These guides will help you how to make the most out of Live Assist for Microsoft Dynamics 365 (LAD365).
Table of Contents
- Guide to Getting Started with Live Assist for Microsoft Dynamics 365
- Guide to Basic Features of Live Assist for Dynamics 365
- Guide to Managing Engagements & Campaigns
- Using the Billing Portal
Guide to Getting Started with Live Assist for Microsoft Dynamics 365
| Article or Video |
|---|
| Overview |
| Overview of Live Assist for Microsoft Dynamics 365 (Video) Learn about Live Assist and its features with a short overview video |
| Install & Basic Configuration |
| Step 1: Installation and Provisioning Install Live Assist and get up and running quickly. If you are a new customer, this guide will also help you get started with a free trial. |
| Step 2: Enable the Agent Widget in Dynamics 365 How to get enable the widget so your agents can use Live Assist |
| Step 3: Test the Messaging Conversation Use a demo site to test engagements and your setup |
| Step 4: Create Web Engagements Set up how the website tag will look and work on your website |
| Step 5: Set up Live Assist on Your Website How to enable the website tag our your site, so your visitors can start engaging with your agents |
| Learn More |
| How to create a Live Assist User How to add your agents to Live Assist |
| Live Assist Out-of-the-Box Experience Overview of the default campaigns and engagements |
Guide to Basic Features of Live Assist for Dynamics 365
| Article or Video |
|---|
| Using Co-browse |
| How To Co-browse |
| How to Share a Document |
| How to Enable File Transfer During a chat with visitor, your agents can share files. |
| Voice and Video Escalation During a chat with visitor, your agents can escalate to embedded Voice and Video chat |
| Using 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. |
| Developer APIs |
| Developer API Overview An Introduction to Developer APIs can be found in the follow Section |
| Setting up Chat Bots |
| Getting Started: Live Assist Bots An Introduction to Live Assist Chat Bots |
| Bots as Agents |
| Bots as Enablers |
Guide to Managing Engagements & Campaigns
See: Engagement Guides
Using the Billing Portal
| Article or Video |
|---|
| Billing Portal |
| Setting up the Billing Portal An introduction to the Billing Portal |
| Adding Licenses A tutorial for acquiring further licenses and distributing them across your organizations |