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Automatic Record Creation

This feature allows to configure bots that will automatically create a Salesforce record based on a selected trigger.

Currently only the chat_ended trigger is supported.

Automation

To configure a new automatic process press New Automation

You will be redirected to the configuration page where you can:

  • Select the Salesforce object to be automatically created
  • Choose if that object should be created only for all, returning or new visitors.
Automation

Saving the configuration will automatically perform the following process:

  1. Verify if our Livechat license has webhooks enabled
  2. Enable webhooks on our license if needed
  3. Register a new webhook for the bot we have just created

Voilà! Your bot is now happily waiting for configured trigger.

Automation