Learn how to use the demo site to test engagements and your setup in our modern Messaging platform.
Note: This article is for customers using our modern Messaging platform for engagements in Live Assist for Dynamics 365. Our legacy platform for engagements is called Live Chat. If you are using the Live Chat platform and need to test your setup and engagements, see this article instead.
Prerequisites
Before you begin, you must have already set up the Agent Widget and any of its prerequisites. See Enabling the Messaging Agent Widget for details.
How to Test Engagements Using the Demo Site for Messaging
- Go to the Live Assist Admin Portal and login. On the Portal Dashboard, hover over the Get Started section and then click Chat
- Click Start
- Then click the Continue button
- Now, click Launch Dynamics 365
- Dynamics 365 will open a new browser tab with the app menu
- Open an application (such as Customer Service Hub) to display the Live Assist Messaging Agent Widget on the right side
- Go back to the Admin Portal tab and click on the Demo Site button (but do not close the tab with Dynamics 365 and the Agent Widget)
- The demo site will be open in the new tab. This will serve as a sample consumer page. From here, you can test starting a messaging conversation and co-browse with an agent in Dynamics 365
- To initiate an engagement, click the start messaging tag, type a message, and then send it
- In the Dynamics 365 tab, note the new chat alert on the Live Assist Messaging Agent Widget. Click the Accept button to start the messaging conversation
- In both the Dynamics 365 and Demo site browser tabs, enter comments and replies in the messaging windows to test a conversation
Agent's View of Conversation Consumer's View of Conversation
- To test co-browse, click the co-browse icon at the top of the Live Assist Messaging Agent Widget. The Agent Assist window opens, waiting for the consumer to accept the co-browse
- In the consumer messaging window, click Accept to start co-browsing with the agent
- In Agent Assist, the agent can now see the consumer's browser window. Click the various buttons to use the co-browse functionalities
Next Steps
- Create messaging web engagements, following the guide to web engagements
- Set up Live Assist to work on your website, following the guide to adding add the Live Assist Tag
- Contact support or your account director, to have all messaging features unlocked (see how)