Salesforce Chat Transcript Highlight Panel
Currently, Salesforce Chat Transcript Highlight Panel is not customizable. When the Chat is Active, it will display the first message. When the Chat is completed, it will display the Chat ....
Tag: Salesforce Chat
Account or Contact or Lead Or Case Creation flow or order in Salesforce Chat
The findOrCreate Salesforce Chat method begins the API call differently for Classic Live Agent Routing and Omni-Channel Routing. Please check the following for the difference: The findOrCreate Salesforce Chat method ....
How to enable Chat Transfer to Chat Buttons in Salesforce?
If the agents are not seeing Chat Transfer to Chat Button, then make sure Chat Transfer To Chat Buttons Enabled is set to true on the Chat Agent Configuration. https://youtu.be/VnFe3qkY9ag
Salesforce Article Answers in Einstein Bot
Salesforce Article Answers with Einstein Bot helps us avoid transferring Chats to agents when Knowledge articles can assist the customers. 1. As an admin make sure Knowledge User check box ....
How to find Visitor Wait Time to Chat in Salesforce?
1. Create a Report Type for Agent Work entity. 2. Create a Row Level Formula field in the Report using the below formula. (AgentWork.AcceptDateTime-AgentWork.CreatedDate)*24*60*60 Output: https://youtu.be/xsSkCRKelLc
How to end Chats when the Visitors are unresponsive in Salesforce?
Enable customer timeout on the Salesforce Chat button should be used to end the chats when the visitors are unresponsive. 1. Enable "Enable customer timeout". 2. Enter Customer Time-Out (seconds). 3. ....
How to Hide and Show Salesforce Embedded Service Chat?
embedded_svc.settings.displayHelpButton should be set to true to display the Salesforce Embedded Service Chat. embedded_svc.settings.displayHelpButton should be set to false to hide the Salesforce Embedded Service Chat. In the following sample code, if ....
How to use different names for agents in Salesforce Chat?
Chat Agent Configurations in Salesforce can be used to display different names for Chat Agents. 1. Update the Chat Agent Alias information. 2. Create a Chat Agent Configuration. 3. In ....
Salesforce Chat Transfer to Skills
Salesforce Chats routed via Omni-Channel can be transferred to a Skill or to multiple Skills. Chat Transfer to Skills is available only for Omni-Routed work items for Classic and Chat. ....
How to find pre-chat info that was passed when the Chat was initiated in Salesforce?
Salesforce Pre-Chat info will be stored in ConversationContextEntry entity when the chat is initiated. So, we can query the ConversationContextEntry entity. To initiate Salesforce Chat via REST API, please check the ....