Use Live Assistant for the first time

When you use Live Assistant for the first time, you’ll use the demo workgroup and the demo agent account to test your system and to see how the Live Assistant components work together.

In the default installation of Live Assistant Server, the Live Assistant Agent Download application and the Webchat Client application are installed on the Live Assistant Server as plugins. These are bundled together initially so that you can see, as you work with the default system setup, how the Agent Console, Live Assistant server, and Webchat Client work together. Later, you can install the Webchat and Agent applications to your own application server to fit the needs of your deployment.

To use Live Assistant for the first time:

1. Download and run the Agent Console installer.

2. Run a test chat session.

3. Deploy the Webchat Client application.

4. If desired, deploy the Agent application.

After you’ve installed the Agent Console and tested the system, you can get started customizing your installation.