Docs
DashboardRelease Notes
  • What is DeepConverse?
  • Chatbots
    • Basics
      • Building chatbot intents
      • Intent action responses
      • Chatbot Persistence mode
      • Publishing changes
    • Advanced Functionality
      • Connection Override
      • User Identity Verification
      • Announcements
      • Channel Specific Functionality
        • Zendesk Sunshine Conversations
          • How to handle image and file uploads in Zendesk Sunshine Conversations?
        • Zendesk Chat (Classic)
          • How to handoff conversations to Zendesk Chat (Classic) ?
        • Calendly
    • Branding
    • Deploy
      • Chatbot Versioning
      • iOS SDK
        • iOS (Custom Webview)
      • Android SDK
      • Adding widget to your Zendesk Help Center
      • Adding widget to your website
      • Custom Initialization and Passing Metadata
      • Open chatbot via Javascript
      • Adding widget to your Shopify Store
        • Adding the widget to Shopify via the Theme editor embed block
    • Localization
    • Customizations
      • Adding a link to your Privacy Policy in Chatbot window
  • Voice Bot
    • Getting Started with Voice Bots
    • Voice Bot Architecture
    • Supported use cases for Voice Bot
    • Setup and Configuration
  • Ticket Automation
    • Setup Zendesk email and ticket automation
  • Guides
    • Building Guides
    • Guide Theme Customization
    • Embedding Guides on your website
    • Embedding Guides in Chatbots
    • How to copy Guides across sites
  • Conversational Flow Builder
    • What is the Conversation Flow Builder?
    • Assign Parameters in Conversations
      • Predefined Parameters
    • How to use Rules in Conversations
    • Conversation Blocks
      • Question
      • Salesforce Blocks
        • Agent Availability Block
        • Live Agent Handover
      • Guide Blocks
        • Guide Step (Guide Flow)
        • Solved Block
        • Unsolved Block
        • Guide (Chatbot)
      • HTTP Request
      • Client Events
      • Policy
      • Zendesk Sunshine Conversations Handoff (In Widget)
    • Data Tables
      • How to read or search data from Data Tables?
  • Analytics
    • Chatbot Analytics
    • Viewing Chat Conversations
    • Message Viewer
    • Integrating with Google Analytics
    • Export API
      • Conversations Endpoint
      • Messages Endpoint
  • Integrations
    • Supported Integrations
      • Zendesk
      • Zendesk Sunshine Conversations
      • Salesforce
      • Gorgias
  • Account
    • Adding Users
    • Permissions and Roles
    • Multiple Sites
  • Security
    • DeepConverse Public IPs
    • Subprocessors
    • Data Request Policy
    • Technical and Organizational Security Measures
    • Reporting Security Vulnerabilities
      • Log4Shell Vulnerability
    • Generative AI - Technical Security Measures
  • Support
    • Contacting Support
    • Service Levels and Response Times
    • Platform Stability
Powered by GitBook
On this page

Was this helpful?

  1. Conversational Flow Builder
  2. Conversation Blocks
  3. Salesforce Blocks

Live Agent Handover

Handoff to Salesforce support agents using Live Agent Rest API

PreviousAgent Availability BlockNextGuide Blocks

Last updated 1 year ago

Was this helpful?

The Live Agent Handover block allows you to handoff customers to a Salesforce Live Agent. In addition to the handover you can associate cases and contacts. You also have the ability to prefill fields on the object.

By default the following are the required fields which can either be populated directly or with parameters.

  1. Live Agent Url

  2. Salesforce Organization Id

  3. Deployment Id

  4. Button Id

Optional fields include the following:

Field
Description

Case Id

The Salesforce Case object to associate with the transcript. This should be created prior to handoff if the association is needed

Contact Id

The Salesforce Contact object to associate with the transcript. This should be created prior to handoff if the association is needed

Custom Fields

These are key value pairs to be set on the LiveChatTranscript object. These can be either the default Salesforce fields or any custom fields added into the object.

On the completion of the chat the flow would move forward to the next node. Completion can happen with the following scenarios:

  1. Chat ended by agent

  2. Chat ended by user

  3. Disconnect from user (Abandonment leading to ending of chat after a timeout)

LiveChatTranscript
Salesforce - Live Agent Handover Node