Monday, 16 June 2025

Pre-chat Fields in AI Agent

 How to collect essential customer information before they start a conversation with the agent?


Using Pre-chat Fields in Embedded Service Deployments(ESD).


—> Visible pre-chat fields are displayed to the user and require direct input.

—> Hidden pre-chat fields are not displayed to your end-user.


Pre-chat forms for Agentforce :


1.Setting context for the agent.

2.Establishing user identity.

3.Advanced routing.

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