Questions tagged [pre-chat]
The pre-chat tag has no usage guidance.
0
votes
0answers
9 views
Snap ins pre chat form - match Contact by Email only?
We are using snap-in prechat form on our website. We want to the pre-chat form to create a contact record but have it match by email only. We added the following code to the snap-in prechat form ...
1
vote
0answers
59 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/...
0
votes
0answers
13 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
0answers
9 views
Is it possible to add Knowledge Base articles as Custom Pre-Chat Component based on the Chat Request Page? [on hold]
I am planning to show knowledge base article once somebody Click and open the Snap-In Chat Window. Before the I want to show Knowledge base articles based on the Chat Requested Page. If customer can ...
0
votes
0answers
10 views
How to create contact in the pre-chat snap-in?
Why sometimes a situation arises, if an existing Contact is not found, then only case is created, without contact !!
Data from a pre chat form is lost, how to solve this problem?
0
votes
0answers
27 views
Pre Chat form labels not visible in website
I have the Snap-in code in my website, but currently its not displaying any label in the Pre Chat form.
When I use the same Snap-in code in my developer's org website I can see the prechat from label.
...
0
votes
0answers
23 views
How to add custom field or ID field to snap-in pre-chat set up. By default, it shows only few fields not all the fields [duplicate]
How to add custom field or ID field to snap-in pre-chat set up. By default, it shows only few fields not all the fields. I created a formula field but it is not showing up in the dropdown.
0
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0answers
31 views
Accessing a Snap-in Pre-chat field value after visitor hits 'Chat'
I have a working Live Agent pre-chat, using the snap-in on my website. I want to create a cookie that will hold the visitor's email address that they enter in the pre-chat form but I am unable to ...
0
votes
1answer
191 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
445 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 ...
1
vote
1answer
213 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
0answers
57 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
457 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
76 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('...
8
votes
1answer
650 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
1k 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
0answers
100 views
Saving fields to LiveChatTranscript from Snap-ins chat?
I'm trying to save the user (browser) timezone for an Einstein Bot to use. Typically I use
embedded_svc.settings.extraPrechatFormDetails = [
{
"label":"First Name",
"transcriptFields": ["...
0
votes
1answer
849 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
187 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
627 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
714 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/...
0
votes
2answers
310 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
1k 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
87 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
1k 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
278 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 ...
0
votes
1answer
2k 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
362 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
695 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
711 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
76 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
575 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
125 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
357 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 ...
4
votes
0answers
714 views
Implementing a pre-chat form with Live Agent and Community Builder
Is there any documentation (or any standard way) to create a pre-chat form for Live Agent if we are using the Napili template in Community Builder?
I was able to get the pre-chat button working ...
0
votes
3answers
1k views
On a Live Agent Pre Chat form, how can I make a field mandatory?
I have a pre-chat page and it's working fine. I just need to make (say) the name field a required one. HTML 5 states you can use a "required" attribute on the <input type="text" ... >
But ...
2
votes
0answers
104 views
Live Agent, Correct syntax to create Account from the prechat form?
I tried to create the account whenever the visitor submits the Prechat form. My guess is that I am not using the correct syntax.I want to populate multiple fields and show the account to the agent ...
1
vote
0answers
100 views
Prechat form details
I want to create case as soon as support agent accept the chat and it is getting created, but now I want to populate the account name automatically from the prechat form, can it be done???
below are ...
1
vote
0answers
751 views
Live Agent + Lightning Components [duplicate]
Is there any standard way of initializing the LIVE AGENT chat from withing Lightning Components in Community Builder.
I have a prechat from within Community builder which is to be used to initialize ...
1
vote
0answers
158 views
Pre-Chat: how to block the chat
I have a Liveagent with a Pre-Chat. The Pre-Chat has to be used not properly: if you set SI you have to be redirected to a certain page. If you answer NO the chat session has to be started. I followed ...
4
votes
1answer
737 views
LiveAgent.startChat(): wrong redirecting
<apex:page docType="html-5.0" showHeader="false" cache="true" >
<head> Redirecting to the Liveagent chat Page </head>
<div id="liveagent_invite_button_5732500000XXXXX" style='...
2
votes
1answer
2k views
LiveAgent - preChat: “The chat window may only be launched from a button — you cannot access it directly.”
I have a problem and apparently it has no solution on internet.
I'm trying to implement the pre-chat on the LiveAgent following the guide, but adapting that to my own problem.
This is my button:
&...
1
vote
1answer
1k views
How to redirect to pre-chat when liveagent available but manually click liveagent button?
When open live agent sandbox page it will :
detect liveagent.
show/hide pre-chat button by liveagent is available or not.
so I have to manually click the button then start the prechat page.
However ...
1
vote
3answers
328 views
Pre-chat Link Task and Contact
I am trying to link a contact to a Task, but I can't seem to do that on the pre chat form. Any help would be greatly appreciated. From what I have read online this should work. Any help with this ...
1
vote
1answer
1k views
Live Agent pre-chat coming in with No visitor name or details
We are facing a weird issue, where some of our pre-chats in live agent come in with no name or details. It just opens the live agent visitor page and is not creating/finding the related contact.
...
1
vote
2answers
3k views
Is there a way to pass values from an external website into a Live Agent pre-chat form?
We have a pre-chat form where the button is going to sit on a website that isn't hosted on Salesforce Sites or a Community. We have data about the logged in user that we'd like to pass into some ...
1
vote
1answer
2k views
Wait until liveagent.init() finishes
It looks like the init() function is asynchronous - is there any way to know when it finishes? Something like jQuery complete? For example
.getJSON('/blah', function(data) {
/* Invoked when request ...
2
votes
1answer
2k views
Live agent pre chat custom detail
I'm trying to push some custom data to the chat console from pre chat from but without success. I've tried hidden form elements like this:
<input type="hidden" name="liveagent.prechat:Username" ...
