Select Live Chat Vendor

The "Select Live Chat Vendor" screen allows users to select their preferred Live Chat to connect customers to agents.

After deciding on your AI Chatbot and connecting your Channel, you can now choose your Live Chat in the Step 3: Select Live Chat Vendor page. This determines what internal messaging platform your will use to connect your Live Agents to your customers.

Doing this will make this specific Chat Flow visible to the Captivate Chat app in the Live Chat service you selected. It won't be visible in unselected platforms.

This step won't connect the Live Chat service to your Chat Flow yet!

You can only assign a Live Chat service to your Chat Flow in "Step 3: Select Live Chat Vendor".

This step only ensures your Chat Flow is recognized by the Live Chat service you selected.

Connect your Live Chat service to your Chat Flow in a different process!

In order to connect your Live Chat service to this Chat Flow, you have to follow a specific process outside of the Captivate Chat platform.

There are specific instructions to connect Captivate Chat within the MS Teams app, and different instructions to connect Captivate Chat to the Slack program.