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Setting Up Mobile-Specific Engagements

  • Chat

Updated ~ minute read

 

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 Engage > Campaign Builder from Main Menu
    cam_builder2.png
  3. Click on your campaign.
  4. Click on Add Engagement
    Screen_Shot_2021-03-29_at_4.39.15_PM.png
  5. Click Next in the engagement template gallery to accept the defaults.
    Screen_Shot_2021-03-29_at_4.41.35_PM.png
  6. Customize your engagement in Engagement Studio, and click Next when you have finished.
    Screen_Shot_2021-03-29_at_4.46.00_PM.png
  7. Pick your theme for the window library and click Next.
    Screen_Shot_2021-03-29_at_4.47.36_PM.png
  8. Add a new location in the Entry point library
    Screen_Shot_2021-03-29_at_4.47.48_PM.png
  9. Define the location by Section, set the section name to profile, and save your new location.
    Screen_Shot_2021-03-29_at_4.50.21_PM.png
  10. Select your new location and click Done.
    Screen_Shot_2021-03-29_at_4.50.44_PM.png
  11. Set the engagement name, and enable it.
    Screen_Shot_2021-03-29_at_4.52.01_PM.png
  12. Open the Live Assist: Food application and navigate to the Profile tab.
    The profile engagement now appears on your mobile application.
    SectionProfileEng_10.jpg

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 Engage > Campaign Builder from Main Menu
    cam_builder2.png
  3. Click on your campaign.
  4. Edit your location on your engagement
    Screen_Shot_2021-03-29_at_5.02.28_PM.png
  5. Add a new location
    Screen_Shot_2021-03-29_at_4.54.16_PM.png
  6. Configure your location, and add a rule to ignore any URL that contains liveassistmobilesdk, and save.
    Screen_Shot_2021-03-29_at_4.58.12_PM.png
  7. Configure your engagement to use this location.
    Screen_Shot_2021-03-29_at_5.03.15_PM.png
  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.
    SectionProfileEng_16.jpg

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.
SectionProfileEng_17.jpg

 

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.

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