Hello Everyone,
Just want to ask if it is possible to end both Conversation and messaging session when agent click End Chat button in messaging session page so that it will also end the conversation in customer's prechat form?
Ariel,
As of now, there is no configuration for this. But, the end visitor will see a message that the agent left the conversation.
Hello Everyone,
Just want to ask if it is possible to have validation on prechat form field for date? similar to the email one which is default field that only accepts valid email in messaging for web
Hi @Ariel Gencianeo ,
Please check this article.
https://www.infallibletechie.com/2021/07/validation-in-salesforce-embedded.html
@* Service Cloud * @* Sales Cloud - Best Practices *
Hi All
I'm currently looking to deploy embedded chat in Production. We have created a Pre Chat Form to create a lead.
Can anyone confirm how I can set the Lead Source on the Lead created from the Pre Chat Form?
Hi Brian,
I haven't worked with Pre Chat forms in a couple years, but I think I found a resource that can help. The important part is the hidden input containing the lead source to be set.
http://peterknolle.com/live-agent-pre-chat-api/ Example code (uncompiled and untested)
<!-- Detail inputs -->
First Name: <input type="text" name="liveagent.prechat:leadFirstName" /><br />
Last Name: <input type="text" name="liveagent.prechat:leadLastName" /><br />
Email: <input type="text" name="liveagent.prechat:leadEmail" /><br />
<!-- Hidden input to store Lead Source -->
<input type="hidden" name="liveagent.prechat:leadSrc" value="Chat" />
<!-- Map the detail inputs to the Lead fields -->
<input type="hidden" name="liveagent.prechat.findorcreate.map:Lead" value="FirstName,leadFirstName;LastName,leadLastName;Email,leadEmail;LeadSource,leadSrc;" />
<!-- Try to find the Lead by email (exact match) -->
<input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Lead" value="Email,true;" />
<input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Lead" value="Email,true;" />
<!-- If the Lead is not found, then create one with the following fields set -->
<input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Lead" value="FirstName,true;LastName,true;Email,true;LeadSource,true;" />
Let me know if this helps!
Charlie
Good morning...
I am trying to figure out how to route a chat to agents depending on a value the user would select on the prechat window? Is this possible? My ideal scenario would be to have 3 options to select from on the pre-chat window and depending on the option selected, the chat would get routed to the agent with that given skill set.
Thanks for any help
Kevin
