Tip #891: Video Guide to Live Assist Configuration Options

Configuration

In this video, we look at some of the different configuration options that are available through the admin portal for Café X. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com. Don’t forget to […]

Tip #882: Video Guide to Chat & Cobrowsing for Dynamics 365

Chat

In the next few videos we look at the new Omni-Channel solution for Dynamics 365, Live Assist powered by Café X. In this first video we show you how to setup the solution, and what the agent experience looks like in Dynamics 365. We will show you how to interact with customers, use many of […]

Tip #847: Web chat is now available

Women Telephone Operators at Work

Technically, it is called “Live Assist for Dynamics 365 Powered by CaféX” (hands up who prefers “Web Chat”) and is now available on AppSource. Full details of the announcement are available. As per AppSource guidelines, there is a free trial and a video walkthrough. This app will allow you to embed web chat operator panel […]