Administration Guides

Technical

• Chat Transcript Storage in Dynamics
• Platform and browser support
• Live Assist for 365 Regional Availability

General Administration

• Auto-Disable Agent Policy
• 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?

See all 11 articles

Installation and Dynamics Integration

• Adding Live Assist Links to Site Maps in Unified Interface Apps
• Installed CRM Package Details
• User Permissions on Dynamics
• Service Access Control
• Entity Creation Menu: Associating the Chat Activity to Case, Lead, or Opportunity

Purchase & Billing

• How to set up and use your Billing Portal
• Where can I see my account details?
• Buying and adding a subscription
• Will the customer receive a single invoice?

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

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Reporting Administration

• Tools To Measure Your Success
• Customer Satisfaction Scoring
• Real-time Operational Reporting
• View the Engagement History

Troubleshooting

• Engagement Portal Profile Faults
• Enabled Agents unable to access Chat Widget or Administrators unable to manage Admin Portal
• Issues installing CBA Live Assist into existing extended USD environments
• You need System Administrator privileges to install Live Assist for Dynamics 365
• Finding your Account Number
• Enabling and Disabling Live Assist Roles

See all 15 articles