Know who you assist

Know who you assist In my previous post I talked about setting Live Assist for Dynamics 365 up. In this post I’ll take you through how to configure Live Assist so you know which portal contact you are assisting/chatting with. I’ll ensure that when a portal contact logs into the portal and initiates a chat session…

1

Live Assist for Dynamics 365 – First Look

This week the preview of Live Assist for Dynamics 365 Powered by Cafex went live. With Live Assist for Dynamics 365 Powered by Cafex you can Text chat with website visitors and mobile app users See what they see, co-browse and share documents Maintain a unified view in Dynamics 365 Unified Service Desk and web clients Provide…

5