Live Chat - Salesforce Integration

Activa Live Chat lets live chat agents gain immediate access to all their Salesforce information directly from within the Operator Console. With features such as Auto Query, Chat-to-Case, Chat-to-Activity, 1-Click Fast Fill, Mapping of live chat Transcripts, Pre-Chat Forms and Custom Variables, and full support for custom objects and custom fields, Activa Live Chat is a home away from home for Salesforce customers.

Activa Live Chat lets live chat agents leverage the Salesforce knowledge base for use as prepared responses during live chat. Agents can search any keyword or phrase and matching solutions will be displayed instantly. Just double-click a solution and it will be entered into the messaging field - ready to be sent to the visitor.

There's no setup required within Salesforce, and both production and sandbox accounts are supported. That makes Activa Live Chat able to deliver a compelling platform for customer service, support, and proactive sales with Salesforce integration.

Activa Live Chat

Editing a lead while minimized

One-click maximized view

Creating a new contact

With Activa Live Chat, online agents have instant access to all their Salesforce objects, letting them interact with all their Contacts, Leads, Customers, etc., while being signed in to the Activa Live Chat Operator Console.

New Cases, Leads, Customers, or any other object (including standard and custom objects) can be generated from Activa Live Chat and entered directly and instantly into Salesforce (there’s no “syncing”). Operators also have the option of saving live chat transcripts as Cases or Activities within any object. Chat transcripts also can be mapped to custom fields.

Using information submitted in Pre-Chat Forms or Custom Variables, Activa Live Chat automatically queries Salesforce and displays matching results that are conveniently organized by object titles. When no match is found, new records easily can be created with 1-Click Fast Fill that enters a visitor’s information into a new record with a single click.

Baked-In Integration

Activa Live Chat uses a direct channel to Salesforce via the Salesforce Web services API. Unlike other solutions that merely frame Salesforce’s Website within a browser window, Activa Live Chat is a seamless, baked-in part of the Operator Console, even sharing the same great user interface that makes Activa Live Chat so easy to use.

Speed is King

Speed is another trademark of the Activa Live Chat. The highly optimized architecture of Activa Live Chat’s Operator Console helps make it fast and responsive.

Intuitive & Flexible Interface

Activa Live Chat takes advantage of a fluid interface and it can be resized depending on an individual operator’s preferences. Typically Activa Live Chat resides at the bottom middle area of the Operator Console. It can be stretched vertically or expanded horizontally. It also can be maximized simply to take advantage of the most screen real estate.

Setup in Seconds

Assigning Activa Live Chat to a live chat operator is fast and easy. Administrators simply add it to any operator account from within the Account Dashboard. Once operators sign in to the Operator Console, they have access to their assigned chat and can log in immediately using their Salesforce user names and passwords.