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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