The following articles and videos explain how to make the most out of Live Assist for Microsoft Dynamics 365.
Getting Started Guides
| Course | Duration |
|---|---|
| Live Assist Provisioning | |
| Live Assist Trial How to get started with a free trial of Live Assist for Microsoft Dynamics 365 |
6 min |
| Accessing the Live Assist Demo Site Using the Demo Site to get started |
10 min |
| Tagging Your Website | |
| How to Enable Chat on Your Site How to embed the Live Assist code on your pages |
2 min |
| Live Assist Out-of-the-Box Experience Overview of the default campaigns and engagements |
5 min |
| Advanced Provisioning Topics | |
| Enabling Live Assist on a Dynamics Account | 4 min |
| Adding and Enabling a Dynamics User for Live Assist | 5 min |
Managing Engagements & Campaigns
See: Engagement Guides
Live Assist Features
| Course | Duration |
|---|---|
| Enabling Co-browse | |
| How To Co-browse | 5 min |
| How to Share a Document | 5 min |
| How to Enable File Transfer During a chat with visitor, your agents can share files. |
6 min |
| Voice and Video Escalation During a chat with visitor, your agents can escalate to embedded Voice and Video chat |
5 min |
| Enabling Shortcode Co-browse | |
| Shortcode Co-browse If you want to use co-browse without using chat engagements, Shortcode Co-browse allows your agents to support your visitor escalations. |
5 min |
| Developer APIs | |
| Developer API Overview An Introduction to Developer APIs can be found in the follow Section |
|
| Chat Bots | |
| Getting Started: Live Assist Bots An Introduction to Live Assist Chat Bots |
20 min |
| Bots as Agents | 10 min |
| Bots as Enablers | 10 min |
Billing Portal
| Course | Duration |
|---|---|
| Billing Portal | |
| Setting up the Billing Portal An introduction to the Billing Portal |
10 min |
| Adding for Licenses A tutorial for acquiring further licenses and distributing them across your organizations |
5 min |