How to update the agent name displayed on Connect Chat without updating the sys_user record
Overview
This article describes how to update the agent name displayed on Connect Chat without updating the sys_user record.
The display name on Chat is the user's live_profile record name value. When a user logs in for the first time, a live_profile record is created for them and the Name field is automatically populated with the first/last name of the user record. This record can be modified, which means you can change the Chat name.
Procedure
- Go to /nav_to.do?uri=/live_profile_list.do.
- Filter the list with the user name for the user for whom you wanted to update the user name displayed on Connect Chat.
- Open the live_profile record of that user and update name field of the record to desired value.