Add/Remove a Chat Profile to/from Points of Contact

Required security profile permissions: Chat Profiles Edit

Agents can participate in chat sessions as a medium of communication (also known as a channel) in your contact center. Chat profiles allow you to customize the appearance of the customer chat interface used by one or more points of contact.

Add Point of Contacts to a Chat Profile

1. Click Routing → Chat Profiles.
2. Locate the chat profile you want to assign to points of contact and click it to open it.
3. Click the Points of Contact tab.
4. In the Add Points of Contact table, select the checkboxes corresponding to the points of contact to which you want to assign the chat profile. If you want to assign this profile to all points of contact, skip this step.
5. Click Add Points of Contact. To assign the chat profile to all active chat points of contact, click Add All.

Remove Points of Contact from a Chat Profile

1. Click Routing → Chat Profiles.
2. Locate the chat profile you want to remove from points of contact and click it to open it.
3. Click the Points of Contact tab.
4. In the Assigned Points of Contact table, select the checkboxes corresponding to the points of contact from which you want to remove the chat profile. If you want to remove the profile from all points of contact, skip this step.
5. Click Remove Points of Contact. To remove the chat profile from all currently assigned chat points of contact, click Remove All.