Configuring Agent Chat

concept brazil Updated Sep 10, 2026 2 min read ci-agent-chat-configuring.md
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Configure Agent Chat to enable customers to ask questions and receive information by chatting with a live agent.

Review these sections on configuring Agent Chat features.

  • Setting up Agent Chat
    Configure Agent Chat to enable live agents to chat with customers and manage various conversation features for agents and end users. Through Agent Chat, agents interact with end users, create incident or case records, or transfer chats to another agent or queue.
  • Configuring Agent-Initiated Messaging Interface
    Set up the Agent-Initiated Messaging Interface application to enable agents to send messages to customers through different messaging channels.
  • Associating user profiles on messaging interactions
    Use extension points to call custom scripts.
  • Add Agent Chat to a portal
    Give your users a place to interact with your bot and human agents. Choose a Service Portal chat configuration provided with your base system, such as the Service Portal Agent Chat configuration used for Agent Chat and Virtual Agent. Your end users can initiate and maintain a bot or Agent Chat conversation in any page of the portal.
  • Controlling idle live chat sessions
    Configure how active chat sessions are handled by the system when live chats become idle.
  • Controlling the browser experience for chat guest sessions
    Anonymous users (unauthenticated guests) can chat with support agents in the web chat client, without logging in to a service portal. Admins can control certain aspects of the conversational experience for unauthenticated guest users, such as enabling resumable chat sessions after a browser refresh.
  • Configuring quick actions
    Quick actions are shortcuts that perform Agent Chat tasks. Agents can work more efficiently with customers by using quick actions because they don't have to enter as many characters to perform a task.
  • Sending missed chat activity emails
    Send email to users with summaries of chat messages sent to them while they were offline.
  • Configuring Profanity Filter
    Configure the Profanity Filter for Agent Chat to detect flagged words in the manner that best suits your company's needs.
  • Configuring Dynamic Translation for Agent Chat
    Activate Dynamic Translation for Agent Chat (DTAC) so chat conversations can be translated from one language to another.
  • Setting up conversation history
    Enable and customize the conversation history options that are available on the conversation history screen.
  • Disable live agent support for a channel
    Add the disable_live_agent property to the Channel Properties related list to exclude it from live agent support.
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