer
277 views
Use PreChatObjects from liveAgent in Einstein Bot
I have a LiveAgent chat configured for iOS and Android devices, we send some informations like UserName, Email, PhoneNumber etc. using PrechatObject. I am now building an Einstein bot, and I need to ...
0
votes
1answer
960 views
Snap-ins Pre-Chat - Case is not created when no “Subject” is given
I use Snap-Ins chat with a Pre-Chat form to connect an external site with Salesforce Service Console which uses Omni-Channel chat.
From the user side:
I fill the prechat form only with first and ...
1
vote
1answer
136 views
Pass Additional Parameters to Prechat?
So the code to include the prechat component looks something like below:
<div class="prechat">
<img id="liveagent_button_online_573000000000000"
onclick="liveagent.startChat('...
9
votes
1answer
1k views
Is it possible to upsert Prechat data in a custom Lightning Snap-in?
Here are some related links:
Custom Pre-Chat Component Sample Using Aura
Custom Pre-Chat Component Sample Using JavaScript
Find and Create Records Pre-Chat API Code Sample
Based on link 3, it seems ...
1
vote
1answer
2k views
Einstein Bots Pre-chat data
I have a bot deployed using a chat button through a snap-ins chat. I've deployed this on a community using the snap-ins component and the bot engages fine.
I'm trying to get the Pre-chat form details ...
0
votes
1answer
1k views
Snap ins, Pre chat form - adding custom fields
I'm trying to figure out how to add a custom field from Case Object to the pre-chat form. I saw a video from salesforce and I see it was possible.
https://www.youtube.com/watch?v=TdnxS8MYSr0
Time: ...
1
vote
2answers
321 views
Pre-existing cases with snap-ins chat in a community
I'm building a custom pre-chat form that I'm using with a snap-ins chat deployment. I am using it in a Salesforce community and everything works great except I have no way of sending specific cases ...
2
votes
1answer
1k views
Live Agent pre chat form customization not working
I have a requirement to apply branding to live agent prechat, I am able to apply CSS for pre chat from as VF page is available. Once guest user click on Chat now button.. Waiting screen and chat ...
1
vote
1answer
1k views
How to display picklist values using HTML in visualforce page?
I need to display all the picklist values from the case object using the HTML syntax in visualforce page.
<script type='text/javascript' src='https://c.la1-c1cs-frf.salesforceliveagent.com/content/...
1
vote
2answers
510 views
Live Agent pre chat form is refreshing instead of directing to Live Agent
I have a working set up of Live Agent, now i want to add a pre-chat form (visualforce page) based on the sample code.
When I fill in the button and push the Submit button, the pre-chat form is ...
0
votes
2answers
2k views
Send parameter from chat button page to prechat form
I have an issue when I try to deploy live agent salesforce from sandbox to production.
I created a HTML page to store my 3 chat button. I set a parameter and a dummy value to pass it to the prechat ...
0
votes
1answer
123 views
Live Agent- Translation
I have developed a pre-chat form with French as its language. I could translate everything except for the attached image. Can someone please help me understand what I need to do to translate this ...
1
vote
1answer
2k views
Link New Contact and Account from Live Agent Pre-Chat form sample
I am working with the Live Agent Developer Guide Pre-Chat Form code sample and have modified it to include a pre-chat form field for the Account name. I am able to use the sample code successfully to ...
2
votes
1answer
452 views
PreChat Controller/Visualforce Page
I'm new to the coding side of Salesforce and am working on creating a pre-chat page for Live Agent. I've been trying to use all the resources Salesforce provides as well as other questions asked, but ...
1
vote
1answer
3k views
Is it possible to save the data from Pre-Chat from to Live Agent Transcript record?
I want to save the data filled up by the customer in pre-chat form to Live agent transcript record. But I don't see any documented function to do this. Is this possible ? For deployment API, this type ...
1
vote
2answers
498 views
How to resize prechat form? [duplicate]
I have a prechat form that is developed as visualforce page. Everything is working fine but when prechat form is shown, it has limited size. Is it possible to change the size of the prechat form ? I ...
1
vote
1answer
910 views
Live Agent Pre-Chat Doesn't Create Records using doCreate
I've got a pre-chat window, and in it I want to look for a lead and an account, and if they exist attach them to a new case. If they don't, we need to create them and then attach them to the new case.
...
1
vote
0answers
1k views
Live Agent PreChat form Fields not Populating properly while chat session is being initiated
I have a prechat form on the live agent chat window. Before initiating the chat we capture certain case related details from the customer. Based on the details provided by the customer, A case is ...
2
votes
1answer
100 views
Live Agent “update” tag
In prechat Form I am passing the "emailID check" then want to update the related FirstName or LastName in case it is different.
Do we have any tag such as "liveagent.prechat.update:Contact", I have ...
2
votes
2answers
1k views
Live Agent Post Chat Page getting the Id of the Case inserted by the Pre Chat Page
I'm creating a Pre Chat and Post Chat page for Live Agent. The Pre Chat page inserts a Case. I need the Post Chat page to access that Case or get its Id. How do I do that?
Thanks in advance.
3
votes
1answer
829 views
Live Agent: set Case Record Type in PreChat doesn't work
I am trying to set some data in the PreChat of LiveAgent, and it works for every detail, except for the caseRecordType:
<form method="post" id="prechatForm">
<label for="...
3
votes
1answer
1k views
Create lead if contact does not exist live agent
I was able to create lead if contact does not exist, but hidden fields are not getting mapped:
Can anybody advise on how to achieve this?
Below is Prechat page:
<apex:page showHeader="false" ...
1
vote
0answers
144 views
OR logic in Live Agent - doFind
I would like to know if it is possible to use OR logic in Live Agent prechat doFind event. I'm aware that you can enter multiple criteria there, and they will be linked with AND logic together. I can'...
0
votes
1answer
429 views
Live Agent PreChat API for external website
I have to use Prechat API of Live Agent to gather information about the customer.
I have successfully implemented this for force.com site but stuck on what values to set in the fields for external ...
