系列: 为 Salesforce Service Cloud Voice 设置 CX Cloud、Digital 和 AI

打造服务渠道

先决条件:
  • Install CX Cloud, Digital and AI for Salesforce Service Cloud Voice package.

创建两个服务渠道:

  • Genesys Cloud Chat Messaging called as Genesys Cloud Messaging and related to the Experience (genesysps__Experience__c) object.
  • Genesys Cloud Email Messaging called as Genesys Cloud Email and related to the Email Experience (genesysps__EmailExperience__c) object.

要为 Genesys Cloud Chat Messaging 创建服务渠道:

  1. 在设置主页上,在快速查找框中搜索服务渠道,然后选择服务渠道。服务渠道页面打开。 
  2. 单击 “ 新建”
  3. Enter the Service Channel Name as Genesys Cloud Messaging.
  4. 选择经验作为Salesforce 对象
  5. 对于当客服人员接受工作时自动最小化全渠道小部件,启用接受工作时最小化全渠道小部件复选框。
  6. 单击 “ 保存”

要为 Genesys Cloud 电子邮件消息传递创建服务渠道:

  1. 在设置主页上,在快速查找框中搜索服务渠道,然后选择服务渠道。服务渠道页面打开。 
  2. 单击 “ 新建”
  3. Enter the Service Channel Name as Genesys Cloud Email.
  4. 选择电子邮件经验作为Salesforce 对象
  5. (Optional) To allow the agent to answer chat conversations automatically, enable the Automatically accept work requests check box. On enabling, it configures all agents using this Service Channel. For more information, see Create presence user and routing configurations.
  6. 单击 “ 保存”