How to add virtual agent to service portal login screen?
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10-24-2024 12:17 PM
How to add virtual agent to service portal login screen.
Few users have to access VA without login into the instance.
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10-24-2024 11:05 PM
1. Navigate to Service Portal -> Widgets
2. Open Virtual Agent Service Portal Widget and check Public checkbox to true
3. Navigate to Service portal- > pages
4. Open login page and open it in page designer
5. Drag Virtual Agent Service Portal Widget below login widget
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10-25-2024 12:25 AM
Hi @teja22 ,
Yes, you can add a Virtual Agent to the Service Portal login screen.
follow below steps.
- Navigate to Service Portal > Portals and open the portal where you want to add the Virtual Agent.
- Go to Service Portal > Widgets and create a new widget, something like "Virtual Agent Login".
- In the widget editor, you can use the default Virtual Agent widget code. Use the widget sp-virtual-agent or customize it based on your requirements.
- Navigate to Service Portal > Pages and find and open the Login page (usually named login).
- In the Page Layout, drag your newly created Virtual Agent widget onto the desired location on the login page.
- Make sure that the Virtual Agent is accessible to users who need to log in. You may need to adjust the permissions in the Virtual Agent settings if necessary.
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10-25-2024 02:50 AM
Hi @teja22
I Hope this answer is useful to your question,
Resolution
You can add the Virtual Agent widget to the Service Portal on either one page of the Portal or make it available across the platform by embedding it in the footer.
Adding the Virtual Agent widget to a single page.
Adding the Virtual Agent widget and making the icon available throughout the Service portal.
- Go to Service Portal -> Widgets
- Find the "Virtual Agent Service Portal Widget" (sn-va-sp-widget) widget and copy the ID of the widget.
- Now we have to embed this widget throughout the portal. Go to Service Portal -> Portals. Open the Portal record where you want to add the Virtual Agent icon.
- Now, open the Theme record for this portal.
- In the theme, open the 'Footer' record. Now add the following code in the 'Body HTML Template' to embed the widget and save.
<div>
<widget id="sn-va-sp-widget">
</widget>
</div> - Make sure that 'Fixed Footer' is checked on the Theme record from step 4 otherwise the virtual agent icon will keep floating at the bottom of the page.
Thankyou
Mule Syam