Pre-requisites:

• You have completed the Salesforce Initial Setup Guide.
• You have received the package installation link from Forethought

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
   
   
   
4. When prompted to Approve Third-Party Access, check the box and click Continue
   
   
   
5. When installation is complete you will see this page
   

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
   
   
   
3. In the Search bar, search for "Agatha"
   
   
   
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)
   
   
   
6. Note: If you have multiple pages, you will need to add the component to all relevant pages:

You're all set!

Salesforce Classic

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

1. Go to Setup
   
   
2. In the quick find bar, search for "layout"
   
   
3. Scroll and select cases > Page Layouts
    
   
   
4. Select the Layout to edit and click Edit. Note that if you have multiple layouts, you may have to add the app multiple times.
   
   
   
5. From the selected layout, choose Custom Console Components (top right)
   
   
   
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
      
      

*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!