Configure Agent Chat for Source-to-Pay Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use Agent Chat Settings to configure Agent Chat for Source-to-Pay Workspace.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Conversational Interfaces > Settings > Agent Chat.
    2. In the User Experience section, swipe the Agent names and avatars toggle switch to the right to enable this option.
    3. In the Configurable Toolbar Controls section, select View All.
      The Quick Action Toolbar Controls is displayed.

      Add or update the quick action shortcuts for live agents in Agent Chat. For more information about configuring the toolbar controls, see Setting up quick action toolbar controls.

    4. Select Save.