Articles in this section

Salesforce: Install Assist Sidebar

Pre-requisites:

1. Install the package

  1. Follow the installation link provided by your Forethought Customer Success team
  2. Select Install for Admins Only
  3. Click Install
    Screen_Shot_2022-05-18_at_9.08.47_PM.png

  4. When prompted to Approve Third-Party Access, check the box and click Continue
    Screen_Shot_2022-05-18_at_9.03.57_PM.png

  5. When installation is complete you will see this page
    Screen_Shot_2022-05-18_at_9.10.21_PM.png

2. Add the app to the UI

Lightning Experience

  1. Navigate to your Service Console and open a case

  2. Click the gearwheel > Edit Page
    mceclip8.png

  3. In the Search bar, search for "Agatha"
    mceclip9.png

  4. Drag the AgathaAnswers component to the top-right of the page. We encourage you to add the component to the top of the page to ensure the best user adoption.

  5. Save the page and make sure it is properly activated. (under the Activation Button)
    mceclip10.png

  6. Note: If you have multiple pages, you will need to add the component to all relevant pages:mceclip11.png

You're all set!

Salesforce Classic

Note: To use Assist in Salesforce Classic, you have to use the support console app.

mceclip0.png

  1. Go to Setup

  2. In the quick find bar, search for "layout"

  3. Scroll and select cases > Page Layouts
     mceclip0.png

  4. Select the Layout to edit and click EditNote that if you have multiple layouts, you may have to add the app multiple times.
    mceclip3.png

  5. From the selected layout, choose Custom Console Components (top right)
    mceclip5.png

  6. Add a component to the Right Sidebar with the following options:
    1. Style: stack
    2. Width: set to %, value: 100%
    3. Action: type: Visualforce Page
    4. Component: look for AgathaAnswersVisualForce
    5. Height %, 100%*
    6. Click save
      mceclip7.png

*In Salesforce Classic, you need to use 100% height for it to display properly. You may use the left sidebar if required.

 

You're all set!

 

Was this article helpful?
1 out of 1 found this helpful

Support

  • Need help?

    Click here to submit a support request. We are here to assist you.

  • Business hours

    Monday to Friday 8am - 5pm PST excluding US holidays

  • Contact us

    support@forethought.ai