In this release, we have improved the functionality of our salesforce integration and introduced the ability to integrate third-party bots into our platform. Read on to learn more about these great enhancements:
Agents can now edit Salesforce Cases and Tasks inside the Agent Console.
When manually creating Salesforce a Leads or Cases in the Agent Console, agents now can click the Lead or Task button and manually edit Salesforce field data.
There will also be a Salesforce tab in the Agent Console for agents to update the Lead/Contact/Case/Task fields when one is set to be created automatically after a chat ends which is not there in the previous versions.
Agents have the option to change the Lead/Contact associated with a chat under the Salesforce tab in case it is matched incorrectly.