You can automatically attach the transcript to a record i.e. a case by using the saveToTranscript method. Depending on wheter you are using the pre-chat API or deployment API all you have to do is follow the instructions on the developer guide to automatically related the transcript to the case. findOrCreate.saveToTranscript
- While chatting with a customer, click. to attach a record to the transcript. ...
- To search for an existing record: Click the search icon ( ...
- To create a new record: ...
- After you complete the chat with the customer, exit the chat.
- If prompted, click Save.
What is the best tool to send SMS with Salesforce?
SMSGlobal is a great tool to send SMS with, particularly using the Salesforce plugin. You can send bulk SMS campaigns and personalised messages using a variety of combination of actions and triggers, automating the process to make sending easier.
How do I manage mobile contacts in Salesforce?
Here you can create messages, reports, and manage mobile contacts. Next, you’ll find the Administration tab, where you can adjust settings, update From Names, and schedule a blockout window. You can also drill down further into each provisioned code from this tab to see specific account settings and keywords.
How to create SMS messages in mobileconnect?
She starts on the overview page of MobileConnect and clicks Create Message. She selects the Text Response template and then Next . You can also create SMS messages directly in Content Builder. Learn more in the Content Builder Features module. Simone adds a message name and selects the customer code and then the keyword.
How to create a livechat case in Salesforce console component?
When manually creating the Case in a console component instead of letting Salesforce create the Case automatically via pre-chat or deployment API then you will need to use an apex trigger on the LiveChatTranscript object and add a custom text field Chat Key to your Case object to correlate the records in the trigger.
How do I enable chat transcripts in Salesforce?
From Setup in Salesforce Classic, enter Chat Settings in the Quick Find box, then select Chat Settings. 2. Select Enable Chat.
How do I save a chat transcript in Salesforce?
1. In the Chat Deployment, enable “Allow Visitors to Save Transcripts”. 2. Visitors can use Save Chat Transcript to save the Chat Transcript.
How do I email a chat transcript in Salesforce?
0:024:41Salesforce Attach Chat Transcript of the Chat to the Email As ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe could use this attach. Option from there select necessary a pdf file attach it to the email. AndMoreWe could use this attach. Option from there select necessary a pdf file attach it to the email. And actually send it.
How do I get chat transcripts?
To get a chat transcript from Archives, follow these steps:Go to Archives and choose the chat you want to get transcript from.Click on the three dots in the top right to open the action menu.Select Send transcript from the menu.Enter your e-mail.Click on Send copy to finalize.
What is chat transcript in Salesforce?
A chat transcript is a record of a chat between a customer and an agent. Salesforce automatically creates a transcript for each chat session.
Are live chats recorded?
What is a live chat transcript? A live chat transcript is created after a chat session. It's a copy of the conversation between the agent and customer, providing a valuable record of every detail of the interaction.
How do you close the chat tab when the conversation is ended in Salesforce chat in lightning experience?
How to close the Chat tab when the conversation is ended in Salesforce Chat in Lightning Experience?When the Chat is ended, lightning:conversationChatEnded event will be fired.onChatEnded method will be called.workspaceAPI. closeTab() closes the Chat Transcript record.
How do I download transcripts from Zendesk?
In the history list, click a chat. In the details panel, click Transcript. Click the Export transcript icon ( ), then click the Add transcript to ticket button. The transcript is added to the ticket associated with the chat.
What is live chat transcript?
What is a chat transcript? A chat transcript is an exact copy of a live chat conversation between a customer service agent and a customer. It acts as a record of every detail of the exchange, including the text, customer's details, and even time stamps for each message sent by the customer and agent.
How do I delete a chat transcript event in Salesforce?
Chat Transcript Events object captures events that occur over the lifetime of a chat. The record owner and the User above them in them in the role hierarchy will be able to delete the 'Chat Transcript Event,' provided the User has Read/Write permission on the 'Chat Transcript' record.
How can I talk to customers online example?
General greetingHi {Visitor Name}! Thank you for visiting our website! My name is {Agent Name} and I am here to help you.Hello! This is {Agent Name}. Don't be afraid to ask any questions. ... Hello! This is {Agent Name}. How can I help you today?Hey {Visitor Name}! Thank you for chatting with me.
What is a text survey?
Text message surveys can be an interactive way to learn more about your potential customers. For example, if your sales team attends a large conference, you might encourage attendees to engage with your company by texting in a keyword.
Why is automated texting important?
As with all messages, it’s especially important to make sure that automated messages doesn’t accidentally send a message during times when your customers don’t want to be contacted. A good SMS platform offers a setting to ensure that all follow-up messages are sent during your business’s selected office hours.
Features
As a powerful two-way messaging tool, Mogli has identified text messages as a better, faster way to obtain a response from (or to simply alert) Leads, Contacts, Person Accounts, or any other standard/custom object.
Use Cases
Sales teams are batting for attention with competitors. Using SMS can help them cut through the noise, and help reach high response rates and provide an awesome end-to-end experience.
Setup
Not only is the Mogli SMS setup a breeze, but the Mogli team is available to support you every step of the way!
Documentation
Up-to-date documentation can be found either within the knowledge base or by accessing the most recent user guide published by Mogli in the AppExchange listing .
Pricing
One of the unique advantages Mogli SMS brings to the table is being a site license – this means that all users in your org are included. This approach is sure to result in significant savings compared to a seat license model.
Summary
Beyond a shadow of a doubt, Mogli SMS will increase your team’s productivity, regardless of which way the SMS, MMS, or WhatsApp functionalities are going to be used within your organization.
Custom Console Component
Here is sample javascript that listens for a new chat session to start and creates a new Case record, populating the Case record with the Chat Key.
LiveChatTranscript Trigger
The LiveChatTranscript record will have the ChatKey populated on it but the CaseId will be blank (in this scenario). So we look up the related Case indirectly by the chat key custom field we setup earlier.
What are the noneditable keywords in MobileConnect?
MobileConnect has a few noneditable keywords that you need to have active in your account. HELP for recipients to request assistance and STOP so they can unsubscribe (Alternatives to STOP include: QUIT, CANCEL, END, and UNSUBSCRIBE. These are considered global STOP keywords).
Can you add a subscriber to Marketing Cloud?
Subscribers can be added into Marketing Cloud manually or through an import, as long as the customer has previously opted into mobile messages. You can also add contacts to MobileConnect via API . A subscriber who consents to receiving email is not the same thing as a subscriber who consents to mobile.