HELP FILE

Bold360 Agent DIY Deployment Guide

Welcome! The Bold360 Agent DIY Deployment Guide provides customers with step-by-step instructions to deploy simple live chat use cases on their own. These instructions explain how to create agents, departments, websites, chat buttons, and chat windows. The documentation also includes a reporting overview, FAQs, and troubleshooting tips. It should give you everything you need to set up and manage your traditional Bold360 Agent deployment.

To begin, log in to your account using the link provided in the Welcome email. Once you click the link, you are prompted to create a password. From there, use your email to log in with your new password at https://admin.bold360.com.

Once you’ve logged in, use the setup instructions to begin self deployment.