Live Chat Setup is the four-step flow that takes an agent from enabled to embedded: Welcome screen, Design, Security, and Configuration. Every step has sensible defaults so a basic widget can go live in minutes, and every setting can be revisited later without breaking live conversations.
In this section
- Enable the Live Chat Skill on an agent and reach a working widget.
- Customize the greeting, suggested prompts, and away behavior.
- Theme the widget so it matches your brand on every page it appears.
- Lock the widget to your domains with a Security Key and allowed origins.
- Embed the widget and verify it end to end before announcing it.
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Video overview
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