> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enable chat for existing customers

> Add trusted URLs to your Salesforce org so ShiftUp Chat can connect to AI services. This step is only required for existing customers — new installations include these URLs automatically.

<Note>
  This setup is only required for **existing customers** upgrading to a package version that includes Chat. New customers receive these trusted URLs automatically during installation.
</Note>

ShiftUp Chat requires three trusted URLs in your Salesforce org to communicate with ShiftUp's AI services. You will need to add each URL as a trusted URL entry in Salesforce Setup.

## Trusted URLs to add

| API Name                       | URL                            | Protocol  |
| :----------------------------- | :----------------------------- | :-------- |
| `ShiftUp_API_HTTPS_Production` | `https://api.shiftupai.com`    | HTTPS     |
| `ShiftUp_API_WebSocket`        | `wss://api.shiftupai.com`      | WebSocket |
| `ShiftUp_Assets`               | `https://assets.shiftupai.com` | HTTPS     |

## Steps

1. In Salesforce, go to **Setup** and search for **Trusted URLs** in the Quick Find box.
2. Click **Trusted URLs** under **Security**.

<Frame>
  <img src="https://mintcdn.com/shiftup/TgLfZ11KRDqSn1c-/images/SCR-20260420-iqpu.png?fit=max&auto=format&n=TgLfZ11KRDqSn1c-&q=85&s=9a21d442592eead476516ac518076e11" alt="Trusted URLs setup page showing the three required ShiftUp entries" width="1029" height="603" data-path="images/SCR-20260420-iqpu.png" />
</Frame>

3. Click **New Trusted URL** and enter the details for each URL listed above:
   * **API Name** — use the name from the table
   * **URL** — use the URL from the table
   * **Active** — check the box
   * **CSP Context** — select **Lightning Experience Pages**

<Frame>
  <img src="https://mintcdn.com/shiftup/TgLfZ11KRDqSn1c-/images/SCR-20260420-iqwm.png?fit=max&auto=format&n=TgLfZ11KRDqSn1c-&q=85&s=89c0551c822eb8d7acb0fda3b742a811" alt="Trusted URL edit form showing the API name, URL, and Active checkbox" width="1157" height="525" data-path="images/SCR-20260420-iqwm.png" />
</Frame>

4. Click **Save** (or **Save & New** to add the next entry).
5. Repeat for all three URLs.

Once all three trusted URLs are active, Chat will be fully functional in your ShiftUp instance.

<Tip>
  Enabling Chat will not increase the number of allocated api calls to Salesforce, it's designed to handle those api calls directly from the client's browser to ShiftUp AI.
</Tip>
