Before you begin: An overview of the Language IO Chat installation process

The purpose of the article is to give a brief overview of the different steps to install Language IO Chat for Salesforce in your Salesforce instance.

Installation overview

Each step that involves an action on your part is explained in a dedicated article, linked below. The process is as follows:

1. First, make sure that your instance is ready for the install process (See the Prerequisites section below). This step is crucial to make sure that you have everything you need for the installation.
2. Install the Language IO application.
   Installing the Language IO application in the Salesforce instance.
3. Create (or reuse) a Named Credential.
   Named Credentials are used for authentication. You can reuse existing Named Credentials for certain Language IO applications
4. Configure your Custom Settings.
   The Language IO application is highly customizable. In this step you configure mandatory settings as well as optional settings according to your needs. 
5. Continue the configuration:
   • for Salesforce Classic.
   • for Salesforce Lightning.
6. (Optional) Set up Custom Auto Responses.
   Perform this step if you want to customize the autoresponder message that end users see when they first join a conversation.

Preventing installation issues 

Please read the Installation troubleshooting guide to prevent the most common issues that may happen during installation process. 

If you have any question about this process or if you require assistance, contact your Customer Success Manager.

Prerequisites to the installation

Credentials

Contact Language IO Support at support@languageio.com to get an account set up for your company. Language IO will send you a set of API credentials.  You must have these credentials to complete the Add a named credential step.

Preparing Salesforce

Setting up a community

You must set up a community to use the Language IO plugin. If you do not have one set up, follow these steps:

1. Log in to your Salesforce org and click on the gear icon in the upper right corner. Select Service Setup. 
2. Click View All in the upper right corner of the "Recommended setup" section.
3. Find "Lightning Community Setup". Complete the configuration steps as desired:
   1. Enter a Domain name and Community name of your choice.
   2. Enter a unique Community URL (for example acme-support.force.com)
   3. (Optional) Select new logo or header images as desired.
   4. In the "Let customers contact you" section, leave the default settings.
   5. Click Finish.

Setting up the Chat

Next you must set up your Chat service to use the community that you just created:

1. Return to Service Setup > Recommended setup > View all (see previous section). 
2. Find "Chat with Customers". Complete the configuration steps as desired.
   1. In the "Adjust your agents’ chat workload" section, leave the default settings. 
   2. When asked for a URL, enter the Community URL that you created in the previous section:
      1. Go to setup and use the Quick Find box to search for "all sites" to fetch the URL.
      2. Copy and paste the URL next to the community that you created.
   3. As a type, select "Service". 
   4. Click Finish. You can ignore the code snippet.

Creating a Lightning Record page

See Creating a Lightning Records page in Salesforce.