Setting Up Mobile-Specific Engagements

Introduction

This topic describes the process of setting up section engagements for mobile.

It assumes the following:

• That you have a provisioned Dynamics environment
• That you have installed the Live Assist: Food application
• That you have set up the Live Assist: Food application to use your account identifier
• That you can access your Engagement Portal
  See also: How to log in to the Engagement Portal

Setting up a section profile engagement

1. Navigate to the Engagement Portal
2. Click on Manage campaigns and engagements
   
3. Click on your campaign.
4. Click on Add Engagement
   
5. Click Next in the engagement template gallery to accept the defaults.
   
6. Customize your engagement in Engagement Studio, and click Next when you have finished.
   
7. Pick your theme for the window library and click Next.
   
8. Add a new location in the Entry point library
   
9. Define the location by Section, set the section name to profile, and save your new location.
   
10. Select your new location and click Done.
    
11. Set the engagement name, and enable it.
    
12. Open the Live Assist: Food application and navigate to the Profile tab.
    The profile engagement now appears on your mobile application.
    

disabling-mobile-sdk

Disabling mobile on engagements

Fundamentally, it's possible to prohibit mobile engagements by specifying a URL or use the Section Identifiers to specifically target mobile devices.

1. Navigate to the Engagement Portal
2. Click on the Manage campaigns and engagements
   
3. Click on your campaign.
4. Edit your location on your engagement
   
5. Add a new location
   
6. Configure your location, and add a rule to ignore any URL that contains liveassistmobilesdk, and save.
   
7. Configure your engagement to use this location.
   
8. Open the Live Assist: Food application, and navigate to the profile tab.
   After a few minutes, the sticky chat engagement stops displaying on the application.
   

Setting different engagements for your views on Live Assist: Food iOS

The Live Assist: Food application is configured to set a new section after the end-user has changed the tab.

You can set section names in the Live Assist: Food section in the settings application.

Mobile Engagement Considerations

The following Live Assist Settings cannot be used with Mobile Engagements:

• Offsite / API engagements

• Pop-out mode

It should also be noted that the Chat Activity Context Data the Agent will be shown for mobile visitors, will contain the following information:

• Page History will only show the particular URL that is used for the Glass Pane which loads the SDK.

• Page History URLs may show context data on the end.

• If the Popup mode is not fullscreen the device can appear as "Web/Desktop" to the Agent.