Chat Box - Post Install Configuration

After installing the Chat Box package

•  In the Quick Find box, type App Manager and select it.
• Click on the down-arrow button of the application where the component needs to be
  placed and select Edit.

•  Select Utility Items from the left side panel.

•  Click the Add Utility Item button and Search the chatbox_wrapper component.

•  The Properties dialog box will appear. Change the label as you want and check the
  Start automatically checkbox as well.
• If you want to enable the Group Chat feature along with Chat Box, check the ‘Enable
  Group Chat’ checkbox and click Save.

•  If you want to access the Group Chat feature Separately, then Click the Add Utility
  Item button and Search the GroupChatBoxWrapper component.

• The Properties dialog box will appear. Change the label as you want and check the
  Start automatically checkbox as well and click Save.

•  In the Quick Find Box, type Permission Set and select it.
• Click the ‘Chat Box Access’ permission set.

•  Click on the Manage Assignments button.

•  Click on the Add Assignments button.

•  Select the users, for whom you want to give access to use the chatbox component.
• Click the Assign button.

•  Click the Done button.

Below component can be placed on any Object(Account, Lead, Contact, Case) to chat with customers/leads on WhatsApp from Salesforce.

WhatsApp component in Salesforce

Please reach out to sales@innovalleyworks.com for the WhatsApp business API configurations and support.