Contents
How to set up an embedded service chat?
After you’ve set up Omni-Channel, change the routing type for your chat button. From Setup, use the Quick Find box to find Chat Buttons & Invitations. Update the Routing Information section. Enable the pre-chat page in your chat configuration. From Setup, use the Quick Find box to find Embedded Service.
How to automatically associate chat transcript to case and account?
We would like to automatically populate the account and case lookups on the chat transcript based on what the agent is doing/looking at. We already have APEX code that executes when agents view an account and when they create a new case, so we can add additional code that performs the association.
How to create pre chat in Einstein bots?
With the pre-chat configuration, admins can select fields from the two objects on the Pre-chat form: contact and case. However, the built-in Bot Builder variables give you access only to the LiveChatTranscript record. To bridge this gap, you have a couple of approaches.
Where to view chat fields in Salesforce cloud?
In the Service Cloud Console, agents can view all chat fields on the Chat Details tab. Admins can use the Console Integration Toolkit API to give agents even more information. Because bots don’t have a view of an agent’s console, the data must be committed to a platform object.
How to publish LiveAgent embedded service chat component in community?
In the community builder, select the chat component to edit it’s parameters, and in the Snippet Settings File field enter: chatEnhancedSettings. 5. Publish the community Now for my it is not working. Am I doing something wrong? Maybe I am missing some steps to make it work? Eventually I did succeed on the task to use this javascript override.
How to create an embedded service in Salesforce?
You should also have a working Embedded Service Aura component before you make any changes based on the Embedded Service deployment settings. To get started, go to the Developer Console and open one of your Embedded Service Aura components. Add a line in your component markup file to create the settings API component.
Which is an example of an embedded service?
The pre-chat component uses different fields and a CSS class when a specific Chat button is used with the chat window. This example isn’t of a complete pre-chat component. We’ve marked where the rest of your code should go in the code comments. Before you start, make sure that you have an Embedded Service deployment already set up.