• Sales US/Canada: +1 (855) 654-3837
  • Sales International: +1 (954) 369-0557
  • Admin Portal
    North America Europe ASIA Pacific South America
Live Assist Logo
  • Features
  • What's New
  • Pricing
  • Partners
  • Support
  • Contact Us
  • Free Trial
  1. Support
  2. Getting Started
  3. Introduction

Accessing the Live Assist Demo Site

You can use the following steps to test your Live Assist for Dynamics 365 chat and cobrowse functionality without the need to configure the Live Assist tag on your website.

To access the test links go to the Live Assist Admin Portal and click the Get Started Button:

mceclip0.png

 

Go to Step 3:

mceclip1.png

 

You will be presented with links to both Dynamics 365 and a Demo Site that can be used to test chat and cobrowse:

mceclip2.png

The Demo Site will present you with one of CaféX's sites designed specifically for your testing. Your organization's Live Assist tag will be automatically embedded into the page for you and you will be able to interact with your engagements to start a chat and cobrowse from Dynamics 365 as an Agent.

 

Your Engagement:

mceclip8.png

 

Agent & Consumer Chat:

mceclip4.png  mceclip6.png

 

Cobrowse:

mceclip7.png

 

 

Getting Support

Options for managing the Live Assist tag on your web site

Getting Started
  • Introduction
    • What is Live Assist for Microsoft Dynamics 365 Powered by CaféX?
    • What are some key features of Live Assist for Dynamics 365?
    • Live Assist for Dynamics 365 Minimum Requirements
    • How to Start a Trial
    • Dos and Don'ts
    • Accessing the Live Assist Demo Site
    • Options for managing the Live Assist tag on your web site
    • Regional Access to Live Assist for Microsoft Dynamics 365 Admin Portal
    • How to Enable Chat on Your Site
    • What's Next?
    • User roles within Live Assist for Microsoft Dynamics 365
    • CaféX Compliance & Security Statements
  • Co-browse
  • Getting Started: Voice Escalation
Live chat with us Submit a ticket
About
  • What's New
  • Partners
  • Support
  • Contact us
Help & Support
  • Getting Started
  • Agent Guides
  • Developer Guides
  • Administration Guides
  • Campaign Management
  • Service Status
Connect with Sales
  • US/Canada: +1 (855) 654-3837
  • International: +1 (954) 369-0557
  • Contact us
CafeX Logo

© 2018 CafeX Communications  |  521 Fifth Avenue, Suite 822, New York, NY 10175   |  Privacy, Terms & Compliance

Search