Einstein BOTs Salesforce
1. Make sure "Require Agent Online" is Off. 2. Check "Permitted Domains" in the Chat Deployment. Company Website URL to test from the Websitewww.infallibletechie.com Visualforce Domain URL to test from ....
1. Use Start Conversation button. 2. Send a message. You will see a banner like below. When the customer responds, it will send the message directly to the agent who initiated ....
1. Configure Error Handler Dialog. 2. Instead of Transfer to Agent use Show a Menu with Options. Add some user friendly message to the user. Output:
1. Create a Dialog or use the existing End Chat Dialog. 2. Use Rules and select End Chat in the Rule Action. Output:
When an error or exception occurs, Bot immediately transfers the Messaging Session to an agent(Omni-Channel).Error Handler Dialog can be used to avoid this issue. Using Error Handler Dialog, we can ....
Option 1: 1. Create a Report Type on Chat Transcripts object. 2. Create a report on the custom report type from step 1. Set "Is Chat Bot Session" to true ....
Einstein Bot can be used to handle incoming SMS Messages without an Agent. If the user need to connect with an Agent, we can transfer the session to an Agent ....
Salesforce Einstein BOT conversations can be transferred to Queue(Omni-Channel Queues) Another Bot Skills(Skill Based Routing) Note:Once the Bot transfers it, Omni-Channel process kicks in. Help Articles:1. To Queuea. https://help.salesforce.com/articleView?id=000351918&language=en_US&mode=1&type=1b. https://help.salesforce.com/articleView?id=sf.bots_service_transfer_queue.htm&type=5 ....
1. Create a Lightning Web Component that extends lightningSnapin__ChatMessage. HTML: <template> <div class={messageStyle}> <lightning-formatted-rich-text value={messageContent.value}> </lightning-formatted-rich-text> </div> <template if:true={showPhoneBool}> <div class={messageStyle}> Contact ....
In the below example, I have configure Einstein Bot in a way to capture user entered values and creating a Case record. At the end, Case Number is shared for ....