To stat using Live Conversations in Your Salted CX account follow these steps:
- Create Salted CX account. We recommend to create a testing account even when you already have a Salted CX account.
- Enable Live Conversations. Live Conversions are disabled by default for new accounts.
- Give agents permissions to use Live Conversations. Setup your identity provider so it gives users (agents) who handle the customers permissions to access Live Conversations.
- Integrate with Your Logic. Optional. Integration with Your Logic enables you to implement a custom behavior based on rules, workflows or using large language models to resolve the customer requests.
- Integrate Universal Chat into your web app. Optional. Enables agents and Your Logic to handle conversations from your website.
- Connect to WhatsApp numbers. Optional. Enables agents and Your Logic to handle conversations from WhatsApp.
Create Salted CX Account
Live Conversations can be used in any Salted CX account. Conversations that happen in Salted CX are visible with conversations from other connected platforms.
Learn how to create a Salted CX account.
Enable Live Conversations
Enabling Live Conversations requires to contact Salted CX. Please reach to us at help@salted.cx to enable Live Conversations for you. Once enabled users who have the appropriate permissions will see Live tab on top of the application.
Give Permissions to Agents
You need to give users permissions to access live conversations. This is done in your identify provider such as Google or Okta.
Integrate with Your Logic
Integrating Live Conversations with Your Logic enables you to handle the customer requests automatically or to respond to different events.
Learn more about Your Logic and Your Logic Implementation Tips.
Integrate Universal Chat to Your Web App
If you want agents or Your Logic to handle the customer conversations from your web site you need to use Salted CX the customer facing web widget.
Learn more about Universal Chat Integration.
Connect to your WhatsApp numbers
If you want agents or Your Logic to handle conversations that originate from your WhatsApp customers. You manage your WhatsApp phone numbers directly in your Mete account. You only need to provide credentials for Salted CX to access the WhatsApp API.
Contact Salted CX at help@slted.cx to help you with the WhatsApp setup.