1

I have a bot deployed using Embedded Service. I'm following Einstein Bots Developer Cookbook. In my PreChat form, I'm getting customer Name, which I want to use while greeting.

I have added below code in my website, to get details in Chat Transcript object:

embedded_svc.settings.extraPrechatFormDetails = [{
  "label":"First Name",  
  "transcriptFields": ["FirstName__c"]
},{
  "label":"Last Name", 
  "transcriptFields": ["LastName__c"]
},{
  "label":"Email", 
  "transcriptFields": ["Email__c"]
}];

I'm extracting the transcript fields using Metadata API Solution.

I have also given the field permission in the sfdc.chatbot.service.permset permission set.

I can also see my chat transcript record is not getting created. I'm using Omni-channel queue-based routing.

Is there any other step which I'm missing?

1
  • Transcript record should be created. is it a customer website or embedded cloud site? For the later the snippet is slightly different.
    – nayak
    Apr 5 at 4:46

1 Answer 1

0

It looks like you haven't completed the rest of the steps, step 5 and beyond. - https://developer.salesforce.com/docs/atlas.en-us.bot_cookbook.meta/bot_cookbook/bot_cookbook_greet_customer_lex.htm

1
  • 1
    Yes, I did and I'm using the Metadata API Solution, to retrieve the firstname Jun 3, 2020 at 13:44

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.