📄️ Introduction
Let's discuss how we can help you automate your business processes and make life easier for you, your co-workers and employees.
📄️ Object Configuration
This is probably the most important section of the whole application, as here we can configure and map objects that
📄️ Field Mapping
In order to populate our newly created objects we can use the Field Mapping feature. Press the first icon from the
📄️ Adding Records Manually
All of the visitors details are available inside the Visitors tab.
📄️ Automatic Record Creation
This feature allows to configure bots that will automatically create a Salesforce record based on a selected
📄️ Preview Salesforce Data
Every time a new chat is selected the integration will automatically search for all of the Salesforce objects related to
📄️ Log Aggregation
Both manually and automatically added records will be saved in the Logs section, where you can easily check which agent
📄️ GDPR
We take data protection very seriously which is why we enabled region separation in our application.