We have a requirement to directly route the chat from Einstein bot to a specific agent linked with the Case when the user clicks on Transfer menu and Einstein bot only supports bot/queue/skill transfer. We have tried a lot of things, including Apex class call to create/update PSR and Agentwork records but nothing seems to work. Has anybody done this? Any ideas would be much appreciated, Thanks
Called an Apex class to intercept the transfer by the bot and created/updated PSR and Agentwork records in that class to route to a specified PreferredUserId
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I have setup a chatbot for my customer.
For that, I have configured the bot with different dialogs and pattern to help them going to the response they seek. I also have activated the Einstein bot intent (Natural Language Processing : NLP) to let them type answer to get directly to the right dialogs.
But it's here that I have a problem. When I set a dialog with a question (with or without choices) when I write an NPL answer, the bot stop and wait another input.
Exemple: the bot asks "Are you ok?" if I respond "Agent" (word link to another dialog) the bot stop and if I rewrite "Agent" the bot start the dialogs "Agent".
Dialog config : Dialog config
Chat exemple : Chat exemple
I don't know why it's happening or how can I resolve this. I have read the documentation but nothing link to this problem.
Thanks for your time
I have found the issues. It comes from the entity that we were using. The entity was set with a standard text. So, when a user was writing some text (utterance values or not) it was store and that was good for the bot.
The solution was to create an entity of Value type. Write in it the Buttons label. Like this if a user clicks on the button or write the button label, it can be stored and go further, if not it will go on the intent recognition. And finally, if all the 2 fails, the bot goes in the conversation repair.
Here is a process Schema draw by a salesforce member
I'm designing a custom team tab using React that calls third party API, I need after executing the API successfully, user gets notified . What is the best way to achieve this? I used Bot in my project, but not sure how can I call it from my custom tab class. I'm aware of the existence of proactive messaging, is it the only way to do it? If it is, a pointer on how to implement it to a custom tab would be appreciated.
If you're wanting to message the user 1-1 (like in the personal app), then proactive messaging is definitely what you need (inside a Team, there are other options), and considering you have the bot already in place that's perfect. The only thing you might be missing are the details required to send the actual proactive message (the best time to get them is when the bot is first installed by the user). In particular, you need ConversationId and ServiceUrl.
With regards the concept of Proactive Messaging, basically once the bot is installed, and you have the required values, you can -send- the message from any backend code at all. That can include, for example, custom tab's backend api. You need to identify the user, which you can do using the Teams Context (it's not the safest way but it's the easiest), and then look up the values in your own backend store (e.g. database or whatever) to get the ConversationId and ServiceUrl, then just message the user in your backend.
I have to work on this task..but I have no idea how to start. I googled it..but did not get the relevant answer.
I have various forms on website. These forms are made using drupal. On the submission of form I have to push the contents in the contacts and activities of salesforce. For eg let's say ABC has downloaded a newsletter. Then ABC will go in contact(of salesforce) and newsletter will go in activity(of salesforce) of ABC in salesforce. Now using the activity I have to create a custom list and import it to mail chimp.
My research :
Drupal to salesforce :
It says drupal has salesforce suite module where you can map drupal entities with salesforce field. And on submission it will automatically go to salesforce.
Salesforce to mailchimp:
Am not sure of this part. Any help will be greatly appreciated. Thanks .
You can use Zapier for this. I believe this zap will do what you want.
If you want to customize the integration you can see a full list of triggers and actions for both mailchimp and salesforce here
Essentially, you can connect any of those triggers on the left to any of the actions on the right. This way you can make your own custom integrations to do whatever you need. You should be able to satisfy this requirement with this.
I'm not 100% sure of the terminology on how to describe what I'm looking to do, so I apologize in advance.
I have a custom entry page for an object in salesforce, and I'm curious as to whether or not it's possible to call an external website when I click the save button.
Rough Example:
User enters in a new Account and hits save.
After saving the Account, The extender class calls to a webpage that inserts an entry into an external database to let a different set of users external to salesforce know that something new has been created.
Again, I apologize. I know I'm not describing this very well. Thank you for any and all input!
Yes, it is possible. Take a look at the Invoking Callouts Using Apex section of the Apex Code Developer's Guide. Salesforce refers to this (your Apex code connecting to another web server) as an HTTP Callout.
Also, take a look at questions with the "callout" tag on the dedicated StackExchange site for Salesforce.com.
I have an mvc application where you have to be registered to log in. So you have your profile page and etc... As a part of the application I have a chat for all users (silverlight page). You enter the chat from your profile page. You have a list of online users there (who logged in on the site and not necessary entered the chat page) but exchange messages you can just with users who did enter the chat page. Otherwise they won't see them. Here is my problem.
So, I want to realize next functionality: if user who didn't enter the chat page was chosen by another to start conversation in chat (silverlight), he should get a pop up message on HIS profile page (mvc) with invitation to the chat. I understand how to send data from silverlight to mvc through WebClient and json format. I don't understand how to reach particular user's profile page. I can think just about some database table with this kind of invitations and some timer on the profile page to check on them.
Please express your ideas, thoughts or opinions in this matter. I would appreciate any help. Thanks in advance.
Maybe you should check out SignalR.
Like you mentioned you need some way to signal another client about the message by checking periodically. SignalR does this for you and in modern browsers uses Websockets to make it even better.
It is very easy to setup and you can build a chat application in a few lines of code. Without the need to save messages in a database (when you don't want to).
Check out this blog post for a sample chat application:
http://www.hanselman.com/blog/AsynchronousScalableWebApplicationsWithRealtimePersistentLongrunningConnectionsWithSignalR.aspx