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Logging into Account
LivePerson provides a robust platform for messaging and AI-powered conversations through the Conversation Cloud. Once your account is created, your credentials are sent to you. With these credentials, you can log into the Conversational Cloud and start exploring the powerful features and capabilities that LivePerson…
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Creating Users
User creation allows for the establishment of distinct user profiles, each equipped with specific roles and skills. As an administrator, you can add up to 18,000 users to your account and manage them. Users in LivePerson have different permission sets, according to their roles. To create a user: 1. Log in to your…
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Creating Skills
To effectively assist visitors with inquiries related to business goals, agents are trained to develop expertise in specific areas. These areas of expertise are known as skills. To create a skill: 1. Log in to your Conversational Cloud account. The homepage appears. 2. On the hamburger menu click the Manage tab and click…
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Creating Profiles
The permissions feature in LivePerson offers brands the opportunity to customize all four roles, providing flexibility for complex organizations to align user roles with their unique business practices. The four roles are: Agent Agent manager Campaign manager Admin Brands can create customized profiles with permission sets…
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Creating Agent Groups
Agent groups help in managing and organizing the users in an organization. To ensure the optimal division of workload between agents sharing the same skill, conversation volumes can be spread between agent groups. 1. Log in to your Conversational Cloud account. The homepage appears. 2. On the hamburger menu click the…
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Adding Predefined Content Library and System Messages
Predefined content library contains ready-made, commonly used content and responses that an agent can use for conversations. To view the predefined content library: 1. Log in to your Conversational Cloud account. The homepage appears. 2. On the hamburger menu click the Engage tab and click Campaign Builder. The Campaign…
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Welcome to getting started with Messaging Operations!
The purpose of the Operations Community is to act as the go-to and supporting resource in helping establish a robust Conversational Messaging Center of Excellence where automation and humans deliver exceptional customer experiences with measurable, efficient and effective outcomes. Our Conversational Growth Paths help…
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Understanding the Web Tag
The LivePerson Web Tag is a small piece of code that you embed on your website to enable features like chat and messaging functionalities offered by LivePerson's Conversational Cloud. The Web Tag serves two main purposes: Visitor Identification and Monitoring: The Web Tag allows LivePerson to identify and track visitors on…
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Creating and Publishing Campaigns
A campaign is a collection of chat or messaging buttons, known as engagements, allowing your brand to interact with their customers by defining display locations, target audiences, and behavior settings. To create a campaign: 1. Log in to your Conversational Cloud account. The homepage appears. 2. On the hamburger menu…
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Creating and Publishing Engagements
An engagement is a banner or button that launches a conversation between your brand and their customer. 1. In the Campaign Builder page click Add engagement. The select engagement source flyout menu appears. 2. Select Web. The Engagement template gallery appears. 3. Provide the required information for the engagement:…