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Chatlet

A Chatlet in Salesforce is a compact, mini version of a chat interface component used within the Salesforce Console.

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Definition

A Chatlet in Salesforce is a compact, mini version of a chat interface component used within the Salesforce Console. Chatlets allow agents to manage aspects of a chat session (such as viewing transfer options, customer details, or canned responses) in small pop-up panels within the console without navigating away from their current workspace.

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In plain English

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A Chatlet is a small pop-up panel inside the Service Console that gives agents quick access to specific things during a chat, like a list of canned responses or transfer options. It saves them from having to leave the chat to find what they need.

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Worked example

scenario · real-world use

An agent at Foxholme Software handles three chats simultaneously in the Service Console. Each chat has a Chatlet panel popping up with a list of Quick Text snippets she can insert with one click. Another Chatlet shows transfer options when she needs to escalate. A third Chatlet displays customer details (current cart, order history) for the active chat. The Chatlets keep the agent's main chat window focused on the conversation while ancillary functions live in compact pop-up panels. Chatlets are the Service Console's mini-views for chat-specific tasks.

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Why Chatlet matters

A Chatlet is a compact, mini-version of a chat-related interface that appears as a pop-up panel inside the Salesforce Service Console. Chatlets give agents quick access to common actions and information during a chat session without forcing them to navigate away from the active conversation. Common Chatlets include the Transfer Chatlet (for transferring a chat to another agent or queue), Quick Text Chatlet (for inserting canned responses), Customer Info Chatlet (for viewing details about the visitor), and similar focused panels.

Chatlets are part of the legacy Live Agent and Chat Console design. In the modern Lightning Service Console, much of this functionality is delivered through the standard utility bar, related lists, and side panels rather than dedicated Chatlets. The concept persists in some legacy configurations and in vendor-built CTI integrations that still use the older Chatlet pattern. New deployments don't typically use Chatlets explicitly, but the underlying need (giving agents quick access to chat tools without context-switching) is met through the Service Console's built-in utility bar and panels.

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How organizations use Chatlet

CloudNine Solutions

Maintained a legacy Chat Console deployment with several Chatlets including Transfer, Quick Text, and Visitor Info. Migration to the modern Service Console involved replacing each Chatlet with the equivalent Lightning utility or panel.

QuickAssist

Documented their old Chatlet workflows during a Lightning migration so they could verify that every Chatlet's function had a Lightning equivalent before turning off the old console.

ShieldGuard Security

Built a custom Chatlet years ago that displayed customer purchase history during chats. The custom Chatlet was rebuilt as a Lightning Web Component in the utility bar during their modernization.

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