Live Assist Configuration

Live Assist, a platform that provides multiple service channels for real-time customer engagement within web and mobile applications, is integrated with Microsoft Dynamics 365. Live Assist needs to be configured to support Anthology Digital Assistant.

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Under the Dynamics Classic Web view apps the links to the Live Assist Administrator and Engagement Portal were always available in the Site Map. With Unified Interface Apps the same links are only available by default under the Dynamics 365 - custom app as per https://support.liveassistfor365.com/hc/en-us/articles/360006209013-How-to-Log-in-to-the-Admin-Portal

If, in your instance, the Live Assist links are not available, you can add them to any of the UI apps sitemaps by following these steps: https://support.liveassistfor365.com/hc/en-us/articles/360039600494-Adding-Live-Assist-Links-to-Site-Maps-in-Unified-Interface-Apps

With appropriate permissions a user can access the custom app to access the Live Assist Settings.

To configure Live Assist, perform the following steps: