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1. Create a Picklist Field for Skill selection in the Case object/entity.
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2. Create a Skill Picklist Field for Skill-Based Routing Rules in the Chat Transcript object/entity.
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3. Create a Routing Configuration with “Use with Skills-Based Routing Rules” enabled.
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4. Create a Queue and assign the Routing Configuration from Step 3.
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5. Create Skills-Based Routing Rules for Chat Transcript Object. Do the Skill mapping here.
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6. Create a file with .js as the extension. Use the following code in the file.
window._snapinsSnippetSettingsFile = ( function() {
console.log(
"Static Resource file loaded"
);
embedded_svc.snippetSettingsFile.extraPrechatFormDetails = [ {
"label": "Skill",
"transcriptFields":[ "Skill__c" ],
"displayToAgent": true
} ];
})();
This JavaScript code will store the Skill selected from the Pre-Chat on the Chat Transcript object/entity which in turn will be used in Skill-Based Routing Rules.
7. Upload the JavaScript file in Salesforce Static Resource. Please note the name of the Static Resource.
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8. In you Experience Cloud Site Builder, set the “Snippet Settings File” to the Static Resource Name.
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9. In the Embedded Service Deployment Chat Settings, add the Skill Picklist field created in Step 1 in the Pre-Chat Page.
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10. Initiate the Chat from your Experience cloud site and test it.