Questions tagged [omnichannel]

Omni-Channel is the Service Cloud’s comprehensive customer service solution that pushes work to agents in real time, right from the Salesforce console

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12 views

Customize chat Embedded Services (Snap-ins) look and feel of the button

I am implementing chat in my org I am trying to start the chat not from the standard button: I cannot find a way to do that, I have tried to use the lightningsnapin:minimizedAPI lightning ...
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17 views

Transfer Chats Agent to Agent [closed]

How can I enable agent-to-agent transfer, as seen in this image: I have selected these options in the Chat Agent Configurations: But the most I can enable is the following:
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7 views

Omni-Channel Lead Transfer Event

How can I capture the Omni-Channel 'Transfer' event? We need to do some custom post-processing or pre-processing when a Lead is transferred to another agent.
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10 views

How to display omnichannel queue number on visualforce page/monitor

Is there a way to display the #'s from the Omnichannel queue system(for Case) on the visualforce page that can then be displayed on monitor? Thanks
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18 views

Is there a way to send email alert when Omni-channel is set to offline automatically or by user in salesforce?

We have a requirement where we have to send email alert to current user when his/her omni-channel is set to offline. I don't see an option to achieve this using Process Builder. But would like to know ...
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1answer
100 views

Einstein Bot not able to transfer chat with omni routing skill based

I am trying to transfer chat to an agent but enable to do it, I have omnichannel routing.I did all the set up for omni-channel skill based routing.
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46 views

Omni Routing Configurations Overflow Assignee

we have configured Omni Routing Configurations in my Org. in Routing Configuration "Overflow Assignee" currently we are assigning to user called "John Test". lets say after few days "John Test" ...
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38 views

HOW TO change avatart IMAGE TO LIVe agent name

I have created a snapin and also have pre chat form set up. I am seeing a header with the agent initial after chat is accepted. The avatar as the initial is also along side the chat.However, i would ...
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54 views

Case subtab not displaying automatically when routing type is changed from most available to omni-channel queue in Live chat

We are using live chat feature and in chat buttons and invitations settings when the 'Routing type' field is set to 'omni-channel queues' I need a case to be created,associated to Live chat transcript ...
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57 views

Omni channel agent queue

I have implemented the following:o 2 Super Agents in queue. Each agent can take 2 chats and then 5 people can wait in line behind the 4 active chatters until the message displays that we’re offline. ...
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1answer
125 views

how to hide toast

We are using a backgroundutilityitem component, where we fire a toast event - https://developer.salesforce.com/docs/component-library/bundle/force:showToast/documentation I know it shows the toast, ...
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1answer
95 views

Show pop-up or toast or banner in Lightning Service cloud console

We are using omni channel. Goal is to enhance the experience of an incoming call. We want some sort of toast to appear inside console when an agent receives incoming call. So far this is what i have ...
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1answer
66 views

CaseId is not associated to LiveChatTranscript record as expected

I'm using the Live Agent Deployment API to trigger the live chat flow, before initialize the chat window we also run saveToTranscript to associate a Case to LiveChatTranscript by filling the case id, ...
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1answer
104 views

Omni Channel Skilled based routing

I have implemented the functionality defined here: https://help.salesforce.com/articleView?id=omnichannel_skills_based_routing_setup.htm&type=5 By default my service channel is LiveAgent. So, I ...
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1answer
62 views

How to get omniToolkitAPI javascript object

All examples in the documentation I have found for getting the omniToolkitAPI object in lightning show this being done via a lightning component, using a <lightning:omniToolkitAPI ...> aura tag ...
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1answer
83 views

How to change UserServicePresence in Salesforce and How to get the list of Status shared to a profile?

I have a requirement to create a Global Quick Action that would display all the "Service Presence Status" available to a Live Agent and Change the status when he selects any of the status available. ...
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150 views

Service Cloud snap-in chat button not routing to a queue

I am using a snap-in with a chat button. The chat button is configured to route to a queue name "chats". I am able to get chat working from our website and cases are getting created in Service Cloud ...
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32 views

onAgentSend() Live Agent function not working in Omni-channel?

We have Live Agent integrated in org and now we want to enable Omni-channel. Live Agent has onAgentSend() method which intercepts the message and occurs before it is sent to the chat visitor. This ...
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126 views

Omni Channel Presence Status Change

I have a requirement where I need to change the status of the agent automatically when he accepts the work item in omni channel. As far as I understand we cannot do it in a standard way and we need ...
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1answer
111 views

Omni Channel Tab Focus

We have implemented Omni Channel with auto accept on cases and its working. The issue is that when you are working on a case in the console and omni channel pops a case then the browser focus is ...
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1answer
131 views

Agentwork trigger - declined reason field is not writable need help to write test data

I have after update trigger on Agent work and that fires when agent is declines the case in the omni channel by choosing the declining reason = 'Closed'. I have done development and everything is ...
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2answers
149 views

Live Agent: Best Ways to Route by Account?

I am trying to route chats in Live Agent by the account owner or account owner team. For ex., if an authenticated user chats in from customers website, I want that chat to route directly to the ...
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65 views

How to capture a pending chat as a case in Omni-channel?

We're getting into a couple of different scenario which were addressed with the offline chat form in Live-agent, and we have no similar solution in Omni-channel. 1. How do we capture chat as a new ...
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1answer
167 views

Omni Channel - Set different capacity per user

I would like to assign cases to agents via Omni Channel, but I've seen capacity is set at Presence Configuration, and it's classified by profile, or user by user. Isn't there any way to do it by ...
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68 views

OmniChannel: If agent with assigned case logs out, push the case back to the queue?

Based on the OmniChannel documentation it says that the case will remain assigned to the agent, but we need the case to be pushed back to the queue if the Agent that is working on the case, logs out (...
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137 views

OmniChannel: Routing through queues when there are no available agents?

Going through OmniChannel documentation: https://help.salesforce.com/articleView?id=omnichannel_routing.htm There is no information about how to manage the situation when there are cases assigned to ...
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63 views

Live Agent/Omni Channel Status Online automatically in Lightning Console

Team, I have a requirement to make Live Agent's status online automatically the moment agent opens Lightning console. I have configured Live Agent and Omni Channel. Do you know if there is any option/...
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1answer
502 views

chatbot transfer to live agent is showing me no agents are available

I've created a basic chat bot in salesforce and have a transfer to Agent option in it. Here my bot is working fine for all the conversation. but when I click on Transfer to Agent it gives me a message ...
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1answer
531 views

Snap-ins Pre-Chat - Case is not created when no “Subject” is given

I use Snap-Ins chat with a Pre-Chat form to connect an external site with Salesforce Service Console which uses Omni-Channel chat. From the user side: I fill the prechat form only with first and ...
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1answer
222 views

Einstein Bot not working with Omni-Channel Routing

I have successfully implemented Einstein bot with Skill based Routing. But when I change the routing to Omni-Channel I am not getting connected to the Bot. I use snap-ins and fill my Pre-chat page it ...
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0answers
137 views

Cancel Live Agent chats going to a particular queue

In our org, we have live chats going to specific queues based on certain criteria. If a chat doesn't meet any criteria, it's currently getting assigned to a queue that no agents will be picking chats ...
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1answer
163 views

Exception during handling of messages Unrecognized advice action handshake

I am getting following error message while using cometd library "Exception during handling of messages Unrecognized advice action handshake". The thing which I want to achieve is listening of platform ...
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2answers
677 views

Does the Prechat API work with Omni Channel and Lightning?

We are trying to migrate from Classic to Lightning for supporting chats. We changed routing to Omni Channel, and chats come in, but it doesn't seem to be creating and popping a case. It is working in ...
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110 views

Live Agent Preview of Chat before Agent Accepts the chat in Omni Channel Lightning

I know that in Salesforce Classic when an agent gets a new live agent request, they can hover over the request to see a preview before the agent accepts the request. I was wondering if I can do this ...
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1answer
906 views

Setting OMNI-Channel presence status using APEX

Requirement: We need to force all agents who login into Service console to go online on OMNI Channel. Question: I know we can write a trigger on UserServicePresence object. But how do i cause the ...
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120 views

Embedding chat on other sites, $A.util methods are undefined

I am trying to embed Live Agent chat on one of the intranet websites in our organization. I am getting the following error when I click on "Click to Chat". SCRIPT5007: Unable to get property 'isEmpty'...
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1answer
370 views

Is Live Agent possible with Leads and the Sales Console?

We are planning to use Live Agent, but have a scenario where Sales is intending to use Live Agent with Leads and where Service is using Live Agent with Cases. Is that possible? Would that involve ...
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179 views

Live Agent javascript api not working with omni channel routing

We have a LiveAgent integration and were using the event function 'sforce.console.chat.onChatStarted' to get details about the chat that agent had accepted and 'sforce.console.chat.onNewMessage' ...
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1answer
749 views

Live Agent not working in Lightning console app

Live agent works fine with Omni in classic and not in lightning, and per Salesforce Documentation this is what I need to do: "If you want to use Live Agent and Omni-Channel in Lightning Experience, ...
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108 views

Where is Omni Channel Presence Status busy stored in schema

Anyone know where the "busy" flag that is checked when creating a new Omni-Channel presence status is stored? There is no field in ServicePresenceStatus. There is an IsAway flag in UserServicePresence ...
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1answer
1k views

Unable to fetch queues in Live agent button + omni channel

I am creating a chat button with routing type ="Omni" but unable to get the queues in lookup input field. I have multiple queues in my Org. am I missing any permission that needs to done to fetch ...
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1answer
164 views

Is there a way to access Omni-Channel Methods for Lightning Console without creating a Lightning component

I was looking through Salesforce Console Developer Guide for Methods for Omni-Channel in Lightning Experience. Does anyone know of a way of access these methods without creating aura components?
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1answer
2k views

Omnichannel routing - not working as expected

We are experimenting with omni-channel in a sandbox and have the following set-up: A service Channel which is set to only include Cases A single routing configuration which has priority 1 and a ...
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1answer
134 views

Omnichannel routing by number of open cases

We just recently implemented Service Cloud and omnichannel routing into the instance we've been using for our support desk. We have been using salesforce for about 3 years but had very little ...
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1answer
201 views

Is there any special restriction on using OriginalQueueId field in AgentWork trigger?

We have written a before/after update trigger on AgentWork object to get information about the Owner Change from Queue to User on Case record acceptance from Omni Channel. To get this From and To ...
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0answers
312 views

Routing Chat with Omni Channel

We use omni channel to route the chats and we create case for each chat session in the pre-chat page . When the chat is routed to agent , to the right of chat transcript layout we see a column with ...
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2answers
670 views

Omni Channel Routing Model - Least Active Explanation

I was going through the Salesforce help article (https://help.salesforce.com/articleView?id=service_presence_routing_options.htm&language=en_US&type=0) to understand Omni Channel Routing Model ...
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1answer
41 views

How to get the date the case was viewed

Is there a way to get the date viewed of the case just like the lead's standard facility of read and unread. I am using omni channel but cases can also be manually picked from the queue.
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1answer
144 views

How do i show pushtime out on omni channel widget

My routing configuration has a push time out of 60 seconds.I want to achieve the below things i want to show a timer that runs down from 60 seconds to 0 in the omni channel widget just to indicate my ...
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1answer
405 views

Issue in console event listener

I have recently enabled omnichannel in our org. I need to perform some action when an agent accepts a post from the omnichannel widget in the console. To do this I added a hidden custom console ...