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#BOT0 discutindo

Hi,

We have a functionality where we are developing our bot and placing it in a website. we dont want to include a prechat form in there. But we need to take the data of the logged in user. How can we accomplish it? Currently i am using the prechat code in embedded settings but it is not working if i am disabling the prechat.

 

embedded_svc.settings.prepopulatedPrechatFields = {     MobilePhone: “1234567890”,     Primary_Email__c: “abc@test.com”  };  embedded_svc.settings.extraPrechatFormDetails = [{   "label":"Mobile",     "transcriptFields": ["Mobile__c"]  },{   "label":"Primary Email",    "transcriptFields": ["Primary_Email__c"]  }];

 

Thanks

 

#Chatbot  #Einstein Bot  #Einstein Bots  #BOT  #Einstein  #Einstein Analytics  #Salesforce Einstein & AI  #Apex  #Service Cloud  #Integration

4 respostas
  1. 31 de jan. de 2023, 15:03

    Hi, @gautam arya

     

    **Mark this as Best if found this Useful for other Trailblazers reference**

     

    You can try this to get information of current user : 

    // First Get the current user ID

    var userId = sforce.connection.getUserInfo().userId;

    // You can Query the database to retrieve information about the current user

    var query = "SELECT Id, MobilePhone, Primary_Email__c FROM User WHERE Id = '" + userId + "'";

    var result = sforce.connection.query(query);

    var user = result.getArray("records")[0];

    // You can pass the information to the live chat window

    embedded_svc.settings.prepopulatedPrechatFields = {

    MobilePhone: user.MobilePhone,

    Primary_Email__c: user.Primary_Email__c

    };

    embedded_svc.settings.extraPrechatFormDetails = [{

    "label": "Mobile",

    "transcriptFields": ["Mobile__c"]

    },{

    "label": "Primary Email",

    "transcriptFields": ["Primary_Email__c"]

    }];

    Feel free to Ping me again.

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Is it possible to build a bot that is neither a 'chat bot' or reliant on Einstein functionality? That is, could it be purely Lightning Flow reflected as a bot? And, can it be available on your website, and not Communities? And lastly, can pictures be submitted through a bot?

3 comentários
  1. 9 de out. de 2021, 17:59

    Hi, I think you can also try workativ’s chatbot integration with Service Cloud and 70+ apps and pre-built workflows like create ticket, update ticket and more. Workativ is a conversational ai and workflow automation platform that helps you build chatbot, connect with Salesforce and 70+ other apps, use pre-built workflows like create ticket etc, deploy your bot on Slack or Teams easily in minutes. They provide free trial. Check here

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We have a bot searching Tasks using Flow, but when we use the default Bot User, the results are {!Subject} {!Subject}....  We have added the Fields as Read to the Permission Set sfdc.chatbot.service.permset, but it seems to make no difference.  (this is similar to the thread: https://trailhead.salesforce.com/trailblazer-community/feed/0D53A00004dxyIbSAI#Einstein Bot #Einstein Bots #BOT

3 respostas
  1. 16 de set. de 2021, 13:28

    @Arthur Almeida see attached.  We're using a custom Object Variable.   

    see attached. We're using a custom Object Variable. However, we were able to solve the issue by extending the Bot's permission set Setup | Users | Permission Set | sfdc.chatbot.service.

     

    However, we were able to solve the issue by extending the Bot's permission set  

    1. Setup | Users | Permission Set | sfdc.chatbot.service.permset
    2. Under System Permissions: Permission Name - Access Activities: Enabled (checked)

    This solution works, but doesn't answer all my questions.

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Is it possible to integrate a bot with Pardot, so that the information Pardot knows about a visitor is passed to the bot so the bot can use it for a more personalized interaction? e.g. Refer to the visitor by name, or recognize what product line they are interested in. 

5 comentários
  1. 2 de ago. de 2021, 15:00

    I'm interested in any best practices here as well. Would love to see our Einstein Bots / Live Agent chat and Pardot become more integrated. 

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Hi, how should I setup the bot to demo it on my org I have just installed the DreamHouse unmanaged package into my org and the Einstein Bot is off.

Thanks in advanced,

Erika

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1 comentário
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I am doing  query in a flow and returning a collection..and using that in QUESTION...all good. However in the "The output from the action is displayed to your customer as choices." dialog I can only seem to access fields from the object returned. I would like to resolve other variables from the bot OR at least get a value from a TEXT collection that I created in that same flow. The Object I queried and the Text Collection both appear at the bottom of the Question so it seems its passed back to the BOT Question. Is there a syntax for pulling a value from the Text Collection there instead of the Queried Object?

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Hi #Ohana, We have discovered a need to allow customer's to 'go backwards' when interacting with the Bot.  Looking for insight on making this available.

 

We are using intent functionality and want to be able to allow the customer to go back to the previous message/menu if the wrong selection is made from the menu driven Bot.

 

I don't see an option in Dialog:  https://help.salesforce.com/articleView?id=bots_service_system_bot_dialog.htm&type=5

 

@* Service Cloud * @Serviceblazer Community Group 

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1 comentário
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@Bhaskar Garg  - It seems that if you use a bot then you can not QUEUE chat transfers. If you transfer to agent from a bot and all agents are busy, it just goes straight to the No-Agent dialog even though you have setup queueing for the CHAT agent. This is a Huge GAP for us and almost negates the value of the BOT. Let me know if I am missing something and it does queue. If it does not, please consider supporting a TRANSFER that respects whether we have setup QUEUEING or not.  Thanks for the consideration.  IMPORTANT PART - the WHY: The WHY is because we want the bot to help if it can, but if it can't we don't want to force the customer away....we want THEM to choose if they want to wait or file a case online. The best would be to a) Support Queueing and b) Have the ability to easily(I know I can in callout) get the wait time to ask the customer if they want to wait or file a case. One More thing...this experience with the bot could actually push customers AWAY from Chat as they have this interactive experience then are pushed "OFFLINE" when the chat queue may not be much of a wait...that is counter productive! This also creates Case Backlog and phone/email tag that is unwanted by us and the customer.   @Peter Chung 

13 comentários
  1. 12 de out. de 2020, 21:26
    @David Clark OH... @Hao Dong had said it would be available in Winter '21 We definitely need it there before Spring....Hoping you will strongly consider backporting it to Winter.
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