Administration Guides
Technical
General Administration
- Upgrading to the latest version of Live Assist
- Installing and enabling Live Assist for USD
- What does the Live Assist integration look like with Dynamics CRM?
- Live Assist supported regions and languages
- How does the implementation of Live Assist for Dynamics 365 map to CRM tenants and organizations? Is there one Live Assist instance per tenant, or per organization?
- What happens if the CRM license for the Tenant Admin is revoked?
Installation and Dynamics Integration
Purchase & Billing
Live Assist Admin Portal
- Switching between multiple tenants
- Configure Features
- How to Log in to the Admin Portal
- How to Add Dynamics Users
- How to create a Live Assist User
- How to Assign Live Assist Licenses to your Organization
Reporting Administration
Troubleshooting
- Engagement Portal Profile Faults
- Enabled Agents unable to access Chat Widget or Administrators unable to manage Admin Portal
- Issues installing CaféX Live Assist into existing extended USD environments
- You need System Administrator privileges to install Live Assist for Dynamics 365 Powered by CaféX
- Finding your Account Number
- Enabling and Disabling Live Assist Roles