Agent Assist Installation -Salesforce

This guide will help you install Enjo Agent Assist in Salesforce. Follow these steps to ensure a smooth installation.



Step 1: Get the package installation URL from the Enjo CS team, paste it into your browser and press Enter.

Step 2: Log in with your Salesforce username and password.

If you are using a Sandbox account, enter your Sandbox account URL and click on the “Continue” button.

Step 3: On the installation page, select "Install for All Users" and acknowledge the terms.

Step 4: Click "Install" and wait for the installation to complete.

Step 5: Once installed, click "Done".

Step 1: You will land on the 'installed packages'  page. 

Step 2: Click the gear icon at the top and select "Setup".

Step 3: Then navigate to trusted URLs and add the Enjo base URL by clicking on the "New trusted URL" button.

Step 4: Provide API name as Enjo and URL as https://app.enjo.ai

Step 5: Select everything in "CSP Directives" and click the “Save” button at the end.           

Step 1: Navigate to Security --> CORS and click on the "New" button add the Enjo base URL as https://app.enjo.ai and click the "Save" button.

Step 1: Navigate to any individual Case -> Gear button -> Edit Page.

Step 2: Drag and drop the custom managed "EnjoWidget" component onto the page layout and click the “Save” button on the top right corner.

Step 3: Click on "Authenticate" in the pop-up that opens, click on “Remove as Org Default” and then choose “Desktop and Phone” click on "Next" and then click the "Save" button.

That’s it!  You have now installed Agent Assist in Salesforce.