We have done integration Cafex Live Assistant with Dynamics 365 online instance. So today,we will share you our experience with Cafex Live Assistant.
Step1: Open CRM "portal.office.com". Go for administration page. Click on "Live Assistant" to configure with CRM.
Click on the edit button to configure the Live Assistant.
Step2: After Clicking on Live Assistant then it will ask for email and click on "Submit button" .
After clicking on Submit button. It will display as shown in below screen.
Now, wait for mail response from "Cafex Live Assistant".
Step3: When setup is complete you'll receive a welcome mail from support@liveassistfor365.com with instructions on how to add Live Assist to your website.
Step4: Click on link shown in above screen. It will direct you to Cafex Live Assistant page.
Here in above, it is asking for purchased or trail. Choose your requirement. Trail version will be for 30 days.
This is after integrating Live Assistant in CRM instance occurs, but we need to integrate with end user side also.
Step5: After choosing, then it directs you to number of users you need to access this Live Assistant.
Step6: Now here we want this Live Assistant to run on Customer Portals. So we need script to integrate this assistant.
We have done like this see the below screen.
In above Screen, follow the steps. To get script and copy the script.
Step7: Make sure that your CRM instance is configured with Customer Service Portals.
We used script in portal templates like shown in below Screen.
We want Live Assistant to be worked on header page of CRM PORTALS. We used that in header template. Save the template.
Step8: Refresh the Portal page, It will appear like shown below.
Step9: Start Live chat directly with CRM Users.
In above Screen, Live chat with customer from CRM USER.
In below Screen, Chat with CRM USER from Portal.
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