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  1. Live Assist for 365 Support
  2. Getting Started

Getting Started

Getting Started with Live Assist

  • Starting a Trial
  • Enabling Live Assist when using Microsoft Dynamics Unified Interface
  • Accessing the Live Assist Demo Site
  • How to Enable Chat on Your Site
  • Live Assist Feature Guides
  • Live Assist Engagement Guides

About Live Assist

  • What is Live Assist for Microsoft Dynamics 365?
  • Key features of Live Assist for Dynamics 365?
  • Live Assist for Dynamics 365—minimum requirements
  • Regional Access to Live Assist for Microsoft Dynamics 365 Admin Portal
  • User roles within Live Assist for Microsoft Dynamics 365
  • Live Assist Restrictions
See all 8 articles

Co-browse

  • How does the Live Assist co-browsing feature work?
  • Can an agent push a document to a customer during a co-browse session?
  • Is the co-browse feature limited to the page where the chat is taking place?
  • Live Assist co-browse compared to desktop sharing
  • Is it possible to record the history of co-browsing and document push?
  • Does the co-browse feature allow an agent to manipulate a customer's device remotely?

Other Live Assist Features

  • Shortcode Co-browse
  • How to Enable File Transfer
  • Voice and Video Escalation
Live Assist for 365 Support