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Hi!

 

I'm working on adding the Digital Engagement Web Chat to our website and I'm using an Einstein Bot for the first part of the chat prior to sending it to a Live Agent.  I'm able to create a Lead and attach the Chat Transcript to the Lead, but I'm not able to capture all of the fields that I've collected in Variables.

 

Can do:

  • Start Chat
  • Select Questions and store their answers in variables
  • Collect information prior to routing to an applicable agent
  • Collect and fill in on the Lead their Name, Phone Number, Email Address, and Company (I'm using a Flow to create the lead)
  • Update the Lead Source (this is done through a Workflow Actions - field update)

 

Need to do:

  • Take the Product selection and populate the corresponding Picklist Field on the Lead

 

Any assistance will be greatly appreciated!

 

Thanks,

Jasmine

 

@MVP Office Hours (US) #Flow #WebChat  #EinsteinBot #Leads #Variables 

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